# FreshBooks MCP for AI Agents AI Agent Connect > FreshBooks MCP lets you manage your small business finances directly through your AI agent. You can pull invoice statuses, track client details, and monitor business expenses without switching tabs. It's built for freelancers and small biz owners who need to keep their books straight without the manual headache of clicking through a dashboard every five minutes. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_rpJ0QjeSVopDoIEXUuz2zatf0PbQCFfjaLbFRmNo/ai-agent-connect - **Tags:** invoicing, time-tracking, expense-management, client-management, billing, bookkeeping ## Description This FreshBooks MCP connects your accounting data to your AI agent to handle the heavy lifting of small business bookkeeping and invoicing. Instead of digging through a dashboard to find out if a client paid a bill or trying to remember which project was billed last, you can just ask your agent. This Connector brings your financial data into your primary workspace, making it easy to pull up payment histories, check on overdue invoices, or see how many hours were logged on a specific task. It's designed to take the friction out of bookkeeping for freelancers and small business owners who need to keep their records straight without the constant tab-switching. By bringing these capabilities into your daily workflow via the Vinkius catalog, you can get a high-level view of your cash flow or find specific client metadata in a few seconds. You stop treating accounting as a separate chore and start making it a part of your actual work. It handles the data fetching so you can stay focused on the projects that actually keep your business running. ## Tools ### list_invoices See all your sales invoices. Use this to get a bird's eye view of what's been billed. ### list_expense_categories See how your business expenses are grouped. This helps you understand your spending structure. ### list_clients Get a full list of your customers. Use this to see who you're currently working with. ### list_expenses View all recorded business expenses. This is perfect for checking what you've spent lately. ### list_payments See a history of all payments received. It helps you track who's actually sent you money. ### list_active_projects See what projects are currently underway. This keeps your current work visible. ### list_project_tasks See the specific tasks within a project. This helps you see what needs to be finished. ### list_time_entries See your logs of time spent on work. Use this to verify hours before sending a bill. ### get_account_info Get your business account details. This helps you confirm you're looking at the correct company data. ### get_client_details Pull specific metadata for a single client. Use this to find contact info or history for a specific person. ### get_invoice_details See the specifics of an individual invoice. This lets you check line items and specific dates for a single bill. ### get_my_identity Fetch your user profile. It ensures your agent knows exactly who is making the request. ## Prompt Examples **Prompt:** ``` Who are my top 3 clients by recent activity? ``` **Response:** ``` ### Recent Client Activity | Client Name | Last Invoice Status | Active Projects | | :--- | :--- | :--- | | **Acme Corp** | Paid | 2 | | **Globex Inc** | Sent | 1 | | **Soylent Corp** | Overdue | 3 | Would you like to see the specific details for any of these? ``` **Prompt:** ``` Show me all my overdue invoices from last month. ``` **Response:** ``` ### Overdue Invoices I found 2 overdue invoices from last month: * **INV-003**: $1,200.00 (14 days overdue) * **INV-005**: $450.00 (3 days overdue) Would you like me to fetch the contact details for these clients? ``` **Prompt:** ``` How many hours did I work on the 'Website Redesign' project this week? ``` **Response:** ``` ### Time Logs: Website Redesign You've logged a total of **14.5 hours** this week: * **Monday**: 3.0 hrs * **Tuesday**: 4.5 hrs * **Wednesday**: 7.0 hrs Total hours recorded for this week's billing. ``` ## Capabilities ### Pull client profiles Get full contact info and history for your customers instantly. ### Check invoice statuses See which bills are paid, sent, or overdue without opening a new tab. ### Track business expenses Monitor your spending across different categories to keep your books balanced. ### Monitor payment history See a list of all incoming payments to track your real-time cash flow. ### Review project logs Access tasks and time entries to see how work translates to billing. ### View account metadata Get a high-level summary of your business account details in seconds. ## Use Cases ### Identifying late payments A freelancer asks the agent who hasn't paid yet. The agent uses list_invoices and list_payments to identify overdue accounts instantly. ### Project status summaries A manager wants to know the status of a project. The agent uses list_active_projects and list_project_tasks to summarize progress. ### Expense category checks A business owner asks how much was spent on travel. The agent uses list_expenses and list_expense_categories to provide the total. ### Quick client lookups A team member needs to see a new client's details. The agent uses get_client_details to pull the profile without opening the dashboard. ## Benefits - Get instant invoice updates by using list_invoices to see what's paid or overdue without leaving your chat. - Keep your client list organized by using list_clients to quickly find contact info and history for any customer. - Track every minute of work with list_time_entries to ensure your billing is based on accurate logs. - Monitor your spending habits by using list_expenses to see exactly where your money is going. - Simplify project oversight by using list_active_projects and list_project_tasks to see what's next. - Verify your identity and account context with get_my_identity and get_account_info for secure data access. ## How It Works The bottom line is you get instant access to your accounting data without leaving your chat interface. 1. Connect your FreshBooks account by providing your Account ID and Access Token from your dashboard. 2. Link the Connector to your preferred client like Claude, Cursor, or Windsurf. 3. Ask your agent to fetch invoices, list clients, or summarize your expenses in natural language. ## Frequently Asked Questions **Can the FreshBooks MCP help me see who owes me money?** Yes. You can ask your agent to list your invoices and check their statuses. It will identify which ones are marked as overdue or sent so you can follow up with your clients. **How do I use FreshBooks with my AI agent to track my time?** Once connected, you can ask your agent to list your time entries. It will pull your logs directly from FreshBooks so you can verify your hours before billing. **Can I see my business expenses through the FreshBooks MCP?** You can. Your agent can pull your expense categories and list your recorded expenses, making it easy to see where your money is going without opening a browser. **Does this FreshBooks MCP work with Cursor or Claude?** Yes, this Connector is compatible with any MCP-supported client, including Claude, Cursor, Windsurf, and VS Code. **Can I pull specific client details using the FreshBooks MCP?** Yes. You can ask your agent to fetch the metadata for a specific client, which includes their profile information and history. **How does the FreshBooks MCP help with small business bookkeeping?** It centralizes your accounting data. You can check payments, invoices, and expenses through a natural conversation, keeping your records updated in real-time. **How do I get an Access Token for FreshBooks?** You can find your Access Token in your FreshBooks application settings or by creating a Personal Access Token in the FreshBooks Developer Portal. **Where do I find my FreshBooks Account ID?** Your Account ID is the unique number visible in your browser's URL bar immediately after '/portal/' when you are logged into FreshBooks. **Can I see if a specific invoice has been paid?** Yes! Use the 'get_invoice_details' tool and provide the Invoice ID. The agent will return the current status, including whether it is 'Sent', 'Paid', or 'Overdue'. **Is time tracking data accessible via the agent?** Yes, the 'list_time_entries' tool allows you to retrieve all time tracking logs for your business, keeping your project productivity in view.