A Gleap custom agent can read and write Harvest time entries, projects, clients and invoices through Composio. It is useful for agencies and consultancies whose clients ask about hours and invoices in the same Gleap inbox they use for support.
What a Gleap agent can do in Harvest
- Log time from a ticket: Create Time Entry records the hours a teammate reports on the client’s project and task.
- Answer invoice questions: List Invoices and Get Invoice show amounts, dates and state, so the teammate can answer “has our invoice gone out?” with facts.
- Check payments: List Invoice Payments shows which payments were recorded and when.
- Keep contacts current: Create Client Contact adds the person who wrote in to the client record.
Example: Explaining a higher invoice
A client’s finance lead asks in Gleap why March’s invoice is higher than February’s. The teammate asks the agent to check. The agent finds the client in Harvest, reads both invoices and the time entries behind them and summarizes which project added hours. The teammate reviews the numbers and writes the reply.
How to connect Harvest
- In Gleap, open AI & Automation > Agents and select a custom agent, or create one.
- In its Tools section, click Add tool and search for “Harvest”.
- Pick Harvest under More integrations and click Connect Harvest.
- Sign in to Harvest in the popup and approve access.
- Open the new Harvest tool and switch off every action the agent does not need, such as Delete Invoice or Create Invoice Message.
- Tell the agent in its instructions when to use Harvest, then test it in chat.
Custom agents are included in the Team, Pro and Enterprise plans. Kai Support can use connected apps as tools on Team, Pro and Enterprise. Kai Code, also on those plans, can use Harvest in coding sessions once you add it under Settings > MCP in Kai Code.
FAQ
Does Gleap integrate with Harvest?
Yes, through Composio. A Gleap custom agent can work with Harvest clients, projects, tasks, time entries, estimates, expenses and invoices. Harvest changes only when an agent run calls an action you allowed.
What can a Gleap AI agent do in Harvest?
It records time from support and implementation work, answers questions about hours, invoices and payments and keeps client contacts up to date. It reports what it finds to your team in the ticket.
Which Gleap plan includes the Harvest integration?
Kai Support and Kai Code can use the Harvest toolkit on Team, Pro and Enterprise; custom agents that use it are on Team, Pro and Enterprise. Kai Support answers customers, so switch on only actions that are safe in a customer conversation. Connect a Harvest user whose permissions match what the agent should see. AI usage is billed separately; see pricing.
Can the agent create or send invoices?
The toolkit includes Create Invoice and Create Invoice Message, which can send an invoice to the client. You decide whether the agent may use them; to keep invoicing with a person, switch both off.
