# FreeAgent MCP for AI Agents AI Agent Connect

> FreeAgent MCP lets you manage your business finances through your AI client. It handles invoices, bank transactions, and profit and loss summaries so you don't have to jump between tabs. It's built for freelancers and small businesses who need to keep their books straight without the manual headache.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/ai-agent-connect
- **Tags:** accounting, invoicing, bank-reconciliation, profit-loss, financial-reporting, small-business

## Description

This FreeAgent MCP connects your account to any AI agent to automate your accounting and financial oversight. You're running a business, not just a hobby, which means your time is better spent on actual work than chasing down overdue invoices or squinting at bank statements. It's about having a clear picture of your cash flow while you're actually doing the work. Instead of logging in and digging through menus, you can just ask what your net profit looks like this month or who hasn't paid their latest bill. It pulls in your bank transactions, tracks your supplier bills, and keeps your contact list updated without you having to lift a finger. You can get a high level view of your income versus expenses or see which clients are still on the hook for payment. It turns your accounting software into a conversational data source that actually knows your business. Because Vinkius hosts this in their catalog, you can plug it into your existing workflow and get these answers instantly. You won't have to deal with the friction of switching between different apps or manually updating spreadsheets. It handles the repetitive data fetching so you can focus on making decisions. Whether you need to know your current balances or want to see a list of active projects, the information is always just one question away.

## Tools

### get_contact_details
FreeAgent MCP pulls specific metadata for a customer or supplier. It is useful for quickly checking a client's history.

### get_company_details
FreeAgent MCP fetches your general company metadata. It helps the agent understand your organization's basic setup.

### get_invoice_details
FreeAgent MCP retrieves the full details of a specific sales invoice. Use it to see exactly what was billed and when.

### get_profit_and_loss
FreeAgent MCP fetches a summary of your profit and loss. It gives you a clear snapshot of your business health.

### list_bank_transactions
FreeAgent MCP lists transactions for a specific account. This makes it easy to audit your recent spending.

### list_purchase_bills
FreeAgent MCP lists your supplier bills and purchase invoices. Use this to keep track of what your business owes.

### list_chart_of_accounts
FreeAgent MCP lists your accounting categories. It helps your agent understand how your money is categorized.

### list_contacts
FreeAgent MCP lists all your customers and suppliers. It is the fastest way to see who you are doing business with.

### list_out_of_pocket_expenses
FreeAgent MCP lists expenses submitted by your employees. Use this to monitor team costs.

### list_invoices
FreeAgent MCP lists all sales invoices. It is great for a quick scan of your recent billing activity.

### list_projects
FreeAgent MCP lists all active projects in your account. Use this to see what work is currently on your plate.

### list_bank_accounts
FreeAgent MCP lists all your connected bank accounts. It is the first step to checking your current balances.

## Prompt Examples

**Prompt:** 
```
Who hasn't paid me yet?
```

**Response:** 
```
I've checked your sales invoices. Here are the outstanding ones:

| Client | Amount | Due Date | Status |
| :--- | :--- | :--- | :--- |
| Acme Corp | £1,200.00 | Oct 15 | Overdue |
| Globex | £450.00 | Oct 20 | Open |

Would you like me to draft a follow-up for any of these?
```

**Prompt:** 
```
What's my bank balance across all accounts?
```

**Response:** 
```
Here are your current balances:

* **Business Current Account**: £12,450.00
* **Tax Reserve**: £5,200.00

You have two accounts currently active. Would you like to see the last 5 transactions for the main account?
```

**Prompt:** 
```
Give me a summary of my profit for last month.
```

**Response:** 
```
For last month, your total income was **£8,500.00** and your expenses were **£3,200.00**. This leaves you with a net profit of **£5,300.00**.

| Metric | Amount |
| :--- | :--- |
| Income | £8,500.00 |
| Expenses | £3,200.00 |
| **Profit** | **£5,300.00** |
```

## Capabilities

### Check overdue invoices
FreeAgent MCP shows you who owes you money and how long it's been.

### Fetch bank history
FreeAgent MCP pulls transaction lists for any connected account.

### Summarize profit and loss
FreeAgent MCP gives you a high-level view of your income versus expenses.

### Manage customer contacts
FreeAgent MCP lets you access your full database of clients and suppliers.

### Track employee expenses
FreeAgent MCP pulls a list of out-of-pocket expenses submitted by your team.

### List active projects
FreeAgent MCP lets you see your current work and its financial impact.

## Use Cases

### Checking overdue payments
A freelancer asks the agent to find invoices older than 30 days. The FreeAgent MCP uses list_invoices and get_invoice_details to provide a list of who needs to pay.

### Quick P&L check
A business owner wants to know if they're profitable this month. The FreeAgent MCP uses get_profit_and_loss to give a summary of income vs expenses.

### Bank reconciliation
A bookkeeper needs to see recent activity for a specific account. The FreeAgent MCP uses list_bank_accounts and list_bank_transactions to show the latest movement.

### Expense tracking
A manager wants to see how much the team spent on travel. The FreeAgent MCP uses list_out_of_pocket_expenses to summarize recent submissions.

## Benefits

- Get real-time P&L summaries using get_profit_and_loss to see exactly how much money you're making each month.
- Stop hunting for unpaid bills by using list_invoices to see every outstanding payment in one list.
- Reconcile your bank statements faster by pulling transaction history with list_bank_transactions for any account.
- Keep your team's costs in check by pulling employee spending with list_out_of_pocket_expenses instantly.
- Manage your supplier relationships easily by fetching all purchase bills using list_purchase_bills.
- Access your entire customer database through list_contacts to keep your business relationships organized.

## How It Works

The bottom line is you get a conversational interface for your entire accounting history.

1. Subscribe to the FreeAgent MCP via the Vinkius Marketplace.
2. Complete the OAuth 2.0 authorization to link your account.
3. Ask your AI client questions about your invoices, bank balances, or P&L.

## Frequently Asked Questions

**Can the FreeAgent MCP help me see if my clients have paid?**
Yes, it can list all your sales invoices and show you which ones are still marked as open or overdue.

**Can I use the FreeAgent MCP to check my bank balances?**
You can ask your agent to list your connected bank accounts and see the current balances for each one.

**How does the FreeAgent MCP help with my profit and loss?**
It lets you pull a high-level summary of your income and expenses so you can see your net profit without digging through categories.

**Can the FreeAgent MCP track my employee's expenses?**
Yes, the Connector can pull a list of out-of-pocket expenses submitted by your team.

**Is the FreeAgent MCP good for freelancers?**
It's specifically designed for freelancers and small businesses who need to manage invoices and basic accounting.

**How do I connect my FreeAgent account?**
You'll need to authorize the connection via OAuth 2.0 through the Vinkius Marketplace.

**Can I see my supplier bills with the FreeAgent MCP?**
Yes, it can list your purchase bills so you know exactly what your business owes to others.

**Can I see my actual bank transactions using the agent?**
Yes! The 'list_bank_transactions' tool allows you to retrieve the history for any configured bank account in your FreeAgent profile.

**How do I filter for overdue invoices?**
Use the 'list_invoices' tool and set the 'nested_state' parameter to 'Overdue'. The agent will return a list of all clients with outstanding payments.

**Is Profit and Loss data available?**
Yes, the 'get_profit_and_loss' tool provides a summary report for any specified date range, helping you track your business health.