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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FRESHBOOKS_CLIENT_IDYesThe Client ID of your FreshBooks OAuth app.
FRESHBOOKS_REDIRECT_URIYesThe Redirect URI set for your FreshBooks OAuth app (e.g., https://localhost:8555/callback).
FRESHBOOKS_CLIENT_SECRETYesThe Client Secret of your FreshBooks OAuth app.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
freshbooks_authenticate

Start FreshBooks OAuth2 authentication. Returns a URL to open in your browser. After authorizing, tokens are saved automatically.

freshbooks_authenticate_with_code

Complete authentication with an authorization code (if callback server isn't used). Paste the code from the redirect URL.

freshbooks_whoami

Get the current authenticated user's identity, account ID, and business info.

list_invoices

List invoices with optional filters. Status: draft, sent, viewed, outstanding, paid.

get_invoice

Get full details of a specific invoice including line items.

create_invoice

Create a new invoice. Lines format: [{"name": "Service", "description": "...", "qty": 1, "unit_cost": {"amount": "100.00", "code": "USD"}}]

update_invoice

Update an invoice. Pass any writable invoice fields as updates dict.

send_invoice

Send an invoice by email to the client.

delete_invoice

Delete an invoice permanently.

list_clients

List clients. Optional search by name or organization.

get_client

Get full details of a specific client.

create_client

Create a new client.

update_client

Update a client. Pass any writable client fields.

list_expenses

List expenses with optional client filter.

get_expense

Get full details of a specific expense.

create_expense

Create a new expense. Amount as string (e.g. '150.00'). Date as YYYY-MM-DD.

list_payments

List all payments.

create_payment

Record a payment against an invoice. Amount as string. Date as YYYY-MM-DD. Types: Check, Credit, Cash, Bank Transfer, Credit Card, PayPal, ACH, Other.

list_time_entries

List time entries.

create_time_entry

Create a time entry. started_at as ISO8601 (e.g. '2026-03-20T09:00:00'). Duration in seconds.

list_projects

List projects.

create_project

Create a project. project_type: hourly_rate or fixed_price. billing_method: business_rate, project_rate, service_rate, team_member_rate.

list_estimates

List estimates.

create_estimate

Create an estimate. Lines format same as invoices.

get_report

Get a financial report. Types: profitloss_entity, taxsummary, payments_collected. Dates as YYYY-MM-DD.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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