Bring Accounting
to LlamaIndex
Create your Vinkius account to connect FreeAgent to LlamaIndex and start using all 12 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the FreeAgent MCP Server?
Connect your FreeAgent account to any AI agent to automate your accounting and financial oversight through the Model Context Protocol (MCP). FreeAgent is an award-winning accounting software designed for freelancers and small businesses. This MCP server enables you to manage your invoices, track bank transactions, and retrieve real-time Profit and Loss summaries directly through natural conversation.
Key Features
- Invoice Management — List all sales invoices, fetch detailed metadata, and monitor overdue payments instantly.
- Contact Oversight — Access your database of customers and suppliers to maintain full context of your business relationships.
- Banking Integration — List configured bank accounts and retrieve transaction history for reconciliation and auditing.
- Expense & Bill Tracking — Monitor employee out-of-pocket expenses and supplier bills to keep your costs under control.
- Project Coordination — Access and list projects managed in FreeAgent to see how they impact your finances.
- Financial Reporting — Retrieve high-level Profit and Loss summaries to understand your business performance in real-time.
- Organization Metadata — Access company settings and chart of accounts categories for consistent financial reporting.
How it works
- Subscribe to this server through the Vinkius Marketplace
- Authorize your FreeAgent account via OAuth 2.0
- Start managing your accounting data from Claude, Cursor, or any MCP client
Who is this for?
- Freelancers & Contractors — quickly check if an invoice has been paid or list recent expenses while working on a project.
- Small Business Owners — get a real-time overview of your company's P&L and bank balances via simple AI commands.
- Accountants & Bookkeepers — automate the retrieval of transaction history and contact metadata for faster reconciliation.
Built-in capabilities (12)
Get company metadata
Get contact metadata
Get invoice metadata
Get P&L summary
List bank accounts
List transactions for an account
List accounting categories
List customers and suppliers
List sales invoices
List employee expenses
List active projects
List purchase invoices (bills)
Why LlamaIndex?
LlamaIndex agents combine FreeAgent 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.
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Data-first architecture: LlamaIndex agents combine FreeAgent tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain FreeAgent tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query FreeAgent, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what FreeAgent tools were called, what data was returned, and how it influenced the final answer
FreeAgent in LlamaIndex
Why run FreeAgent with Vinkius?
The FreeAgent connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 12 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect FreeAgent using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
FreeAgent and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect FreeAgent to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
FreeAgent for LlamaIndex
Every request between LlamaIndex and FreeAgent is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
How do I connect my FreeAgent account?
This server uses OAuth 2.0. Simply click 'Connect' in the Vinkius interface, and you will be redirected to FreeAgent to authorize the integration.
Can I see my actual bank transactions using the agent?
Yes! The 'list_bank_transactions' tool allows you to retrieve the history for any configured bank account in your FreeAgent profile.
How do I filter for overdue invoices?
Use the 'list_invoices' tool and set the 'nested_state' parameter to 'Overdue'. The agent will return a list of all clients with outstanding payments.
Is Profit and Loss data available?
Yes, the 'get_profit_and_loss' tool provides a summary report for any specified date range, helping you track your business health.
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 FreeAgent tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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