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How to Use the FreshBooks MCP in Cursor

Write billing scripts and automate bookkeeping directly in Cursor using this MCP Server.

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Connect FreshBooks MCP to Cursor

Create your Vinkius account to connect FreshBooks to Cursor 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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Generate billing code with live Cursor context

The `get_account_info` tool gives your agent immediate access to your business profile variables. This means when you ask the editor to write an integration script, it uses your real account parameters instead of generic placeholders. You can also run `get_my_identity` to verify your credentials during development. It speeds up debugging because your agent knows exactly who is making the API requests.

Sync development tasks with active billing codes

The `list_project_tasks` tool connects your code repository to your actual billing structure. Your agent can look at your git commits and match them against open tasks to make sure every hour gets logged correctly. Combine this with `list_active_projects` to verify that your local workspace names match your official accounts. It keeps your project organization clean without manual mapping.

Build custom dashboards using this MCP Server

The `list_payments` tool lets your agent fetch recent transaction histories directly inside your editor. You can use this live data to test local UI components or build internal reporting tools without mocking APIs. By querying `list_invoices` alongside your code, you can build custom layout templates that match actual customer records. It eliminates the guesswork when designing invoice PDFs or client portals.

Setup guide

Set up FreshBooks MCP in Cursor

Prerequisites

  • Cursor installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP Settings

    Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".

  2. 2

    Add the FreshBooks MCP

    Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Enable Agent mode

    Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.

  4. 4

    Verify the connection

    Ask Cursor something like "List my recent FreshBooks transactions." If the MCP tools are loaded correctly, Cursor will call the FreshBooks tools automatically. You can also check Settings → MCP for a green status indicator.

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

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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Common questions about FreshBooks MCP in Cursor

Add the server configuration to your project's local directory or your global settings file. Once you save the JSON block, the editor recognizes the new tools. You can immediately call them in Agent mode.
Yes, you can ask the agent to find outstanding balances. It runs `list_invoices` and filters for unpaid status, then matches them against recent transactions. You get a clean list of overdue accounts right in your sidebar.
No, it does not expose your raw credentials. Vinkius manages the authentication layer securely behind the scenes. Your editor only needs a single endpoint token to run the queries.
The agent can only execute the specific tools defined in the active schema. It cannot perform actions outside this list, such as deleting clients or modifying historical tax returns.
Your financial records are protected by an ephemeral, zero-trust MCP server execution environment. Every tool call runs in an isolated container that destroys itself immediately after returning the data. No transaction histories or client lists are ever cached.

Start using the FreshBooks MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 12 tools

We've already built the connector for FreshBooks. Just plug in your AI agents and start using Vinkius.

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