Connect Claude & ChatGPT to Harpoon

30 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_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_estimateChanges dataCreate an estimate with issue_date and document_id, plus client_id, subject, line_items, due_date and project_id.
• 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_projectChanges dataCreate a project with project_name, client_id and type, plus optional budget, start/end dates, status and custom task rates.
• create_time_entryChanges dataLog time with date and hours (optional seconds, project_id, task_id, description, timer_status).
• delete_time_entryDeletesPermanently delete a time entry by page_id.
• get_clientGet one client by customer_id, with address, contacts, language and tax details.
• get_estimateGet one estimate by quote_id, with line items and totals.
• get_invoiceGet one invoice by invoice_id, with line items, totals, due date and status.
• 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_projectGet one project by project_id, with client, budget, dates and status.
• list_clientsList all clients, with their IDs.
• list_contactsList client contacts, optionally filtered by team_id.
• list_expense_categoriesList expense categories with their IDs.
• list_paymentsList payments received on invoices.
• list_tasksList the tasks that time can be logged against, with their IDs.
• 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.
• update_clientChanges dataUpdate a client's name, address, contacts, language or tax details by customer_id.
• 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_projectChanges dataUpdate a project by project_id: name, budget, dates, status or task rates.
• update_time_entryChanges dataUpdate a time entry by page_id: date, hours, project, task, description, timer or billed status.

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