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.

FreshBooks MCP Server for AutoGen 12 tools — connect in under 2 minutes

Name: FreshBooks
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 12 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add FreshBooks as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

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ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="freshbooks_agent",
            tools=tools,
            system_message=(
                "You help users with FreshBooks. "
                "12 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* 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 FreshBooks MCP Server

Connect your FreshBooks account to any AI agent to automate your small business accounting, invoicing, and client management through the Model Context Protocol (MCP). FreshBooks is the leading cloud-based accounting software designed for small businesses and self-employed professionals. This MCP server enables you to manage your clients, track invoice statuses, and retrieve financial summaries directly through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use FreshBooks tools. Connect 12 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

Key Features

Client Management — List and search for clients, fetch detailed profiles, and maintain full context of your customer relationships.
Invoice Lifecycle — Track sales invoices across all states (Sent, Paid, Overdue) and retrieve detailed line-item metadata.
Expense Oversight — Monitor recorded business expenses and categorize them for better financial tracking.
Payment History — Retrieve a list of all payments received to ensure your cash flow is accurately monitored.
Project & Task Tracking — Access projects, tasks, and time entries to see how they impact your billing and productivity.
User Identity — Fetch global user profile and identity details to ensure you are working in the correct account context.
Financial Insights — Access high-level metadata for your specific FreshBooks business account instantly.

The FreshBooks MCP Server exposes 12 tools through the Vinkius. Connect it to AutoGen 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 FreshBooks to AutoGen via MCP

Follow these steps to integrate the FreshBooks MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 12 tools from FreshBooks automatically

Why Use AutoGen with the FreshBooks MCP Server

AutoGen provides unique advantages when paired with FreshBooks through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use FreshBooks tools to solve complex tasks

Role-based architecture lets you assign FreshBooks tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive FreshBooks tool calls

Code execution sandbox: AutoGen agents can write and run code that processes FreshBooks tool responses in an isolated environment

FreshBooks + AutoGen Use Cases

Practical scenarios where AutoGen combined with the FreshBooks MCP Server delivers measurable value.

Collaborative analysis: one agent queries FreshBooks while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from FreshBooks, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using FreshBooks data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process FreshBooks responses in a sandboxed execution environment

FreshBooks MCP Tools for AutoGen (12)

These 12 tools become available when you connect FreshBooks to AutoGen via MCP:

get_account_info

Get business info

get_client_details

Get client metadata

get_invoice_details

Get invoice metadata

get_my_identity

Get user identity

list_active_projects

List projects

list_clients

List clients

list_expense_categories

List categories

list_expenses

List tracked expenses

list_invoices

List sales invoices

list_payments

List invoice payments

list_project_tasks

List tasks

list_time_entries

List time logs

Example Prompts for FreshBooks in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with FreshBooks immediately.

"List my 5 most recent clients in FreshBooks."

"Show me the status of my last 3 invoices."

"Get my time tracking entries for this week."

Troubleshooting FreshBooks MCP Server with AutoGen

Common issues when connecting FreshBooks to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

FreshBooks + AutoGen FAQ

Common questions about integrating FreshBooks MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call FreshBooks tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.