What is Freeagent MCP?

It's an MCP (Model Context Protocol) server that connects Freeagent to your AI, giving the agent tools to act on your data — through a single remote link.

Which AI clients does it work with?

Any MCP-compatible client: Claude (web, desktop and mobile), Cursor, ChatGPT with connectors, OpenClaw and other agents.

No. Paste the remote URL into your client, authenticate once, and you're done — no packages to install, no code to write.

Is it secure? Can the AI change my data?

Access is authorized by you and can be revoked anytime. Permissions follow what Freeagent exposes; you approve them when connecting.

How much does it cost?

You start free and upgrade when you need more usage. Billing and limits are managed in your mcp.ai account.

Can I cancel anytime?

Yes. Plans are monthly and can be cancelled at any time, with no lock-in.

Freeagent MCP Server and REST API

Freeagent

Connect your Freeagent account and use 76 tools for accounting straight from your AI agent. Connect in one click, no API key needed. Cloud-based accounting software for freelancers and small businesses.

Install in your client

MCP server URL

https://api.mcp.ai/p_freeagent

Secure connection via OAuth 2.0

Tools (76)

For developers

API & agent docs

Machine-readable docs to plug this server into an agent or call it over REST.

Skill (how to use)

Markdown: use via MCP or via the direct REST API.

Open

llms.txt

Agent-readable spec of this server.

Open

For agents

Install prompt — paste into Claude, ChatGPT, Cursor or any MCP agent and it sets itself up.

Open

Postman collection

Import the REST API into Postman.

Download

FAQ

Freeagent

Tools (76)

API & agent docs

Frequently asked questions

Example prompts

Related tags

Freeagent

Tools (76)

freeagent_cashflow_summary_for_a_given_date_rangeTool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoi

freeagent_company_detailsTool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.

freeagent_create_a_journal_setTool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal to

freeagent_create_a_sales_tax_periodTool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting.

freeagent_create_a_task_under_a_certain_projectTool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.

freeagent_create_a_timeslipTool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date.

freeagent_create_a_userTool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.

freeagent_create_bank_accountTool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.

freeagent_create_bill_with_attachmentTool to create a bill with optional attachment in FreeAgent. Use when you need to record a supplier bill with line items and optionally attach supporting documentation.

freeagent_create_categoryTool to create a custom category in FreeAgent. Use when you need to add a new category for classifying income or costs. Note that tax_reporting_name is required for cost_of_sales, admin_expenses, curr

freeagent_create_contactTool to create a new contact in FreeAgent. Use when you need to add a new client, supplier, or business contact with their details.

freeagent_create_credit_noteTool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status.

freeagent_create_credit_note_reconciliationTool to create a credit note reconciliation in FreeAgent. Use when you need to reconcile a credit note against an invoice, offsetting the invoice amount with the credit note.

freeagent_create_estimateTool to create a new estimate in FreeAgent. Use when you need to create an estimate, quote, or proposal for a client. Requires contact, reference, date, type, status, and at least one estimate item wi

freeagent_create_estimate_itemTool to create an estimate item in FreeAgent. Use when you need to add a line item to an existing estimate with details like position, type, quantity, price, and optional description.

freeagent_create_estimates_duplicateTool to duplicate an existing estimate in FreeAgent. Use when you need to create a copy of an estimate. The duplicated estimate will always have status=Draft, the next reference in the sequence, and d

freeagent_create_estimates_send_emailTool to email an estimate in FreeAgent. Use when you need to send an estimate to a contact via email with customizable subject, body, and attachments. You can use an existing email template (use_templ

freeagent_create_invoiceTool to create an invoice in FreeAgent. Use when you need to generate a new invoice for a contact. The invoice will be created in 'Draft' status and can be modified or sent later.

freeagent_create_invoice_itemTool to create an invoice item in FreeAgent. Use when you need to add a line item to an existing invoice with details like type, quantity, price, and description.

freeagent_create_invoices_duplicateTool to duplicate an existing invoice in FreeAgent. Use when you need to create a new invoice based on an existing one. The duplicated invoice is always created with status 'Draft', today's date, and

freeagent_create_notesTool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.

freeagent_create_price_list_itemsTool to create a price list item in FreeAgent. Use when you need to add a new item to the price list with code, description, pricing, and tax information.

freeagent_create_projectTool to create a project in FreeAgent. Use when you need to set up a new project for tracking time, expenses, and billing against a specific client or internal initiative.

freeagent_delete_bank_transactionTool to delete a bank transaction explanation in FreeAgent. Use when you need to remove an explanation from a bank transaction.

freeagent_delete_estimates_default_additional_textTool to delete default additional text for estimates in FreeAgent. Use when you need to remove the default additional text that appears on estimates.

freeagent_delete_notes1Tool to delete a note by its ID. Use when you need to permanently remove a note from FreeAgent.

freeagent_get_invoice_timelineTool to retrieve invoice timeline showing chronological record of invoice-related events. Use when you need to track invoice payment history and related activities.

freeagent_get_mileage_settingsTool to retrieve mileage settings including engine type/size options and reimbursement rates. Use when you need to determine valid engine configurations or current mileage rates for expense claims.

freeagent_get_opening_balancesTool to retrieve the Opening Balances journal set for a company. Use when you need to access initial account balances including journal entries, bank accounts, and stock items.

freeagent_get_personal_profileTool to retrieve the authenticated user's personal profile from FreeAgent. Use when you need information about the current user's details, role, or permissions.

freeagent_get_the_opening_balancesTool to retrieve the opening balances from the trial balance summary. Use when you need to get the initial balance amounts for all account categories at the start of the accounting period.

freeagent_get_the_pl_summaryTool to retrieve the Profit and Loss summary for a specified period from FreeAgent. Use when you need financial performance overview including income, expenses, and retained profit.

freeagent_get_the_trial_balance_summaryTool to get the trial balance summary from FreeAgent. Use when you need to retrieve the trial balance report data for accounting purposes.

freeagent_list_accounting_balance_sheetTool to retrieve the balance sheet for a FreeAgent account. Use when you need to get financial position data including assets, liabilities, and equity. Returns balance sheet data for the specified dat

freeagent_list_accounting_balance_sheet2Tool to retrieve opening balances for the balance sheet from FreeAgent. Use when you need to get the initial financial position values including capital assets, current assets, liabilities, and equity

freeagent_list_accounting_transactionsTool to list all accounting transactions from FreeAgent. Use when you need to retrieve transaction history for accounting purposes. Filter by date range or nominal code to narrow results.

freeagent_list_all_cis_bands_for_a_companyTool to list all CIS (Construction Industry Scheme) bands for a company. Use when you need to retrieve the available CIS bands configured for a UK company enrolled in CIS for Subcontractors. The bands

freeagent_list_all_expensesTool to list all expenses from FreeAgent. Use when you need to retrieve expense records, optionally filtered by view type (recent/recurring), date range, project, or last update timestamp.

freeagent_list_all_price_list_itemsTool to list all price list items from FreeAgent. Use when you need to retrieve all price list items with optional sorting by creation date, code, or update date.

freeagent_list_all_propertiesTool to list all properties in FreeAgent. Use when you need to retrieve property records for UK unincorporated landlord companies. Supports pagination for large result sets.

freeagent_list_all_recurring_invoicesTool to retrieve a list of recurring invoices from FreeAgent. Use when you need to query recurring invoices by status or contact. Supports filtering by draft, active, or inactive status and can includ

freeagent_list_all_sales_tax_periods_for_a_companyTool to list all sales tax periods for a company in FreeAgent. Use when you need to retrieve sales tax configuration history including rates, registration status, and effective dates. Available for US

freeagent_list_all_stock_itemsTool to list all stock items from FreeAgent. Use when you need to retrieve stock items with optional sorting by creation date, description, or update date.

freeagent_list_all_tasksTool to list all tasks in FreeAgent. Use when you need to retrieve tasks with optional filtering by status, project, or update date, and sorting options.

freeagent_list_all_timeslipsTool to list all timeslips from FreeAgent. Use when you need to retrieve time tracking records with optional filtering by date range, user, project, task, billing status, or last update timestamp.

freeagent_list_all_usersTool to list users in FreeAgent. Use when you need to retrieve users with optional filtering by type (all, staff, advisors). Requires 'Tax, Accounting & Users' permission scope.

freeagent_list_bank_accountsTool to list bank accounts in FreeAgent. Use when you need to retrieve all bank accounts or filter by account type (standard, credit card, or PayPal).

freeagent_list_bank_feedsTool to list all bank feeds for a company. Use when you need to retrieve the list of bank feeds and their current status.

freeagent_list_bank_transactionsTool to list all bank transactions under a certain bank account in FreeAgent. Use when you need to retrieve transaction history, reconcile accounts, or find specific transactions for a bank account.

freeagent_list_billsTool to retrieve a list of bills from FreeAgent. Use when you need to view bills with optional filters by status, date range, contact, or project.

freeagent_list_business_categoriesTool to retrieve all available business categories from FreeAgent. Use when you need to get the complete list of industry classifications for company categorization.

freeagent_list_categoriesTool to retrieve all categories for the current FreeAgent company. Categories are used to classify income or costs for estimate items, invoice items, expenses, bills, and bank transaction explanations

freeagent_list_contactsTool to list contacts in FreeAgent. Use when you need to retrieve contacts with optional filtering by type, sort order, or update date.

freeagent_list_credit_note_reconciliationsTool to retrieve all credit note reconciliations from FreeAgent. Use when you need to list credit notes that have been reconciled against invoices. Optionally filter by update timestamp or date range.

freeagent_list_credit_notesTool to list credit notes from FreeAgent. Use when you need to retrieve credit notes with optional filtering by contact, project, status, or date range. Requires 'Estimates and Invoices' permission.

freeagent_list_ec_moss_sales_tax_ratesTool to retrieve EC VAT MOSS sales tax rates for a specific EU country and date. Use when you need to determine the applicable VAT rates for cross-border digital services within the EU.

freeagent_list_estimatesTool to list estimates in FreeAgent. Use when you need to retrieve estimates with optional filtering by status, date range, contact, project, or invoice. Set nested_estimate_items to true to include e

freeagent_list_estimates_default_additional_textTool to retrieve the default additional text for estimates. Use when you need to get the default text that appears on all estimate documents.

freeagent_list_final_accounts_reportsTool to list final accounts reports for a company in FreeAgent. Use when you need to retrieve all final accounts reports with their filing status and period dates.

freeagent_list_hire_purchasesTool to retrieve all hire purchases for the authorized FreeAgent account. Use when you need to view existing hire purchase agreements. Requires 'Bills' access level and is only available for UK compan

freeagent_list_invoices_default_additional_textTool to get the default additional text shown on all invoices. Use when you need to retrieve the default invoice text.

freeagent_list_notesTool to retrieve a list of notes for a contact or project. Use when you need to view all notes associated with a specific contact or project.

freeagent_list_projectsTool to list projects in FreeAgent. Use when you need to retrieve projects with optional filtering by status and sorting. Requires 'Contacts and Projects' permission scope.

freeagent_list_vat_returnsTool to list VAT returns for a company in FreeAgent. Use when you need to retrieve VAT return records, their filing status, and payment information.

freeagent_show_tax_timelineTool to retrieve the company's tax timeline showing upcoming tax events and deadlines. Use when you need to view VAT returns, corporation tax payments, Companies House filings, and other tax-related e

freeagent_update_bank_transaction_explanationsTool to update a bank transaction explanation in FreeAgent. Use when you need to modify an existing explanation's details such as description, category, amounts, or tax information.

freeagent_update_estimates_default_additional_textTool to update the default additional text for estimates in FreeAgent. Use when you need to set or change the standard text that appears on all estimates.

freeagent_update_estimates_transitions_convertTool to convert an estimate to an invoice in FreeAgent. Use when an estimate has been approved and needs to be converted into a billable invoice. The estimate's status will transition to 'Invoiced' an

freeagent_update_expensesTool to update an existing expense in FreeAgent. Use when you need to modify expense details such as description, amount, date, category, or tax information. Only the fields you provide will be update

freeagent_update_invoices_default_additional_textTool to update the default additional text shown on all invoices. Use when you need to set or change the default invoice text that appears at the bottom of all invoices.

freeagent_update_invoices_transitions_convertTool to convert a draft negative invoice to a credit note in FreeAgent. Use when you need to transform a draft invoice with a negative value into a credit note. The invoice must be in draft status and

freeagent_update_journal_setsTool to update a journal set in FreeAgent. Use when you need to modify journal entries, change description, date, or tag. Can add new entries, modify existing ones, or remove entries using _destroy fl

freeagent_update_notes1Tool to update an existing note in FreeAgent. Use when you need to modify the text content of a note attached to a contact or project.

freeagent_update_price_list_itemsTool to update a price list item in FreeAgent. Use when you need to modify existing price list item fields like description, price, code, quantity, or tax settings.

freeagent_update_users_meTool to update the authenticated user's personal profile in FreeAgent. Use when you need to modify user details such as name, email, role, or tax information.

freeagent_upload_a_bank_statementTool to upload a bank statement to FreeAgent. Use when you need to import multiple bank transactions at once for a specific bank account.

API & agent docs

Frequently asked questions