harvest-invoicing - Pinkfish - AI Agents & Workflows for Getting Work Done

Server path: /harvest-invoicing | Type: Application | PCID required: Yes

Tools

Tool	Description
`harvest_invoicing_create_estimate`	Create an estimate
`harvest_invoicing_create_estimate_item_category`	Create an estimate item category
`harvest_invoicing_create_estimate_message`	Create an estimate message or change estimate status
`harvest_invoicing_create_invoice`	Create an invoice
`harvest_invoicing_create_invoice_item_category`	Create an invoice item category
`harvest_invoicing_create_invoice_message`	Create and send an invoice message
`harvest_invoicing_create_invoice_payment`	Create an invoice payment
`harvest_invoicing_delete_estimate`	Delete an estimate
`harvest_invoicing_delete_estimate_item_category`	Delete an estimate item category
`harvest_invoicing_delete_estimate_message`	Delete an estimate message
`harvest_invoicing_delete_invoice`	Delete an invoice
`harvest_invoicing_delete_invoice_item_category`	Delete an invoice item category
`harvest_invoicing_delete_invoice_message`	Delete an invoice message
`harvest_invoicing_delete_invoice_payment`	Delete an invoice payment
`harvest_invoicing_list_estimate_item_categories`	List all estimate item categories
`harvest_invoicing_list_estimates`	List all estimates
`harvest_invoicing_list_invoice_item_categories`	List all invoice item categories
`harvest_invoicing_list_invoices`	List all invoices
`harvest_invoicing_list_messages_for_estimate`	List all messages for an estimate
`harvest_invoicing_list_messages_for_invoice`	List all messages for an invoice
`harvest_invoicing_list_payments_for_invoice`	List all payments for an invoice
`harvest_invoicing_retrieve_estimate`	Retrieve an estimate
`harvest_invoicing_retrieve_estimate_item_category`	Retrieve an estimate item category
`harvest_invoicing_retrieve_invoice`	Retrieve an invoice
`harvest_invoicing_retrieve_invoice_item_category`	Retrieve an invoice item category
`harvest_invoicing_retrieve_invoice_message_subject_and_body_for_specific_invoice`	Retrieve invoice message subject and body for specific invoice
`harvest_invoicing_update_estimate`	Update an estimate
`harvest_invoicing_update_estimate_item_category`	Update an estimate item category
`harvest_invoicing_update_invoice`	Update an invoice
`harvest_invoicing_update_invoice_item_category`	Update an invoice item category

harvest_invoicing_create_estimate

Create an estimate Parameters:

Parameter	Type	Required	Default	Description
`client_id`	integer	Yes	—	The ID of the client this estimate belongs to.
`currency`	string	No	—	The currency used by the estimate. If not provided, the client’s currency will be used. See a list of supported currencies
`discount`	number	No	—	This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0%.
`issue_date`	string	No	—	Date the estimate was issued. Defaults to today’s date.
`line_items`	object[]	No	—	Array of line item parameters
`notes`	string	No	—	Any additional notes to include on the estimate.
`number`	string	No	—	If no value is set, the number will be automatically generated.
`purchase_order`	string	No	—	The purchase order number.
`subject`	string	No	—	The estimate subject.
`tax`	number	No	—	This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%.
`tax2`	number	No	—	This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client_id": {
      "type": "integer",
      "description": "The ID of the client this estimate belongs to."
    },
    "currency": {
      "type": "string",
      "description": "The currency used by the estimate. If not provided, the client’s currency will be used. See a list of supported currencies"
    },
    "discount": {
      "type": "number",
      "description": "This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0%."
    },
    "issue_date": {
      "type": "string",
      "description": "Date the estimate was issued. Defaults to today’s date."
    },
    "line_items": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "kind": {
            "type": "string",
            "description": "The name of an estimate item category."
          },
          "description": {
            "type": "string",
            "description": "Text description of the line item."
          },
          "quantity": {
            "type": "integer",
            "format": "int32",
            "description": "The unit quantity of the item. Defaults to 1."
          },
          "unit_price": {
            "type": "number",
            "format": "float",
            "description": "The individual price per unit."
          },
          "taxed": {
            "type": "boolean",
            "description": "Whether the estimate’s tax percentage applies to this line item. Defaults to false."
          },
          "taxed2": {
            "type": "boolean",
            "description": "Whether the estimate’s tax2 percentage applies to this line item. Defaults to false."
          }
        },
        "required": [
          "kind",
          "unit_price"
        ]
      },
      "description": "Array of line item parameters"
    },
    "notes": {
      "type": "string",
      "description": "Any additional notes to include on the estimate."
    },
    "number": {
      "type": "string",
      "description": "If no value is set, the number will be automatically generated."
    },
    "purchase_order": {
      "type": "string",
      "description": "The purchase order number."
    },
    "subject": {
      "type": "string",
      "description": "The estimate subject."
    },
    "tax": {
      "type": "number",
      "description": "This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%."
    },
    "tax2": {
      "type": "number",
      "description": "This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%."
    }
  },
  "required": [
    "PCID",
    "client_id"
  ]
}

harvest_invoicing_create_estimate_item_category

Create an estimate item category Parameters:

Parameter	Type	Required	Default	Description
`name`	string	Yes	—	The name of the estimate item category.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "name": {
      "type": "string",
      "description": "The name of the estimate item category."
    }
  },
  "required": [
    "PCID",
    "name"
  ]
}

harvest_invoicing_create_estimate_message

Create an estimate message or change estimate status Parameters:

Parameter	Type	Required	Default	Description
`estimateId`	string	Yes	—	Estimate Id
`body`	string	No	—	The message body.
`event_type`	string	No	—	If provided, runs an event against the estimate. Options: “accept”, “decline”, “re-open”, or “send”.
`recipients`	object[]	No	—	Array of recipient parameters. See below for details.
`send_me_a_copy`	boolean	No	—	If set to true, a copy of the message email will be sent to the current user. Defaults to false.
`subject`	string	No	—	The message subject.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "estimateId": {
      "type": "string",
      "description": "Estimate Id"
    },
    "body": {
      "type": "string",
      "description": "The message body."
    },
    "event_type": {
      "type": "string",
      "description": "If provided, runs an event against the estimate. Options: “accept”, “decline”, “re-open”, or “send”."
    },
    "recipients": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "name": {
            "type": "string",
            "description": "Name of the message recipient."
          },
          "email": {
            "type": "string",
            "format": "email",
            "description": "Email of the message recipient."
          }
        },
        "required": [
          "email"
        ]
      },
      "description": "Array of recipient parameters. See below for details."
    },
    "send_me_a_copy": {
      "type": "boolean",
      "description": "If set to true, a copy of the message email will be sent to the current user. Defaults to false."
    },
    "subject": {
      "type": "string",
      "description": "The message subject."
    }
  },
  "required": [
    "PCID",
    "estimateId"
  ]
}

harvest_invoicing_create_invoice

Create an invoice Parameters:

Parameter	Type	Required	Default	Description
`client_id`	integer	Yes	—	The ID of the client this invoice belongs to.
`currency`	string	No	—	The currency used by the invoice. If not provided, the client’s currency will be used. See a list of supported currencies
`discount`	number	No	—	This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0%.
`due_date`	string	No	—	Date the invoice is due. Defaults to the issue_date if no payment_term is specified. To set a custom due_date the payment_term must also be set to custom, otherwise the value supplied in the request for due_date will be ignored and the due_date will be calculated using the issue_date and the payment_term.
`estimate_id`	integer	No	—	The ID of the estimate associated with this invoice.
`issue_date`	string	No	—	Date the invoice was issued. Defaults to today’s date.
`line_items`	object[]	No	—	Array of line item parameters
`line_items_import`	object	No	—	An line items import object
`notes`	string	No	—	Any additional notes to include on the invoice.
`number`	string	No	—	If no value is set, the number will be automatically generated.
`payment_options`	string[]	No	—	The payment options available to pay the invoice. Your account must be configured with the appropriate options under Settings > Integrations > Online payment to assign them. Options: [ach, credit_card, paypal]
`payment_term`	string	No	—	The timeframe in which the invoice should be paid. Defaults to custom. Options: upon receipt, net 15, net 30, net 45, net 60, or custom.
`purchase_order`	string	No	—	The purchase order number.
`retainer_id`	integer	No	—	The ID of the retainer you want to add funds to with this invoice. Note: retainers cannot be fully used (created, drawn against, closed, etc.) via the API at this time. The only available action is to add funds.
`subject`	string	No	—	The invoice subject.
`tax`	number	No	—	This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%.
`tax2`	number	No	—	This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client_id": {
      "type": "integer",
      "description": "The ID of the client this invoice belongs to."
    },
    "currency": {
      "type": "string",
      "description": "The currency used by the invoice. If not provided, the client’s currency will be used. See a list of supported currencies"
    },
    "discount": {
      "type": "number",
      "description": "This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0%."
    },
    "due_date": {
      "type": "string",
      "description": "Date the invoice is due. Defaults to the issue_date if no payment_term is specified. To set a custom due_date the payment_term must also be set to custom, otherwise the value supplied in the request for due_date will be ignored and the due_date will be calculated using the issue_date and the payment_term."
    },
    "estimate_id": {
      "type": "integer",
      "description": "The ID of the estimate associated with this invoice."
    },
    "issue_date": {
      "type": "string",
      "description": "Date the invoice was issued. Defaults to today’s date."
    },
    "line_items": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "project_id": {
            "type": "integer",
            "format": "int32",
            "description": "The ID of the project associated with this line item."
          },
          "kind": {
            "type": "string",
            "description": "The name of an invoice item category."
          },
          "description": {
            "type": "string",
            "description": "Text description of the line item."
          },
          "quantity": {
            "type": "number",
            "format": "float",
            "description": "The unit quantity of the item. Defaults to 1."
          },
          "unit_price": {
            "type": "number",
            "format": "float",
            "description": "The individual price per unit."
          },
          "taxed": {
            "type": "boolean",
            "description": "Whether the invoice’s tax percentage applies to this line item. Defaults to false."
          },
          "taxed2": {
            "type": "boolean",
            "description": "Whether the invoice’s tax2 percentage applies to this line item. Defaults to false."
          }
        },
        "required": [
          "kind",
          "unit_price"
        ]
      },
      "description": "Array of line item parameters"
    },
    "line_items_import": {
      "type": "object",
      "description": "An line items import object",
      "properties": {
        "project_ids": {
          "type": "array",
          "items": {
            "type": "integer"
          },
          "description": "An array of the client’s project IDs you’d like to include time/expenses from."
        },
        "time": {
          "type": "object",
          "description": "An time import object."
        },
        "expenses": {
          "type": "object",
          "description": "An expense import object."
        }
      },
      "required": [
        "project_ids"
      ]
    },
    "notes": {
      "type": "string",
      "description": "Any additional notes to include on the invoice."
    },
    "number": {
      "type": "string",
      "description": "If no value is set, the number will be automatically generated."
    },
    "payment_options": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "ach",
          "credit_card",
          "paypal"
        ]
      },
      "description": "The payment options available to pay the invoice. Your account must be configured with the appropriate options under Settings > Integrations > Online payment to assign them. Options: [ach, credit_card, paypal]"
    },
    "payment_term": {
      "type": "string",
      "description": "The timeframe in which the invoice should be paid. Defaults to custom. Options: upon receipt, net 15, net 30, net 45, net 60, or custom."
    },
    "purchase_order": {
      "type": "string",
      "description": "The purchase order number."
    },
    "retainer_id": {
      "type": "integer",
      "description": "The ID of the retainer you want to add funds to with this invoice. Note: retainers cannot be fully used (created, drawn against, closed, etc.) via the API at this time. The only available action is to add funds."
    },
    "subject": {
      "type": "string",
      "description": "The invoice subject."
    },
    "tax": {
      "type": "number",
      "description": "This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%."
    },
    "tax2": {
      "type": "number",
      "description": "This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%."
    }
  },
  "required": [
    "PCID",
    "client_id"
  ]
}

harvest_invoicing_create_invoice_item_category

Create an invoice item category Parameters:

Parameter	Type	Required	Default	Description
`name`	string	Yes	—	The name of the invoice item category.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "name": {
      "type": "string",
      "description": "The name of the invoice item category."
    }
  },
  "required": [
    "PCID",
    "name"
  ]
}

harvest_invoicing_create_invoice_message

Create and send an invoice message Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id
`attach_pdf`	boolean	No	—	If set to true, a PDF of the invoice will be attached to the message email. Defaults to false.
`body`	string	No	—	The message body.
`event_type`	string	No	—	Omit when intending to create and send a message. If omitted, the default value is null and the message will be sent. See other sections below for including this parameter with the following options: close, draft, re-open, or send (which marks a draft invoice as sent, it does not send the message).
`include_link_to_client_invoice`	boolean	No	—	DEPRECATED A link to the client invoice URL will be automatically included in the message email if payment_options have been assigned to the invoice. Setting to true will be ignored. Setting to false will clear all payment_options on the invoice.
`recipients`	object[]	No	—	Array of recipient parameters. See below for more details.
`send_me_a_copy`	boolean	No	—	If set to true, a copy of the message email will be sent to the current user. Defaults to false.
`subject`	string	No	—	The message subject.
`thank_you`	boolean	No	—	If set to true, a thank you message email will be sent. Defaults to false.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    },
    "attach_pdf": {
      "type": "boolean",
      "description": "If set to true, a PDF of the invoice will be attached to the message email. Defaults to false."
    },
    "body": {
      "type": "string",
      "description": "The message body."
    },
    "event_type": {
      "type": "string",
      "description": "Omit when intending to create and send a message. If omitted, the default value is null and the message will be sent. See other sections below for including this parameter with the following options: close, draft, re-open, or send (which marks a draft invoice as sent, it does not send the message)."
    },
    "include_link_to_client_invoice": {
      "type": "boolean",
      "description": "DEPRECATED A link to the client invoice URL will be automatically included in the message email if payment_options have been assigned to the invoice. Setting to true will be ignored. Setting to false will clear all payment_options on the invoice."
    },
    "recipients": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "name": {
            "type": "string",
            "description": "Name of the message recipient."
          },
          "email": {
            "type": "string",
            "format": "email",
            "description": "Email of the message recipient."
          }
        },
        "required": [
          "email"
        ]
      },
      "description": "Array of recipient parameters. See below for more details."
    },
    "send_me_a_copy": {
      "type": "boolean",
      "description": "If set to true, a copy of the message email will be sent to the current user. Defaults to false."
    },
    "subject": {
      "type": "string",
      "description": "The message subject."
    },
    "thank_you": {
      "type": "boolean",
      "description": "If set to true, a thank you message email will be sent. Defaults to false."
    }
  },
  "required": [
    "PCID",
    "invoiceId"
  ]
}

harvest_invoicing_create_invoice_payment

Create an invoice payment Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id
`amount`	number	Yes	—	The amount of the payment.
`notes`	string	No	—	Any notes to be associated with the payment.
`paid_at`	string	No	—	Date and time the payment was made. Pass either paid_at or paid_date, but not both.
`paid_date`	string	No	—	Date the payment was made. Pass either paid_at or paid_date, but not both.
`send_thank_you`	boolean	No	—	Whether or not to send a thank you email (if enabled for your account in Invoices > Configure > Messages). Only sends an email if the invoice will be fully paid after creating this payment. Defaults to true.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    },
    "amount": {
      "type": "number",
      "description": "The amount of the payment."
    },
    "notes": {
      "type": "string",
      "description": "Any notes to be associated with the payment."
    },
    "paid_at": {
      "type": "string",
      "description": "Date and time the payment was made. Pass either paid_at or paid_date, but not both."
    },
    "paid_date": {
      "type": "string",
      "description": "Date the payment was made. Pass either paid_at or paid_date, but not both."
    },
    "send_thank_you": {
      "type": "boolean",
      "description": "Whether or not to send a thank you email (if enabled for your account in Invoices > Configure > Messages). Only sends an email if the invoice will be fully paid after creating this payment. Defaults to true."
    }
  },
  "required": [
    "PCID",
    "invoiceId",
    "amount"
  ]
}

harvest_invoicing_delete_estimate

Delete an estimate Parameters:

Parameter	Type	Required	Default	Description
`estimateId`	string	Yes	—	Estimate Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "estimateId": {
      "type": "string",
      "description": "Estimate Id"
    }
  },
  "required": [
    "PCID",
    "estimateId"
  ]
}

harvest_invoicing_delete_estimate_item_category

Delete an estimate item category Parameters:

Parameter	Type	Required	Default	Description
`estimateItemCategoryId`	string	Yes	—	Estimate Item Category Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "estimateItemCategoryId": {
      "type": "string",
      "description": "Estimate Item Category Id"
    }
  },
  "required": [
    "PCID",
    "estimateItemCategoryId"
  ]
}

harvest_invoicing_delete_estimate_message

Delete an estimate message Parameters:

Parameter	Type	Required	Default	Description
`estimateId`	string	Yes	—	Estimate Id
`messageId`	string	Yes	—	Message Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "estimateId": {
      "type": "string",
      "description": "Estimate Id"
    },
    "messageId": {
      "type": "string",
      "description": "Message Id"
    }
  },
  "required": [
    "PCID",
    "estimateId",
    "messageId"
  ]
}

harvest_invoicing_delete_invoice

Delete an invoice Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    }
  },
  "required": [
    "PCID",
    "invoiceId"
  ]
}

harvest_invoicing_delete_invoice_item_category

Delete an invoice item category Parameters:

Parameter	Type	Required	Default	Description
`invoiceItemCategoryId`	string	Yes	—	Invoice Item Category Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceItemCategoryId": {
      "type": "string",
      "description": "Invoice Item Category Id"
    }
  },
  "required": [
    "PCID",
    "invoiceItemCategoryId"
  ]
}

harvest_invoicing_delete_invoice_message

Delete an invoice message Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id
`messageId`	string	Yes	—	Message Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    },
    "messageId": {
      "type": "string",
      "description": "Message Id"
    }
  },
  "required": [
    "PCID",
    "invoiceId",
    "messageId"
  ]
}

harvest_invoicing_delete_invoice_payment

Delete an invoice payment Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id
`paymentId`	string	Yes	—	Payment Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    },
    "paymentId": {
      "type": "string",
      "description": "Payment Id"
    }
  },
  "required": [
    "PCID",
    "invoiceId",
    "paymentId"
  ]
}

harvest_invoicing_list_estimate_item_categories

List all estimate item categories Parameters:

Parameter	Type	Required	Default	Description
`updated_since`	string	No	—	Only return estimate item categories that have been updated since the given date and time.
`page`	integer	No	—	DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)
`cursor`	string	No	—	Pagination cursor
`per_page`	integer	No	—	The number of records to return per page. Can range between 1 and 2000. (Default: 2000)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "updated_since": {
      "type": "string",
      "description": "Only return estimate item categories that have been updated since the given date and time."
    },
    "page": {
      "type": "integer",
      "description": "DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)"
    },
    "cursor": {
      "type": "string",
      "description": "Pagination cursor"
    },
    "per_page": {
      "type": "integer",
      "description": "The number of records to return per page. Can range between 1 and 2000. (Default: 2000)"
    }
  },
  "required": [
    "PCID"
  ]
}

harvest_invoicing_list_estimates

List all estimates Parameters:

Parameter	Type	Required	Default	Description
`client_id`	integer	No	—	Only return estimates belonging to the client with the given ID.
`updated_since`	string	No	—	Only return estimates that have been updated since the given date and time.
`from`	string	No	—	Only return estimates with an issue_date on or after the given date.
`to`	string	No	—	Only return estimates with an issue_date on or before the given date.
`state`	string	No	—	Only return estimates with a state matching the value provided. Options: draft, sent, accepted, or declined.
`page`	integer	No	—	The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)
`per_page`	integer	No	—	The number of records to return per page. Can range between 1 and 2000. (Default: 2000)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client_id": {
      "type": "integer",
      "description": "Only return estimates belonging to the client with the given ID."
    },
    "updated_since": {
      "type": "string",
      "description": "Only return estimates that have been updated since the given date and time."
    },
    "from": {
      "type": "string",
      "description": "Only return estimates with an issue_date on or after the given date."
    },
    "to": {
      "type": "string",
      "description": "Only return estimates with an issue_date on or before the given date."
    },
    "state": {
      "type": "string",
      "description": "Only return estimates with a state matching the value provided. Options: draft, sent, accepted, or declined."
    },
    "page": {
      "type": "integer",
      "description": "The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)"
    },
    "per_page": {
      "type": "integer",
      "description": "The number of records to return per page. Can range between 1 and 2000. (Default: 2000)"
    }
  },
  "required": [
    "PCID"
  ]
}

harvest_invoicing_list_invoice_item_categories

List all invoice item categories Parameters:

Parameter	Type	Required	Default	Description
`updated_since`	string	No	—	Only return invoice item categories that have been updated since the given date and time.
`page`	integer	No	—	DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)
`cursor`	string	No	—	Pagination cursor
`per_page`	integer	No	—	The number of records to return per page. Can range between 1 and 2000. (Default: 2000)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "updated_since": {
      "type": "string",
      "description": "Only return invoice item categories that have been updated since the given date and time."
    },
    "page": {
      "type": "integer",
      "description": "DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)"
    },
    "cursor": {
      "type": "string",
      "description": "Pagination cursor"
    },
    "per_page": {
      "type": "integer",
      "description": "The number of records to return per page. Can range between 1 and 2000. (Default: 2000)"
    }
  },
  "required": [
    "PCID"
  ]
}

harvest_invoicing_list_invoices

List all invoices Parameters:

Parameter	Type	Required	Default	Description
`client_id`	integer	No	—	Only return invoices belonging to the client with the given ID.
`project_id`	integer	No	—	Only return invoices associated with the project with the given ID.
`updated_since`	string	No	—	Only return invoices that have been updated since the given date and time.
`from`	string	No	—	Only return invoices with an issue_date on or after the given date.
`to`	string	No	—	Only return invoices with an issue_date on or before the given date.
`state`	string	No	—	Only return invoices with a state matching the value provided. Options: draft, open, paid, or closed.
`page`	integer	No	—	The page number to use in pagination. For instance, if you make a list request and receive 100 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)
`per_page`	integer	No	—	The number of records to return per page. Can range between 1 and 2000. (Default: 100)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client_id": {
      "type": "integer",
      "description": "Only return invoices belonging to the client with the given ID."
    },
    "project_id": {
      "type": "integer",
      "description": "Only return invoices associated with the project with the given ID."
    },
    "updated_since": {
      "type": "string",
      "description": "Only return invoices that have been updated since the given date and time."
    },
    "from": {
      "type": "string",
      "description": "Only return invoices with an issue_date on or after the given date."
    },
    "to": {
      "type": "string",
      "description": "Only return invoices with an issue_date on or before the given date."
    },
    "state": {
      "type": "string",
      "description": "Only return invoices with a state matching the value provided. Options: draft, open, paid, or closed."
    },
    "page": {
      "type": "integer",
      "description": "The page number to use in pagination. For instance, if you make a list request and receive 100 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)"
    },
    "per_page": {
      "type": "integer",
      "description": "The number of records to return per page. Can range between 1 and 2000. (Default: 100)"
    }
  },
  "required": [
    "PCID"
  ]
}

harvest_invoicing_list_messages_for_estimate

List all messages for an estimate Parameters:

Parameter	Type	Required	Default	Description
`estimateId`	string	Yes	—	Estimate Id
`updated_since`	string	No	—	Only return estimate messages that have been updated since the given date and time.
`page`	integer	No	—	DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)
`cursor`	string	No	—	Pagination cursor
`per_page`	integer	No	—	The number of records to return per page. Can range between 1 and 2000. (Default: 2000)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "estimateId": {
      "type": "string",
      "description": "Estimate Id"
    },
    "updated_since": {
      "type": "string",
      "description": "Only return estimate messages that have been updated since the given date and time."
    },
    "page": {
      "type": "integer",
      "description": "DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)"
    },
    "cursor": {
      "type": "string",
      "description": "Pagination cursor"
    },
    "per_page": {
      "type": "integer",
      "description": "The number of records to return per page. Can range between 1 and 2000. (Default: 2000)"
    }
  },
  "required": [
    "PCID",
    "estimateId"
  ]
}

harvest_invoicing_list_messages_for_invoice

List all messages for an invoice Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id
`updated_since`	string	No	—	Only return invoice messages that have been updated since the given date and time.
`page`	integer	No	—	DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)
`cursor`	string	No	—	Pagination cursor
`per_page`	integer	No	—	The number of records to return per page. Can range between 1 and 2000. (Default: 2000)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    },
    "updated_since": {
      "type": "string",
      "description": "Only return invoice messages that have been updated since the given date and time."
    },
    "page": {
      "type": "integer",
      "description": "DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)"
    },
    "cursor": {
      "type": "string",
      "description": "Pagination cursor"
    },
    "per_page": {
      "type": "integer",
      "description": "The number of records to return per page. Can range between 1 and 2000. (Default: 2000)"
    }
  },
  "required": [
    "PCID",
    "invoiceId"
  ]
}

harvest_invoicing_list_payments_for_invoice

List all payments for an invoice Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id
`updated_since`	string	No	—	Only return invoice payments that have been updated since the given date and time.
`page`	integer	No	—	DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)
`cursor`	string	No	—	Pagination cursor
`per_page`	integer	No	—	The number of records to return per page. Can range between 1 and 2000. (Default: 2000)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    },
    "updated_since": {
      "type": "string",
      "description": "Only return invoice payments that have been updated since the given date and time."
    },
    "page": {
      "type": "integer",
      "description": "DEPRECATED The page number to use in pagination. For instance, if you make a list request and receive 2000 records, your subsequent call can include page=2 to retrieve the next page of the list. (Default: 1)"
    },
    "cursor": {
      "type": "string",
      "description": "Pagination cursor"
    },
    "per_page": {
      "type": "integer",
      "description": "The number of records to return per page. Can range between 1 and 2000. (Default: 2000)"
    }
  },
  "required": [
    "PCID",
    "invoiceId"
  ]
}

harvest_invoicing_retrieve_estimate

Retrieve an estimate Parameters:

Parameter	Type	Required	Default	Description
`estimateId`	string	Yes	—	Estimate Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "estimateId": {
      "type": "string",
      "description": "Estimate Id"
    }
  },
  "required": [
    "PCID",
    "estimateId"
  ]
}

harvest_invoicing_retrieve_estimate_item_category

Retrieve an estimate item category Parameters:

Parameter	Type	Required	Default	Description
`estimateItemCategoryId`	string	Yes	—	Estimate Item Category Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "estimateItemCategoryId": {
      "type": "string",
      "description": "Estimate Item Category Id"
    }
  },
  "required": [
    "PCID",
    "estimateItemCategoryId"
  ]
}

harvest_invoicing_retrieve_invoice

Retrieve an invoice Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    }
  },
  "required": [
    "PCID",
    "invoiceId"
  ]
}

harvest_invoicing_retrieve_invoice_item_category

Retrieve an invoice item category Parameters:

Parameter	Type	Required	Default	Description
`invoiceItemCategoryId`	string	Yes	—	Invoice Item Category Id

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceItemCategoryId": {
      "type": "string",
      "description": "Invoice Item Category Id"
    }
  },
  "required": [
    "PCID",
    "invoiceItemCategoryId"
  ]
}

harvest_invoicing_retrieve_invoice_message_subject_and_body_for_specific_invoice

Retrieve invoice message subject and body for specific invoice Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id
`thank_you`	boolean	No	—	Set to true to return the subject and body of a thank-you invoice message for the specific invoice.
`reminder`	boolean	No	—	Set to true to return the subject and body of a reminder invoice message for the specific invoice.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    },
    "thank_you": {
      "type": "boolean",
      "description": "Set to true to return the subject and body of a thank-you invoice message for the specific invoice."
    },
    "reminder": {
      "type": "boolean",
      "description": "Set to true to return the subject and body of a reminder invoice message for the specific invoice."
    }
  },
  "required": [
    "PCID",
    "invoiceId"
  ]
}

harvest_invoicing_update_estimate

Update an estimate Parameters:

Parameter	Type	Required	Default	Description
`estimateId`	string	Yes	—	Estimate Id
`client_id`	integer	No	—	The ID of the client this estimate belongs to.
`currency`	string	No	—	The currency used by the estimate. If not provided, the client’s currency will be used. See a list of supported currencies
`discount`	number	No	—	This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0%.
`issue_date`	string	No	—	Date the estimate was issued.
`line_items`	object[]	No	—	Array of line item parameters
`notes`	string	No	—	Any additional notes to include on the estimate.
`number`	string	No	—	If no value is set, the number will be automatically generated.
`purchase_order`	string	No	—	The purchase order number.
`subject`	string	No	—	The estimate subject.
`tax`	number	No	—	This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%.
`tax2`	number	No	—	This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "estimateId": {
      "type": "string",
      "description": "Estimate Id"
    },
    "client_id": {
      "type": "integer",
      "description": "The ID of the client this estimate belongs to."
    },
    "currency": {
      "type": "string",
      "description": "The currency used by the estimate. If not provided, the client’s currency will be used. See a list of supported currencies"
    },
    "discount": {
      "type": "number",
      "description": "This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0%."
    },
    "issue_date": {
      "type": "string",
      "description": "Date the estimate was issued."
    },
    "line_items": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "format": "int32",
            "description": "Unique ID for the line item."
          },
          "kind": {
            "type": "string",
            "description": "The name of an estimate item category."
          },
          "description": {
            "type": "string",
            "description": "Text description of the line item."
          },
          "quantity": {
            "type": "integer",
            "format": "int32",
            "description": "The unit quantity of the item. Defaults to 1."
          },
          "unit_price": {
            "type": "number",
            "format": "float",
            "description": "The individual price per unit."
          },
          "taxed": {
            "type": "boolean",
            "description": "Whether the estimate’s tax percentage applies to this line item. Defaults to false."
          },
          "taxed2": {
            "type": "boolean",
            "description": "Whether the estimate’s tax2 percentage applies to this line item. Defaults to false."
          }
        }
      },
      "description": "Array of line item parameters"
    },
    "notes": {
      "type": "string",
      "description": "Any additional notes to include on the estimate."
    },
    "number": {
      "type": "string",
      "description": "If no value is set, the number will be automatically generated."
    },
    "purchase_order": {
      "type": "string",
      "description": "The purchase order number."
    },
    "subject": {
      "type": "string",
      "description": "The estimate subject."
    },
    "tax": {
      "type": "number",
      "description": "This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%."
    },
    "tax2": {
      "type": "number",
      "description": "This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%."
    }
  },
  "required": [
    "PCID",
    "estimateId"
  ]
}

harvest_invoicing_update_estimate_item_category

Update an estimate item category Parameters:

Parameter	Type	Required	Default	Description
`estimateItemCategoryId`	string	Yes	—	Estimate Item Category Id
`name`	string	No	—	The name of the estimate item category.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "estimateItemCategoryId": {
      "type": "string",
      "description": "Estimate Item Category Id"
    },
    "name": {
      "type": "string",
      "description": "The name of the estimate item category."
    }
  },
  "required": [
    "PCID",
    "estimateItemCategoryId"
  ]
}

harvest_invoicing_update_invoice

Update an invoice Parameters:

Parameter	Type	Required	Default	Description
`invoiceId`	string	Yes	—	Invoice Id
`client_id`	integer	No	—	The ID of the client this invoice belongs to.
`currency`	string	No	—	The currency used by the invoice. If not provided, the client’s currency will be used. See a list of supported currencies
`discount`	number	No	—	This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0%.
`due_date`	string	No	—	Date the invoice is due.
`estimate_id`	integer	No	—	The ID of the estimate associated with this invoice.
`issue_date`	string	No	—	Date the invoice was issued.
`line_items`	object[]	No	—	Array of line item parameters
`notes`	string	No	—	Any additional notes to include on the invoice.
`number`	string	No	—	If no value is set, the number will be automatically generated.
`payment_options`	string[]	No	—	The payment options available to pay the invoice. Your account must be configured with the appropriate options under Settings > Integrations > Online payment to assign them. Options: [ach, credit_card, paypal]
`payment_term`	string	No	—	The timeframe in which the invoice should be paid. Options: upon receipt, net 15, net 30, net 45, or net 60.
`purchase_order`	string	No	—	The purchase order number.
`retainer_id`	integer	No	—	The ID of the retainer associated with this invoice.
`subject`	string	No	—	The invoice subject.
`tax`	number	No	—	This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%.
`tax2`	number	No	—	This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice Id"
    },
    "client_id": {
      "type": "integer",
      "description": "The ID of the client this invoice belongs to."
    },
    "currency": {
      "type": "string",
      "description": "The currency used by the invoice. If not provided, the client’s currency will be used. See a list of supported currencies"
    },
    "discount": {
      "type": "number",
      "description": "This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0%."
    },
    "due_date": {
      "type": "string",
      "description": "Date the invoice is due."
    },
    "estimate_id": {
      "type": "integer",
      "description": "The ID of the estimate associated with this invoice."
    },
    "issue_date": {
      "type": "string",
      "description": "Date the invoice was issued."
    },
    "line_items": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "format": "int32",
            "description": "Unique ID for the line item."
          },
          "project_id": {
            "type": "integer",
            "format": "int32",
            "description": "The ID of the project associated with this line item."
          },
          "kind": {
            "type": "string",
            "description": "The name of an invoice item category."
          },
          "description": {
            "type": "string",
            "description": "Text description of the line item."
          },
          "quantity": {
            "type": "number",
            "format": "float",
            "description": "The unit quantity of the item. Defaults to 1."
          },
          "unit_price": {
            "type": "number",
            "format": "float",
            "description": "The individual price per unit."
          },
          "taxed": {
            "type": "boolean",
            "description": "Whether the invoice’s tax percentage applies to this line item. Defaults to false."
          },
          "taxed2": {
            "type": "boolean",
            "description": "Whether the invoice’s tax2 percentage applies to this line item. Defaults to false."
          }
        }
      },
      "description": "Array of line item parameters"
    },
    "notes": {
      "type": "string",
      "description": "Any additional notes to include on the invoice."
    },
    "number": {
      "type": "string",
      "description": "If no value is set, the number will be automatically generated."
    },
    "payment_options": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "ach",
          "credit_card",
          "paypal"
        ]
      },
      "description": "The payment options available to pay the invoice. Your account must be configured with the appropriate options under Settings > Integrations > Online payment to assign them. Options: [ach, credit_card, paypal]"
    },
    "payment_term": {
      "type": "string",
      "description": "The timeframe in which the invoice should be paid. Options: upon receipt, net 15, net 30, net 45, or net 60."
    },
    "purchase_order": {
      "type": "string",
      "description": "The purchase order number."
    },
    "retainer_id": {
      "type": "integer",
      "description": "The ID of the retainer associated with this invoice."
    },
    "subject": {
      "type": "string",
      "description": "The invoice subject."
    },
    "tax": {
      "type": "number",
      "description": "This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%."
    },
    "tax2": {
      "type": "number",
      "description": "This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%."
    }
  },
  "required": [
    "PCID",
    "invoiceId"
  ]
}

harvest_invoicing_update_invoice_item_category

Update an invoice item category Parameters:

Parameter	Type	Required	Default	Description
`invoiceItemCategoryId`	string	Yes	—	Invoice Item Category Id
`name`	string	No	—	The name of the invoice item category.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "invoiceItemCategoryId": {
      "type": "string",
      "description": "Invoice Item Category Id"
    },
    "name": {
      "type": "string",
      "description": "The name of the invoice item category."
    }
  },
  "required": [
    "PCID",
    "invoiceItemCategoryId"
  ]
}

​Tools

​harvest_invoicing_create_estimate

​harvest_invoicing_create_estimate_item_category

​harvest_invoicing_create_estimate_message

​harvest_invoicing_create_invoice

​harvest_invoicing_create_invoice_item_category

​harvest_invoicing_create_invoice_message

​harvest_invoicing_create_invoice_payment

​harvest_invoicing_delete_estimate

​harvest_invoicing_delete_estimate_item_category

​harvest_invoicing_delete_estimate_message

​harvest_invoicing_delete_invoice

​harvest_invoicing_delete_invoice_item_category

​harvest_invoicing_delete_invoice_message

​harvest_invoicing_delete_invoice_payment

​harvest_invoicing_list_estimate_item_categories

​harvest_invoicing_list_estimates

​harvest_invoicing_list_invoice_item_categories

​harvest_invoicing_list_invoices

​harvest_invoicing_list_messages_for_estimate

​harvest_invoicing_list_messages_for_invoice

​harvest_invoicing_list_payments_for_invoice

​harvest_invoicing_retrieve_estimate

​harvest_invoicing_retrieve_estimate_item_category

​harvest_invoicing_retrieve_invoice

​harvest_invoicing_retrieve_invoice_item_category

​harvest_invoicing_retrieve_invoice_message_subject_and_body_for_specific_invoice

​harvest_invoicing_update_estimate

​harvest_invoicing_update_estimate_item_category

​harvest_invoicing_update_invoice

​harvest_invoicing_update_invoice_item_category

Tools

harvest_invoicing_create_estimate

harvest_invoicing_create_estimate_item_category

harvest_invoicing_create_estimate_message

harvest_invoicing_create_invoice

harvest_invoicing_create_invoice_item_category

harvest_invoicing_create_invoice_message

harvest_invoicing_create_invoice_payment

harvest_invoicing_delete_estimate

harvest_invoicing_delete_estimate_item_category

harvest_invoicing_delete_estimate_message

harvest_invoicing_delete_invoice

harvest_invoicing_delete_invoice_item_category

harvest_invoicing_delete_invoice_message

harvest_invoicing_delete_invoice_payment

harvest_invoicing_list_estimate_item_categories

harvest_invoicing_list_estimates

harvest_invoicing_list_invoice_item_categories

harvest_invoicing_list_invoices

harvest_invoicing_list_messages_for_estimate

harvest_invoicing_list_messages_for_invoice

harvest_invoicing_list_payments_for_invoice

harvest_invoicing_retrieve_estimate

harvest_invoicing_retrieve_estimate_item_category

harvest_invoicing_retrieve_invoice

harvest_invoicing_retrieve_invoice_item_category

harvest_invoicing_retrieve_invoice_message_subject_and_body_for_specific_invoice

harvest_invoicing_update_estimate

harvest_invoicing_update_estimate_item_category

harvest_invoicing_update_invoice

harvest_invoicing_update_invoice_item_category