Budget running out
A project manager asks whether the Website Redesign is on budget. Memtro reads the project's budget and how it is measured, the hours logged so far by person, and what the last few weeks looked like from memory.
Hours, budgets, invoices and expenses from Harvest, answered with the totals cited.
Connect Harvest with a personal access token and your account ID and Memtro reads time entries, time summaries, projects with budgets, clients, people, invoices by state and expenses. Once each week has settled, the hourly sync writes every person's and project's hours into memory. When you ask, and once an administrator has granted each action by name, it can log time and run timers, draft and send invoices, record payments, log expenses and set up clients and projects. A sent invoice reaches the client and cannot be unsent.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Harvest tool, reads what it needs, and answers with the source cited.
These tools change something in Harvest. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
Once Harvest is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
How many hours went to Acme Corp in October, and how much of it was billable?
Who logged the most hours last week?
Which open invoices are overdue, and how much is still due?
How far through its budget is the Website Redesign project?
Log 2.5 hours on the Website Redesign design task for today: homepage review
A project manager asks whether the Website Redesign is on budget. Memtro reads the project's budget and how it is measured, the hours logged so far by person, and what the last few weeks looked like from memory.
Dan Fletcher asks Memtro to invoice Acme Corp for October's unbilled time and expenses. Memtro creates a draft invoice in Harvest and shows him the total. When he confirms, Memtro emails it to the accounts address he names at Acme, and Harvest marks it sent.
The teams that lean on Harvest most, a question each of them asks, and what they connect beside it.
A record in Harvest is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
At id.getharvest.com open Developers → Personal Access Tokens → Create new personal access token, then copy the token and the Account ID shown beneath it
The token has your access with no scopes, so Memtro reads and changes what you can. Rates, invoices and other people's time need manager or administrator access, and a dedicated Harvest user with only the access Memtro needs is the safer token
In Memtro open Connections → Harvest, paste the Personal access token and the Account ID, and connect
Ask how much time went to a client last month
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Harvest tools are the same everywhere.
Only when you ask, and only what it has been granted: log a time entry, or start a timer; edit a time entry; stop a running timer; restart a stopped timer; delete a time entry; create a draft invoice from line items or tracked time and expenses; email an invoice to the recipients you name; mark a draft invoice as sent without emailing it; close (write off) an open invoice; re-open a closed invoice; delete an invoice; record a payment against an invoice; create an expense; create a client; create a project; update or archive a project. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Harvest records into memory as entities.
Personal access token and Account ID. At id.getharvest.com open Developers → Personal Access Tokens → Create new personal access token, then copy the token and the Account ID shown beneath it.
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.
Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
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