Connect Claude & ChatGPT to Harpoon

89 tools for Harpoon

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_noteChanges dataAdd a note with body to a record, identified by notable_type and notable_id (e.g. a client or project).
• create_a_recurring_invoiceChanges dataCreate a new invoice. Required: client id, frequency, start date, delivery, payment due or line items. Search invoices first to avoid duplicates. API summary: Create a recurring invoice.
• create_categoryChanges dataCreate a new category. Required: name. API summary: Create an expense category.
• create_clientChanges dataCreate a client with client_name, plus optional address, contacts, language and tax details.
• create_contactChanges dataAdd a contact person to a client with client_id, first_name and email (optional last_name, phone).
• create_creditChanges dataCreate a new credit. Required: client id, amount or date. API summary: Create a credit entry.
• create_estimateChanges dataCreate an estimate with issue_date and document_id, plus client_id, subject, line_items, due_date and project_id.
• create_expected_revenueChanges dataCreate a new expected revenue. Required: amount or date. API summary: Create expected revenue.
• create_expenseChanges dataRecord an expense with date, amount and vendor, plus optional client, project, category and description.
• create_invoiceChanges dataCreate an invoice with client_id, issue_date and document_id, plus line_items, due_date, discount, shipping and project_id. It is saved in Harpoon; this does not email it.
• create_invoice_2Changes dataCreate a new invoice. Required: vendor, amount or frequency. Search invoices first to avoid duplicates. API summary: Create a recurring expense.
• create_leadChanges dataCreate a new lead. Required: name. API summary: Create a lead source.
• create_mileage_purposeChanges dataCreate a new mileage purpose. Required: name. API summary: Create a mileage purpose.
• create_other_incomeChanges dataCreate a new other income. Required: amount, source or date. API summary: Create other income.
• create_projectChanges dataCreate a project with project_name, client_id and type, plus optional budget, start/end dates, status and custom task rates.
• create_teamChanges dataCreate a new team.
• create_time_entryChanges dataLog time with date and hours (optional seconds, project_id, task_id, description, timer_status).
• delete_a_recurring_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete a recurring invoice.
• delete_an_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete an invoice.
• delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete a client.
• delete_expected_revenueDeletesPermanently delete a expected revenue by expected revenue id. Destructive action; may require approval. API summary: Delete expected revenue.
• delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete a recurring expense.
• delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete a lead source.
• delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a note.
• delete_mileage_purposeDeletesPermanently delete a mileage purpose by mileage purpose id. Destructive action; may require approval.
• delete_other_incomeDeletesPermanently delete a other income by other income id. Destructive action; may require approval. API summary: Delete other income.
• delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete an estimate.
• delete_time_entryDeletesPermanently delete a time entry by page_id.
• get_a_recurring_invoiceGet one invoice by invoice id. API summary: Get a recurring invoice.
• get_categoryGet one category by category id. API summary: Get an expense category.
• get_clientGet one client by customer_id, with address, contacts, language and tax details.
• get_contactGet one contact by contact id. API summary: Get a contact.
• get_creditGet one credit by client id. API summary: Get credit entries for a client.
• get_estimateGet one estimate by quote_id, with line items and totals.
• get_expected_revenueGet one expected revenue by expected revenue id. API summary: Get expected revenue.
• get_expenseGet one expense by expense id. API summary: Get an expense.
• get_invoiceGet one invoice by invoice_id, with line items, totals, due date and status.
• get_invoice_2Get one invoice by invoice id. API summary: Get a recurring expense.
• get_leadGet one lead by lead id. API summary: Get a lead source.
• get_messageGet one message by message id. API summary: Get a note.
• get_mileage_purposeGet one mileage purpose by mileage purpose id. API summary: Get a mileage purpose.
• get_next_estimate_numberGet the next free estimate document number to use as document_id when creating an estimate.
• get_next_invoice_numberGet the next free invoice document number to use as document_id when creating an invoice.
• get_other_incomeGet one other income by other income id. API summary: Get other income.
• get_pageGet one page by page id. API summary: Get a time entry.
• get_paymentGet one payment by payment id. API summary: Get a payment.
• get_projectGet one project by project_id, with client, budget, dates and status.
• get_project_status_countsGet the current status of a project. API summary: Get project status counts.
• get_rateGet one rate by client id. API summary: Get task rates for a client.
• get_taskGet one task by task id. API summary: Get a task.
• get_teamGet one team by team id. API summary: Get a team.
• get_yearly_goalGet one yearly goal by year. API summary: Get yearly goal.
• list_budgetsList budgets. Optional filters: month or year. API summary: Get expense budget data.
• list_clientsList all clients, with their IDs.
• list_contactsList client contacts, optionally filtered by team_id.
• list_creditsList credits. API summary: List clients with credits.
• list_expected_revenuesList expected revenues. Optional filters: team id, project id or select.
• list_expense_categoriesList expense categories with their IDs.
• list_invoicesList invoices. Optional filters: sort or direction. API summary: List recurring expenses.
• list_leadsList leads. API summary: List lead sources.
• list_messagesList messages. API summary: List notes.
• list_mileage_purposesList mileage purposes.
• list_other_incomesList other incomes. Optional filters: team id, client id, start date, end date or sources.
• list_paymentsList payments received on invoices.
• list_recurring_invoicesList invoices. Optional filters: clients, projects or frequencies. API summary: List recurring invoices.
• list_runningsList runnings. API summary: Running timer count for the current user.
• list_sourcesList sources. API summary: List other income sources.
• list_suppliersList suppliers. API summary: List previously used vendor names.
• list_tasksList the tasks that time can be logged against, with their IDs.
• list_teamsList teams.
• list_time_entriesList time entries, filtered by clients, projects, tasks, status or date range. Paginated.
• search_estimatesSearch estimates by search text, client_id, year, projects or status.
• search_expensesSearch expenses by date range, clients, projects, categories or status.
• search_invoicesSearch invoices by search text, client_id, year, projects or statuses. Paginated. Use to find an invoice's ID.
• search_projectsSearch projects by search text, client_id, status or type, with sorting and paging. Use to find a project's ID.
• submit_pageVisible to othersClone a page (time entry id). Has effects visible outside this system. API summary: Clone a time entry.
• update_categoriesVisible to othersUpdate an existing category identified by expense category id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update expense category budget.
• update_categoryChanges dataUpdate an existing category identified by category id. API summary: Update an expense category.
• update_clientChanges dataUpdate a client's name, address, contacts, language or tax details by customer_id.
• update_expected_revenueChanges dataUpdate an existing expected revenue identified by expected revenue id. API summary: Update expected revenue.
• update_expenseChanges dataUpdate an expense by expense_id: date, amount, vendor, category, project or description.
• update_invoiceChanges dataUpdate an invoice by invoice_id: line items, dates, status, discount or shipping.
• update_invoice_2Changes dataUpdate an existing invoice identified by invoice id. API summary: Update a recurring expense.
• update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a note.
• update_other_incomeChanges dataUpdate an existing other income identified by other income id. API summary: Update other income.
• update_projectChanges dataUpdate a project by project_id: name, budget, dates, status or task rates.
• update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: Update an estimate.
• update_time_entryChanges dataUpdate a time entry by page_id: date, hours, project, task, description, timer or billed status.
• update_yearly_goalChanges dataUpdate an existing yearly goal identified by year. API summary: Set yearly goal.

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