Today
What's waiting on you, and how the pipeline is moving.
Checking what needs you…
Reading the Outbox…
Signals
Harvey proposes what it knows how to look for. You decide what actually defines a good prospect — nothing is collected until you confirm it.
What a signal is, and isn't
- A signal is what Harvey saw on a page or a listing, for example a booking widget or an ads tag. It says nothing about intent to buy.
- A commercial opportunity needs evidence beyond a signal. Research decides that, and you see it in Review.
- Whether a business can be emailed is separate. The Outreach column on the Companies tab says why one can't be emailed yet.
- "Must not have" means checked and not found. A business nobody checked is left out, unless you include it.
A prospect list is a query, not a file. Pick the signals a good prospect must have — and any that disqualify them — and see how many companies match right now.
Discover
Find businesses matching your ICP. Pick a source, see what it will cost, then run it — nothing is called until you press the button.
Companies
Every business Harvey has found. Open one to see its contacts and research.
Contacts
People Harvey has found, how sure it is of their address, and where each one stands.
Campaigns
The email sequences Harvey has written. Each one shows the steps it planned and, for every contact, the actual emails: drafts waiting for you, approved and scheduled, and sent.
Outbox
Every email Harvey wants to send waits here for you. A approve · E edit · R reject · J/K next/previous
Review
Decide what Harvey should do about each prospect: research more, write a draft, or set it aside. Nothing here sends mail; a staged draft still waits in the Outbox for your approval.
Needs attention
Every contact that is stuck, grouped by what is stopping it, with who can resolve it and the next step. Open one to fix it from the screen.
Conversations
Every reply, and how Harvey handled it.
Team
Who can sign in, what they can do, and what each person has changed.
Activity
A running log of every action Harvey's agents have taken.
Usage
Model usage on your subscription (Claude or Codex): calls and tokens by provider, agent and task. Subscription plans aren't billed per token, so there are no dollar costs here.
Settings
Credentials are stored locally in .env and never sent anywhere except the services themselves.
channels.email.provider in harvey.yaml to gmail, microsoft, smtp or instantlyGmail / Google Workspace Recommended
Use a mailbox on a dedicated secondary domain. Create an OAuth client (type "Desktop app") in Google Cloud Console → Gmail API, paste the id and secret, save, then run harvey gmail auth.
SMTP + IMAP mailbox
Any real mailbox (AgentMail, Fastmail, a Workspace app password). IMAP defaults to the SMTP host and login if left blank.
Reading replies from a different IMAP server or login
Microsoft 365 / Outlook
Microsoft turned off password sign-in for IMAP, so Outlook mailboxes connect with OAuth. In Entra → App registrations, register an app for your organization only and add the redirect URI http://localhost:8766 as "Public client/native". Paste both IDs here, save, then run harvey microsoft auth. No client secret is needed.
Instantly Legacy
Get your API key from Instantly Settings → Integrations (Growth plan or higher for API).
Verifiers
Add at least one so found emails get verified. Without any, addresses stay guess and are never sent. Reoon has the best free tier (600 a month).
For automated LinkedIn prospecting. Harvey logs in and searches like a human.
Cloudflare
Deep website crawling with JavaScript rendering during product training. About $5 a month.
Controls
Start and stop Harvey's heartbeat loop, and watch what it's doing.
Agent
Recent logs
Help
What Harvey is, how it works, and how to fix the usual problems.
What is Harvey?
Harvey is an autonomous AI sales agent. Once set up, Harvey runs on its own: finds people who match your ideal customer, writes personalized cold emails, sends them through your email platform, reads every reply, handles objections, and works toward booking a meeting. You review everything through this dashboard.
Harvey runs on your Claude Max subscription (or, if you opt in, your ChatGPT plan through Codex), so there are no extra AI costs. Everything stays on your machine in one folder.
Getting started
There are three things to do:
1. Go to the Settings tab and connect an email provider (Gmail recommended) 2. Train Harvey on your product (through Claude or the command line) 3. Go to the Controls tab and click Start
Today shows exactly what's done and what still needs to happen.
Stopping or changing one email
Every email that hasn't gone yet can be changed from the Outbox (or from a campaign's timeline). Harvey checks each change against the email's current state, so nothing changes behind your back.
| Hold | Pause one email. It won't be sent until you resume it, and its later follow-ups wait. |
| Resume | It goes back to where it was. An approved email is then sent at its next eligible time, never on the spot. |
| Reschedule | Pick a new earliest time inside working hours. Spacing, the daily limit and earlier steps still apply. |
| Cancel | This email, and the later follow-ups that depend on it, will never be sent. It stays in the history. An email that is being sent or was sent can't be cancelled. |
| Archive | Hide a stopped email from the lists. Nothing is deleted. |
Visible but not eligible: every business Harvey found stays listed. "Outreach" on the Companies tab says why one can't be emailed now (no contact, no verified address, opted out, stopped by you, research says not a fit, …).
Where everything lives
Everything Harvey needs is inside this one project folder. Nothing is stored elsewhere.
| .env | Your API keys and credentials (never shared or committed) |
| harvey.yaml | Your product info, target customers, and behavior settings |
| skills/ | Sales knowledge files. Edit these to change how Harvey writes and sells. |
| skills/product_knowledge.md | Everything Harvey knows about your product (auto-generated from training) |
| prompts/ | Prompt templates for each agent. Advanced customization. |
| data/harvey.db | Database with all prospects, campaigns, and conversations |
| data/harvey.log | Log file showing what Harvey is doing |
Getting your API keys
Instantly API key (legacy)
Instantly is the legacy sending option; Gmail or SMTP is recommended.
1. Sign up at instantly.ai (you need the Growth plan for API access)
2. Go to Settings > Integrations
3. Copy your API key
4. Paste it in the Settings tab here
LinkedIn credentials (optional)
If you want Harvey to find prospects on LinkedIn, enter your LinkedIn email and password. Harvey uses a real browser to search LinkedIn like a human would, with random delays and rate limits to avoid detection.
If you skip this, Harvey will find prospects through Google searches and company website scraping instead.
Cloudflare Browser Rendering (optional)
This is only used during product training (when Harvey crawls your website to learn about your product). It handles JavaScript-heavy websites that a basic crawler can't read.
1. Sign up at Cloudflare (paid Workers plan, ~$5/month)
2. Go to Workers & Pages > Browser Rendering
3. Create an API token with Browser Rendering Edit permissions
4. Enter your Account ID and API Token in the Settings tab
Without this, Harvey uses a built-in crawler that works fine for most websites but can't render JavaScript.
Common issues
"command not found: harvey"
source .venv/bin/activateInstantly API returns 401
Claude headless mode fails
claude login in your terminal and have an active Claude Max subscription. Harvey uses your existing subscription, not a separate API key.Codex calls fail
brain.provider: codex, set brain.model to an available model ID, including Luna, Sol, or Terra (for example gpt-6.1-sol), or leave it blank to select a listed model. Harvey runs these models without tools; gpt-5.5 also remains supported when present in your account's catalog. Run codex login and choose "Sign in with ChatGPT" (API-key logins are refused). Harvey never renews your Codex login: if the log says it has expired or is due for renewal, use Codex once or run codex login. Harvey needs Codex CLI 0.159.3 on macOS or Linux (Codex isn't supported on Windows; use Claude there) and refuses other versions. While Codex can't be used, Harvey pauses (Today shows "Codex is paused" and why), leaves replies and queued emails untouched, and resumes once it's fixed; harvey status --check checks on demand. If the log says isolation could not be verified, a Codex config layer is forcing a tool, hook, MCP server or custom endpoint back on — Harvey refuses to send prompts until it is removed. Harvey never falls back to Claude on its own.