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FreshBooks MCP Server

by roboulos
IMPLEMENTATION_CHECKLIST.md1.99 kB
# FreshBooks MCP Implementation Checklist ## ✅ Code Changes Complete ### 1. Updated Props Interface ✅ - Added `freshbooksKey: string | null` to XanoAuthProps ### 2. Updated Environment Interface ✅ - Added `FRESHBOOKS_ACCOUNT_ID: string` to Env ### 3. Updated Server Name ✅ - Changed to "FreshBooks MCP Server" ### 4. Added FreshBooks Key Getter ✅ - Created `getFreshBooksKey()` method ### 5. Replaced Example Tools ✅ - `freshbooks_list_invoices` - List and filter invoices - `freshbooks_send_saturday_invoices` - Automate Saturday billing - `freshbooks_log_time` - Track billable hours - `freshbooks_revenue_report` - Financial reporting - `debug_auth_status` - Check connections ### 6. Updated OAuth Handler ✅ - Added `freshbooksKey: userData.freshbooks_key || null` to props ### 7. Updated Configuration ✅ - Changed name to "freshbooks-mcp-server" in wrangler.jsonc - Added FRESHBOOKS_ACCOUNT_ID variable - Updated package.json name ### 8. Documentation ✅ - Created new README.md - Preserved all implementation guides ## 📋 Next Steps ### For You: 1. [ ] Get your FreshBooks Account ID 2. [ ] Update wrangler.jsonc with real account ID 3. [ ] Deploy: `npm install && npx wrangler deploy` 4. [ ] Update Claude Desktop config with deployment URL ### For mcp.snappy.ai: 1. [ ] Add FreshBooks OAuth integration 2. [ ] Store tokens in user's Xano record 3. [ ] Add `freshbooks_key` field to Xano user schema ## 🎯 Saturday Testing Plan 1. Connect to deployed FreshBooks MCP 2. Run `debug_auth_status` to verify connection 3. Use `freshbooks_send_saturday_invoices` with dry_run=true 4. Send for real with dry_run=false 5. Create demo video of the automation! ## 💡 Key Architecture Points - **Xano = Authentication** (unchanged) - **FreshBooks = Just another API key** - **OAuth happens on mcp.snappy.ai** (not in MCP) - **95% code reuse** from template This is exactly what Ray meant - take an existing API (FreshBooks) and make it accessible through MCP!

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