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Vinkius

FreshBooks Connector for AI agents.

12 live capabilities

Manage small business invoicing and bookkeeping through your AI agent.

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AI Agent

Why people use FreshBooks

FreshBooks Invoicing and Bookkeeping Automation

This Connector changes that by bringing your accounting data directly into your AI workspace. Instead of hunting for information, you just ask your agent to show you the status of your latest invoices or list your active projects. You get the answers you need in seconds, letting you stay in your flow state while keeping your books organized.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get instant access to your accounting data without leaving your chat interface.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Identifying late payments

    A freelancer asks the agent who hasn't paid yet.

  2. Real-world use case 02

    Project status summaries

    A manager wants to know the status of a project.

  3. Real-world use case 03

    Expense category checks

    A business owner asks how much was spent on travel.

Complete set · 12capabilities

The complete FreshBooks capability set.

These are the exact actions your AI can choose when you ask it to work with FreshBooks.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through FreshBooks.

  1. 01 Capability

    List invoices

    See all your sales invoices. Use this to get a bird's eye view of what's been billed.

  2. 02 Capability

    List expense categories

    See how your business expenses are grouped. This helps you understand your spending structure.

  3. 03 Capability

    List clients

    Get a full list of your customers. Use this to see who you're currently working with.

  4. 04 Capability

    List expenses

    View all recorded business expenses. This is perfect for checking what you've spent lately.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through FreshBooks.

  1. 05 Capability

    List payments

    See a history of all payments received. It helps you track who's actually sent you money.

  2. 06 Capability

    List active projects

    See what projects are currently underway. This keeps your current work visible.

  3. 07 Capability

    List project tasks

    See the specific tasks within a project. This helps you see what needs to be finished.

  4. 08 Capability

    List time entries

    See your logs of time spent on work. Use this to verify hours before sending a bill.

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through FreshBooks.

  1. 09 Capability

    Get account info

    Get your business account details. This helps you confirm you're looking at the correct company data.

  2. 10 Capability

    Get client details

    Pull specific metadata for a single client. Use this to find contact info or history for a specific person.

  3. 11 Capability

    Get invoice details

    See the specifics of an individual invoice. This lets you check line items and specific dates for a single bill.

  4. 12 Capability

    Get my identity

    Fetch your user profile. It ensures your agent knows exactly who is making the request.

Set up in minutes

One URL. Then ask FreshBooks to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use FreshBooks from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_rpJ0QjeSVopDoIEXUuz2zatf0PbQCFfjaLbFRmNo/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it FreshBooks, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable FreshBooks for the conversation.

Where the request belongs

Work FreshBooks can move forward.

Built around the request

This is for the small business owner who is tired of manual data entry and the freelancer who needs to bill accurately without the headache of constant dashboard navigation.

01

Freelancer

Checking time logs and drafting invoices from your chat window on Tuesday afternoons.

02

Small Business Owner

Quickly verifying if a client paid a specific bill while in the middle of a project.

03

Bookkeeper

Retrieving payment histories and expense categories to summarize monthly cash flow.

04

Accountant

Fetching client metadata and invoice statuses to provide updates without manual searching.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Finmei logo
01 12 capabilities

Finmei

Manage expenses, tax rates, and payments through conversational AI agents with Finmei.

View Connector
Invoice Ninja logo
02 11 capabilities

Invoice Ninja

Manage clients, invoices, and products directly through AI.

View Connector
Zoho Books logo
03 7 capabilities

Zoho Books

Manage invoices, estimates, and contacts via the Zoho Books API.

View Connector
Invoice Ninja (Invoicing & Billing) logo
04 10 capabilities

Invoice Ninja (Invoicing & Billing)

Manage invoicing via Invoice Ninja. create clients, track payments, and manage invoices and balances.

View Connector
everbill logo
05 7 capabilities

everbill

Invoice clients, track expenses, and manage your freelance finances with clean accounting capabilities that save tax season headaches.

View Connector
Altoviz logo
06 10 capabilities

Altoviz

Business management and invoicing. manage customers, invoices, and expenses via AI.

View Connector

Bring your own AI

Change the model, client or framework. Keep FreshBooks connected.

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Before you connect

Questions about FreshBooks.

The practical details behind the request, access and result.

Can the FreshBooks MCP help me see who owes me money?

Yes. You can ask your agent to list your invoices and check their statuses. It will identify which ones are marked as overdue or sent so you can follow up with your clients.

How do I use FreshBooks with my AI agent to track my time?

Once connected, you can ask your agent to list your time entries. It will pull your logs directly from FreshBooks so you can verify your hours before billing.

Can I see my business expenses through the FreshBooks MCP?

You can. Your agent can pull your expense categories and list your recorded expenses, making it easy to see where your money is going without opening a browser.

Does this FreshBooks MCP work with Cursor or Claude?

Yes, this Connector is compatible with any MCP-supported client, including Claude, Cursor, Windsurf, and VS Code.

Can I pull specific client details using the FreshBooks MCP?

Yes. You can ask your agent to fetch the metadata for a specific client, which includes their profile information and history.

How does the FreshBooks MCP help with small business bookkeeping?

It centralizes your accounting data. You can check payments, invoices, and expenses through a natural conversation, keeping your records updated in real-time.

How do I get an Access Token for FreshBooks?

You can find your Access Token in your FreshBooks application settings or by creating a Personal Access Token in the FreshBooks Developer Portal.

Where do I find my FreshBooks Account ID?

Your Account ID is the unique number visible in your browser's URL bar immediately after '/portal/' when you are logged into FreshBooks.

Can I see if a specific invoice has been paid?

Yes! Use the 'get_invoice_details' capability and provide the Invoice ID. The agent will return the current status, including whether it is 'Sent', 'Paid', or 'Overdue'.

Is time tracking data accessible via the agent?

Yes, the 'list_time_entries' capability allows you to retrieve all time tracking logs for your business, keeping your project productivity in view.

One connection away

Give your agent a direct line to FreshBooks.

Connect FreshBooks once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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