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FreshBooks is a cloud-based accounting software designed for small businesses, facilitating tasks like invoicing, expense tracking, and time management. Use it to streamline financial operations and manage client billing efficiently.
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Domain knowledge for FreshBooks — workflow patterns, data models, and gotchas for your AI agent.
FreshBooks is cloud accounting for small businesses. Invoicing, expense tracking, time management. Streamline financial operations and client billing.
Freshbooks Fetch Expense Details
Retrieve detailed reports on individual expenses for precise expense tracking and analysis. Use this tool for auditing or reviewing specific expense entries. It provides details such as vendor, expense date, and amount; requires 'account_id' for correct report access.
Freshbooks Fetch Invoice Details
Get detailed insights into specific invoices from your FreshBooks account. This is ideal for analyzing or resolving billing queries for individual invoices. Returns invoice details like line items and payment statuses; include 'account_id' to target the correct invoice report.
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Browse all toolsFreshbooks List Accounts
Access a list of ledger accounts associated with a specific business in FreshBooks. Use this to structure financial data and manage accounting entries. It returns account details like account names and types, needing 'business_uuid' for identifying the business scope.
Freshbooks List Clients
Fetch a list of all clients associated with a specific FreshBooks account. Ideal for managing client relationships or reviewing client lists. It returns detailed client information such as names and contact details; use 'account_id' to specify which account’s clients to retrieve.
Freshbooks List Expense Categories
Retrieve all expense categories available for a particular FreshBooks account. Use this when categorizing new expenses or reviewing existing ones. It returns category information such as category names and descriptions; 'account_id' is needed to specify which account’s categories to fetch.
Freshbooks List Expenses
List all recorded expenses for a specific account. Use this tool to track spending patterns or prepare for budgeting. It provides details including expense descriptions and amounts; specify 'account_id' to determine which account's expenses to list.
Freshbooks List Expense Summaries
Generate summaries of expenses for specified accounts to gain insights into spending habits. This tool is useful for financial reporting or budget analysis. It returns summarized expense data with 'account_id' as a key parameter.
Freshbooks List Invoices
Retrieve all invoices for a specified FreshBooks account. Use this when you need an overview of billing activities and invoice statuses. It returns invoice details like numbers, dates, and total amounts with 'account_id' as a required parameter.
Freshbooks List Taxes
Retrieve all tax entries associated with a specified FreshBooks account. Use this when setting up tax-related configurations or auditing tax reports. It returns tax details including rates and types; specify 'account_id' to get results for the correct account.
Freshbooks List User
Retrieve information about the currently authenticated user in your FreshBooks account. Use this when you need personal user details like user identification and roles. Returns detailed user data including user ID and permissions, with no additional parameters required.
FreshBooks is a cloud-based accounting software designed for small businesses, facilitating tasks like invoicing, expense tracking, and time management. Use it to streamline financial operations and manage client billing efficiently. It provides 10 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/freshbooks. Authentication is handled automatically.
FreshBooks provides 10 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
FreshBooks uses One-click sign in. FreshBooks requires credentials. Connect via MCPBundles and authentication is handled automatically.
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MCPBundles is an independent platform built on the open Model Context Protocol standard. Not affiliated with Anthropic PBC or Claude.
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