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 OpenAI Agents SDK 12 tools — connect in under 2 minutes

Name: FreshBooks
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 12 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect FreshBooks through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="FreshBooks Assistant",
            instructions=(
                "You help users interact with FreshBooks. "
                "You have access to 12 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from FreshBooks"
        )
        print(result.final_output)

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.

The OpenAI Agents SDK auto-discovers all 12 tools from FreshBooks through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries FreshBooks, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the FreshBooks MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 12 tools from FreshBooks

Why Use OpenAI Agents SDK with the FreshBooks MCP Server

OpenAI Agents SDK provides unique advantages when paired with FreshBooks through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

FreshBooks + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the FreshBooks MCP Server delivers measurable value.

Automated workflows: build agents that query FreshBooks, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries FreshBooks, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through FreshBooks tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query FreshBooks to resolve tickets, look up records, and update statuses without human intervention

FreshBooks MCP Tools for OpenAI Agents SDK (12)

These 12 tools become available when you connect FreshBooks to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting FreshBooks to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

FreshBooks + OpenAI Agents SDK FAQ

Common questions about integrating FreshBooks MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.