How to Use the FreeAgent MCP in Claude

Q: Does FreeAgent allow Claude Desktop to see my bank data?

It does. The server exposes listbanktransactions so your agent can review account activity within your chat session.

Stop flipping between tabs. Query your FreeAgent accounting data directly inside Claude Desktop for instant, accurate financial insight.

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Connect FreeAgent MCP to Claude Desktop

Create your Vinkius account to connect FreeAgent to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup FreeAgent with Claude Desktop

Ask AI about this MCP

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Claude

Perplexity

Real-time P&L in Claude Desktop

Stop guessing your burn rate. Use `get_profit_and_loss` to pull your current numbers into the chat interface without opening the web dashboard. Your AI client processes these figures instantly. You get a clear picture of your actual financial health while you write your monthly reports.

Track bank activity with an MCP Server

Monitor your cash flow by querying `list_bank_transactions` directly. You can filter recent activity without leaving your workspace. This MCP Server provides the raw data your agent needs to reconcile accounts. It turns your chat window into a live financial terminal.

Manage your contacts and invoices

Look up client status using `list_contacts` and `get_contact_details`. You can track which invoices are pending via `list_invoices` in seconds. Your agent handles the lookup. You just ask for the status of a specific bill and get the metadata back immediately.

Setup guide

Set up FreeAgent MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The FreeAgent MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the FreeAgent MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under freeagent-mcp.

json

{
  "mcpServers": {
    "freeagent-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about FreeAgent MCP in Claude Desktop

Open your configuration file at the path provided in the Claude settings. Add the server details under the mcpServers key, save, and restart the app.

Yes, it can. Once connected, you can ask your agent to pull data using `get_profit_and_loss` to generate summaries.

It does. The server exposes `list_bank_transactions` so your agent can review account activity within your chat session.

Vinkius manages the transport layer. Your credentials stay local or handled by the server endpoint, keeping your data isolated.

The server only touches your financial metadata like invoice lists, contact details, and transaction records. It does not access your unrelated personal files.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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