Salesforce only knows its half.
Salesforce tracks harvest (time entries, rates), but can't see match to CRM client accounts. So what you read there is already partial.
Build a Client Profitability Agent withSalesforce, Stripe, and Harvest
Right now the close means stitching Stripe + Harvest + Salesforce by hand. Agencies often don't realize a client is unprofitable until quarterly reviews, so the work lands late and half-blind.
To pull billable hours from Harvest you open Salesforce, Stripe, and Harvest by hand. Every close, all over again.
Now your agent can fix it.
Now your agent can fix it.
Stripe and Salesforce never sync.
To pull billable hours from Harvest you'd merge match to CRM client accounts with harvest (time entries, rates) by hand, every single time.
Harvest knows before you do.
Compare against Stripe revenue lands in Harvest hours early. Too far from Salesforce to change the close in time.
Under The Hood
Ask once. Client profitability reads Salesforce, Stripe, and Harvest for you. Already connected.
01
Query pull billable hours from Harvest from Salesforce (system of record)
Harvest (time entries, rates)
02
Read match to CRM client accounts from Stripe (billing system)
Salesforce/HubSpot (accounts)
03
Fetch compare against Stripe revenue from Harvest (project tracker)
Stripe (invoices)
output
Agent-ready output
One digest: Pull billable hours from Harvest, match to CRM client accounts, compare against Stripe revenue, calculate true profitability per client, flag underwater accounts. Ranked by priority, top risks flagged, a next step on each.
The Context Store
To pull billable hours from Harvest, the agent reads one joined view. Not 5 raw APIs.
Before the prompt runs, the Context Store has matched harvest (time entries, rates), Salesforce/HubSpot (accounts), Stripe (invoices), Slack (alerts) from Stripe + Harvest + Salesforce and 2 more onto one invoice record. Client profitability just reads it, no ID-stitching.
Your agent queries one surface instead of three APIs. Faster responses, lower cost per query, and results that work because the relationships were built before you asked the question.
PRE-JOINED INVOICEUNIFIED SCHEMAONE API SURFACE
The Prompt
Copy. Paste.
a Client Profitability Agent
Two steps. Your data, your results, under 60 seconds.
01install
Connect the Airbyte Agent MCP02copy and run
Help me turn Salesforce, Stripe, and Harvest into a single close I can act on.
SETUP
Airbyte's Agent MCP is connected to 5+ systems; query them directly, no API code.
WORKFLOW
check connectors, connect Salesforce, Stripe, and Harvest, query harvest (time entries, rates), Salesforce/HubSpot (accounts), Stripe (invoices), Slack (alerts), reconcile per invoice, summarize. Missing tools tell you how to link them. One quick authorize step.
TASK
Pull billable hours from Harvest, match to CRM client accounts, compare against Stripe revenue, calculate true profitability per client, flag underwater accounts, then give me a single digest: sorted by what needs me first, each line with the why and the move.The Outcome
Pull billable hours from Harvest on demand: 2 hours of effort, ~60 seconds of agent.
10x
Faster
~10x. Client profitability drops from a 2-hour chore to one query.
90%
Cheaper to run
~90% cheaper: zero new infra and no seats added to pull billable hours from Harvest.
3 -> 1
Tools, one query
3 sources, 1 prompt: Salesforce, Stripe, and Harvest reconciled before client profitability runs.
Based on internal benchmarks comparing Context Store queries to sequential API calls across equivalent datasets.
01 · Output
Risk-scored output
Every invoice scored 1-10, so client profitability surfaces what needs you first instead of an alphabetized list.
02 · Signal
Mismatch alerts
When your billing system and your system of record disagree on pull billable hours from Harvest, the gap is flagged. Not averaged into a guess.
03 · Context
The why, attached
Match to CRM client accounts from Stripe and Harvest sits beside each item, letting you pull billable hours from Harvest without switching tabs.
04 · Action
One move per line
For each invoice, client profitability names the next step. Who to contact and what to send. Not just a number.
05 · Brief
Digest-ready
A digest you can drop into the close: ranked, sourced from Salesforce, Stripe, and Harvest, scoped to harvest (time entries, rates).
More finance agents like Client Profitability
view All use casesCustomer Lifetime Value Tracker
Finance teams run closes on stale, scattered data: Stripe + Amplitude + Salesforce each hold a piece, none hold the whole. CLV calculations are usually quarterly snapshots.
Usage-Based Billing Reconciliation Agent
Right now the close means stitching Salesforce / Stripe / Amplitude by hand. Usage-based billing errors compound monthly, so the work lands late and half-blind.
Billable Hours to Invoice Agent
Finance teams run closes on stale, scattered data: Harvest / Slack / Stripe each hold a piece, none hold the whole. Services firms leave money on the table when invoicing is delayed.
Common questions
Didn't find your answer? Please don't hesitate to reach out.
What Salesforce data does Client Profitability touch?
Just harvest (time entries, rates), plus Salesforce/HubSpot (accounts), Stripe (invoices), Slack (alerts), via Salesforce's scoped permissions. Client profitability copies nothing outside your stack.
How do I build a client profitability agent with Salesforce, Stripe, and Harvest?
Link Salesforce, Stripe, and Harvest in the Agent MCP, paste the prompt above, and client profitability reads all 5 sources at once to pull billable hours from Harvest.
How do I trust the close?
Client Profitability cites a source per line. Harvest (time entries, rates) from Salesforce, the rest from Stripe and Harvest. So any figure traces back.
What if a invoice shows up in two of Salesforce, Stripe, and Harvest?
The shared key de-dupes it. Client profitability keeps one invoice with harvest (time entries, rates) merged across sources.
Stripe + Harvest + Salesforce are connected. Point client profitability at them.
50+ connectors including Salesforce, Stripe, and Harvest are ready. Give client profitability the access to pull billable hours from Harvest.
