Vinkius

FreshBooks MCP for AI Agents. Automate Client Billing & Accounting Tasks

FreshBooks connects any AI client directly to your small business financial records. Ask questions about clients, projects, and expenses in natural language—and get detailed accounting answers right away. Check invoice statuses, pull payment histories, or list time entries without leaving your chat window.

FreshBooks MCP is compatible with Claude Claude
FreshBooks MCP is compatible with ChatGPT ChatGPT
FreshBooks MCP is compatible with Cursor Cursor
FreshBooks MCP is compatible with Gemini Gemini
FreshBooks MCP is compatible with Windsurf Windsurf
FreshBooks MCP is compatible with VS Code VS Code
FreshBooks MCP is compatible with JetBrains JetBrains
FreshBooks MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Retrieve financial status

Get a summary of your overall business metrics and specific project details.

Manage client records

List, search for, and pull full profiles for any of your customers or contacts.

Track billing history

Get detailed lists of sales invoices and track all associated payments received.

Monitor spending

Review recorded business expenses and see which categories you've spent money on.

Review project time logs

Access time entries, tasks, and active projects to calculate billable hours.

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AI Agent
FreshBooks

What AI agents can do with FreshBooks: Financial Record Management (12 tools)

Use these 12 dedicated tools to pull specific data points—from client lists to payment histories—directly into your AI chat session.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using FreshBooks MCP

Get Account Info

Retrieves high-level information about your specific FreshBooks business account.

Get Client Details

Pulls detailed metadata for a single client record.

Get Invoice Details

Retrieves specific data points about a single sales invoice.

Get My Identity

Fetches and confirms your current user identity within the FreshBooks account...

List Expense Categories

Lists all predefined categories used for tracking business expenses.

List Clients

Provides a list of all clients associated with your FreshBooks account.

List Expenses

Generates a list of tracked business expenses and their details.

List Invoices

Provides a comprehensive list of all sales invoices in the system.

List Payments

Retrieves a detailed list of all payments received for your invoices.

List Active Projects

Lists all currently active projects set up in FreshBooks.

List Project Tasks

Retrieves a list of tasks associated with a specific project.

List Time Entries

Pulls all logged time entries across your projects and clients.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

FreshBooks MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The FreshBooks integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with FreshBooks, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
FreshBooks MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by FreshBooks. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS INFRASTRUCTURE

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

The struggle with bookkeeping dashboards Solved with Vinkius AI Gateway

Right now, checking a client’s status means jumping between the Invoicing tab to see if it was sent, then clicking over to the Payments log to confirm payment. You have to manually pull data from three different sections just to answer one simple question: 'Did they pay?'

With this MCP, you ask your agent directly. Prompting it to check `get_invoice_details` instantly pulls all that necessary information—status, amount, and due date—and summarizes it in plain text for you.

FreshBooks: Immediate Financial Clarity

The biggest time sink is cross-referencing projects, tasks, and actual recorded time. You spend minutes trying to match up the billed hours with the raw logs, making sure nothing was missed.

Now, a simple request for `list_time_entries` pulls everything together. Your agent gives you a clean total of all logged work, letting you focus on delivering service instead of hunting through tabs.

What your AI can actually do with this

Need to manage billing for a small business or freelance practice? This MCP connects your AI agent directly into FreshBooks. You can ask complex questions about your finances and client relationships using plain conversation. Instead of clicking through five different dashboards to compile data, you simply ask your agent what you need—like "Show me all overdue invoices from last quarter." It handles the data retrieval for you.

This means you get instant financial summaries without manual navigation. You can pull detailed profiles for specific clients, monitor recorded expenses, or track time against projects. The entire process is managed through natural conversation flow, making bookkeeping feel less like data entry and more like talking to an expert bookkeeper.

It works by exposing all the necessary tools within the Vinkius catalog, letting your AI client access everything from basic account information to detailed payment history.

Built · Hosted · Managed by Vinkius FreshBooks - Manage Accounting & Client Records with MCP
Server ID 019d759f-fb1e-70f3-b7f7-4376fd24326a
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Questions you might have

How do I check if a client paid using the FreshBooks MCP? +

You can ask your agent to use list_payments. It pulls all transaction data, allowing you to confirm payment dates and amounts instantly.

Can I list my clients with FreshBooks MCP? +

Yes. Using the list_clients tool provides a quick overview of every client record in your account.

What is the best way to find overdue invoices in FreshBooks MCP? +

Ask the agent to run list_invoices. It filters the list and highlights any invoices that are marked as overdue, saving you manual searching.

Does FreshBooks MCP help with time tracking? +

Absolutely. You can use list_time_entries to pull all logged work hours across various projects for billing purposes.

Do I need to provide an access token to use the FreshBooks MCP? +

Yes, you must connect your specific FreshBooks Account ID and Access Token during setup so the agent can securely read your financial data.