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FreeAgent MCP by usefulapi

Server Details

Read FreeAgent contacts, invoices, bills, banking and reports; add contacts, draft invoices, time.

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Status
Healthy
Last Tested
Transport
Streamable HTTP · MCP 2025-06-18
URL
Repository
m190/usefulapi-mcp
GitHub Stars
0

TDQS

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Available Tools

20 tools
freeagent_create_contactCreate a contact
Destructive
Inspect

Create a client or supplier contact. Give either organisation_name, or first_name and last_name. FreeAgent: POST /v2/contacts.

ParametersJSON Schema
NameRequiredDescriptionDefault
townNoTown or city.
emailNoEmail address.
localeNoInvoice language locale, e.g. en.
mobileNoMobile number.
regionNoRegion / county.
countryNoCountry name, e.g. United Kingdom.
address1NoAddress line 1.
address2NoAddress line 2.
address3NoAddress line 3.
postcodeNoPostcode.
last_nameNoContact last name.
first_nameNoContact first name.
phone_numberNoPhone number.
billing_emailNoEmail address invoices are sent to.
charge_sales_taxNoWhether to charge VAT/sales tax.
organisation_nameNoOrganisation / company name.
contact_name_on_invoicesNoShow the contact's name on invoices.
default_payment_terms_in_daysNoDefault payment terms for invoices to this contact.
sales_tax_registration_numberNoThe contact's VAT registration number.
freeagent_create_draft_invoiceCreate a draft invoice
Destructive
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
due_onNoExplicit due date, if not derived from payment terms (YYYY-MM-DD).
contactYesThe contact being invoiced's numeric id or full FreeAgent URL.
projectNoThe project's numeric id or full FreeAgent URL.
commentsNoComments printed on the invoice.
currencyNoISO currency code, e.g. GBP (defaults to the company currency).
dated_onYesInvoice date (YYYY-MM-DD).
referenceNoInvoice reference/number; omit to use the next in sequence.
po_referenceNoThe customer's purchase-order reference.
exchange_rateNoExchange rate for a foreign-currency invoice.
invoice_itemsYesThe invoice lines.
discount_percentNoWhole-invoice discount percentage.
payment_terms_in_daysYesPayment terms in days; 0 = due on receipt.
freeagent_create_timeslipLog a timeslip
Destructive
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
taskYesThe task's numeric id or full FreeAgent URL.
userYesThe user's numeric id or full FreeAgent URL.
hoursYesHours worked, e.g. 1.5.
commentNoWhat the time was spent on.
projectYesThe project's numeric id or full FreeAgent URL.
dated_onYesDay the work was done (YYYY-MM-DD).
freeagent_get_balance_sheetGet the balance sheet
Read-only
Inspect

Balance sheet — capital and current assets, liabilities and owners' equity — as at a date (default today). FreeAgent: GET /v2/accounting/balance_sheet.

ParametersJSON Schema
NameRequiredDescriptionDefault
as_at_dateNoBalance sheet date (YYYY-MM-DD).
freeagent_get_companyGet the company
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

freeagent_get_contactGet one contact
Read-only
Inspect

Fetch a single contact by id or URL. FreeAgent: GET /v2/contacts/:id.

ParametersJSON Schema
NameRequiredDescriptionDefault
contactYesThe contact's numeric id or full FreeAgent URL.
freeagent_get_current_userGet the current user
Read-only
Inspect

Fetch the FreeAgent user the token acts as, including their URL (needed for freeagent_create_timeslip) and permission level. FreeAgent: GET /v2/users/me.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

freeagent_get_invoiceGet one invoice
Read-only
Inspect

Fetch a single invoice by id or URL, with its line items, totals, due and paid values. FreeAgent: GET /v2/invoices/:id.

ParametersJSON Schema
NameRequiredDescriptionDefault
invoiceYesThe invoice's numeric id or full FreeAgent URL.
freeagent_get_profit_and_lossGet profit and loss
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
to_dateNoPeriod end (YYYY-MM-DD).
from_dateNoPeriod start (YYYY-MM-DD).
accounting_periodNoAn accounting year instead of dates, e.g. 2025/26.
freeagent_get_tax_timelineGet the tax timeline
Read-only
Inspect

List upcoming tax deadlines and amounts due — VAT returns, corporation tax, self assessment and so on. FreeAgent: GET /v2/company/tax_timeline.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

freeagent_list_bank_accountsList bank accounts
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
viewNoOnly one kind of account.
freeagent_list_bank_transactionsList bank transactions
Read-only
Inspect

List the transactions on one bank account, e.g. view=unexplained for what still needs reconciling. FreeAgent: GET /v2/bank_transactions?bank_account=….

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1.
viewNoFilter (default all). unexplained = not yet reconciled.
to_dateNoTransactions dated on or before (YYYY-MM-DD).
per_pageNoItems per page, 1-100 (default 25).
from_dateNoTransactions dated on or after (YYYY-MM-DD).
bank_accountYesThe bank account's numeric id or full FreeAgent URL.
last_uploadedNoOnly transactions from the latest statement upload.
updated_sinceNoOnly records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.
freeagent_list_billsList bills
Read-only
Inspect

List supplier bills (purchases), optionally by date range, contact or project, filtered by status. FreeAgent: GET /v2/bills.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1.
viewNoFilter by status.
contactNoOnly for this contact — its numeric id or full FreeAgent URL.
projectNoOnly for this project — its numeric id or full FreeAgent URL.
to_dateNoBills dated on or before (YYYY-MM-DD).
per_pageNoItems per page, 1-100 (default 25).
from_dateNoBills dated on or after (YYYY-MM-DD).
updated_sinceNoOnly records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.
nested_bill_itemsNoInclude each bill's line items.
freeagent_list_contactsList contacts
Read-only
Inspect

List contacts (clients and suppliers), with their account balance. FreeAgent: GET /v2/contacts.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1.
sortNoSort order; a leading - means descending.
viewNoFilter (default active). open_clients = clients with unpaid invoices.
per_pageNoItems per page, 1-100 (default 25).
updated_sinceNoOnly records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.
freeagent_list_expensesList expenses
Read-only
Inspect

List expense claims (out-of-pocket spending and mileage), optionally by date range or project. FreeAgent: GET /v2/expenses.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1.
viewNorecent or recurring expenses.
projectNoOnly for this project — its numeric id or full FreeAgent URL.
to_dateNoExpenses dated on or before (YYYY-MM-DD).
per_pageNoItems per page, 1-100 (default 25).
from_dateNoExpenses dated on or after (YYYY-MM-DD).
updated_sinceNoOnly records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.
freeagent_list_invoicesList invoices
Read-only
Inspect

List sales invoices, optionally for one contact or project, filtered by status. FreeAgent: GET /v2/invoices.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1.
sortNoSort order (default created_at); a leading - means descending.
viewNoFilter: 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).
contactNoOnly for this contact — its numeric id or full FreeAgent URL.
projectNoOnly for this project — its numeric id or full FreeAgent URL.
per_pageNoItems per page, 1-100 (default 25).
updated_sinceNoOnly records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.
nested_invoice_itemsNoInclude each invoice's line items.
freeagent_list_projectsList projects
Read-only
Inspect

List projects, optionally for one contact. FreeAgent: GET /v2/projects.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1.
sortNoSort order; a leading - means descending.
viewNoFilter by status.
nestedNoEmbed the related contact instead of its URL.
contactNoOnly for this contact — its numeric id or full FreeAgent URL.
per_pageNoItems per page, 1-100 (default 25).
freeagent_list_tasksList tasks
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1.
sortNoSort order (default name).
viewNoFilter by status (default all).
projectNoOnly for this project — its numeric id or full FreeAgent URL.
per_pageNoItems per page, 1-100 (default 25).
updated_sinceNoOnly records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.
freeagent_list_timeslipsList timeslips
Read-only
Inspect

List logged time, optionally by date range, user, task or project; view=unbilled for time not yet invoiced. FreeAgent: GET /v2/timeslips.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1.
taskNoOnly for this task — its numeric id or full FreeAgent URL.
userNoOnly for this user — its numeric id or full FreeAgent URL.
viewNoFilter (default all).
nestedNoEmbed related user, task and project instead of URLs.
projectNoOnly for this project — its numeric id or full FreeAgent URL.
to_dateNoTimeslips dated on or before (YYYY-MM-DD).
per_pageNoItems per page, 1-100 (default 25).
from_dateNoTimeslips dated on or after (YYYY-MM-DD).
updated_sinceNoOnly records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.
freeagent_update_contactUpdate a contact
Destructive
Inspect

Update fields on an existing contact; only the fields you pass change. status=Hidden hides it (reversible with Active). FreeAgent: PUT /v2/contacts/:id.

ParametersJSON Schema
NameRequiredDescriptionDefault
townNoTown or city.
emailNoEmail address.
localeNoInvoice language locale, e.g. en.
mobileNoMobile number.
regionNoRegion / county.
statusNoHide or unhide the contact.
contactYesThe contact's numeric id or full FreeAgent URL.
countryNoCountry name, e.g. United Kingdom.
address1NoAddress line 1.
address2NoAddress line 2.
address3NoAddress line 3.
postcodeNoPostcode.
last_nameNoContact last name.
first_nameNoContact first name.
phone_numberNoPhone number.
billing_emailNoEmail address invoices are sent to.
charge_sales_taxNoWhether to charge VAT/sales tax.
organisation_nameNoOrganisation / company name.
contact_name_on_invoicesNoShow the contact's name on invoices.
default_payment_terms_in_daysNoDefault payment terms for invoices to this contact.
sales_tax_registration_numberNoThe contact's VAT registration number.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 20 tool updates
    • First observedfreeagent_create_contact
    • First observedfreeagent_create_draft_invoice
    • First observedfreeagent_create_timeslip
    • First observedfreeagent_get_balance_sheet
    • First observedfreeagent_get_company
    • First observedfreeagent_get_contact
    • First observedfreeagent_get_current_user
    • First observedfreeagent_get_invoice
    • First observedfreeagent_get_profit_and_loss
    • First observedfreeagent_get_tax_timeline
    • First observedfreeagent_list_bank_accounts
    • First observedfreeagent_list_bank_transactions
    • First observedfreeagent_list_bills
    • First observedfreeagent_list_contacts
    • First observedfreeagent_list_expenses
    • First observedfreeagent_list_invoices
    • First observedfreeagent_list_projects
    • First observedfreeagent_list_tasks
    • First observedfreeagent_list_timeslips
    • First observedfreeagent_update_contact

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