> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # Harvest > Read Harvest projects, tasks, time entries, budgets and uninvoiced amounts in Hebno, and log time to Harvest after you confirm. The Harvest integration makes time and budget data available in your client work. Ask how many hours went into an engagement last week, how much of a project budget is spent, or what is still uninvoiced for a client, and Hebno answers from Harvest with each project and time entry cited. When you ask Hebno to log time, it shows a confirmation card and writes to Harvest only after you confirm. ## At a glance | | | | - | - | | **Connection** | Personal connection. Each member connects their own Harvest account. | | **Default access** | Read and write | | **Attach** | Projects, a member's time entries for a week, project budget reports | | **Search** | Hebno searches Harvest when a request mentions a client, project, task, hours, budget or uninvoiced time | | **Link** | A project links to one or more Harvest projects | | **Write** | Log time. Every write needs a person to confirm. | ## Before you start You need: * A Harvest user in the account you want to use. * An allowed integration. An owner or admin sets **Harvest** to **Allow** under **Admin → Connectors → Catalogue**. * Assignment to the projects you want to log time against. Harvest accepts time only on projects and tasks you are assigned to. Hebno signs in through Harvest ID and requests this scope: | Scope | Why Hebno needs it | | - | - | | `harvest:{ACCOUNT_ID}` | Read and write Harvest data in the account you choose on the consent screen, with your own Harvest role | Harvest has no separate read and write scopes. What Hebno can see depends on your Harvest role: | Harvest role | What Hebno can read for you | | - | - | | **Member** | Your own time entries and the projects and tasks you are assigned to | | **Manager** | Time and project budgets for the projects you manage, and rates and amounts if your permissions include billable rates | | **Administrator** | All clients, projects and time, project budget reports and uninvoiced amounts | ## Connect Harvest **1. Start the connection** Open **Settings → Connections**, find **Harvest** and select **Connect**. You can also select **Connect** from the prompt in a chat. **2. Sign in to Harvest** Sign in with your Harvest ID, choose the Harvest account if you belong to more than one, and select **Authorize application**. **3. Return to Hebno** The card shows **Connected** with your Harvest account name. Hebno reads and writes with your own permissions, so you see only the projects, time and reports that your Harvest role can open. Tokens are encrypted at rest. Select **Disconnect** at any time, or ask an admin to revoke the connection under **Admin → Connectors → Connections**. You can also revoke access in Harvest ID under **Authorized applications**. ## What Hebno reads | Harvest object | Fields Hebno uses | Typical questions | | - | - | - | | **Client** | Name, currency, active flag | "Which projects do we run for Contoso Retail?" | | **Project** | Name, code, client, billable flag, bill by, budget by, budget, start and end dates, active flag | "What is the budget on the Contoso pricing review?" | | **Task assignment** | Project, task, billable flag, hourly rate, budget | "Which tasks can I log to on Contoso?" | | **Time entry** | User, project, task, date, hours, notes, billable flag, approval and locked status | "How many hours did we log on the Contoso interviews last week?" | | **Project budget report** | Budget, budget spent, budget remaining, by hours or amount | "How much of the Contoso budget is left?" | | **Uninvoiced report** | Client, project, uninvoiced hours, uninvoiced expenses, uninvoiced amount | "What is still uninvoiced for Contoso this month?" | | **User** | Name, roles, weekly capacity | "Who logged time to Contoso in October?" | Budget and uninvoiced reports come from Harvest's reports API, and only for roles that Harvest allows to see them. Reads are live. Hebno queries Harvest when a request needs it. Only what a reply used is stored with the conversation as its sources. > [!WARNING] > > Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including time entry notes and budget figures from Harvest. ## What Hebno writes Every write appears first as a confirmation card. You can change any field before you select **Confirm**. | Action | Harvest object | Fields on the card | | - | - | - | | **Log time** | Time entry | Project, task, date, hours (or start and end time), notes | ![Confirmation card for Harvest with editable fields](https://mintcdn.com/hebno/JIjAXWoGoB3PLSSb/images/card-harvest.png?fit=max\&auto=format\&n=JIjAXWoGoB3PLSSb\&q=85\&s=55d422a41c6ff83e6030590e8d8c4233) A Harvest change pending confirmation. Nothing is written until you confirm. Hebno never starts or stops timers, edits or deletes existing entries, submits or approves timesheets, changes budgets or rates, or creates invoices or estimates in Harvest. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant Harvest You->>Hebno: Log 3 hours on the Contoso interviews for today Hebno->>Harvest: Find your project and task assignments Harvest-->>Hebno: Contoso pricing review, task Stakeholder interviews Hebno-->>You: Confirmation card with project, task, date, hours You->>Hebno: Confirm Hebno->>Harvest: Create time entry as you Harvest-->>Hebno: Time entry created Hebno-->>You: Done, with a link to your timesheet ``` Writes are made as your Harvest user, so the entry appears on your own timesheet. ## Link a project to a Harvest project Linking marks which Harvest projects belong to an engagement, so you can ask "how much budget is left?" without naming the project. 1. Open the project and select **Brain**. 2. Under **Linked records**, select **Link record**, then **Harvest**. 3. Search by project name, code or client, and select the project. Repeat for each Harvest project in the engagement. In chats tagged to the project, Hebno starts with the linked Harvest projects for any time or budget question, and time cards default to them. See [Linked records](https://hebno.com/docs/projects/linked-records.md). ## Use Harvest in chat * **Attach**: open the **+** menu, choose **Sources → Harvest**, and pick a project, your time for a week or a project budget report. Or type `/` and choose **Harvest**. * **Ask**: name the client, project or week in your request. For example: > How many hours has the team logged on the Contoso pricing review so far, by task? > What is still uninvoiced for Contoso Retail at the end of October? > Log 2.5 hours on Contoso, stakeholder interviews, for yesterday with the note "Interview with the pricing lead". * **Research runs** show a **Checking Harvest** step, with a chip for each project, report and time entry it read. * **Agents** can read Harvest on a schedule, for example a Friday reminder listing days with no time logged. Writes an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review. ## Troubleshooting | Symptom | Fix | | - | - | | A project is missing when you log time | You are not assigned to the project or task in Harvest. Ask a Harvest manager to add you. | | A time entry fails with a locked message | The week is approved, or the entry period is invoiced. Ask a Harvest administrator to reopen the week. | | Budget or uninvoiced figures are missing | Your Harvest role cannot see that report. Members see only their own time. Ask a Harvest administrator for manager or administrator access. | | Hebno connects to the wrong Harvest account | Disconnect, reconnect and choose the correct account on the Harvest ID consent screen. | | **Reconnect Harvest** appears | The authorisation was revoked in Harvest ID. Select **Connect** to authorise again. | | Requests fail with `429 Too Many Requests` | Harvest limits requests in each 15-second window. Wait a moment and retry. | ## Related * [How integrations work](https://hebno.com/docs/integrations/index.md) * [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md) * [Linked records](https://hebno.com/docs/projects/linked-records.md) * [Toggl Track](https://hebno.com/docs/integrations/toggl-track.md) * [Clockify](https://hebno.com/docs/integrations/clockify.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.