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 VS Code Copilot 12 tools — connect in under 2 minutes

Name: FreshBooks
Availability: InStock
Author: Vinkius

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 12 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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The modern way to manage MCP Servers — no config files, no terminal commands. Install FreshBooks and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

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

Fully ManagedVinkius Servers

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High SecurityEnterprise-grade

IAMAccess control

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DLPData protection

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Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

GitHub Copilot Agent mode brings FreshBooks data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 12 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to integrate the FreshBooks MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using FreshBooks

Ask Copilot: "Using FreshBooks, help me...". 12 tools available

Why Use VS Code Copilot with the FreshBooks MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with FreshBooks through the Model Context Protocol.

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

FreshBooks + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the FreshBooks MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

FreshBooks MCP Tools for VS Code Copilot (12)

These 12 tools become available when you connect FreshBooks to VS Code Copilot 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 VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

Common issues when connecting FreshBooks to VS Code Copilot through the Vinkius, and how to resolve them.

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

FreshBooks + VS Code Copilot FAQ

Common questions about integrating FreshBooks MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.