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.

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.

How it works

1. Subscribe to this server through the Vinkius Marketplace
2. Enter your FreshBooks Account ID and Access Token (found in your Dashboard and App settings)
3. Start managing your business finances from Claude, Cursor, or any MCP client

Who is this for?

• Small Business Owners — quickly check invoice statuses or client data without manual dashboard navigation.
• Accountants & Bookkeepers — automate the retrieval of billing histories and payment records via simple AI commands.
• Freelancers — track projects, tasks, and time entries while focused on delivery in your primary workspace.