FreshBooks MCP Server

# Saturday Morning Testing Plan ## 🕐 8:30 AM Saturday - FreshBooks MCP Test ### Prerequisites 1. ✅ FreshBooks MCP deployed to Cloudflare 2. ✅ Your Xano account has `freshbooks_key` field added 3. ✅ You've connected FreshBooks on mcp.snappy.ai 4. ✅ Claude Desktop config updated with FreshBooks MCP ### Test Sequence #### Step 1: Verify Connection ``` You: "Check my FreshBooks connection status" Claude: Uses debug_auth_status tool Expected: Shows freshbooksKey is present ``` #### Step 2: List Draft Invoices (Dry Run) ``` You: "Show me all draft invoices ready to send" Claude: Uses freshbooks_list_invoices with status="draft" Expected: List of invoices with client names and amounts ``` #### Step 3: Preview Saturday Send ``` You: "Preview sending Saturday invoices (don't actually send)" Claude: Uses freshbooks_send_saturday_invoices with dry_run=true Expected: Shows what would be sent ``` #### Step 4: Send for Real ``` You: "Send all Saturday invoices" Claude: Uses freshbooks_send_saturday_invoices with dry_run=false Expected: ✅ Confirmation of sent invoices ``` #### Step 5: Log Today's Work ``` You: "Log 2 hours for PVM project today" Claude: Uses freshbooks_log_time Expected: Time entry created ``` ### If Something Goes Wrong 1. **"FreshBooks Not Connected"** - Go to mcp.snappy.ai - Click "Connect FreshBooks" - Complete OAuth flow 2. **"Invalid token"** - FreshBooks token might be expired - Reconnect on mcp.snappy.ai 3. **"No draft invoices"** - Check FreshBooks directly - Create test invoice if needed ### Success Metrics - [ ] All draft invoices sent - [ ] Time logged for the week - [ ] No manual FreshBooks login needed - [ ] Total time: < 2 minutes ### Bonus: Create Demo Video After successful test: ``` You: "I just automated my Saturday invoicing in 30 seconds with MCP!" *Start screen recording* *Show the conversation with Claude* *Post to LinkedIn/Twitter* ``` ## 🎯 The Dream Achieved From: 30 minutes of manual invoicing To: 30 seconds of "Send Saturday invoices" This is the "10x easier" that Ray talks about! 🚀