FreeAgent MCP connector
FreeAgent is a cloud-based accounting platform designed for freelancers and small businesses to manage invoices, expenses, contacts, and projects. The FreeAgent MCP connector allows AI agents to create and manage invoices, maintain contact records, track expenses, and oversee project details. It also supports managing bank accounts, monitoring financial transactions, and generating accounting reports across your FreeAgent organization.
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:
- Generate invoices and track payment status for client deliverables
- Record business expenses and categorize spending across projects
- Maintain an accurate contact database for clients and vendors
- Monitor bank transactions and reconcile account activity
- Log billable time entries and project costs automatically
- Retrieve financial reports on invoices, expenses, and project profitability
- Sync accounting data with downstream business systems
Example prompts
Use the following example prompts to invoke FreeAgent MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all unpaid invoices in FreeAgent from the last 30 days.Create a new invoice in FreeAgent for project X with these line items.List all expenses in FreeAgent categorized as software subscriptions.Add a new client contact to FreeAgent with their billing address.What are my total bank transactions in FreeAgent for this month?Get all timeslips in FreeAgent logged against project Y.Update the client contact details in FreeAgent for acme corporation.List all active projects in FreeAgent and their budget status.Show me bank accounts connected to my FreeAgent instance.Create an expense in FreeAgent for office supplies purchased today.
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 | Retrieves a list of all invoices in the FreeAgent account. |
| createInvoice | Creates a new invoice with the specified details and line items. |
| getInvoice | Retrieves the full details of a specific invoice. |
| updateInvoice | Modifies an existing invoice with new information. |
| deleteInvoice | Removes an invoice from the FreeAgent account. |
| listContacts | Retrieves a list of all contacts in the FreeAgent account. |
| createContact | Creates a new contact with the specified details. |
| getContact | Retrieves the full details of a specific contact. |
| updateContact | Modifies an existing contact with new information. |
| listBankAccounts | Retrieves a list of all connected bank accounts. |
| listBankTransactions | Retrieves a list of all transactions from connected bank accounts. |
| listExpenses | Retrieves a list of all expenses recorded in FreeAgent. |
| createExpense | Creates a new expense record with the specified details. |
| listProjects | Retrieves a list of all projects in the FreeAgent account. |
| listTimeslips | Retrieves a list of all time entries recorded in FreeAgent. |
