FreshBooks MCP Server
This server connects to FreshBooks accounting, providing 92 tools for comprehensive financial and project management via AI clients. Key capabilities include:
Authentication Management: Check status, get OAuth authorization URL, exchange authorization codes, and revoke tokens.
Invoices (6 tools): List, retrieve, create, update, delete, and generate shareable payment links.
Clients (5 tools): List, retrieve, create, update, and delete client records.
Time Tracking (9 tools): List, retrieve, create, update, and delete time entries; manage a running timer (start, stop, discard).
Projects (5 tools): List, retrieve, create, update, and delete projects.
Expenses (5 tools): List, retrieve, create, update, and delete expenses.
Payments (5 tools): List, retrieve, record, update, and delete invoice payments.
Bills (10 tools): List, retrieve, create, update, delete, and archive bills; manage bill payments (list, retrieve, record, update, delete).
Vendors (5 tools): List, retrieve, create, update, and delete vendors.
Reports (3 read-only tools): Profit & loss, payments collected, and tax summary.
Additional Functionality: Credit notes, expense categories, items, journal entries, other income, payment options, services, tasks, user information, and webhooks (callbacks).
41 tools are read-only; write operations include a confirmation step. The server can be used hosted or self-hosted and supports multiple MCP clients (Claude, ChatGPT, Cursor, etc.).
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 by Good Samaritan Software
Manage your FreshBooks in plain English from Claude or ChatGPT. FreshBooks MCP is a fully hosted service — no local install, no API keys to manage, one OAuth sign-in to your FreshBooks account. 41 of the 92 tools are read-only by default; write operations surface a confirmation step in your AI client before any data changes.
Get started → · Documentation · Pricing — from $29/mo
Currently available in the United States. International waitlist available at the link above.
What you can do
92 tools spanning invoices, clients, expenses, time tracking, projects, payments, vendors, bills, and reports — with 41 read-only tools for safe lookups and 51 write tools for full account management.
Example prompts:
"Show me all unpaid invoices over $500"
"Create an invoice for Acme Corp for $1,500 due in 30 days"
"What's my profit and loss for this year?"
"Log 2 hours on the Website Redesign project"
"Start a timer for this client meeting"
"Record a $45 office supplies expense"
"List all vendors I've paid this quarter"
Related MCP server: mcp-freshbooks
Quick Start — Hosted Service (Recommended)
The fastest path: subscribe, connect FreshBooks, paste your config into your AI client.
Claude (Desktop, Code, Web)
Go to freshbooks.goodsamsoftware.com, create an account, and connect your FreshBooks account. Copy your API key from the dashboard.
Add to your Claude Desktop config (
claude_desktop_config.json) or Claude Code project config (.mcp.json):
{
"mcpServers": {
"freshbooks": {
"command": "npx",
"args": ["mcp-remote", "https://freshbooks.goodsamsoftware.com/api/mcp", "--header", "Authorization:Bearer YOUR_API_KEY"]
}
}
}ChatGPT
In ChatGPT, go to Settings → Connectors → Add connector.
Enter the MCP server URL:
https://freshbooks.goodsamsoftware.com/api/mcpComplete the OAuth flow to connect your FreshBooks account.
Other MCP Clients (Cursor, Windsurf, Continue, Cline, etc.)
Use the same mcp-remote configuration shown above, substituting your client's config location.
Available Tools (92 total)
Invoices (6 tools)
Tool | Read-only | Description |
| ✓ | List invoices with filters |
| ✓ | Get invoice by ID |
| ✓ | Get shareable payment link |
| Create invoice | |
| Update invoice | |
| Delete invoice |
Clients (5 tools)
Tool | Read-only | Description |
| ✓ | List clients |
| ✓ | Get client by ID |
| Create client | |
| Update client | |
| Delete client |
Time Tracking (9 tools)
Tool | Read-only | Description |
| ✓ | List time entries with filters |
| ✓ | Get time entry by ID |
| ✓ | Get running timer |
| Create time entry | |
| Update time entry | |
| Delete time entry | |
| Start a timer | |
| Stop timer and save entry | |
| Discard running timer |
Projects (5 tools)
Tool | Read-only | Description |
| ✓ | List projects |
| ✓ | Get project by ID |
| Create project | |
| Update project | |
| Delete project |
Expenses (5 tools)
Tool | Read-only | Description |
| ✓ | List expenses |
| ✓ | Get expense by ID |
| Create expense | |
| Update expense | |
| Delete expense |
Payments (5 tools)
Tool | Read-only | Description |
| ✓ | List invoice payments |
| ✓ | Get payment by ID |
| Record payment | |
| Update payment | |
| Delete payment |
Bills (10 tools)
Tool | Read-only | Description |
| ✓ | List bills |
| ✓ | Get bill by ID |
| ✓ | List bill payments |
| ✓ | Get bill payment by ID |
| Create bill | |
| Archive bill | |
| Delete bill | |
| Record bill payment | |
| Update bill payment | |
| Delete bill payment |
Vendors (5 tools)
Tool | Read-only | Description |
| ✓ | List vendors |
| ✓ | Get vendor by ID |
| Create vendor | |
| Update vendor | |
| Delete vendor |
Reports (3 tools — all read-only)
Tool | Description |
| Profit & loss report |
| Payments collected report |
| Tax summary report |
Additional Tools
Category | Count | Read-only | Description |
Credit Notes | 5 | 2 | Create and manage credit notes |
Expense Categories | 2 | 2 | Browse expense categories |
Items | 4 | 2 | Product/service catalog |
Journal Entries | 2 | 1 | Manual accounting entries |
Other Income | 5 | 2 | Non-invoice income tracking |
Payment Options | 3 | 2 | Payment gateway settings |
Services | 5 | 3 | Billable service types incl. rate get/set |
Tasks | 5 | 2 | Project task management |
User | 1 | 1 | Current user info |
Callbacks | 7 | 2 | Webhook management |
Self-Hosted Setup
You can also run the MCP server locally with your own FreshBooks OAuth application. This is optional — most users should use the hosted service above.
Note: FreshBooks requires HTTPS for all OAuth callback URLs, including localhost. See Local HTTPS Setup below.
1. Get FreshBooks Credentials
Create a new application
Set redirect URI to:
https://freshbooks.goodsamsoftware.com/callbackNote your Client ID and Client Secret
2. Install and Configure
npm install @goodsamsoftware/freshbooks-mcpAdd to your Claude Desktop config:
{
"mcpServers": {
"freshbooks": {
"command": "npx",
"args": ["@goodsamsoftware/freshbooks-mcp"],
"env": {
"FRESHBOOKS_CLIENT_ID": "your-client-id",
"FRESHBOOKS_CLIENT_SECRET": "your-client-secret",
"FRESHBOOKS_REDIRECT_URI": "https://freshbooks.goodsamsoftware.com/callback"
}
}
}
}3. Authenticate
Ask Claude: "Connect me to FreshBooks"
Claude will guide you through OAuth. After authorizing, copy the code from the hosted callback page and paste it back to Claude.
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
For a local callback URL, set up trusted certificates with mkcert:
Windows: winget install FiloSottile.mkcert
macOS: brew install mkcert
Linux: See mkcert installation
mkcert -install
mkdir certs
mkcert -key-file certs/localhost-key.pem -cert-file certs/localhost.pem localhost 127.0.0.1 ::1Then set your redirect URI to https://localhost:3000/callback in FreshBooks.
Development
npm install # Install dependencies
npm run dev # Run in development mode
npm test # Run tests
npm run test:coverage # Run with coverage report
npm run typecheck # Type check
npm run build # Build for productionTesting
1,613 tests across 93 test files
100% code coverage requirement
Mock factories for all FreshBooks entities
Architecture
src/
├── server.ts # MCP server entry point
├── auth/ # OAuth2 authentication
├── client/ # FreshBooks SDK wrapper
├── errors/ # Error normalization
├── tools/ # MCP tool implementations (22 categories)
│ ├── time-entry/ # Time tracking
│ ├── timer/ # Timer management
│ ├── invoice/ # Invoicing
│ ├── client/ # Client management
│ ├── project/ # Projects
│ ├── expense/ # Expenses
│ ├── bill/ # Bills
│ └── ... # 15 more categories
└── config/ # ConfigurationDocumentation
API Reference - Complete tool documentation
Authentication Setup - OAuth configuration
Examples - Workflow examples
License
MIT License — see LICENSE for details.
Credits
Available Tools
4 toolsauth_exchange_codeA
Exchange an OAuth authorization code for access and refresh tokens, completing the FreshBooks connection.
WHEN TO USE:
Immediately after the user visits the auth_get_url link and is redirected with a code
Only call once per code — codes expire quickly (typically 60 seconds)
REQUIRED:
code (string): The authorization code from the FreshBooks redirect URL. Example: "eyJhbGci..."
state (string): The state value returned by auth_get_url — must match to prevent CSRF. Example: "abc123xyz"
RETURNS: { success: true, userId, accountId, businessId, email, expiresAt } Tokens are stored locally; all subsequent tool calls use them automatically.
ERRORS:
Expired or invalid code → restart with auth_get_url
State mismatch → CSRF protection triggered → restart with auth_get_url
| Name | Required | Description | Default |
|---|---|---|---|
| code | Yes | Authorization code from the FreshBooks OAuth redirect URL. Example: "eyJhbGci..." | |
| state | Yes | CSRF state token returned by auth_get_url; must match the value from that call. Example: "abc123xyz" |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations present, the description carries the full behavioral burden, and it handles this well. It discloses that tokens are stored locally, that subsequent tool calls use them automatically, that codes are single-use and time-limited, that state mismatches trigger CSRF protection, and that expired/invalid codes require restarting with auth_get_url.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is organized into short, scannable sections — WHEN TO USE, REQUIRED, RETURNS, ERRORS — and every section contributes necessary information. The core purpose is front-loaded before details, and there is no filler or repetition beyond useful emphasis.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a two-parameter tool with no output schema and no annotations, the description is complete: it explains the trigger event, inputs, return shape, side effects, error cases, and recovery path. An agent has everything needed to decide when to call this tool and what to do afterward.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema already provides strong descriptions for both parameters, including examples and the CSRF-matching requirement, so schema coverage is 100%. The description mostly restates this information rather than adding new parameter-level meaning, which matches the baseline of 3 for high schema coverage.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description opens with a specific verb and resource — "Exchange an OAuth authorization code for access and refresh tokens, completing the FreshBooks connection." This clearly distinguishes the tool from siblings like auth_get_url (which creates the auth URL) and auth_revoke (which revokes access). The purpose is unambiguous.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives strong context: use it immediately after auth_get_url returns a redirect code, and call it only once because codes expire quickly. It does not explicitly name alternatives or state when NOT to use it, but the timing and sequencing guidance make the correct invocation context clear.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
auth_get_urlA
Generate an OAuth 2.0 authorization URL and a CSRF state token for the FreshBooks sign-in flow.
WHEN TO USE:
auth_status returns { connected: false }
User says "connect my FreshBooks account" or "sign in to FreshBooks"
Re-authenticating after a revoked or expired session
TAKES NO ARGUMENTS.
RETURNS: { url: "https://auth.freshbooks.com/oauth/authorize?...", state: "" }
WORKFLOW:
Call auth_get_url → share the url with the user
User visits the URL, authorizes, and is redirected — the redirect URL contains code and state query params
User pastes the code and state back → call auth_exchange_code with both values
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Since no annotations are provided, the description carries the full burden. It clearly discloses that the tool generates a URL and CSRF token, takes no arguments, and specifies the exact return shape plus the workflow leading to auth_exchange_code. It does not mention the CSRF token expiration or the need to store it, which would be minor additions.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is efficiently structured with a one-sentence purpose, a WHEN TO USE list, a RETURNS example, and a numbered WORKFLOW. Every section adds distinct, non-redundant guidance and front-loads the core action.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
It covers when to call the tool, what it returns, how the user participates, and which tool to call next. Given there are no parameters, no annotations, and no output schema, the description provides a complete operational picture for an agent to select and invoke it correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema is empty and the description explicitly states 'TAKES NO ARGUMENTS.' With zero parameters, per the rubric the baseline is 4; the statement aligns with the schema and no further parameter semantics are needed.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description opens with a specific verb and resource: 'Generate an OAuth 2.0 authorization URL and a CSRF state token for the FreshBooks sign-in flow.' The WHEN TO USE section also implicitly distinguishes it from sibling tools by describing status checks and later code exchange, making the tool's unique role unmistakable.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The WHEN TO USE section lists three concrete triggers, including 'auth_status returns { connected: false }', explicit user phrases, and re-authentication after a revoked session. It also routes the caller to auth_exchange_code for the follow-up step, clarifying when this tool is the right choice versus its siblings.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
auth_revokeA
Revoke the current FreshBooks OAuth session and delete all stored tokens.
WHEN TO USE:
User says "disconnect FreshBooks", "sign out", or "remove my FreshBooks connection"
Switching to a different FreshBooks account — revoke first, then use auth_get_url for the new account
Security: clear stored credentials from this machine
TAKES NO ARGUMENTS.
RETURNS: { success: true, message: "Authentication revoked successfully" }
NOTE: After calling this tool, all accounting and time-tracking tools will return auth errors until a new OAuth session is established via auth_get_url → auth_exchange_code.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries the full disclosure burden and succeeds admirably. It states the destructive consequence (deletes all stored tokens), and the NOTE section reveals the critical side effect that all accounting/time-tracking tools will return auth errors afterward until the companion flow is re-run. This is exactly the post-condition disclosure an agent needs before invoking a destructive action.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Every section earns its place: purpose, WHEN TO USE scenarios, argument confirmation, return shape, and post-condition warning. The bolded section headers make it scannable, and there is zero filler or repetition of schema content.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a zero-parameter, no-output-schema tool, this definition is complete. It supplies a sample return value, names the sibling steps to re-authenticate, and discloses the failure mode that follows invocation. Nothing an agent needs to call it correctly or anticipate its effects is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool takes zero parameters and the schema is fully covering (100%), so the baseline is 4. The description reinforces this with an explicit 'TAKES NO ARGUMENTS' line, which removes any doubt. There is nothing further parameters could require.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Opens with a specific verb and resource: 'Revoke the current FreshBooks OAuth session and delete all stored tokens.' This clearly distinguishes it from siblings auth_status (check state), auth_get_url (start new flow), and auth_exchange_code (complete flow), so an agent can tell them apart without opening schemas.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides an explicit WHEN TO USE section with unmistakable trigger phrases ('disconnect FreshBooks', 'sign out', 'remove my FreshBooks connection'), a concrete switching-accounts scenario, and a security rationale. It even routes the agent through the sibling flow (auth_get_url → auth_exchange_code) for re-establishing the connection.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
auth_statusA
Check whether FreshBooks is connected and return the active session details.
WHEN TO USE:
Call first in any workflow before using accounting or time-tracking tools
User asks "am I connected to FreshBooks?", "what account is linked?"
Diagnose why a tool returned an auth error
TAKES NO ARGUMENTS — safe to call anytime.
RETURNS (connected session): { connected: true, userId, accountId, businessId, email, expiresAt }
accountId and businessId are the IDs to pass to accounting and time-tracking tools
RETURNS (no session or expired token): { connected: false }
NEXT STEPS:
If connected: false → call auth_get_url to start OAuth
If connected: true → use accountId/businessId with all other tools
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries the full burden of behavioral disclosure — and it delivers by specifying the exact return contract in both states ({ connected: true, userId, accountId, businessId, email, expiresAt } vs { connected: false }) and asserting it is 'safe to call anytime.' It also explains what the returned IDs mean for downstream tools, giving the agent a workable mental model without any annotation safety cues.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is organized into labeled sections (WHEN TO USE, RETURNS connected, RETURNS no session, NEXT STEPS) with no wasted sentences, and the lead sentence's summary and front-loaded. The formatting is scannable, important for an agent parsers, and every section adds new information rather than repeating the schema.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite having no output schema and no annotations, the description fully covers what an agent needs: the no-argument case, the return shape in both success and failure states, and the follow-up action for each branch. Any complexity that would otherwise need structured fields is already handled in prose.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool has zero parameters, so the baseline is already 4. The description additionally states 'TAKES NO ARGUMENTS — safe to call anytime,' explicitly confirming to an agent that no arguments are required and removing any doubt about invocation. Nothing is left for the schema to explain.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description opens with a specific verb-resource pair: 'Check whether FreshBooks is connected and return the active session details.' This is unambiguous against the sibling set (auth_get_url, auth_exchange_code, auth_revoke), whose purposes are distinct. The NEXT STEPS section further reinforces its role as a status probe, not an auth flow mutator.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly states WHEN TO USE: call first in any workflow, when the user asks about connection state, and to diagnose auth errors. It also gives the exclusion and routing by naming the alternative directly: 'If connected: false → call auth_get_url to start OAuth.' This gives an agent deterministic selection guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
TDQS
Each tool maps to a distinct OAuth lifecycle step: checking status, generating an authorization URL, exchanging the callback code, and revoking the session. There is no meaningful overlap between the tools.
All tools share the auth_ prefix and use snake_case, which creates a clear family. The minor inconsistency is that auth_status is noun-like while auth_get_url, auth_exchange_code, and auth_revoke are action-oriented.
Four tools is well-scoped for the authentication functionality being exposed. Each tool is necessary for completing or managing the FreshBooks OAuth connection, and none are redundant.
The auth lifecycle itself is complete, but the descriptions repeatedly mention accounting and time-tracking tools that do not exist in this server. After connecting, an agent has no actual FreshBooks accounting operations to call, leaving a significant dead end.
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