# FreshBooks MCP > 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. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** invoicing, time-tracking, expense-management, client-management, billing, bookkeeping ## Description 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. ## Tools ### 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 context. ### 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. ## Prompt Examples **Prompt:** ``` List my 5 most recent clients in FreshBooks. ``` **Response:** ``` Retrieving clients... I found your 5 most recent entries, including 'Acme Corp' and 'Globex Inc'. Would you like the contact details for any of them? ``` **Prompt:** ``` Show me the status of my last 3 invoices. ``` **Response:** ``` Fetching invoices... Your last 3 invoices are: INV-001 (Paid), INV-002 (Sent), and INV-003 (Overdue). Would you like to see the details for the overdue one? ``` **Prompt:** ``` Get my time tracking entries for this week. ``` **Response:** ``` Retrieving time entries... I've fetched your logs for this week. You've recorded a total of 32 hours across projects 'Web Design' and 'Consulting'. ``` ## Capabilities ### 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. ## Use Cases ### Reconciling quarterly revenue A bookkeeper needs to know the total money received from clients in Q3. They simply ask the agent, 'What was my payment history for July through September?' The tool uses `list_payments` and aggregates the data instantly. ### Checking overdue accounts A freelancer is preparing to send out a monthly report. They prompt the agent: 'Show me all clients with unpaid invoices.' This triggers `list_invoices`, giving them an immediate list of outstanding amounts and statuses. ### Calculating billable hours A project manager needs to confirm how many hours were logged for a specific client. They ask the agent, 'What are the time entries for Acme Corp?' The tool uses `list_time_entries` and filters the data by the required client. ### Verifying account scope Before starting work, a new user needs to verify which financial period they're looking at. They ask, 'What is my current business identity?' This uses `get_my_identity` to confirm the correct account context. ## Benefits - Stop guessing on cash flow. By calling `list_payments`, your agent instantly pulls a complete history of all received funds, giving you clear visibility into your current financial status. - Never lose track of who owes what again. Use the MCP to run `list_invoices` and immediately see which invoices are marked as overdue or still pending payment. - Keep client data accurate without opening multiple tabs. The agent can use `get_client_details` to pull a full profile, ensuring you have all necessary contact information in one place. - Streamline project billing reviews. Instead of manually compiling hours, asking for time logs with `list_time_entries` gives you an instant total of recorded work across multiple projects. - Simplify bookkeeping checks. You can use `list_expenses` to see a categorized overview of your spending and confirm that every business cost is properly tracked. ## How It Works The bottom line is you can get detailed accounting information from FreshBooks using simple chat prompts instead of clicking through complex web forms. 1. Subscribe to this MCP on the Vinkius Marketplace and enter your FreshBooks Account ID and Access Token. 2. Your AI client authenticates with FreshBooks, establishing a secure connection to your financial data. 3. You interact naturally by asking questions like "What were my total payments last month?" and receive structured, immediate answers. ## Frequently Asked Questions **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.