• REVENUE
  • MARGINS
  • TRENDS
  • HUMAN

How to analyze project profitability with your AI

Connect FreeAgent to your AI client once. After that, you can query your financial data to see which jobs are actually making money.

Ask AI about this page

Short answer

How can I check project profitability using my AI?

Your AI pulls project lists and profit and loss statements from FreeAgent. You'll see exactly which jobs drive revenue and where your margins are shrinking.

The outcomes

What you'll get

The AI handles the data retrieval so you can focus on the numbers.

REVENUE

Project income tracking

The AI identifies which active projects are generating the most cash. You'll see a breakdown of income per job.

MARGINS

Profitability insights

By comparing project data against your P&L, the AI shows you your actual margins. You'll find out which work is worth your time.

TRENDS

Financial health checks

The AI pulls your latest financial statements to show how project performance affects your overall business health.

HUMAN

Strategic decisions

The AI provides the data, but you decide which projects to scale or cut. You use these insights to plan your next move.

The workflow

What your AI does when you ask for financial data.

The AI acts as a bridge between your chat interface and your FreeAgent account.

  1. Identify active work

    The AI scans your account to find all current jobs you are working on.

    list_projects

  2. Pull financial totals

    The AI fetches your profit and loss data to provide the necessary context for your analysis.

    get_profit_and_loss

  3. Calculate margins

    The AI compares the income from specific projects against your total expenses and revenue.

    list_projectsget_profit_and_loss

  4. Summarize findings

    The AI presents a plain English summary of your project performance and bottom line impact.

    list_projects

Try it

Copy these to start.

Use these prompts to kick off your analysis.

Starting points

These are basic ways to start. Swap out the project names or time periods to match your actual data.

FreeAgent Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/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 — FreeAgent capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "freeagent-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/mcp"
    }
  }
}
Copy into chat04

  • List all my active projects and tell me which one has the highest revenue.

  • Compare the profit and loss from this month against my current project list.

  • Which of my active projects is currently the least profitable?

  • Show me a summary of my total profit and loss and how it relates to my active projects.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect FreeAgent once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect FreeAgent to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my financial records in FreeAgent?

    No. The AI can only read your project and financial data. It cannot edit, delete, or create any records in FreeAgent.

  • 02

    Does the AI see all my historical data?

    The AI only sees the data it can access through the provided tools. If you ask for a specific time period, it will use the profit and loss tool to find that data.

  • 03

    Can I ask about specific client names?

    Yes, as long as those clients are associated with the projects listed in your FreeAgent account.

  • 04

    Will the AI automatically run reports every week?

    No. The AI only performs actions when you explicitly ask it to via your AI client.

  • 05

    Can the AI create new invoices?

    No. There are no tools available to create or send invoices; the AI is strictly for data analysis and retrieval.

  • More questions about FreeAgent? See everything the FreeAgent Connector can do

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