FreshBooks MCP Server for Windsurf 12 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect FreshBooks through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
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.
{
"mcpServers": {
"freshbooks": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Windsurf's Cascade agent chains multiple FreshBooks tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your 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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the FreshBooks MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using FreshBooks
Open Cascade and ask: "Using FreshBooks, help me...". 12 tools available
Why Use Windsurf with the FreshBooks MCP Server
Windsurf provides unique advantages when paired with FreshBooks through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
FreshBooks + Windsurf Use Cases
Practical scenarios where Windsurf combined with the FreshBooks MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from FreshBooks and generate models, types, or handlers based on real API responses
Live debugging: query FreshBooks tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from FreshBooks and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine FreshBooks data with Cascade's code generation to scaffold entire features in minutes
FreshBooks MCP Tools for Windsurf (12)
These 12 tools become available when you connect FreshBooks to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting FreshBooks to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
FreshBooks + Windsurf FAQ
Common questions about integrating FreshBooks MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect FreshBooks with your favorite client
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Connect FreshBooks to Windsurf
Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.