Connect Harvest to Copilot
Send Harvest invoices, tasks, companies and 19 more data types to Copilot on a schedule. Filter by date and narrow it down by project status. Refresh as often as every 15 minutes.
Copilot
Who logged the most hours in Harvest last week, and on which projects?
Querying the Harvest data set in Coupler.io
How to connect Harvest and Copilot
6 steps. You can preview the Harvest data in Coupler.io before anything reaches Copilot.
Step 1 of 6
Connect Harvest
Sign in to Harvest and authorize Coupler.io. There's no API key to copy.
Sign in with Harvest
Step 2 of 6
Choose what to export
Pick the Harvest data you want in Copilot.
Show 14 more data types Show fewer data types
Step 3 of 6
Fine-tune the export
Optional settings for this Harvest export.
Show 14 more data types Show fewer data types
Show 1 more field Show fewer fields
Step 4 of 6
Narrow it down
Filter Harvest records before they reach Copilot.
Step 5 of 6
Connect Copilot
In Copilot Studio, add a Model Context Protocol tool to your agent with the Coupler.io MCP server URL from the destination step. Each user signs in to Coupler.io once.
Step 6 of 6
Set a schedule
Copilot sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Harvest integrations with these destinations
Get the most of Harvest to Copilot integration
Gather data
Understand data
Automate data
Act on data
22 data types, including Invoices, Tasks, Company, Projects and Users.
You sign in to Harvest and authorize Coupler.io. There's no API key to copy.
Yes. Filter by changed date to load the period you need.
Yes. Available filters include project status. You can also add your own filter conditions.
No. The data stays in Coupler.io, and Copilot queries it read-only when you ask a question. It can't edit or delete Harvest rows.
Microsoft Copilot Studio. Add Coupler.io to your agent as an MCP tool, and the agent can query your Harvest data.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example Clockify or Jira, and join or append them before the data reaches Copilot.
