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 LlamaIndex 12 tools — connect in under 2 minutes

Name: FreshBooks
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 12 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add FreshBooks as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

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 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 FreshBooks. "
            "You have 12 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in FreshBooks?"
    )
    print(response)

asyncio.run(main())

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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.

LlamaIndex agents combine FreshBooks 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

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 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 FreshBooks to LlamaIndex via MCP

Follow these steps to integrate the FreshBooks 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 FreshBooks

Why Use LlamaIndex with the FreshBooks MCP Server

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

Data-first architecture: LlamaIndex agents combine FreshBooks tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain FreshBooks tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query FreshBooks, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what FreshBooks tools were called, what data was returned, and how it influenced the final answer

FreshBooks + LlamaIndex Use Cases

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

Hybrid search: combine FreshBooks real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query FreshBooks 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 FreshBooks for fresh data

Analytical workflows: chain FreshBooks queries with LlamaIndex's data connectors to build multi-source analytical reports

FreshBooks MCP Tools for LlamaIndex (12)

These 12 tools become available when you connect FreshBooks to LlamaIndex 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 LlamaIndex

Ready-to-use prompts you can give your LlamaIndex 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 LlamaIndex

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

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

FreshBooks + LlamaIndex FAQ

Common questions about integrating FreshBooks MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query FreshBooks tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.