New Integration: Harvey

Description

Add Harvey integration to sync legal AI assistant data, client matters, document QA results, query history, and workflow analytics into CORE.

Reference Implementations

Existing Integrations (use as templates)

• integrations/notion/ - Similar knowledge/document system
• integrations/linear/ - Project management integration
• integrations/slack/ - For reference

Required Files Structure

integrations/harvey/
├── src/
│   ├── index.ts          # Main entry, API spec
│   ├── schedule.ts       # Sync logic
│   ├── utils.ts          # Harvey API utilities
│   ├── account-create.ts # Auth setup
│   └── create-activity.ts # Activity formatting
├── package.json
├── tsup.config.ts
└── README.md

Harvey API Integration

Authentication Setup

• Use API key or OAuth-based authentication via Harvey's Developer Portal
• Access managed through enterprise agreements (check Order Form or email support@harvey.ai)
• API documentation at developers.harvey.ai

Key APIs

• Matters API - Client matter management
  • Create, retrieve, update, and organize client matters
  • Associate documents and queries with matters
• Query API - Legal AI assistant queries
  • Submit legal research queries
  • Retrieve query history and results
  • Context-aware follow-up queries
• Document QA API - Document analysis
  • Upload documents for AI analysis
  • Ask questions about document contents
  • Extract key information and clauses
• Workflow API - Automated legal workflows
  • Create and manage automated workflows
  • Track workflow execution and results

Key Endpoints

• POST /api/v1/matters - Create a new matter
• GET /api/v1/matters - List matters
• GET /api/v1/matters/{id} - Get matter details
• POST /api/v1/query - Submit a legal query
• GET /api/v1/query/history - Get query history
• POST /api/v1/documents/qa - Document QA
• POST /api/v1/documents/upload - Upload documents
• GET /api/v1/workflows - List workflows

Events to Track

1. Matter Activity - New matters created, matter updates, matter status changes
2. Query Activity - Legal queries submitted, responses generated, research completed
3. Document Analysis - Documents uploaded, QA sessions, key findings extracted
4. Workflow Events - Workflows triggered, completed, or failed
5. Usage Analytics - Query volumes, response times, feature utilization

Implementation Tasks

• Set up basic integration structure following integrations/github/src/index.ts pattern
• Implement API key/OAuth authentication flow in account-create.ts
• Create API utilities in utils.ts
• Implement sync logic in schedule.ts for matters, queries, and documents
• Convert legal AI events to CORE activity format
• Add error handling and rate limiting
• Create integration documentation
• Add to integrations/README.md

Technical Notes

• Harvey is an enterprise-focused AI legal assistant - API access requires an enterprise agreement
• Built on OpenAI's models with legal-specific fine-tuning
• Harvey has integrated Google's Deep Research capabilities
• API access and available features depend on the organization's Order Form
• Contact support@harvey.ai for API access details
• There is a community-maintained Harvey API v2 client on GitHub: trexima/harvey-client

Resources

• Harvey Developer Portal
• Harvey API Reference
• Harvey Website
• Harvey API Tracker

Labels

enhancement, integration, new-feature