FreeAgent MCP connector
Updated
FreeAgent is a cloud-based accounting platform built for freelancers and small businesses to manage their finances. The FreeAgent MCP connector allows AI agents to create, retrieve, update, and delete invoices, and manage contact records within an account. It also supports handling bank account information, helping teams keep financial and client data organized across their FreeAgent instance.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the FreeAgent MCP connector to perform the following actions:
- Track invoice payment status across all clients in real time
- Automate expense logging and categorization for accurate bookkeeping
- Monitor project profitability by comparing timeslips against billed hours
- Reconcile bank transactions against recorded income and expenses
- Maintain accurate contact records for clients and suppliers
- Generate and send professional invoices without manual data entry
- Track billable hours across projects for accurate client billing
- Review cash flow by monitoring bank account balances and transactions
Example prompts
Use the following example prompts to invoke FreeAgent MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open invoices from last month in FreeAgent.Create a new invoice for Acme Corp in FreeAgent.Who are my top clients by outstanding balance in FreeAgent.Add a new contact for our supplier in FreeAgent.List all expenses submitted this quarter in FreeAgent.What's the current balance across all my bank accounts in FreeAgent?Log a new expense for a client lunch in FreeAgent.Show me all active projects in FreeAgent.How many hours were logged on the Smith project this week in FreeAgent?Update the contact details for Jane Doe in FreeAgent.
FreeAgent MCP connector tools
The FreeAgent MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| listInvoices | List invoices |
| createInvoice | Create an invoice |
| getInvoice | Get an invoice |
| updateInvoice | Update an invoice |
| deleteInvoice | Delete an invoice |
| listContacts | List contacts |
| createContact | Create a contact |
| getContact | Get a contact |
| updateContact | Update a contact |
| listBankAccounts | List bank accounts |
| listBankTransactions | List bank transactions |
| listExpenses | List expenses |
| createExpense | Create an expense |
| listProjects | List projects |
| listTimeslips | List timeslips |
