FreeAgent MCP. Manage your books and reconcile accounts via conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
FreeAgent. Automate accounting, manage invoices, and reconcile bank transactions using your AI agent. This MCP Server connects your FreeAgent account to any AI client, letting you retrieve P&L summaries, track overdue payments, and view full transaction history through natural conversation.
What your AI agents can do
Get company details
Retrieves general metadata about your company setup and chart of accounts.
Get contact details
Retrieves contact metadata for a specific customer or supplier.
Get invoice details
Retrieves specific metadata for a single sales invoice.
Retrieves general metadata about your company settings and chart of accounts categories.
Lists and retrieves detailed metadata for your customer and supplier records.
Lists all sales invoices and pulls specific metadata about them.
Retrieves a summary of your Profit and Loss data for a specified period.
Lists all bank accounts configured in FreeAgent.
Retrieves transaction history for a specified bank account.
Retrieves records of employee out-of-pocket expenses.
Ask AI about this MCP
Supported MCP Clients
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019d759fget company details
Retrieves general metadata about your company setup and chart of accounts.
019d759fget contact details
Retrieves contact metadata for a specific customer or supplier.
019d759fget invoice details
Retrieves specific metadata for a single sales invoice.
019d759fget profit and loss
Generates a Profit and Loss summary for the period you specify.
019d759flist bank accounts
Lists all the bank accounts connected to your FreeAgent account.
019d759flist bank transactions
Lists all transactions that occurred on a specific bank account.
019d759flist chart of accounts
Lists all the main accounting categories used in your company's books.
019d759flist contacts
Lists all your customers and suppliers in one place.
019d759flist invoices
Lists all sales invoices, showing their status and dates.
019d759flist out of pocket expenses
Lists records of expenses paid by employees.
019d759flist projects
Lists all active projects managed within FreeAgent.
019d759flist purchase bills
Lists incoming purchase invoices (bills) from suppliers.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with FreeAgent, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Need to handle the books for your business? This MCP Server connects your FreeAgent account to your AI client, letting you run your whole financial operation through natural conversation. You can pull P&L summaries, track payments, and check bank transactions without ever leaving your agent.
Get Company Data
Your agent can pull general info about your company setup and the full chart of accounts using get_company_details and list_chart_of_accounts. You'll also get a list of all your active projects with list_projects.
Manage Contacts
Want to know who you're dealing with? Your agent can pull a list of all your customers and suppliers with list_contacts. You can also pull specific details for a customer or supplier using get_contact_details.
Check Invoices
Keep tabs on your cash flow. Your agent can list every sales invoice using list_invoices, and you can grab the specific details for a single invoice with get_invoice_details.
Summarize P&L
See how the business is doing. Your agent runs get_profit_and_loss to generate a full Profit and Loss summary for any time period you name.
View Bank Accounts and Transactions
Your agent starts by listing all configured bank accounts with list_bank_accounts, and then it gets the full transaction history for any specific account using list_bank_transactions.
List Expenses and Bills
It's not just invoices. Your agent tracks employee out-of-pocket expenses with list_out_of_pocket_expenses and pulls in incoming purchase bills from suppliers using list_purchase_bills.
How FreeAgent MCP Works
- 1 Subscribe to this server on the Vinkius Marketplace.
- 2 Authorize your FreeAgent account using OAuth 2.0.
- 3 Use your AI client to issue a command (e.g., 'Show me all open invoices') to pull the data.
The bottom line is: your AI agent handles the API calls, letting you interact with complex financial data using simple conversation.
Who Is FreeAgent MCP For?
Small business owners, freelancers, and bookkeepers who spend too much time manually checking dashboards and cross-referencing spreadsheets. If you need a real-time, conversational view of your books, this is for you.
Checks if an invoice was paid or lists recent expenses while working on a project.
Gets a real-time overview of company P&L and bank balances using simple AI commands.
Automates the retrieval of transaction history and contact metadata for faster reconciliation.
What Changes When You Connect
- See a real-time P&L summary instantly. Instead of running a report and waiting, asking the agent to run
get_profit_and_lossgives you the net profit and total income in a single chat turn. - Track payments and overdue invoices effortlessly. You can use
list_invoicesto get a list of all sales invoices and then ask for the status of any specific ID. - Reconcile bank accounts faster. Use
list_bank_accountsfollowed bylist_bank_transactionsto pull all transactions for an account and compare them against your records. - Manage spending visibility. You can pull records of employee expenses using
list_out_of_pocket_expensesor view incoming supplier bills withlist_purchase_billsto control costs. - Get a full picture of relationships. Use
list_contactsto check on a client's history, then useget_invoice_detailsto pull the exact invoice associated with that contact. - Understand your business structure. Run
list_chart_of_accountsto see every financial category you use, helping you structure complex reports.
Real-World Use Cases
Finding Out Which Clients Owe Money
A small business owner needs to know who hasn't paid their invoices. They ask their agent, 'Show me all overdue invoices.' The agent runs list_invoices, filters for 'Overdue,' and provides a list of names and due dates. The owner then uses get_contact_details to follow up with the specific client contact information.
Closing the Books for the Month
An accountant needs a quick financial overview. They tell their agent, 'Give me the P&L for May.' The agent runs get_profit_and_loss and gives the summary. Next, they run list_bank_transactions to reconcile the bank activity against the P&L figures, ensuring everything balances.
Auditing a Large Expense Claim
A bookkeeper needs to verify an expense. They run list_out_of_pocket_expenses to see the claim and then use list_projects to check which project budget that expense was supposed to cover. They also use list_purchase_bills to cross-reference it against supplier bills.
Checking a Client's Full Financial History
A contractor needs to assess a potential client. They start by running list_contacts to get the client's record. Then they use list_invoices to see all invoices issued, and finally, they run get_invoice_details to grab the exact payment terms and amounts.
The Tradeoffs
Guessing the right data point
Trying to get the P&L by manually combining the results from list_invoices and list_purchase_bills in a spreadsheet. This is slow, error-prone, and ignores specific period cutoffs.
→
Call get_profit_and_loss directly. This tool handles the financial calculation and period aggregation for you, giving a clean summary without manual math.
Forgetting to check the accounts
Running list_bank_transactions without first calling list_bank_accounts. The agent won't know which account to pull the data from, and the call will fail or return irrelevant data.
→
Always call list_bank_accounts first. This provides a list of valid account IDs. Then, pass the correct ID to list_bank_transactions.
Over-relying on one data source
Assuming every invoice is paid just because it's listed in list_invoices. You must check the status metadata using get_invoice_details to confirm payment status.
→
After running list_invoices, always follow up with get_invoice_details on the specific invoice IDs you care about. This confirms the status and detailed payment history.
When It Fits, When It Doesn't
Use this server if your core job involves tracking money flow: reconciling bank statements, managing AR/AP, or generating financial reports. You need a system that treats accounting data as a conversational topic.
Don't use this if your primary need is non-financial operations, like managing inventory levels or scheduling marketing campaigns. For those, you'll need a specialized ERP or CRM tool. If you only need to see a list of contacts without financial context, list_contacts is sufficient, but if you need to know their payment history, you need the full stack.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by FreeAgent. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually reconciling accounts is a black hole of clicks and tabs.
Right now, reconciling your books means jumping between your bank portal, your accounting software, and your internal expense spreadsheets. You copy transaction numbers, open the invoice tab, cross-reference the date, and manually mark off the payment. It's slow, and you always risk missing a small detail or mixing up which account the money came from.
With the FreeAgent MCP Server, you just ask your agent. 'What transactions need reconciling this week?' The agent runs `list_bank_transactions` and `list_invoices` simultaneously, giving you a clean list of discrepancies and payments, ready for review. You get the actionable insight, not just the raw data dump.
Use get_profit_and_loss to get your real financial picture.
Previously, getting a P&L summary meant running a multi-day report in FreeAgent, waiting for the system to process it, and then downloading a static PDF. You couldn't ask follow-up questions like, 'How did project X impact that net profit?'
Now, your agent runs `get_profit_and_loss` and delivers the summary in real-time chat. You can immediately follow up with, 'Break down the expenses for the last month,' and get the breakdown without leaving the conversation. It's instant analysis.
Common Questions About FreeAgent MCP
How do I check if an invoice is paid using get_invoice_details? +
Yes, get_invoice_details provides the payment status and history for any specific invoice. It tells you if it's paid, open, or if there's a partial payment due.
Can I list all bank accounts and see their balances using list_bank_accounts? +
Yes, list_bank_accounts lists all linked accounts. The subsequent calls to list_bank_transactions provide the detailed transaction history and current balance information.
What is the difference between list_invoices and list_purchase_bills? +
list_invoices handles money you are owed (sales). list_purchase_bills handles money you owe (expenses from suppliers). They track different sides of your financial activity.
How do I find out my total company revenue? +
Use get_profit_and_loss. This tool calculates total income and total expenses and gives you the final net profit, which is the measure of your total revenue minus costs.
What is the best way to check a client's contact history? +
+
When should I use list_contacts versus list_invoices? +
Use list_contacts to get information about customers and suppliers. Use list_invoices when you need specific details about sales invoices, like their payment status or due dates.
How do I use get_profit_and_loss to calculate revenue for a specific period? +
The tool retrieves the P&L summary. You provide the start and end dates in the prompt, and the agent returns the total income and expenses for that period.
How do I connect my FreeAgent account? +
This server uses OAuth 2.0. Simply click 'Connect' in the Vinkius interface, and you will be redirected to FreeAgent to authorize the integration.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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