Early Access Feature
Harvey Connector Library
Use external connectors to power end-to-end work within Harvey.
Interested in testing this feature?
Contact your Customer Success Manager for early access.
Important: For best practices and security considerations on MCP connectors, see our article on MCP Connectors in Harvey.
Overview
Harvey’s Connector Library is a curated collection of Harvey-verified integrations available in your workspace. These integrations cover both native API integrations and MCP integrations. Each connector has been tested and reviewed by Harvey for compatibility, security, and data handling before being made available.
Connectors extend Harvey's capabilities by giving it direct access to the tools and data your team already uses, eliminating the need to manually export files or switch between systems to get work done.
Example use cases:
- Pull deal data from PitchBook into a Harvey research workflow.
- Access documents stored in iManage or NetDocuments without leaving Harvey.
- Organize folders and file spaces in Box.
Available Connectors in Early Access
The following connectors are available during the early access period with API, MCP, or both integration types:
Connector | Integration Availability |
|---|---|
Box | API, MCP |
Gmail | API |
Google Drive | API |
iManage | API, MCP |
Lupl | MCP |
NetDocuments | API, MCP |
Outlook* | API |
Pitchbook | MCP |
Sharepoint | API |
* For best practices and security considerations on the Outlook connector, refer to Outlook Connector in Harvey: Security and Data Privacy.
Note: Additional connectors, including Intralinks and Datasite, are coming soon.
For Admins: Enabling and Managing Connectors
Admins control which connectors are available to users in your workspace.
Enable a Connector from the Library
- Go to Settings. Under Org Settings, select Connectors.
- Select a connector card to view details like the tool’s privacy and developer policy, functionality, setup requirements, and support contacts.
- Select Connect to begin the setup flow.
- If you’re connecting both API and MCP integrations, you’ll go through this process for each one.
- Follow the authentication and configuration steps for that connector.
- Choose which roles or users can use the connector.
- The connector becomes available to the users you've configured
Note: Before enabling a connector for your workspace, you should carefully review the technical guidelines and tool functionality. See here for more details.
Manage Existing Connectors
Once a connector is active, you can:
- Adjust which users or groups have access.
- Manage tool access for users: you can set certain actions as ‘Always Allow’, ‘Ask Each Time’, or ‘Block’. Note that you should carefully review what tool access entails before enabling ‘Always Allow’ for any actions for your workspace.
- Remove and disable a connector at any time.
For Users: Accessing Connectors
Connectors are enabled by your workspace admin. Once your admin has set up a connector and granted you access, you can use it directly within Harvey.
Authenticate a Connector
All connectors require you to authenticate your individual account with the external tool (for example, logging into your iManage or Box account) before Harvey can access your data. If a connector requires this, you'll be prompted to authenticate the first time you use it.
You can authenticate a connector in 2 ways:
Authenticate via Settings
- Navigate to Settings → Connectors to see which connectors are available in your workspace. If you don’t see a connector that you think you should have access to, contact your workspace admin.
- Choose the connector you want to activate and select Sign In. You’ll be redirected to the external tool to log in and validate your credentials.
- Once authenticated, you will see that your account is signed in.
Authenticating via Assistant
When using Assistant, you can authenticate with a connector the first time you enable it as a source.
- Select Sources, then find your desired connector and toggle the switch to enable it.
- After you enable the connector, you’ll be redirected to the external tool to log in and validate your credentials.
- Once authenticated, you can then use the connector directly in queries.
Use an Enabled Connector Within Assistant
- Attach a connector to a query by selecting Sources and choosing your desired connector.
- Choose which specific tools the connector will use by selecting Edit tools.
- Run your query.
As the query results come in, you may need to provide approval for specific actions if confirmation is enabled.