• CASH
  • HISTORY
  • AUDIT
  • HUMAN

How to monitor bank account balances with your AI

Connect FreeAgent to your AI client once. After that, you can check your cash position or look up specific spending just by asking.

Ask AI about this page

Short answer

How can I check my bank balances using AI?

You ask your AI for your current balance or recent activity, and it pulls that data directly from FreeAgent. You'll get immediate answers about your available cash and transaction history.

Financial visibility

What you get from your agent

Your AI acts as a bridge between your chat interface and your financial records.

CASH

Check available funds

Your agent pulls current balances from your connected accounts. You'll know exactly how much cash you have on hand right now.

HISTORY

Review recent spending

Ask for a list of recent transactions to see where money is moving. It identifies specific entries from your history instantly.

AUDIT

Spot transaction errors

The AI scans through your recent activity to find specific amounts or vendors. This helps you catch mistakes or unexpected charges.

HUMAN

Manual reconciliation

The AI provides the data, but you remain in control of your accounting. You decide which transactions to categorize or flag for your books.

The workflow

What your AI does when you ask for financial data.

The AI uses specific tools to fetch your banking information and present it in plain English.

  1. Identify accounts

    The AI first looks up which bank accounts are connected to your FreeAgent profile.

    list_bank_accounts

  2. Fetch balances

    It pulls the current balance for the specific account you asked about.

    list_bank_accounts

  3. Retrieve transactions

    The agent pulls the most recent activity to answer questions about specific purchases or deposits.

    list_bank_transactions

  4. Summarize activity

    It organizes the raw transaction data into a readable format for your review.

    list_bank_transactions

Try it

Copy these to start.

Use these prompts to test the connection immediately.

Starting points

These are basic examples. You can swap out account names or specific dates to get more precise info.

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

  • What is my current balance in my main business account?

  • Show me the last five transactions from my checking account.

  • How much did I spend on software subscriptions last month?

  • List all transactions from my savings account over $500.

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

Start here

Connect FreeAgent once, then ask.

Click the link to authorize the connection. Your login credentials stay encrypted and secure, and you can find the full setup guide on the Connector page.

Connect FreeAgent to your AI

FAQ

Common questions

  • 01

    Can the AI move money or make payments?

    No. The AI can only read your account data. It cannot initiate transfers, pay bills, or move any funds.

  • 02

    Can the AI delete my transactions?

    No. The AI has read-only access to your transaction history. It cannot modify or delete any records in FreeAgent.

  • 03

    Does the AI see all my bank accounts?

    The AI can see any account that you have connected and authorized through the FreeAgent integration.

  • 04

    How real-time is the data?

    The data is as current as your FreeAgent sync. When your bank updates FreeAgent, the AI sees those changes immediately.

  • 05

    Can I ask about specific vendors?

    Yes. You can ask for transactions from specific companies or service providers found in your history.

  • More questions about FreeAgent? The Connector page answers them. See everything the FreeAgent Connector can do

Connect FreeAgent to Claude, Cursor, ChatGPT & more