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Connect FreshBooks to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your finances through your AI client without opening a dashboard.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 12 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 12 available through FreshBooks.

  1. 01

    List invoices

    This capability pulls a list of all your sales invoices.

  2. 02

    List expense categories

    Use this to see all the different categories you use for tracking expenses.

  3. 03

    List project tasks

    This capability retrieves the specific tasks associated with your projects.

  4. 04

    List time entries

    Get a list of all your recorded time logs.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 12 available through FreshBooks.

  1. 05

    Get account info

    This capability fetches your business account information.

  2. 06

    Get invoice details

    Use this to pull specific metadata for a single invoice.

  3. 07

    Get my identity

    This capability retrieves your specific user identity and profile details.

  4. 08

    Get client details

    Get detailed metadata and profile information for a specific client.

Capability set03 / 03

09-12

4 capabilities in this set.

Part of 12 available through FreshBooks.

  1. 09

    List active projects

    This capability provides a list of all your currently active projects.

  2. 10

    List clients

    Use this to see a list of all your clients.

  3. 11

    List expenses

    This capability pulls a list of all your recorded business expenses.

  4. 12

    List payments

    Get a list of all payments received against your invoices.

Real work

What teams actually run

01

Quick Billing Checks

Ask your agent if a specific client has paid their latest invoice.

02

Project Oversight

Review time entries and tasks to see how much work is left on a project.

03

Expense Auditing

List recent expenses to verify your spending against categories.

04

Client Onboarding

Pull client details quickly to get context before a meeting.

Automate a task

Put FreshBooks to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

FreshBooks works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put FreshBooks to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

861ms average. Fast in production.

FreshBooks is checked daily against the live service.

Daily averagePeak 1193ms
Oct 3Today
Fastest day
735ms
Slowest day
1193ms
14-day trend
Slowing+24%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 12 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of FreshBooks, so you can see the experience inside your AI.

It does not authenticate your account with FreshBooks. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

FreshBooks Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_rpJ0QjeSVopDoIEXUuz2zatf0PbQCFfjaLbFRmNo/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — FreshBooks capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "freshbooks-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rpJ0QjeSVopDoIEXUuz2zatf0PbQCFfjaLbFRmNo/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up FreshBooks in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work FreshBooks owners hand off.

This MCP is built for professionals who need to manage billing and time without switching tabs constantly.

  • 01

    Freelancers

    Track billable time and project progress while staying in your workspace.

  • 02

    Small Business Owners

    Check invoice statuses and client data through a quick chat.

  • 03

    Accountants

    Pull billing histories and payment records using natural language.

FAQ

Questions FreshBooks owners ask.

  • 01

    How do I connect my FreshBooks account?

    You need your FreshBooks Account ID and Access Token from your dashboard settings. Once you enter these in Vinkius, the connection is ready.

  • 02

    Which AI clients can I use with this MCP?

    You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

  • 03

    Can I see my unpaid invoices?

    Yes, you can ask your agent to list invoices or check the status of specific ones to see what is overdue.

  • 04

    Does this work with my existing FreshBooks data?

    Yes, it pulls directly from your live FreshBooks account using the credentials you provide.

  • 05

    Can I track my time through the AI?

    The MCP allows you to list and view your time entries and project tasks to monitor your billable hours.

  • 06

    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.

  • 07

    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.

  • 08

    Can I see if a specific invoice has been paid?

    Yes! Use the 'get_invoice_details' capability and provide the Invoice ID. The agent will return the current status, including whether it is 'Sent', 'Paid', or 'Overdue'.

  • 09

    Is time tracking data accessible via the agent?

    Yes, the 'list_time_entries' capability allows you to retrieve all time tracking logs for your business, keeping your project productivity in view.

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