# FreeAgent MCP > FreeAgent connects your accounting records to any AI client. Manage invoices, track bank transactions, and pull real-time Profit & Loss summaries—all without logging into a separate dashboard. Automate financial oversight and get accurate business data straight from your natural conversation. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** accounting, invoicing, bank-reconciliation, profit-loss, financial-reporting, small-business ## Description Connecting FreeAgent through this MCP lets you manage your financials by talking to it. Instead of navigating multiple tabs or downloading CSV files, your AI agent handles the complexity for you. You can instantly pull comprehensive Profit & Loss summaries or list every active project affecting your books. Need to know if a major client paid their invoice? Just ask. Your agent will check the status and provide details on overdue payments. This MCP is designed to give freelancers and small businesses real-time financial clarity without needing an accountant by the side of them. By connecting through Vinkius, you get access to this robust accounting data layer from any compatible AI client. ## Tools ### get_company_details Retrieves core company financial settings and general business metadata. ### get_contact_details Pulls detailed information on specific customers or suppliers. ### get_invoice_details Fetches detailed metadata for a single sales invoice. ### get_profit_and_loss Generates a summary of your company’s profit and loss figures over a specified period. ### list_bank_accounts Lists all bank accounts configured within FreeAgent for tracking purposes. ### list_bank_transactions Retrieves transaction history for a specific linked bank account. ### list_purchase_bills Lists outstanding purchase invoices (bills) that need to be paid. ### list_chart_of_accounts Retrieves the full list of accounting categories used for accurate reporting. ### list_contacts Provides a comprehensive list of all business contacts, including customers and suppliers. ### list_out_of_pocket_expenses Lists expenses incurred by employees that the company needs to reimburse. ### list_invoices Generates a list of all sales invoices, allowing you to check statuses and retrieve metadata. ### list_projects Provides an overview of active projects managed within your accounting system. ## Prompt Examples **Prompt:** ``` Show me my 5 most recent sales invoices and their status. ``` **Response:** ``` Retrieving invoices... I found your 5 most recent invoices, including 'INV-001' (Status: Paid) and 'INV-002' (Status: Open). Would you like the details for the open ones? ``` **Prompt:** ``` List all bank accounts and their current balances. ``` **Response:** ``` Fetching bank accounts... You have 2 accounts: 'Business Current Account' (£12,450.00) and 'Tax Reserve' (£5,200.00). Would you like to see recent transactions for either? ``` **Prompt:** ``` Get my Profit and Loss summary for the last month. ``` **Response:** ``` Retrieving P&L data... For the last month, your total income was £8,500.00 and total expenses were £3,200.00, resulting in a net profit of £5,300.00. ``` ## Capabilities ### Analyze company financials Get instant summaries of your Profit & Loss and view critical financial metadata. ### Reconcile bank accounts List configured bank accounts and fetch transaction history to match bills and records. ### Manage customer and supplier data Access your full contact database, listing both customers and suppliers for complete business context. ### Review billing status List all sales invoices to check their payment status or retrieve specific metadata on any invoice. ### Track operational costs Monitor bills and out-of-pocket expenses, keeping track of both supplier payments and employee spending. ## Use Cases ### Client needs an overdue payment reminder The client asks, 'Which invoices are outstanding and who owes them?' Your agent uses `list_invoices` to fetch the list and then specifies which contacts need follow-up. ### End of month P&L review You ask your agent, 'What was our net profit last month?' It calls `get_profit_and_loss` and provides a clear summary of income versus expenses. ### Auditing bank records for tax season The accountant needs to verify spending. They prompt the agent to use `list_bank_transactions` and then cross-reference specific items against the company's official `get_contact_details` record. ### Starting a new project The business owner asks, 'What projects are currently active?' The agent calls `list_projects` to give an immediate status overview of ongoing work. ## Benefits - Check invoice status instantly. Use `list_invoices` to see which sales invoices are open or paid, eliminating manual follow-up emails. - Reconcile bank activity quickly. Run `list_bank_transactions` against your records and use `list_purchase_bills` to match payments effortlessly. - Get a financial snapshot immediately. Instead of opening reports, simply ask for the P&L summary using `get_profit_and_loss` to know where the business stands. - Maintain full client context. Call `list_contacts` to get customer and supplier details right away, keeping all relationship information centralized. - Control spending visibility. Use `list_out_of_pocket_expenses` to gather employee expenses or review what bills are pending using `list_purchase_bills`. ## How It Works The bottom line is you get your accounting software’s powerful data accessible through simple commands from any AI client. 1. Subscribe to FreeAgent through the Vinkius Marketplace and authorize your FreeAgent account using OAuth 2.0. 2. Your AI agent reads your financial data, allowing you to speak naturally about money management instead of writing complex queries. 3. You receive immediate, structured answers—like a list of outstanding invoices or a net profit calculation—right within your chat interface. ## Frequently Asked Questions **How does FreeAgent MCP help me reconcile my bank statements?** It helps by allowing your agent to use `list_bank_transactions` and then cross-reference those transactions against records like outstanding bills using `list_purchase_bills`. This makes matching payments simple. **Can I get a P&L summary with FreeAgent MCP?** Yes, you can. Simply asking for the Profit and Loss report triggers the agent to use `get_profit_and_loss`, giving you an immediate financial overview. **Is FreeAgent MCP only for invoices?** No. Beyond invoices, this MCP gives access to contact data via `list_contacts` and expense tracking using `list_out_of_pocket_expenses`, covering your whole financial life. **What if I need to check a specific client's details?** You can use the MCP to run `get_contact_details` after identifying them via `list_contacts`. This gives you full context on their business relationship with you. **Does FreeAgent MCP work with all AI clients?** Yes. Since this is an open Model Context Protocol listing, you connect it once to any compatible agent, including Claude, Cursor, and Windsurf.