FreeAgent MCP Server for LlamaIndex 12 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add FreeAgent as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to FreeAgent. "
"You have 12 tools available."
),
)
response = await agent.run(
"What tools are available in FreeAgent?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About FreeAgent MCP Server
Connect your FreeAgent account to any AI agent to automate your accounting and financial oversight through the Model Context Protocol (MCP). FreeAgent is an award-winning accounting software designed for freelancers and small businesses. This MCP server enables you to manage your invoices, track bank transactions, and retrieve real-time Profit and Loss summaries directly through natural conversation.
LlamaIndex agents combine FreeAgent tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
Key Features
- Invoice Management — List all sales invoices, fetch detailed metadata, and monitor overdue payments instantly.
- Contact Oversight — Access your database of customers and suppliers to maintain full context of your business relationships.
- Banking Integration — List configured bank accounts and retrieve transaction history for reconciliation and auditing.
- Expense & Bill Tracking — Monitor employee out-of-pocket expenses and supplier bills to keep your costs under control.
- Project Coordination — Access and list projects managed in FreeAgent to see how they impact your finances.
- Financial Reporting — Retrieve high-level Profit and Loss summaries to understand your business performance in real-time.
- Organization Metadata — Access company settings and chart of accounts categories for consistent financial reporting.
The FreeAgent MCP Server exposes 12 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect FreeAgent to LlamaIndex via MCP
Follow these steps to integrate the FreeAgent MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 12 tools from FreeAgent
Why Use LlamaIndex with the FreeAgent MCP Server
LlamaIndex provides unique advantages when paired with FreeAgent through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine FreeAgent tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain FreeAgent tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query FreeAgent, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what FreeAgent tools were called, what data was returned, and how it influenced the final answer
FreeAgent + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the FreeAgent MCP Server delivers measurable value.
Hybrid search: combine FreeAgent real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query FreeAgent to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying FreeAgent for fresh data
Analytical workflows: chain FreeAgent queries with LlamaIndex's data connectors to build multi-source analytical reports
FreeAgent MCP Tools for LlamaIndex (12)
These 12 tools become available when you connect FreeAgent to LlamaIndex via MCP:
get_company_details
Get company metadata
get_contact_details
Get contact metadata
get_invoice_details
Get invoice metadata
get_profit_and_loss
Get P&L summary
list_bank_accounts
List bank accounts
list_bank_transactions
List transactions for an account
list_chart_of_accounts
List accounting categories
list_contacts
List customers and suppliers
list_invoices
List sales invoices
list_out_of_pocket_expenses
List employee expenses
list_projects
List active projects
list_purchase_bills
List purchase invoices (bills)
Example Prompts for FreeAgent in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with FreeAgent immediately.
"Show me my 5 most recent sales invoices and their status."
"List all bank accounts and their current balances."
"Get my Profit and Loss summary for the last month."
Troubleshooting FreeAgent MCP Server with LlamaIndex
Common issues when connecting FreeAgent to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpFreeAgent + LlamaIndex FAQ
Common questions about integrating FreeAgent MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect FreeAgent with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect FreeAgent to LlamaIndex
Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.