FreeAgent Connector for AI agents.
12 live capabilities
Manage your business invoices and bank transactions with a conversational interface.
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Why people use FreeAgent
FreeAgent Accounting for Small Business Owners
This Connector changes that by letting your AI client do the heavy lifting. Instead of clicking through menus, you just ask for your profit summary or a list of unpaid bills. You get a direct answer in seconds, letting you stay focused on your actual work.
What Vinkius changes
You get a conversational interface for your entire accounting history.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking overdue payments
A freelancer asks the agent to find invoices older than 30 days.
- Real-world use case 02
Quick P&L check
A business owner wants to know if they're profitable this month.
- Real-world use case 03
Bank reconciliation
A bookkeeper needs to see recent activity for a specific account.
Complete set · 12capabilities
The complete FreeAgent capability set.
These are the exact actions your AI can choose when you ask it to work with FreeAgent.
01—04
4 capabilities in this set.
Part of 12 available through FreeAgent.
- 01 Capability
Get contact details
FreeAgent MCP pulls specific metadata for a customer or supplier. It is useful for quickly checking a client's history.
- 02 Capability
Get company details
FreeAgent MCP fetches your general company metadata. It helps the agent understand your organization's basic setup.
- 03 Capability
Get invoice details
FreeAgent MCP retrieves the full details of a specific sales invoice. Use it to see exactly what was billed and when.
- 04 Capability
Get profit and loss
FreeAgent MCP fetches a summary of your profit and loss. It gives you a clear snapshot of your business health.
05—08
4 capabilities in this set.
Part of 12 available through FreeAgent.
- 05 Capability
List bank transactions
FreeAgent MCP lists transactions for a specific account. This makes it easy to audit your recent spending.
- 06 Capability
List purchase bills
FreeAgent MCP lists your supplier bills and purchase invoices. Use this to keep track of what your business owes.
- 07 Capability
List chart of accounts
FreeAgent MCP lists your accounting categories. It helps your agent understand how your money is categorized.
- 08 Capability
List contacts
FreeAgent MCP lists all your customers and suppliers. It is the fastest way to see who you are doing business with.
09—12
4 capabilities in this set.
Part of 12 available through FreeAgent.
- 09 Capability
List out of pocket expenses
FreeAgent MCP lists expenses submitted by your employees. Use this to monitor team costs.
- 10 Capability
List invoices
FreeAgent MCP lists all sales invoices. It is great for a quick scan of your recent billing activity.
- 11 Capability
List projects
FreeAgent MCP lists all active projects in your account. Use this to see what work is currently on your plate.
- 12 Capability
List bank accounts
FreeAgent MCP lists all your connected bank accounts. It is the first step to checking your current balances.
Set up in minutes
One URL. Then ask FreeAgent to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use FreeAgent from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it FreeAgent, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable FreeAgent for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the FreeAgent URL.
- Step 03
Save and start
Save the connection and enable FreeAgent in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"freeagent": {
"url": "https://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using FreeAgent
Open Agent mode in chat and ask: "Using FreeAgent, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"freeagent": {
"url": "https://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using FreeAgent
Ask Copilot: "Using FreeAgent, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"freeagent": {
"url": "https://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using FreeAgent
Open Cascade and ask: "Using FreeAgent, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"freeagent": {
"url": "https://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using FreeAgent
Ask Cline: "Using FreeAgent, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add freeagent --transport http "https://edge.vinkius.com/vk_preview_JoOSDSk3PTrbspQo5CSuOsPJgDNtfYu1QHwaBrFm/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using FreeAgent
Ask Claude: "Using FreeAgent, show me...". 12 tools are ready
Where the request belongs
Work FreeAgent can move forward.
Small business owners and freelancers who are tired of manual data entry. The FreeAgent MCP is for the person who needs to know their burn rate or paid status without opening a spreadsheet.
Freelance Contractor
Checks invoice status while finishing a project to ensure they get paid on time.
Small Biz Owner
Gets a quick P&L summary during a coffee break to see if they're hitting targets.
Bookkeeper
Pulls transaction data for faster monthly reconciliation and auditing.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsFinmei
Manage expenses, tax rates, and payments through conversational AI agents with Finmei.
Altoviz
Business management and invoicing. manage customers, invoices, and expenses via AI.
freee
Manage Japanese accounting and business via freee. track deals and invoices, handle partners and expenses, and audit tax codes directly from any AI agent.
Alegra
Business management and e-invoicing. manage invoices, inventory, and contacts via AI.
Hiveage
Automate online invoicing via Hiveage. manage invoices, estimates, and payments directly from any AI agent.
Karbon
Manage your accounting firm's workflow, contacts, and work items directly via AI agents.
Bring your own AI
Change the model, client or framework. Keep FreeAgent connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about FreeAgent.
The practical details behind the request, access and result.
Can the FreeAgent MCP help me see if my clients have paid?
Yes, it can list all your sales invoices and show you which ones are still marked as open or overdue.
Can I use the FreeAgent MCP to check my bank balances?
You can ask your agent to list your connected bank accounts and see the current balances for each one.
How does the FreeAgent MCP help with my profit and loss?
It lets you pull a high-level summary of your income and expenses so you can see your net profit without digging through categories.
Can the FreeAgent MCP track my employee's expenses?
Yes, the Connector can pull a list of out-of-pocket expenses submitted by your team.
Is the FreeAgent MCP good for freelancers?
It's specifically designed for freelancers and small businesses who need to manage invoices and basic accounting.
How do I connect my FreeAgent account?
You'll need to authorize the connection via OAuth 2.0 through the Vinkius Marketplace.
Can I see my supplier bills with the FreeAgent MCP?
Yes, it can list your purchase bills so you know exactly what your business owes to others.
Can I see my actual bank transactions using the agent?
Yes! The 'list_bank_transactions' capability 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' capability 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' capability provides a summary report for any specified date range, helping you track your business health.
One connection away
Give your agent a direct line to FreeAgent.
Connect FreeAgent once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available