Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@FreshBooks MCP Servercreate an invoice for Acme Corp for $1,500"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
FreshBooks MCP Server
A Model Context Protocol (MCP) server providing complete FreshBooks integration for Claude and other MCP-compatible AI assistants.
Features
Complete SDK Parity - 87 tools covering all major FreshBooks functionality
22 Entity Categories - Full coverage of accounting, invoicing, time tracking, and more
Time Tracking - Log time, manage timers, track billable hours
Invoicing & Billing - Create invoices, manage bills, handle payments
Expense Management - Track expenses, categorize spending, manage vendors
Client & Project Management - Full CRM and project capabilities
Financial Reports - Profit/loss, tax summaries, and more
OAuth2 Authentication - Secure token-based authentication with auto-refresh
Installation
Quick Start
The fastest way to get started is with our hosted service — no OAuth setup required.
1. Sign Up
Go to freshbooks.goodsamsoftware.com and create an account (14-day free trial). Once you're in, connect your FreshBooks account from the dashboard.
2. Copy Your Configuration
From your dashboard, copy the configuration snippet provided. It works with both Claude Desktop and Claude Code.
Claude Desktop (claude_desktop_config.json):
Claude Code (.mcp.json in your project):
3. Start Using
Example prompts:
"Log 2 hours on the Website Redesign project"
"Show me my time entries for this week"
"Start a timer for client meeting"
"Create an invoice for Acme Corp for $1,500"
"What's my profit/loss this month?"
Self-Hosted Setup
You can also run the MCP server locally with your own FreshBooks API application.
Note: FreshBooks requires HTTPS for all OAuth callback URLs, including localhost. See Local HTTPS Setup below for instructions.
1. Get FreshBooks Credentials
Create a new application
Set redirect URI to:
https://freshbooks.goodsamsoftware.com/callbackNote your Client ID and Client Secret
2. Configure Claude Desktop
Add to your Claude Desktop configuration (claude_desktop_config.json):
3. Authenticate
Ask Claude:
"Connect me to FreshBooks"
Claude will guide you through OAuth authentication. After authorizing in FreshBooks, you'll see the authorization code on our hosted callback page - just copy it and paste it back to Claude.
4. Start Using
Example prompts:
"Log 2 hours on the Website Redesign project"
"Show me my time entries for this week"
"Start a timer for client meeting"
"Create an invoice for Acme Corp for $1,500"
"What's my profit/loss this month?"
Available Tools (87 total)
Authentication (5 tools)
Tool | Description |
| Check authentication status |
| Get OAuth authorization URL |
| Exchange auth code for tokens |
| Refresh access token |
| Revoke authentication |
Time Tracking (5 tools)
Tool | Description |
| List time entries with filters |
| Get time entry by ID |
| Create time entry |
| Update time entry |
| Delete time entry |
Timer Management (4 tools)
Tool | Description |
| Start a timer |
| Stop timer and log time |
| Get running timer(s) |
| Delete timer without logging |
Invoicing (5 tools)
Tool | Description |
| List invoices |
| Get invoice by ID |
| Create invoice |
| Update invoice |
| Delete invoice |
Clients (5 tools)
Tool | Description |
| List clients |
| Get client by ID |
| Create client |
| Update client |
| Delete client |
Projects (5 tools)
Tool | Description |
| List projects |
| Get project by ID |
| Create project |
| Update project |
| Delete project |
Expenses (5 tools)
Tool | Description |
| List expenses |
| Get expense by ID |
| Create expense |
| Update expense |
| Delete expense |
Bills & Payments (15 tools)
Tool | Description |
| List bills |
| Get bill by ID |
| Create bill |
| Update bill |
| Delete bill |
| List bill payments |
| Get bill payment |
| Create bill payment |
| Update bill payment |
| Delete bill payment |
| List vendors |
| Get vendor by ID |
| Create vendor |
| Update vendor |
| Delete vendor |
Additional Tools
Category | Tools | Description |
Credit Notes | 5 | Create, manage credit notes |
Expense Categories | 3 | Manage expense categories |
Items | 5 | Product/service catalog |
Journal Entries | 5 | Manual accounting entries |
Journal Entry Accounts | 3 | Chart of accounts |
Other Income | 5 | Non-invoice income tracking |
Payments | 5 | Invoice payment tracking |
Payment Options | 2 | Payment gateway settings |
Reports | 3 | Financial reports |
Services | 5 | Billable service types |
Tasks | 5 | Project task management |
User | 1 | Current user info |
Callbacks | 5 | Webhook management |
See complete tool documentation in
Configuration (Self-Hosted)
Environment Variables
Variable | Required | Description |
| Yes | OAuth client ID |
| Yes | OAuth client secret |
| Yes | OAuth redirect URI |
| No | Path for token storage |
| No | Logging level (debug, info, warn, error) |
Advanced: Local HTTPS Setup
If you prefer to use a local callback instead of our hosted callback page, you can set up local HTTPS certificates with mkcert:
Windows (winget):
macOS (Homebrew):
Linux:
Then set your redirect URI to https://localhost:3000/callback in FreshBooks.
The certificates will be valid for 3 years and trusted by your system.
Development
Testing
The project has comprehensive test coverage:
1,571 tests across 93 test files
100% code coverage requirement
Mock factories for all FreshBooks entities
Error scenario coverage
Architecture
Documentation
API Reference - Complete tool documentation
Authentication Setup - OAuth configuration
Claude Guide - Claude-optimized usage examples
Examples - Workflow examples
Error Handling
All errors are normalized to MCP format with helpful context:
License
MIT License - see LICENSE for details.