FreeAgent MCP by usefulapi
Read FreeAgent contacts, invoices, bills, banking and reports; add contacts, draft invoices, time.
Sollte ich dies verwenden
Qualität und Sicherheit
A
Befunde (1)
- LOWTool 'freeagent_list_bank_transactions' name length outside 3-30 rangein freeagent_list_bank_transactions
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
~5,215Tokens (Tool-Definitionen)
~2.3 KBTypische Antwortgröße
Erhebliche Auswirkung auf die Aufmerksamkeit (4.07% von 128k Kontext)
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"freeagent": {
"url": "https://freeagent.usefulapi.io/mcp"
}
}
}Remote-Endpunkte
https://freeagent.usefulapi.io/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (20)
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🟢freeagent_get_company
Fetch the FreeAgent company these credentials belong to — name, type (e.g. UkLimitedCompany), currency, start date and VAT registration status. A cheap way to confirm the setup works. FreeAgent: GET /v2/company.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_get_current_user
Fetch the FreeAgent user the token acts as, including their URL (needed for freeagent_create_timeslip) and permission level. FreeAgent: GET /v2/users/me.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_get_tax_timeline
List upcoming tax deadlines and amounts due — VAT returns, corporation tax, self assessment and so on. FreeAgent: GET /v2/company/tax_timeline.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_list_contacts(view, sort, updated_since, page, per_page)
List contacts (clients and suppliers), with their account balance. FreeAgent: GET /v2/contacts.
Eingabe-Schema
{
"type": "object",
"properties": {
"view": {
"description": "Filter (default active). open_clients = clients with unpaid invoices.",
"type": "string",
"enum": [
"all",
"active",
"clients",
"suppliers",
"active_projects",
"completed_projects",
"open_clients",
"open_suppliers",
"hidden"
]
},
"sort": {
"description": "Sort order; a leading - means descending.",
"type": "string",
"enum": [
"name",
"-name",
"created_at",
"-created_at",
"updated_at",
"-updated_at"
]
},
"updated_since": {
"description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.",
"type": "string"
},
"page": {
"description": "Page number, starting at 1.",
"type": "integer",
"minimum": 1,
"maximum": 9007199254740991
},
"per_page": {
"description": "Items per page, 1-100 (default 25).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_get_contact(contact)
Fetch a single contact by id or URL. FreeAgent: GET /v2/contacts/:id.
Eingabe-Schema
{
"type": "object",
"properties": {
"contact": {
"type": "string",
"description": "The contact's numeric id or full FreeAgent URL."
}
},
"required": [
"contact"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_list_invoices(view, sort, contact, project, updated_since, ...)
List sales invoices, optionally for one contact or project, filtered by status. FreeAgent: GET /v2/invoices.
Eingabe-Schema
{
"type": "object",
"properties": {
"view": {
"description": "Filter: all, recent_open_or_overdue, open, overdue, open_or_overdue, draft, paid, scheduled_to_email, thank_you_emails, reminder_emails, or last_N_months (e.g. last_3_months).",
"type": "string",
"pattern": "^(all|recent_open_or_overdue|open|overdue|open_or_overdue|draft|paid|scheduled_to_email|thank_you_emails|reminder_emails|last_\\d+_months)$"
},
"sort": {
"description": "Sort order (default created_at); a leading - means descending.",
"type": "string",
"enum": [
"created_at",
"-created_at",
"updated_at",
"-updated_at"
]
},
"contact": {
"description": "Only for this contact — its numeric id or full FreeAgent URL.",
"type": "string"
},
"project": {
"description": "Only for this project — its numeric id or full FreeAgent URL.",
"type": "string"
},
"updated_since": {
"description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.",
"type": "string"
},
"nested_invoice_items": {
"description": "Include each invoice's line items.",
"type": "boolean"
},
"page": {
"description": "Page number, starting at 1.",
"type": "integer",
"minimum": 1,
"maximum": 9007199254740991
},
"per_page": {
"description": "Items per page, 1-100 (default 25).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_get_invoice(invoice)
Fetch a single invoice by id or URL, with its line items, totals, due and paid values. FreeAgent: GET /v2/invoices/:id.
Eingabe-Schema
{
"type": "object",
"properties": {
"invoice": {
"type": "string",
"description": "The invoice's numeric id or full FreeAgent URL."
}
},
"required": [
"invoice"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_list_bills(view, from_date, to_date, updated_since, contact, ...)
List supplier bills (purchases), optionally by date range, contact or project, filtered by status. FreeAgent: GET /v2/bills.
Eingabe-Schema
{
"type": "object",
"properties": {
"view": {
"description": "Filter by status.",
"type": "string",
"enum": [
"all",
"open",
"overdue",
"open_or_overdue",
"open_or_overdue_payments",
"open_or_overdue_refunds",
"paid",
"recurring",
"hire_purchase",
"cis"
]
},
"from_date": {
"description": "Bills dated on or after (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"to_date": {
"description": "Bills dated on or before (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"updated_since": {
"description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.",
"type": "string"
},
"contact": {
"description": "Only for this contact — its numeric id or full FreeAgent URL.",
"type": "string"
},
"project": {
"description": "Only for this project — its numeric id or full FreeAgent URL.",
"type": "string"
},
"nested_bill_items": {
"description": "Include each bill's line items.",
"type": "boolean"
},
"page": {
"description": "Page number, starting at 1.",
"type": "integer",
"minimum": 1,
"maximum": 9007199254740991
},
"per_page": {
"description": "Items per page, 1-100 (default 25).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_list_expenses(view, from_date, to_date, updated_since, project, ...)
List expense claims (out-of-pocket spending and mileage), optionally by date range or project. FreeAgent: GET /v2/expenses.
Eingabe-Schema
{
"type": "object",
"properties": {
"view": {
"description": "recent or recurring expenses.",
"type": "string",
"enum": [
"recent",
"recurring"
]
},
"from_date": {
"description": "Expenses dated on or after (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"to_date": {
"description": "Expenses dated on or before (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"updated_since": {
"description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.",
"type": "string"
},
"project": {
"description": "Only for this project — its numeric id or full FreeAgent URL.",
"type": "string"
},
"page": {
"description": "Page number, starting at 1.",
"type": "integer",
"minimum": 1,
"maximum": 9007199254740991
},
"per_page": {
"description": "Items per page, 1-100 (default 25).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_list_bank_accounts(view)
List bank, credit-card and PayPal accounts with their current balances. Use an account's URL with freeagent_list_bank_transactions. FreeAgent: GET /v2/bank_accounts.
Eingabe-Schema
{
"type": "object",
"properties": {
"view": {
"description": "Only one kind of account.",
"type": "string",
"enum": [
"standard_bank_accounts",
"credit_card_accounts",
"paypal_accounts"
]
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_list_bank_transactions(bank_account, view, from_date, to_date, updated_since, ...)
List the transactions on one bank account, e.g. view=unexplained for what still needs reconciling. FreeAgent: GET /v2/bank_transactions?bank_account=….
Eingabe-Schema
{
"type": "object",
"properties": {
"bank_account": {
"type": "string",
"description": "The bank account's numeric id or full FreeAgent URL."
},
"view": {
"description": "Filter (default all). unexplained = not yet reconciled.",
"type": "string",
"enum": [
"all",
"unexplained",
"explained",
"manual",
"imported",
"marked_for_review"
]
},
"from_date": {
"description": "Transactions dated on or after (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"to_date": {
"description": "Transactions dated on or before (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"updated_since": {
"description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.",
"type": "string"
},
"last_uploaded": {
"description": "Only transactions from the latest statement upload.",
"type": "boolean"
},
"page": {
"description": "Page number, starting at 1.",
"type": "integer",
"minimum": 1,
"maximum": 9007199254740991
},
"per_page": {
"description": "Items per page, 1-100 (default 25).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"required": [
"bank_account"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_list_projects(view, sort, contact, nested, page, ...)
List projects, optionally for one contact. FreeAgent: GET /v2/projects.
Eingabe-Schema
{
"type": "object",
"properties": {
"view": {
"description": "Filter by status.",
"type": "string",
"enum": [
"active",
"completed",
"cancelled",
"hidden"
]
},
"sort": {
"description": "Sort order; a leading - means descending.",
"type": "string",
"enum": [
"name",
"-name",
"contact_name",
"-contact_name",
"contact_display_name",
"-contact_display_name",
"created_at",
"-created_at",
"updated_at",
"-updated_at"
]
},
"contact": {
"description": "Only for this contact — its numeric id or full FreeAgent URL.",
"type": "string"
},
"nested": {
"description": "Embed the related contact instead of its URL.",
"type": "boolean"
},
"page": {
"description": "Page number, starting at 1.",
"type": "integer",
"minimum": 1,
"maximum": 9007199254740991
},
"per_page": {
"description": "Items per page, 1-100 (default 25).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_list_tasks(project, view, sort, updated_since, page, ...)
List project tasks with their billing rates, optionally for one project. A task's URL is needed for freeagent_create_timeslip. FreeAgent: GET /v2/tasks.
Eingabe-Schema
{
"type": "object",
"properties": {
"project": {
"description": "Only for this project — its numeric id or full FreeAgent URL.",
"type": "string"
},
"view": {
"description": "Filter by status (default all).",
"type": "string",
"enum": [
"all",
"active",
"completed",
"hidden"
]
},
"sort": {
"description": "Sort order (default name).",
"type": "string",
"enum": [
"name",
"project",
"billing_rate",
"created_at",
"updated_at"
]
},
"updated_since": {
"description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.",
"type": "string"
},
"page": {
"description": "Page number, starting at 1.",
"type": "integer",
"minimum": 1,
"maximum": 9007199254740991
},
"per_page": {
"description": "Items per page, 1-100 (default 25).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_list_timeslips(from_date, to_date, updated_since, view, user, ...)
List logged time, optionally by date range, user, task or project; view=unbilled for time not yet invoiced. FreeAgent: GET /v2/timeslips.
Eingabe-Schema
{
"type": "object",
"properties": {
"from_date": {
"description": "Timeslips dated on or after (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"to_date": {
"description": "Timeslips dated on or before (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"updated_since": {
"description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.",
"type": "string"
},
"view": {
"description": "Filter (default all).",
"type": "string",
"enum": [
"all",
"unbilled",
"running"
]
},
"user": {
"description": "Only for this user — its numeric id or full FreeAgent URL.",
"type": "string"
},
"task": {
"description": "Only for this task — its numeric id or full FreeAgent URL.",
"type": "string"
},
"project": {
"description": "Only for this project — its numeric id or full FreeAgent URL.",
"type": "string"
},
"nested": {
"description": "Embed related user, task and project instead of URLs.",
"type": "boolean"
},
"page": {
"description": "Page number, starting at 1.",
"type": "integer",
"minimum": 1,
"maximum": 9007199254740991
},
"per_page": {
"description": "Items per page, 1-100 (default 25).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_get_profit_and_loss(from_date, to_date, accounting_period)
Profit and loss summary — income, expenses, operating and retained profit — for a date range or an accounting period (defaults to the current year to date). FreeAgent: GET /v2/accounting/profit_and_loss/summary.
Eingabe-Schema
{
"type": "object",
"properties": {
"from_date": {
"description": "Period start (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"to_date": {
"description": "Period end (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"accounting_period": {
"description": "An accounting year instead of dates, e.g. 2025/26.",
"type": "string",
"pattern": "^\\d{4}\\/\\d{2}$"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢freeagent_get_balance_sheet(as_at_date)
Balance sheet — capital and current assets, liabilities and owners' equity — as at a date (default today). FreeAgent: GET /v2/accounting/balance_sheet.
Eingabe-Schema
{
"type": "object",
"properties": {
"as_at_date": {
"description": "Balance sheet date (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴freeagent_create_contact(first_name, last_name, organisation_name, email, billing_email, ...)
Create a client or supplier contact. Give either organisation_name, or first_name and last_name. FreeAgent: POST /v2/contacts.
Eingabe-Schema
{
"type": "object",
"properties": {
"first_name": {
"description": "Contact first name.",
"type": "string"
},
"last_name": {
"description": "Contact last name.",
"type": "string"
},
"organisation_name": {
"description": "Organisation / company name.",
"type": "string"
},
"email": {
"description": "Email address.",
"type": "string"
},
"billing_email": {
"description": "Email address invoices are sent to.",
"type": "string"
},
"phone_number": {
"description": "Phone number.",
"type": "string"
},
"mobile": {
"description": "Mobile number.",
"type": "string"
},
"address1": {
"description": "Address line 1.",
"type": "string"
},
"address2": {
"description": "Address line 2.",
"type": "string"
},
"address3": {
"description": "Address line 3.",
"type": "string"
},
"town": {
"description": "Town or city.",
"type": "string"
},
"region": {
"description": "Region / county.",
"type": "string"
},
"postcode": {
"description": "Postcode.",
"type": "string"
},
"country": {
"description": "Country name, e.g. United Kingdom.",
"type": "string"
},
"contact_name_on_invoices": {
"description": "Show the contact's name on invoices.",
"type": "boolean"
},
"default_payment_terms_in_days": {
"description": "Default payment terms for invoices to this contact.",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"locale": {
"description": "Invoice language locale, e.g. en.",
"type": "string"
},
"charge_sales_tax": {
"description": "Whether to charge VAT/sales tax.",
"type": "string",
"enum": [
"Auto",
"Always",
"Never"
]
},
"sales_tax_registration_number": {
"description": "The contact's VAT registration number.",
"type": "string"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴freeagent_update_contact(contact, first_name, last_name, organisation_name, email, ...)
Update fields on an existing contact; only the fields you pass change. status=Hidden hides it (reversible with Active). FreeAgent: PUT /v2/contacts/:id.
Eingabe-Schema
{
"type": "object",
"properties": {
"contact": {
"type": "string",
"description": "The contact's numeric id or full FreeAgent URL."
},
"first_name": {
"description": "Contact first name.",
"type": "string"
},
"last_name": {
"description": "Contact last name.",
"type": "string"
},
"organisation_name": {
"description": "Organisation / company name.",
"type": "string"
},
"email": {
"description": "Email address.",
"type": "string"
},
"billing_email": {
"description": "Email address invoices are sent to.",
"type": "string"
},
"phone_number": {
"description": "Phone number.",
"type": "string"
},
"mobile": {
"description": "Mobile number.",
"type": "string"
},
"address1": {
"description": "Address line 1.",
"type": "string"
},
"address2": {
"description": "Address line 2.",
"type": "string"
},
"address3": {
"description": "Address line 3.",
"type": "string"
},
"town": {
"description": "Town or city.",
"type": "string"
},
"region": {
"description": "Region / county.",
"type": "string"
},
"postcode": {
"description": "Postcode.",
"type": "string"
},
"country": {
"description": "Country name, e.g. United Kingdom.",
"type": "string"
},
"contact_name_on_invoices": {
"description": "Show the contact's name on invoices.",
"type": "boolean"
},
"default_payment_terms_in_days": {
"description": "Default payment terms for invoices to this contact.",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"locale": {
"description": "Invoice language locale, e.g. en.",
"type": "string"
},
"charge_sales_tax": {
"description": "Whether to charge VAT/sales tax.",
"type": "string",
"enum": [
"Auto",
"Always",
"Never"
]
},
"sales_tax_registration_number": {
"description": "The contact's VAT registration number.",
"type": "string"
},
"status": {
"description": "Hide or unhide the contact.",
"type": "string",
"enum": [
"Active",
"Hidden"
]
}
},
"required": [
"contact"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴freeagent_create_draft_invoice(contact, dated_on, payment_terms_in_days, due_on, reference, ...)
Create a sales invoice in DRAFT status. Nothing is sent to the customer and nothing is posted as income until it is marked sent in FreeAgent; a draft can be edited or discarded there. FreeAgent: POST /v2/invoices.
Eingabe-Schema
{
"type": "object",
"properties": {
"contact": {
"type": "string",
"description": "The contact being invoiced's numeric id or full FreeAgent URL."
},
"dated_on": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Invoice date (YYYY-MM-DD)."
},
"payment_terms_in_days": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991,
"description": "Payment terms in days; 0 = due on receipt."
},
"due_on": {
"description": "Explicit due date, if not derived from payment terms (YYYY-MM-DD).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"reference": {
"description": "Invoice reference/number; omit to use the next in sequence.",
"type": "string"
},
"currency": {
"description": "ISO currency code, e.g. GBP (defaults to the company currency).",
"type": "string",
"minLength": 3,
"maxLength": 3
},
"exchange_rate": {
"description": "Exchange rate for a foreign-currency invoice.",
"type": "number",
"exclusiveMinimum": 0
},
"project": {
"description": "The project's numeric id or full FreeAgent URL.",
"type": "string"
},
"po_reference": {
"description": "The customer's purchase-order reference.",
"type": "string"
},
"comments": {
"description": "Comments printed on the invoice.",
"type": "string"
},
"discount_percent": {
"description": "Whole-invoice discount percentage.",
"type": "number",
"minimum": 0,
"maximum": 100
},
"invoice_items": {
"minItems": 1,
"type": "array",
"items": {
"type": "object",
"properties": {
"description": {
"type": "string",
"description": "Line description."
},
"item_type": {
"description": "Unit type of the line (e.g. Hours, Days, Services, Products).",
"type": "string",
"enum": [
"Hours",
"Days",
"Weeks",
"Months",
"Years",
"Products",
"Services",
"Training",
"Expenses",
"Comment",
"Bills",
"Discount",
"Credit",
"VAT",
"Stock"
]
},
"quantity": {
"description": "Quantity (default 0).",
"type": "number"
},
"price": {
"description": "Unit price, in the invoice currency (required for non time-based items).",
"type": "number"
},
"sales_tax_rate": {
"description": "VAT rate percentage for this line, e.g. 20.",
"type": "number",
"minimum": 0
}
},
"required": [
"description"
]
},
"description": "The invoice lines."
}
},
"required": [
"contact",
"dated_on",
"payment_terms_in_days",
"invoice_items"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴freeagent_create_timeslip(user, project, task, dated_on, hours, ...)
Log time against a project task for a user. Get the user from freeagent_get_current_user and the task from freeagent_list_tasks. Editable or removable in FreeAgent afterwards. FreeAgent: POST /v2/timeslips.
Eingabe-Schema
{
"type": "object",
"properties": {
"user": {
"type": "string",
"description": "The user's numeric id or full FreeAgent URL."
},
"project": {
"type": "string",
"description": "The project's numeric id or full FreeAgent URL."
},
"task": {
"type": "string",
"description": "The task's numeric id or full FreeAgent URL."
},
"dated_on": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Day the work was done (YYYY-MM-DD)."
},
"hours": {
"type": "number",
"exclusiveMinimum": 0,
"maximum": 24,
"description": "Hours worked, e.g. 1.5."
},
"comment": {
"description": "What the time was spent on.",
"type": "string"
}
},
"required": [
"user",
"project",
"task",
"dated_on",
"hours"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Community
Nachweis
Aktuelle Beobachtungen
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