FreshBooks MCP connector

• Get Get single FreshBooks client by ID Get a single FreshBooks client by id. Returns the full client object including id, email, organization, fname, lname, currency_code, language, vis_state, uuid, and billing/shipping address fields. Required: account_id, id.
• List List all FreshBooks clients List FreshBooks clients with optional search filters and includes. Returns: accounting_systemid, allow_email_include_pdf, allow_late_fees, allow_late_notifications, bus_phone, company_industry, company_size, currency_code, direct_link_token, email, exceeds_client_limit, fax, fname, has_retainer, home_phone, id, language, last_activity, last_login, level, lname, mob_phone, note, notified,…
• Create Create a FreshBooks client Create a new FreshBooks client with contact details, billing/shipping address, currency, language, and optional secondary contacts. Returns the created client object including id, email, organization, fname, lname, currency_code, uuid, and vis_state. Required: account_id.
• Update Update a FreshBooks client by ID Update a FreshBooks client by id with a partial client object. Returns the updated client including id, email, fname, lname, organization, currency_code, vis_state, uuid, and address fields. Required: account_id, id.
• List List all FreshBooks credit notes List all FreshBooks credit notes for an account, including goodwill credits and prepayments. Returns each credit note with id, credit_number, credit_type, amount, clientid, status, create_date, payment_status, and billing address fields.
• Get Get single FreshBooks credit note by ID Get a single FreshBooks credit note by id. Returns: accounting_systemid, amount, city, clientid, code, country, create_date, credit_number, credit_type, creditid, current_organization, description, display_status, dispute_status, ext_archive, fname, id, language, last_order_status, lines, lname, notes, organization, paid, payment_status, province, sentid, status, street, street2, template, terms,…
• Create Create a FreshBooks credit note Create a FreshBooks credit note or prepayment for a client. Returns the created credit note including id, credit_number, credit_type, amount, clientid, status, create_date, and vis_state. Required: account_id, clientid.
• Delete Delete a FreshBooks credit note by ID Delete (archive) a FreshBooks credit note by setting its vis_state to 1. Returns the archived credit note object including id, credit_number, clientid, amount, status, and vis_state. Required: account_id, id.
• List List all FreshBooks journal entries List journal entry details for a FreshBooks account. Returns each entry's entryid, date, description, entry_type, name, total_credit, total_debit, and transactions with sub-account and credit/debit breakdowns. Required: account_id.
• Create Create a FreshBooks journal entry Create a journal entry in FreshBooks with debit and credit transaction lines. Returns: id, name. Required: account_id.
• Get Get single FreshBooks expense by ID Get a single FreshBooks expense by id. Returns the full expense object including expenseid, vendor, amount, date, categoryid, staffid, status, notes, and tax details. Required: account_id, id.
• Create Create a FreshBooks expense Create a new FreshBooks expense. Returns the created expense object including expenseid, vendor, amount, date, categoryid, staffid, status, notes, and tax details. Required: account_id, expense.
• Update Update a FreshBooks expense by ID Update a FreshBooks expense by id. Returns the full expense object including expenseid, vendor, amount, date, categoryid, status, staffid, and notes. Required: account_id, id. Expense status is not directly modifiable.
• List List all FreshBooks expenses List FreshBooks expenses for an account, with filters by expense id, client, staff, category, project, date range, amount range, vendor, and more. Returns: account_name, accountid, accounting_systemid, amount, background_jobid, bank_name, bill_matches, billable, categoryid, clientid, compounded_tax, converse_projectid, date, expenseid, ext_accountid, ext_invoiceid, ext_systemid, from_bulk_import,…
• List List all FreshBooks payments List FreshBooks payments for an account. Returns: accounting_systemid, amount, bulk_paymentid, clientid, creditid, date, from_credit, gateway, id, invoiceid, logid, note, orderid, overpaymentid, send_client_notification, transactionid, type, updated, vis_state. Required: account_id. Supports filtering by date range, amount range, type, clientid, invoiceid, currency, from_credit, and more;…
• Get Get single FreshBooks payment by ID Get a single FreshBooks payment by id. Returns: accounting_systemid, amount, clientid, creditid, date, from_credit, gateway, id, invoiceid, logid, note, orderid, overpaymentid, transactionid, type, updated, vis_state. Required: account_id, id. Optional include params embed related client, invoice, credit_note, order, or gateway data.
• Create Create a FreshBooks payment Create a FreshBooks payment on an invoice. The payment body requires invoiceid, amount, date, and type. Returns the created payment including id, invoiceid, amount, date, type, clientid, vis_state, updated, from_credit, and accounting_systemid. Required: account_id.
• Delete Delete a FreshBooks payment by ID Delete a FreshBooks payment by id (soft-deletes by setting vis_state to 1). Returns the deleted payment including id, invoiceid, amount, date, type, clientid, vis_state, updated, from_credit, and accounting_systemid. Required: account_id, id.
• List List all FreshBooks invoices List FreshBooks invoices for an account. Returns each invoice's id, invoice_number, amount, status, v3_status, customerid, due_date, outstanding, paid, created_at, organization, currency_code, notes, terms, updated, uuid, and more. Required: account_id.
• Get Get single FreshBooks invoice by ID Get a single FreshBooks invoice by id. Returns: accountid, accounting_systemid, address, amount, auto_bill, autobill_status, basecampid, city, code, country, create_date, created_at, currency_code, current_organization, customerid, date_paid, deposit_amount, deposit_percentage, deposit_status, description, discount_description, discount_total, discount_value, display_status, dispute_status,…
• Create Create a FreshBooks invoice Create a single invoice in FreshBooks. Returns the created invoice including id, invoiceid, invoice_number, amount, customerid, status, due_date, and created_at. Required: account_id, customerid.
• Delete Delete a FreshBooks invoice by ID Delete a FreshBooks invoice by id (soft-delete via vis_state set to 1). Returns the deleted invoice object including id, invoice_number, amount, payment_status, status, v3_status, and vis_state. Required: account_id, id.
• Send FreshBooks invoices send Email an existing FreshBooks invoice to the customer. FreshBooks sends invoices by updating the invoice with action_email set to true, optionally with email_recipients and a customized subject/body (template tags like ::invoice number:: are supported). Required: invoice_id, and invoice.action_email = true.
• Get Get single FreshBooks tax by ID Get a single FreshBooks tax by id. Returns: accounting_systemid, updated, name, number, taxid, amount, compound, id. Required: account_id, id.
• Create Create a FreshBooks tax Create a new FreshBooks tax. Returns the created tax object including id, name, amount, compound, taxid, accounting_systemid, updated, and number. Required: account_id, name.
• Update Update a FreshBooks tax by ID Update an existing FreshBooks tax by id. Returns the updated tax object including id, name, amount, compound, taxid, accounting_systemid, updated, and number. Required: account_id, id.
• Delete Delete a FreshBooks tax by ID Delete a FreshBooks tax by id. Returns an empty 204 response on success. Required: account_id, id.
• List List all FreshBooks taxes List FreshBooks taxes with optional filters by taxid, name, number, compound status, and updated date range. Returns: accounting_systemid, updated, name, number, taxid, amount, compound, id. Required: account_id.
• Get Get single FreshBooks user by ID Get a FreshBooks identity (user) by ID via the auth service. NOTE: reading identities other than your own requires FreshBooks internal admin-tier access not available to standard OAuth applications — calls typically return 403 forbidden. Use the me endpoint (via custom API path auth/api/v1/users/me) for the authenticated user's own identity instead.
• Get Get single FreshBooks staff by ID Get a single FreshBooks staff member by id. Returns: fax, rate, num_logins, api_token, id, note, display_name, lname, mob_phone, last_login, home_phone, email, username, updated, p_province, p_city, p_code, p_country, accounting_systemid, bus_phone, signup_date, language, level, userid, p_street2, vis_state, fname, organization, p_street, currency_code. Required: account_id, id. This resource is…
• Update Update a FreshBooks staff by ID Update a staff member's details in FreshBooks by staff ID. NOTE: this endpoint requires FreshBooks' internal admin:all OAuth scope, which is NOT grantable to standard OAuth applications — calls will return 403 insufficient_scope on normal connections. Only usable if FreshBooks has granted your app admin-tier access.
• List List all FreshBooks staff List FreshBooks staff members for an account, with optional filters by userid, email, phone, or name. Returns: fax, rate, num_logins, api_token, id, note, display_name, lname, mob_phone, last_login, home_phone, email, username, updated, p_province, p_city, p_code, p_country, accounting_systemid, bus_phone, signup_date, language, level, userid, p_street2, vis_state, fname, organization, p_street,…
• Get Get single FreshBooks bill vendor by ID Get a single FreshBooks bill vendor by id. Returns: id, accounting_systemid, accountid, vis_state, updated. Required: account_id, id.
• List List all FreshBooks bill vendors List bill vendors for a FreshBooks accounting account. Returns: id, accounting_systemid, accountid, vis_state, updated. Required: account_id.
• Create Create a FreshBooks bill vendor Create a new bill vendor in FreshBooks. Returns the created bill vendor including id, accounting_systemid, accountid, vis_state, and updated. Required: account_id, bill_vendor.
• Delete Delete a FreshBooks bill vendor by ID Delete a FreshBooks bill vendor by id. Soft-deletes the vendor by setting vis_state to 1. Returns the bill vendor object including id, vis_state, accounting_systemid, and updated. Required: account_id, id.
• List List all FreshBooks bills List bills in a FreshBooks account. Returns: id, vis_state. Required: account_id.
• Get Get single FreshBooks bill by ID Get a single FreshBooks bill by id. Returns: id, vis_state. Required: account_id, id.
• Create Create a FreshBooks bill Create a new bill in FreshBooks. Returns: id, vis_state. Required: account_id.
• Delete Delete a FreshBooks bill by ID Delete a FreshBooks bill by setting its vis_state to deleted. Returns: id, vis_state. Required: account_id, id.
• List List all FreshBooks bill payments List FreshBooks bill payments for an account. Returns: id, accounting_systemid, amount, billid, bill_vendorid, bulk_paymentid, creditid, date, from_credit, gateway, logid, note, orderid, overpaymentid, send_client_notification, transactionid, type, updated, vis_state. Required: account_id.
• Get Get single FreshBooks bill payment by ID Get a single FreshBooks bill payment by id. Returns: id, accounting_systemid, amount, billid, bill_vendorid, bulk_paymentid, creditid, date, from_credit, gateway, logid, note, orderid, overpaymentid, send_client_notification, transactionid, type, updated, vis_state. Required: account_id, id.
• Create Create a FreshBooks bill payment Create a FreshBooks bill payment for an invoice. Returns the created payment object including id, invoiceid, amount, clientid, date, type, vis_state, and updated. Required: account_id.
• Delete Delete a FreshBooks bill payment by ID Delete a FreshBooks bill payment by id (soft-delete by setting vis_state to 1). Returns the bill payment object including id, invoiceid, amount, clientid, date, type, vis_state, and updated. Required: account_id, id.
• List List all FreshBooks estimates List FreshBooks estimates for an account, with optional includes and filters by status, client, date range, amount, and more. Returns: id, estimateid, accounting_systemid, accountid, status, ui_status, display_status, amount, discount_total, discount_value, code, description, current_organization, invoiced, ownerid, sentid, created_at, updated, reply_status, estimate_number, customerid,…
• Get Get single FreshBooks estimate by ID Get a single FreshBooks estimate by id. Returns: id, estimateid, status, ui_status, display_status, estimate_number, customerid, amount, discount_total, discount_value, create_date, created_at, updated, currency_code, language, template, ownerid, sentid, invoiced, reply_status, terms, notes, description, po_number, code, organization, current_organization, fname, lname, vat_name, vat_number,…
• Create Create a FreshBooks estimate Create a new FreshBooks estimate for a client. Returns: status, create_date, code, ownerid, vat_number, id, vat_name, ui_status, invoiced, reply_status, country, lname, estimateid, ext_archive, template, vis_state, current_organization, province, updated, terms, description, street2, discount_total, address, estimate_number, customerid, discount_value, accounting_systemid, organization, language,…
• Update Update a FreshBooks estimate by ID Update an existing FreshBooks estimate by id. Returns: status, create_date, code, ownerid, vat_number, id, vat_name, ui_status, invoiced, reply_status, country, lname, estimateid, ext_archive, template, vis_state, current_organization, province, updated, terms, description, street2, discount_total, address, estimate_number, customerid, discount_value, accounting_systemid, organization, language,…
• Send FreshBooks estimates send Email an existing FreshBooks estimate (quote) to the client. FreshBooks sends estimates by updating the estimate with action_email set to true — there is no dedicated /send endpoint. Optionally pass email_recipients and a customized subject/body (template tags like ::estimate number:: are supported). Required: estimate_id, and estimate.action_email = true. Note: the estimate's client must have a valid email address or FreshBooks accepts the request without sending.
• List List all FreshBooks items List FreshBooks billable items stored from invoice lines. Returns: id, itemid, accounting_systemid, description, inventory, name, qty, sku, tax1, tax2, unit_cost, updated, vis_state. Required: account_id. Supports filtering by itemid, sku, description, unit_cost, inventory, updated date, and qty.
• Get Get single FreshBooks item by ID Get a single FreshBooks billable item by id. Returns: id, itemid, accounting_systemid, description, inventory, name, qty, sku, tax1, tax2, unit_cost, updated, vis_state. Required: account_id, id.
• Create Create a FreshBooks item Create a new FreshBooks billable item. Returns: id, itemid, accounting_systemid, description, inventory, name, qty, sku, tax1, tax2, unit_cost, updated, vis_state. Required: account_id, name.
• Update Update a FreshBooks item by ID Update a FreshBooks billable item by id. Returns: id, itemid, accounting_systemid, description, inventory, name, qty, sku, tax1, tax2, unit_cost, updated, vis_state. Required: account_id, id.
• List List all FreshBooks tasks List FreshBooks project tasks for an account, filterable by billable status, rate range, and update date. Returns each task's id, name, rate, billable, updated, and vis_state. Required: account_id.
• Get Get single FreshBooks task by ID Get a single FreshBooks task by id. Returns: id, taskid, name, description, rate, billable, tax1, tax2, updated, vis_state, tdesc, tname. Required: account_id, id.
• Create Create a FreshBooks task Create a new FreshBooks task for an account. Returns the created task including id, name, rate, billable, tax1, tax2, updated, and vis_state. Required: account_id, name.
• Update Update a FreshBooks task by ID Update an existing FreshBooks task by id, including name, rate, billable, and vis_state. Returns the updated task with id, name, rate, billable, updated, and vis_state. Required: account_id, id.
• List List all FreshBooks projects List FreshBooks projects for a business, optionally filtered by active status, completion, or update date. Returns: id, title, due_date, fixed_price, group, links, description, complete, project_type, budget, updated_at, sample, services, rate, internal, client_id, active, created_at, logged_duration, billing_method. Required: business_id.
• Get Get single FreshBooks project by ID Get a single FreshBooks project by id. Returns: id, title, due_date, fixed_price, group, links, description, complete, project_type, budget, updated_at, sample, services, rate, internal, client_id, active, created_at, logged_duration, billing_method. Required: business_id, id.
• Create Create a FreshBooks project Create a new FreshBooks project for a business. Returns the created project including id, title, project_type, client_id, fixed_price, active, created_at, updated_at, group, services, budget, and billing_method. Required: business_id, title, client_id, project_type.
• Update Update a FreshBooks project by ID Update an existing FreshBooks project by id. Returns the updated project including id, title, project_type, client_id, fixed_price, active, created_at, updated_at, group, services, budget, and billing_method. Required: business_id, id.
• Delete Delete a FreshBooks project by ID Delete a FreshBooks project by id. Returns an empty 204 response on success. Required: business_id, id.
• List List all FreshBooks time entries List FreshBooks time entries for a business, optionally filtered by billable status, client, date range, or teammate. Returns: id, note, duration, project_id, client_id, is_logged, started_at, active, timer, billable, billed, internal, service_id, identity_id. Required: business_id.
• Get Get single FreshBooks time entry by ID Get a single FreshBooks time entry by id. Returns: id, note, duration, project_id, client_id, is_logged, started_at, active, timer, billable, billed, internal, service_id, identity_id. Required: business_id, id.
• Create Create a FreshBooks time entry Create a new FreshBooks time entry for a business. Returns: id, note, duration, project_id, client_id, is_logged, started_at, active, timer. Required: business_id.
• Update Update a FreshBooks time entry by ID Update an existing FreshBooks time entry by id. Returns: id, note, duration, project_id, client_id, is_logged, started_at, active, timer. Required: business_id, id.
• Delete Delete a FreshBooks time entry by ID Delete a FreshBooks time entry by id. Returns an empty 204 response on success. Required: business_id, id.
• List List all FreshBooks other income List FreshBooks other income entries for an account. Returns: incomeid, amount, category_name, created_at, date, note, payment_type, source, sourceid, taxes, updated_at, userid, vis_state. Required: account_id. Supports filtering by incomeid, category_name, and vis_state.
• Get Get single FreshBooks other income by ID Get a single FreshBooks other income entry by id. Returns: incomeid, amount, category_name, created_at, date, note, payment_type, source, sourceid, taxes, updated_at, userid, vis_state. Required: account_id, id.
• Create Create a FreshBooks other income Create a new FreshBooks other income entry for recording non-invoice income from sources like online stores or rentals. Returns: amount, created_at, note, updated_at, userid, vis_state. Required: account_id.
• Update Update a FreshBooks other income by ID Update an existing FreshBooks other income entry by id. Returns: amount, created_at, updated_at, vis_state. Required: account_id, id.
• Delete Delete a FreshBooks other income by ID Delete a FreshBooks other income entry by id. Returns an empty 204 response on success. Required: account_id, id.
• List List all FreshBooks invoice profiles List FreshBooks invoice profiles for an account, used to generate recurring invoices. Returns each profile with id, customerid, frequency, amount, organization, currency_code, and create_date. Required: account_id. Supports search filters by profileid, currency_code, clientid, and include_unbilled_time, plus optional includes for related data such as lines, contacts, and next_issue_date.
• Get Get single FreshBooks invoice profile by ID Get a single FreshBooks invoice profile by id. Returns the full profile including id, profileid, customerid, frequency, amount, organization, currency_code, create_date, send_email, and billing address fields. Required: account_id, id.
• Create Create a FreshBooks invoice profile Create a new FreshBooks invoice profile for recurring invoice generation. Returns the created profile including id, profileid, customerid, frequency, amount, organization, and currency_code. Required: account_id. Frequency uses the format xy where x is an integer and y is d, w, m, or y (e.g. 2w for every two weeks).
• Update Update a FreshBooks invoice profile by ID Update an existing FreshBooks invoice profile by id with any writable fields such as frequency, send_email, or due_offset_days. Returns the updated profile including id, profileid, customerid, frequency, amount, and organization. Required: account_id, id.
• Delete Delete a FreshBooks invoice profile by ID Delete a FreshBooks invoice profile by id. Returns the deleted profile with vis_state set to 1, including id, profileid, customerid, organization, and frequency. Required: account_id, id.
• Get FreshBooks payment options get default Get the default online payment options for a FreshBooks account. Returns: gateway_name, has_credit_card, has_ach_transfer, has_bacs_debit, has_sepa_debit, has_paypal_smart_checkout, allow_partial_payments, entity_type, entity_id, gateway_info. Required: account_id.
• List List all FreshBooks payment options Get the online payment options configured on a specific FreshBooks invoice. Returns: gateway_name, has_credit_card, has_ach_transfer, has_bacs_debit, has_sepa_debit, has_paypal_smart_checkout, allow_partial_payments, entity_type, entity_id, gateway_info. Required: account_id, invoice_id.
• Create Create a FreshBooks payment option Add online payment options to a specific FreshBooks invoice. Returns: gateway_name, has_credit_card, entity_type, entity_id. Required: account_id, invoice_id.
• List List all FreshBooks callbacks List FreshBooks webhook callbacks for an account. Returns: callbackid, id, verified, uri, event. Required: account_id. Supports filtering by event, uri, and verified.
• Create Create a FreshBooks callback Create a FreshBooks webhook callback by registering an event and URI. A verification code is automatically sent to the registered URI upon creation. Returns: callbackid, id, verified, uri, event. Required: account_id, event, uri.
• Verify FreshBooks callbacks verify Verify or resend the verification code for a FreshBooks webhook callback. Pass the verifier code to complete verification, or set resend to true to request a new code. Returns: callbackid, id, verified, uri, event. Required: account_id, callback_id.
• Delete Delete a FreshBooks callback by ID Delete a FreshBooks webhook callback by id. Returns an empty 204 response on success. Required: account_id, id.
• Get FreshBooks reports get invoice details Get the FreshBooks Invoice Details Report showing all invoice information for an account. Returns the invoice_details object including clients (each with invoices and a per-client summary), summary (total, paid, outstanding, download_token, company_name, start_date), date_type, end_date, clientids, and statusids. Required: account_id.
• Get FreshBooks reports get payments collected Get the FreshBooks Payments Collected Report showing details of collected payments made to your business. Returns the payments_collected object including payments (invoiceid, amount, client, method, date, invoice_number), totals, download_token, start_date, end_date, currency_codes, and payment_methods. Required: account_id.
• Get FreshBooks reports get profit and loss Get the FreshBooks Profit and Loss Report showing income, expenses, and net profit. Returns the profit_and_loss object including income, expenses, net_profit, total_income, total_expenses, gross_margin, resolution, labels, dates, and download_token. Required: account_id, use_ledger_entries (must be set to true).
• Get FreshBooks reports get tax summary Get the FreshBooks Tax Summary Report outlining the taxes involved with your sales. Returns the taxsummary object including taxes (tax_name, taxable_amount_paid, tax_collected, net_tax, tax_paid, taxable_amount_collected, net_taxable_amount), total_invoiced, download_token, cash_based, start_date, end_date, and currency_code. Required: account_id.
• Get FreshBooks reports get trial balance Get the FreshBooks Trial Balance Report showing account debit and credit balances. Returns the trial_balance object including data (sub_accountid, account_name, account_number, account_sub_name, account_sub_number, debit, credit, account_type, account_sub_type), company_name, download_token, start_date, end_date, and currency_code. Required: account_id, use_ledger_entries (must be set to true).
• Get FreshBooks reports get manual journal entry Get a FreshBooks manual journal entry report for a business. Returns the manual_journal_entry_report containing company_name, download_token, summary with total_credit and total_debit, and data with journal entries and their transaction details. Required: business_uuid.
• Get FreshBooks reports get profit loss v 2 Get a FreshBooks profit and loss report for a business. Returns the profit_and_loss object containing net_profit, total_income, total_expenses, income, expenses, gross_margin, labels, resolution, company_name, and download_token. Required: business_uuid, use_ledger_entries.
• Get FreshBooks reports get trial balance v 2 Get a FreshBooks trial balance report for a business. Returns the trial_balance object containing company_name, download_token, start_date, end_date, currency_code, and data with account debit/credit balances including sub-account details. Required: business_uuid, use_ledger_entries.
• Upload FreshBooks uploads upload attachment Upload a receipt or document file as an attachment in FreshBooks for later use with expense or invoice creation. Returns: filename, public_id, jwt, media_type, uuid. Required: account_id. The returned jwt and media_type are passed in the body of subsequent expense or invoice requests to attach the file.
• Upload FreshBooks uploads upload image Upload a logo or banner image to FreshBooks for use with invoice presentations. Returns: filename, public_id, jwt, media_type, uuid. Required: account_id. The returned jwt and media_type are passed in the body of subsequent invoice creation requests to include the image in a presentation.
• List List all FreshBooks expense categories List expense categories for a FreshBooks account. Returns each category including categoryid, category, is_cogs, and parentid. Required: account_id.
• Get Get single FreshBooks expense category by ID Get a single FreshBooks expense category by id. Returns the category object including id, category, parentid, is_cogs, vis_state, and updated. Required: account_id, id.
• List List all FreshBooks journal entry accounts List journal entry accounts for a FreshBooks accounting account. Returns: sub_account, credit, debit. Required: account_id.

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