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AlexlaGuardia

mcp-freshbooks

mcp-freshbooks

用于 FreshBooks 的生产级 MCP 服务器 —— 包含 53 个工具,涵盖发票、客户、费用、付款、时间跟踪、项目、估价、财务报告及智能工作流。

功能特性

  • 53 个工具:覆盖完整的 FreshBooks 会计工作流

  • 智能工作流工具 —— 将估价转换为发票、为未计费时间开具发票、查找逾期客户、获取完整的客户摘要

  • 5 种财务报告 —— 损益表、税务摘要、应收账款账龄、资产负债表、已收款项

  • OAuth2 身份验证:支持自动令牌刷新

  • 简洁输出 —— 汇总列表、格式化详情

  • 生产级:具备错误处理和速率限制感知能力

  • 零成本 —— 使用 FreshBooks 免费开发者计划

Related MCP server: moxie-mcp

工具列表

分类

工具

数量

认证

freshbooks_authenticate, freshbooks_authenticate_with_code, freshbooks_whoami

3

发票

list_invoices, get_invoice, create_invoice, update_invoice, send_invoice, delete_invoice

6

定期发票

list_recurring_invoices, create_recurring_invoice, update_recurring_invoice

3

客户

list_clients, get_client, create_client, update_client, delete_client

5

估价

list_estimates, get_estimate, create_estimate, update_estimate, send_estimate

5

费用

list_expenses, get_expense, create_expense, update_expense, delete_expense

5

付款

list_payments, get_payment, create_payment

3

时间跟踪

list_time_entries, get_time_entry, create_time_entry, update_time_entry, delete_time_entry

5

项目

list_projects, get_project, create_project, update_project

4

报告

get_profit_loss, get_tax_summary, get_accounts_aging, get_balance_sheet, get_payments_collected

5

项目/商品

list_items, create_item

2

类别

list_expense_categories

1

税项

list_taxes

1

工作流

convert_estimate_to_invoice, get_overdue_invoices, get_unbilled_time, invoice_from_time, client_summary

5

快速入门

1. 安装

pip install mcp-freshbooks

或者从源码安装:

git clone https://github.com/AlexlaGuardia/mcp-freshbooks.git
cd mcp-freshbooks
pip install .

2. 获取 FreshBooks API 凭据

  1. freshbooks.com/pages/developer-signup 注册

  2. 在开发者门户中创建一个 OAuth 应用

  3. 将重定向 URI 设置为 https://localhost:8555/callback

  4. 复制您的 Client ID 和 Client Secret

3. 配置

export FRESHBOOKS_CLIENT_ID=your_client_id
export FRESHBOOKS_CLIENT_SECRET=your_client_secret
export FRESHBOOKS_REDIRECT_URI=https://localhost:8555/callback

4. 添加到 Claude Desktop

添加到您的 claude_desktop_config.json 中:

{
  "mcpServers": {
    "freshbooks": {
      "command": "mcp-freshbooks",
      "env": {
        "FRESHBOOKS_CLIENT_ID": "your_client_id",
        "FRESHBOOKS_CLIENT_SECRET": "your_client_secret",
        "FRESHBOOKS_REDIRECT_URI": "https://localhost:8555/callback"
      }
    }
  }
}

5. 身份验证

首次使用时请调用 freshbooks_authenticate 工具。它会提供一个 URL,请在浏览器中打开。授权后,令牌将保存到 ~/.mcp-freshbooks/tokens.json 并自动刷新。

使用示例

谁欠我钱?

Use get_overdue_invoices to see all past-due clients and total outstanding

将提案转换为发票:

Use convert_estimate_to_invoice to turn estimate 456 into a ready-to-send invoice

查找未计费的工作:

Use get_unbilled_time to find time entries not yet on any invoice

检查盈利能力:

Get the profit and loss report for Q1 2026

跟踪时间:

Create a 2-hour time entry for project 789 with note "API integration work"

架构

src/mcp_freshbooks/
├── server.py   # MCP server with 47 tool definitions
├── client.py   # FreshBooks API client (httpx async)
└── auth.py     # OAuth2 flow + token persistence

该服务器使用 MCP Python SDK 和 FastMCP 进行简洁的工具注册。所有 API 调用均通过带有自动令牌刷新功能的异步客户端进行。

要求

  • Python 3.10+

  • FreshBooks 账户(免费试用版即可用于开发)

  • FreshBooks OAuth 应用凭据

许可证

MIT

Install Server
A
license - permissive license
B
quality
D
maintenance

Maintenance

Maintainers
Response time
Release cycle
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Commit activity

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