How to Use the FreeAgent MCP in CrewAI

Q: How do I give different CrewAI agents different FreeAgent tools?

When you define your MCPServerHTTP connection, you can use the toolfilter argument. This lets you create different toolsets from the same MCP server, so your 'Analyst' agent can only read data while your 'Accountant' agent has broader access.

Q: Can a CrewAI team work together on a FreeAgent reconciliation task?

Yes. You can have one agent pull data using listbanktransactions and pass the results to a specialized 'Matcher' agent. That agent would then use listinvoices and listpurchasebills to find corresponding entries. CrewAI's shared memory allows them to collaborate on the task.

Q: How does CrewAI handle my company's private FreeAgent data?

Each CrewAI agent's access to your FreeAgent data, like getcontactdetails or getprofitandloss, is scoped by the tools you assign it. Data is passed between agents in-memory within a secure execution environment and is never persisted by Vinkius. You have full control over what financial data each agent in your crew can see.

Deploy a crew of autonomous agents to manage your FreeAgent accounting and financial operations with CrewAI.

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Setup FreeAgent with CrewAI

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Assemble an Autonomous Finance Team

With CrewAI, you don't just run one agent. You build a team. Assign a 'Chief Financial Officer' agent to get the big picture using `get_profit_and_loss` and `list_chart_of_accounts`. At the same time, a 'Bookkeeper' agent can dig into the details by comparing `list_bank_transactions` against `list_invoices`. These agents share their findings, collaborating to produce a weekly financial health report. The CFO agent tasks the Bookkeeper, waits for the results, and then synthesizes a summary. It's an automated, internal finance department.

Monitor Project Profitability Autonomously

Set up a crew to watch your bottom line. A 'Project Lead' agent regularly calls `list_projects` to get a list of all active work. For each project, it delegates to a 'Cost Analyst' agent, which uses `list_purchase_bills` and `list_invoices` to calculate the current margin. If a project's profitability dips below a set threshold, the crew can escalate. A 'Notifier' agent can be tasked to send an alert. This isn't a one-time script; it's a persistent, autonomous monitoring system powered by this MCP server.

Automate Client Onboarding with a Crew

Streamline how you bring on new clients. A 'Sales Ops' agent can monitor your CRM. When a deal closes, it triggers your CrewAI workflow. An 'Accountant' agent then uses the `list_contacts` tool to check if the client exists in FreeAgent and creates them if not. Next, it tasks a 'Project Manager' agent to create a new entry for them using `list_projects`. Each agent has a specific role, and they hand off work to one another. CrewAI orchestrates the entire sequence, using the FreeAgent tools to execute tasks.

Setup guide

Set up FreeAgent MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke FreeAgent tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="FreeAgent Analyst",
    goal="Access and analyze FreeAgent data via MCP.",
    backstory="Expert analyst with direct FreeAgent access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent FreeAgent transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="FreeAgent Analyst",
        goal="Access and analyze FreeAgent data via MCP.",
        backstory="Expert analyst with direct FreeAgent access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent FreeAgent transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

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Common questions about FreeAgent MCP in CrewAI

When you define your `MCPServerHTTP` connection, you can use the `tool_filter` argument. This lets you create different toolsets from the same MCP server, so your 'Analyst' agent can only read data while your 'Accountant' agent has broader access.

Yes. You can have one agent pull data using `list_bank_transactions` and pass the results to a specialized 'Matcher' agent. That agent would then use `list_invoices` and `list_purchase_bills` to find corresponding entries. CrewAI's shared memory allows them to collaborate on the task.

The simplest way is to pass the Vinkius URL directly into the `mcps` list when you create your agent. For more control, you can instantiate the `MCPServerHTTP` class from `crewai.mcp` and pass that object instead.

Absolutely. That's a core pattern for CrewAI. You can have a 'Monitor' agent that periodically checks `list_out_of_pocket_expenses` and a 'Manager' agent that acts on the findings, all using a single FreeAgent connection.

Each CrewAI agent's access to your FreeAgent data, like `get_contact_details` or `get_profit_and_loss`, is scoped by the tools you assign it. Data is passed between agents in-memory within a secure execution environment and is never persisted by Vinkius. You have full control over what financial data each agent in your crew can see.

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