FreshBooks MCP. Automate billing, expense tracking, and client record retrieval.
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FreshBooks MCP Server connects your small business accounting to any AI client. Use it to automate invoicing, track expenses, and manage clients by calling tools like `list_invoices` or fetching details with `get_client_details`.
It gives you full visibility into billing status and cash flow without opening the web dashboard.
What your AI agents can do
Get account info
Retrieves high-level metadata about your entire FreshBooks business account.
Get client details
Fetches the specific contact and metadata for a single client you name.
Get invoice details
Pulls full, detailed information about one specific sales invoice by its ID.
List sales invoices using list_invoices and pull detailed status updates with get_invoice_details.
Search for client metadata using get_client_details or get a list of all clients via list_clients to maintain context on every customer.
Retrieve structured lists of recorded business expenses (list_expenses) and track specific payments received through the list_payments tool.
Access granular time logs using list_time_entries or check project status by calling list_project_tasks to verify billable hours.
Get basic business profile information (get_account_info) and your personal user identity (get_my_identity) to confirm the correct context before running complex reports.
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FreshBooks: 12 Tools for Accounting Records
Use these twelve tools to gather account info, client details, invoice data, expense logs, time entries, and payment records through your AI agent.
019d759fget account info
Retrieves high-level metadata about your entire FreshBooks business account.
019d759fget client details
Fetches the specific contact and metadata for a single client you name.
019d759fget invoice details
Pulls full, detailed information about one specific sales invoice by its ID.
019d759fget my identity
Retrieves your personal user profile and login identity details within the system.
019d759flist active projects
Provides a list of all currently active projects in your account.
019d759flist clients
Generates a simple list containing the names and basic info for every client you have recorded.
019d759flist expense categories
Shows all possible categories your business uses to track expenses.
019d759flist expenses
Lists records of all tracked business expenditures and their initial metadata.
019d759flist invoices
Generates a summary list of all sales invoices, including their current status (Paid, Overdue, Sent).
019d759flist payments
Lists every payment received against your invoices for monitoring cash flow.
019d759flist project tasks
Retrieves a list of specific tasks associated with your active projects.
019d759flist time entries
Pulls detailed logs showing when and how long time was recorded against various projects.
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 FreshBooks, 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
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- 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
Look, this FreshBooks MCP Server connects your whole small business accounting setup right into your AI client. You don't gotta open up the dashboard or click through a million pages; you just ask your agent to pull what you need, and it handles all the heavy lifting for you.
Account Context & Identity: Before running any reports, you can check the whole shebang with get_account_info—that pulls high-level metadata about your entire business account. If you wanna confirm who's using the system, run get_my_identity; it grabs your personal user profile and login details. You also gotta know what projects are running; list_active_projects gives you a list of all current gigs.
Client Management: When dealing with customers, you can pull up basic info for every person you've worked with using list_clients. If you need the deep dive on one specific customer, get_client_details fetches their full contact information and metadata. You maintain context on every client without leaving your chat window.
Billing & Invoices: For getting paid, this thing is gold. It gives you a summary list of every sales invoice with list_invoices, letting you instantly see if they're Paid, Overdue, or Sent. If you need the full receipts on one specific bill, run get_invoice_details by its ID to pull all the detailed info.
You can track cash flow movements too; list_payments lists every payment received against your invoices. When it comes to tracking the actual work, use list_time_entries for detailed logs showing exactly when and how long time was recorded against any project. For specific assignments, list_project_tasks retrieves a list of tasks tied to your active projects.
Expenses & Projects: Tracking cash going out is simple. You can see all the expense categories your business uses with list_expense_categories, and then run list_expenses to get records of every tracked business expenditure and its initial metadata. The time logs you pull (list_time_entries) connect directly to project tracking; these details let you verify billable hours against specific projects.
How FreshBooks MCP Works
- 1 First, subscribe to this server on the Vinkius Marketplace. You'll need your FreshBooks Account ID and Access Token.
- 2 Next, prompt your AI client (Claude, Cursor, etc.) with a specific request—for example, 'What are my overdue invoices?'
- 3 The agent identifies the needed tool (
list_invoices), calls it, receives the structured data payload, and formats it for you in plain language.
The bottom line is: your AI client treats FreshBooks like a single database connection, letting you run complex accounting queries with simple chat commands.
Who Is FreshBooks MCP For?
Small business owners and freelancers who spend time wrestling with dashboards. If clicking through tabs to check an invoice status or pulling payment records feels tedious, this server saves you time. It’s for anyone whose job requires accurate financial data but doesn't have the time to manually run reports.
Uses list_time_entries and list_project_tasks to track billable hours, then uses get_client_details to ensure billing information is current.
Checks overall cash flow by running list_payments or quickly determining if a client needs an invoice sent using list_invoices and get_invoice_details.
Automates the collection of financial history. They use tools like list_expenses, list_payments, and get_account_info to prepare tax documentation quickly.
What Changes When You Connect
- Stop clicking through dashboards. You can ask the agent to 'List my 5 most recent clients' using
list_clientsinstantly, getting names and contact summaries without leaving your chat window. - Never miss cash flow details. The agent runs
list_payments, giving you a clean list of every payment received so far, letting you confirm accurate revenue numbers immediately. - Track client status at a glance. Instead of opening the invoice portal, prompt for 'Show me my overdue invoices' to use
list_invoicesand check statuses like Paid or Overdue. - Manage job costs precisely. By calling
list_time_entriesand checkinglist_project_tasks, you can verify exact hours logged against a project before billing it out. - Simplify tax prep. Run
list_expensesto get all recorded business expenditures, categorized by the tool's output, making documentation much faster.
Real-World Use Cases
Checking client status before calling
A freelancer needs to confirm if a key client, 'Acme Corp,' is ready for billing. Instead of searching the dashboard, they ask their agent to use get_client_details and cross-reference that data with an invoice check using list_invoices. The agent confirms contact info and shows the last sent invoice status in one go.
Reconciling payments against invoices
A bookkeeper needs to verify if a recent payment was applied correctly. They first run list_payments to get the date and amount, then use get_invoice_details with the invoice ID to see which specific charges that payment covered. This confirms accurate reconciliation without manual searching.
Reviewing project profitability
A small business owner wants to know if a project was worth its cost. They ask the agent to combine list_time_entries (to get labor hours) with list_expenses (to get overhead costs). The agent aggregates this data, giving an immediate profit/loss overview.
Onboarding a new user for billing
A team member needs to confirm they are working in the correct company account before running reports. They use get_my_identity first. This confirms their permissions and organizational context, ensuring that all subsequent calls (like list_clients) target the right business entity.
The Tradeoffs
Over-relying on vague requests
Telling the agent 'Give me some info about my money.' This prompt is too broad and forces the AI to guess if you mean payments, expenses, or invoices.
→
Be specific. Use a tool like list_payments or list_invoices. For example: 'Using list_invoices, show me all invoices over $500 that are marked as Overdue.' This directs the agent to the right tools and filters.
Missing context IDs
Asking for 'the client's invoice details' without specifying which client or invoice ID. The system can’t guess, so the call fails.
→
Always provide identifiers where possible. If you want to check an invoice, use get_invoice_details and include the specific Invoice ID (e.g., 'Get details for INV-987').
Mixing unrelated data calls
Asking the agent to list clients AND run time logs in a single, unstructured prompt. The system might get confused and only execute one or fail entirely.
→
Break it into steps. First: 'Using list_clients, show me my top five contacts.' Then: 'Now, using list_time_entries, what were the hours logged against Acme Corp last month?'
When It Fits, When It Doesn't
Use this server if your primary need is automating core accounting functions—billing status, expense tracking, and payment history. It's perfect for bookkeepers or freelancers who spend time confirming data across multiple tabs.
Don't use it if you need advanced inventory management (stock levels), deep CRM features like marketing campaign attribution, or complex payroll processing outside of basic time logging. For those needs, look at dedicated inventory or HR software integrations instead. This server is focused on the financial record: tracking who owes money and what expenses were incurred.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by FreshBooks. 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 checking client status across multiple screens is a huge drag.
Today, if you need to know if 'Globex Inc.' paid their invoice, you jump into the dashboard. You click the Clients tab, then search for Globex. If they are billed, you switch tabs to Invoices and filter by them. Then you check the Payments ledger just to be sure nothing was missed. It’s three separate views and five clicks.
With this MCP server, you tell your agent: 'Check the status of Globex Inc.' The agent uses `get_client_details` first, then checks `list_invoices` for that client's invoices, and finally pulls relevant payment data using `list_payments`. You get the complete answer in one chat response.
FreshBooks MCP Server: Get a full picture of your financials.
Manual bookkeeping requires pulling time logs into spreadsheets, then manually tallying expenses from receipts, and finally correlating those totals to invoices. This process is slow, prone to human error, and takes hours just for preparation.
Now, you ask the agent: 'Calculate total labor cost vs. tracked overhead this month.' The agent automatically calls `list_time_entries` for labor data and then uses `list_expenses` for overhead. You get a calculated summary instantly, ready to copy-paste into your tax prep.
Common Questions About FreshBooks MCP
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.
When I run `list_expenses`, does it include required metadata like receipts or original transaction dates? +
Yep. The tool returns detailed records for every expense entry you track. You get the amount, date, associated category (via list_expense_categories), and any attached notes. It's thorough.
Using `list_clients`, can I filter results by client status or industry? +
Yes, you specify those parameters in the request payload. You get a clean list of clients matching your criteria instantly, which is way faster than manual dashboard filtering.
What exactly does `get_account_info` provide? Is it just basic company details? +
It provides high-level metadata about the FreshBooks account itself. This includes general business identifiers and setup dates, but don't expect granular transaction data from this single call.
Can I use `list_time_entries` to associate work time with a specific client? +
Yep. The time entry records contain the necessary client IDs or names. You can pass those identifiers directly to get_client_details afterward for full context on that client.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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