Get the authorization URL for freee OAuth flow

Exchange authorization code for access token

Manually set access token for a specific company

Check authentication status for freee API tokens - Shows token validity, expiry time, and remaining minutes for one or all authenticated companies. Use to verify auth before making API calls.

Clear stored authentication tokens. If companyId is specified, clears only that company. If omitted, clears all companies. Use this when you need to re-authenticate or resolve token issues.

Get list of accessible companies - Retrieves all companies linked to your freee account in one call. Essential first step to get company IDs for subsequent API calls. Cache results as company list rarely changes.

Get specific company details - Retrieves company master data including fiscal year settings. Use this to understand accounting periods for report APIs. One-time call per session is usually sufficient.

Get list of deals (transactions) - Use with date filters and pagination for efficiency. For financial analysis, prefer aggregated report APIs (profit_loss, balance_sheet) which process thousands of transactions server-side. Only use for detailed transaction inspection.

Get specific deal details

Create a new deal (transaction)

Update an existing deal (transaction) - Modify issue date, type, or detail lines (amount, account item, tax code, description). Details array replaces all existing details. Use freee_get_deal first to review current state before updating.

Record a payment for a deal (支払消込) - Add a payment entry to settle accounts receivable/payable. Supports partial payments (amount less than deal total). Use freee_get_walletables to look up wallet account IDs. Essential for monthly closing and cash management.

Get list of account items - Retrieves chart of accounts efficiently in one call. Use this master data for mapping and filtering in reports. Cached results recommended as account structure rarely changes.

Get list of partners - Retrieves customer/vendor master data efficiently. For partner-based analysis, use profit_loss API with partner breakdown instead of aggregating individual transactions. Cache results as partner data changes infrequently.

Create a new partner

Get list of sections (departments/divisions) - Retrieves organizational units for segment reporting. Use with profit_loss breakdown_display_type="section" for departmental P&L analysis in one API call.

Get list of tags - Retrieves custom classification tags. For tag-based analysis, use profit_loss API with tag breakdown for efficient aggregation. Useful for project/campaign tracking.

Get list of tax codes (税区分マスター) - Retrieves all available tax classification codes in one call. Essential for accurate deal and invoice creation (e.g., taxable 10%, reduced 8%, exempt). Cached for 15 minutes as tax codes rarely change.

Get list of segment tags (セグメントタグ) for multi-axis analysis - Retrieves segment tags (タグ1-3) used for department/project tracking. Use with profit_loss breakdown for segment-based P&L analysis. Requires paid freee plan. Different from regular tags (freee_get_tags): segment tags enable up to 3 independent classification axes.

Create a new segment tag (セグメントタグ) - Creates a tag under segment 1-3 for department/project classification. Requires paid freee plan.

Get list of items (品目) - Retrieves product/service item master data used in invoices and deals. Items are cached for 15 minutes as master data changes infrequently. Foundation for item suggestion and bulk master context retrieval.

Get a single item (品目) by ID - Retrieves detailed information for a specific product/service item.

Get list of invoices - Retrieves invoice data with filtering options. For revenue analysis, prefer profit_loss API with partner breakdown. Use this for specific invoice management and AR tracking.

Create a new invoice

Get list of bank accounts, credit cards, and wallets - Retrieves all walletable accounts in one call. Use with withBalance=true to check current cash position across all accounts. For aggregated financial analysis, prefer balance_sheet API. Use this for account-level balance checks and cash management.

Get list of manual journal entries (振替伝票) - Supports rich filtering by date range, entry side, account, amount range, partner, and section. Max 500 records per page. For aggregated totals, prefer report APIs (profit_loss, trial_balance). Use this for reviewing individual accruals, adjustments, and reclassifications.

Get specific manual journal entry details - Retrieves full details of a single manual journal including all debit/credit line items.

Create a manual journal entry (振替伝票) - Creates a new manual journal with debit/credit entries. Essential for closing adjustments (決算整理仕訳) like depreciation, prepaid expense allocation, and provision entries. Set adjustment=true to mark as closing adjustment. Debit and credit totals must balance.

Get list of wallet transactions (口座明細) - Retrieves bank/credit card/wallet transaction entries. Requires walletableType and walletableId for specific account filtering. Use freee_get_walletables first to get account IDs. Max 100 records per page. For cash flow analysis, consider report APIs for aggregated data.

Get list of bank transfers (口座振替) - Retrieves fund movement records between bank accounts, credit cards, and wallets. Supports date range and account filtering with pagination. Use freee_get_walletables first to get account IDs. Max 100 records per page.

Get specific bank transfer details - Retrieves full details of a single fund transfer between accounts by ID.

Create a new bank transfer (口座振替) - Records a fund movement between accounts. Requires source and destination account IDs/types (use freee_get_walletables to look up). Supports bank_account, credit_card, and wallet types.

Get list of expense applications (経費精算申請) - Retrieves expense reports with filtering by status, date, applicant, approver, and amount. Supports approval workflow visibility. Use compact mode for summary statistics only.

Get specific expense application details (経費精算申請詳細) - Retrieves full details including line items, approvers, comments, and approval flow logs. Use this to get current_step_id and current_round needed for approval actions.

Approve, reject, or send back an expense application (経費精算承認) - Executes approval workflow actions. Requires target_step_id and target_round from the expense application detail (use freee_get_expense_application first). Actions: approve (承認), reject (却下), feedback (差戻し).

Get list of receipts (証憑) for electronic bookkeeping compliance (電子帳簿保存法) - Retrieves uploaded receipt images/PDFs with filtering by date, user, and status. Use compact mode for summary statistics only. Max 100 records per page.

Get specific receipt details (証憑詳細) - Retrieves full details of a single receipt including file URL, issue date, user info, and qualified invoice status. Use for individual receipt inspection and compliance verification.

Search and aggregate all deals - Auto-paginates through all matching deals and returns pre-computed summaries by partner, month, and account item. Use this instead of manual pagination with freee_get_deals for financial analysis. Returns aggregated totals, not individual records.

Summarize all invoices with payment status breakdown - Auto-paginates through all matching invoices and returns pre-computed summaries by status and partner. Shows total amounts, unpaid amounts, and overdue counts. Use this for AR tracking and cash flow analysis instead of manual pagination.

Get trial balance report - Efficiently retrieves aggregated account balances for all accounts in one API call. Use for financial analysis, balance verification, and period comparisons without processing individual transactions. Supports monthly/quarterly/annual periods.

Get profit and loss statement - Most efficient for profitability analysis. Returns revenue, COGS, operating profit, and net income in one API call. Use breakdown_display_type for segment analysis (partner/section/item/tag). Ideal for monthly trends, YoY comparisons, and KPI dashboards instead of aggregating thousands of transactions.

Get balance sheet - Efficiently retrieves financial position with assets, liabilities, and equity pre-aggregated. Use for liquidity ratios, solvency analysis, and working capital calculations. Single API call replaces complex transaction aggregation.

Get general ledger (総勘定元帳) - Retrieves detailed journal entries per account item. Use account_item_id to filter by specific account (recommended to reduce response size). Ideal for "what is recorded under account X" analysis, account item context investigation, and journal consistency checks. Use compact mode for quick overviews with totals only.

Get profit and loss statement by department (section) or segment (1/2/3) - Retrieves per-division revenue, operating profit, and cost breakdown. Use dimension parameter to select section (部門) or segment_1/2/3. Essential for divisional profitability analysis and management reporting. Requires paid freee plan.

Compare two financial periods with pre-computed diffs and percentages - Single call for YoY/MoM analysis. Returns metrics for both periods, absolute and percentage changes, and significance highlights. Eliminates LLM-side math for period comparisons.

Get monthly financial trends with summary statistics - Single call returns monthly P&L or BS data with pre-computed averages, max/min, and trend direction. Replaces 12 separate API calls and LLM-side trend analysis.

Get multi-year comparison report (2 or 3 years) for P/L or BS using freee native multi-year trial balance APIs. Returns account-level data with current year, last year (and optionally two years before), plus pre-computed year-on-year changes and percentages. More accurate than manual period comparisons for annual growth analysis.

Get consolidated cash position overview - Single call combines walletable balances, unpaid invoices (receivables), and unsettled expense deals (payables) into one summary. Provides total cash, net position, and overdue amounts for quick financial health assessment.

Run monthly closing checklist (月次決算チェックリスト) - Executes up to 6 automated checks for a given month: unprocessed bank transactions, cash/deposit balance verification against walletables, temporary account (仮払金/仮受金/立替金) review, receivable aging, payable aging, and unattached receipts. Returns per-check status (ok/warning/error) with details and an overall assessment. Use after month-end to identify outstanding items before closing.

Analyze expense structure with YoY anomaly detection and fixed/variable cost classification (費用構造分析) - Compares current and previous year P/L to flag expense items with year-over-year changes exceeding a configurable threshold. Classifies expense items as fixed or variable costs based on account category patterns. Use for cost health monitoring, identifying unexpected expense spikes, and understanding cost structure.

Get item (品目) suggestion context for a partner - Retrieves item master list and aggregates item usage history from past deals with the specified partner. Items are ranked by usage frequency with recommended unit prices and tax codes. Use partner_id or partner_name to specify the partner. Useful for consistent bookkeeping when creating new deals or invoices.

Get journal entries (仕訳帳) for a date range - Downloads all journal entries including deals, manual journals, and auto-generated entries. Uses async download API internally (request → poll → download). Ideal for monthly closing verification, anomaly detection (duplicate entries, unusual accounts), and comprehensive audit review. Returns structured data parsed from CSV. Note: may take 10-30 seconds for large date ranges.

Get all master data in one call (勘定科目・メモタグ・部門・セグメント・品目・取引先) - Bulk retrieval of reference data for advisory context. Uses parallel API calls with caching. Use include parameter to fetch only specific categories. Essential for providing accounting advice without multiple tool calls.

Check tagging consistency across deals (タグ付け一貫性チェック) - Analyzes deals to detect: (1) partners with inconsistent tag assignments, (2) deals missing tags, (3) deals missing section/segment assignments, (4) account items with deviating tag patterns. Use for bookkeeping quality assurance and ensuring consistent categorization. Returns partner-level tag patterns, segment gaps, and account-level deviations.

Get account item (勘定科目) recommendation context for a transaction - Analyzes past deals by partner/amount to suggest the most likely account items with usage frequency, tax classification, and similar transaction patterns. Ideal for consistent bookkeeping when unsure which account item to use.

Check journal entry consistency across deals (会計方針一貫性チェック) - Detects: (1) partners using multiple account items (e.g. same vendor booked to both "通信費" and "ソフトウェア使用料"), (2) tax category inconsistencies within the same partner+account combination (e.g. mix of "課税" and "不課税"). Returns severity-sorted findings with recommendations for unification.

Get accounting policy context for decision support (会計方針ガイダンスコンテキスト) - Returns similar past journal patterns, fixed asset capitalization patterns, and relevant account items with tax codes to help determine proper accounting treatment. Use when the user asks about asset vs expense classification, depreciation methods, deferred expense treatment, etc.

Analyze revenue/expense by partner with concentration risk (取引先別収益分析) - Aggregates deals by partner to show: (1) top N partners by income/expense, (2) each partner's share percentage, (3) concentration risk (top 3/5 share), (4) monthly breakdown per partner. Use for customer profitability analysis and revenue concentration risk assessment.

Accounts receivable aging analysis (売掛金エイジング分析) - Classifies unsettled income deals into aging buckets (0-30, 31-60, 61-90, 90+ days) by days since issue_date, aggregates by partner, and highlights long-overdue receivables. Use for cash flow risk assessment and collection prioritization.

Get key management KPIs in a single call (経営KPIダッシュボード) - Fetches PL, BS, and walletable data in parallel to compute profitability (revenue, operating/ordinary profit margins), safety (current ratio, equity ratio), efficiency (receivable/payable turnover days), and liquidity (cash balance, working capital). Each metric includes a health indicator (healthy/caution/warning). Use for quick executive-level financial health overview.