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samaxbytez

freeagent-mcp-server

by samaxbytez

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FREEAGENT_SANDBOXNoSet to true for sandbox (defaults to production)
FREEAGENT_BASE_URLNoOverride API base URL
FREEAGENT_CLIENT_IDNoOAuth2 client ID from Developer Dashboard
FREEAGENT_ACCESS_TOKENNoDirect access token (skips stored token flow)
FREEAGENT_CLIENT_SECRETNoOAuth2 client secret from Developer Dashboard

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
freeagent_get_companyA

Get information about the authenticated FreeAgent company, including name, type, currency, and other settings.

freeagent_list_business_categoriesB

List the available business categories for the company. These are used to classify the type of business.

freeagent_get_tax_timelineA

Get the tax timeline for the company, showing upcoming tax deadlines and obligations.

freeagent_list_usersB

List all users in the FreeAgent account

freeagent_get_userA

Get a specific user by ID

freeagent_get_current_userA

Get the currently authenticated user

freeagent_create_userC

Create a new user in the FreeAgent account

freeagent_update_userC

Update an existing user

freeagent_delete_userB

Delete a user from the FreeAgent account

freeagent_list_contactsB

List contacts from FreeAgent with optional filtering and sorting

freeagent_get_contactA

Get a single contact from FreeAgent by ID

freeagent_create_contactA

Create a new contact in FreeAgent. Must provide either first_name and last_name, or organisation_name.

freeagent_update_contactC

Update an existing contact in FreeAgent

freeagent_delete_contactB

Delete a contact from FreeAgent

freeagent_list_projectsA

List projects from FreeAgent, optionally filtered by view, sort order, or contact

freeagent_get_projectB

Get a single project from FreeAgent by ID

freeagent_create_projectC

Create a new project in FreeAgent

freeagent_update_projectC

Update an existing project in FreeAgent

freeagent_delete_projectB

Delete a project from FreeAgent

freeagent_list_tasksB

List tasks from FreeAgent. Optionally filter by view, project, or updated_since.

freeagent_get_taskB

Get a specific task by ID from FreeAgent.

freeagent_create_taskB

Create a new task in FreeAgent. The project URL is required and passed as a query parameter.

freeagent_update_taskC

Update an existing task in FreeAgent.

freeagent_delete_taskB

Delete a task from FreeAgent.

freeagent_list_timeslipsB

List timeslips from FreeAgent. Can be filtered by date range, user, task, project, and billing status.

freeagent_get_timeslipB

Get a single timeslip by its ID.

freeagent_create_timeslipB

Create a new timeslip in FreeAgent for tracking time against a project task.

freeagent_update_timeslipB

Update an existing timeslip in FreeAgent.

freeagent_delete_timeslipB

Delete a timeslip from FreeAgent.

freeagent_start_timerA

Start a running timer on a timeslip. The timeslip will accumulate time until the timer is stopped.

freeagent_stop_timerB

Stop a running timer on a timeslip.

freeagent_list_invoicesB

List invoices from FreeAgent, optionally filtered by view, sort order, contact, project, or updated date

freeagent_get_invoiceB

Get a single invoice from FreeAgent by ID

freeagent_create_invoiceB

Create a new invoice in FreeAgent

freeagent_update_invoiceC

Update an existing invoice in FreeAgent

freeagent_delete_invoiceB

Delete an invoice from FreeAgent

freeagent_mark_invoice_as_sentB

Mark an invoice as sent in FreeAgent

freeagent_mark_invoice_as_draftB

Mark an invoice as draft in FreeAgent

freeagent_mark_invoice_as_cancelledC

Cancel an invoice in FreeAgent

freeagent_send_invoice_emailB

Send an invoice by email from FreeAgent

freeagent_list_estimatesB

List estimates from FreeAgent with optional filtering

freeagent_get_estimateB

Get a single estimate from FreeAgent by ID

freeagent_create_estimateB

Create a new estimate in FreeAgent

freeagent_update_estimateB

Update an existing estimate in FreeAgent

freeagent_delete_estimateB

Delete an estimate from FreeAgent

freeagent_mark_estimate_as_sentB

Mark an estimate as sent in FreeAgent

freeagent_mark_estimate_as_approvedB

Mark an estimate as approved in FreeAgent

freeagent_list_billsB

List bills from FreeAgent with optional filtering by view, date range, contact, or project

freeagent_get_billA

Get a single bill from FreeAgent by ID

freeagent_create_billC

Create a new bill in FreeAgent. bill_items should be a JSON string array of objects with category (URL), description, total_value, and sales_tax_rate.

freeagent_update_billB

Update an existing bill in FreeAgent

freeagent_delete_billB

Delete a bill from FreeAgent

freeagent_list_credit_notesC

List credit notes from FreeAgent with optional filtering and sorting

freeagent_get_credit_noteA

Get a single credit note from FreeAgent by ID

freeagent_create_credit_noteC

Create a new credit note in FreeAgent

freeagent_update_credit_noteB

Update an existing credit note in FreeAgent

freeagent_delete_credit_noteB

Delete a credit note from FreeAgent

freeagent_list_expensesA

List expenses from FreeAgent with optional filtering by view, date range, and project

freeagent_get_expenseB

Get a single expense from FreeAgent by ID

freeagent_create_expenseC

Create a new expense in FreeAgent

freeagent_update_expenseB

Update an existing expense in FreeAgent

freeagent_delete_expenseB

Delete an expense from FreeAgent

freeagent_list_bank_accountsA

List bank accounts from FreeAgent with optional view filter

freeagent_get_bank_accountB

Get a single bank account from FreeAgent by ID

freeagent_create_bank_accountB

Create a new bank account in FreeAgent

freeagent_update_bank_accountB

Update an existing bank account in FreeAgent

freeagent_delete_bank_accountB

Delete a bank account from FreeAgent

freeagent_list_bank_transactionsB

List bank transactions from FreeAgent for a specific bank account

freeagent_get_bank_transactionB

Get a single bank transaction from FreeAgent by ID

freeagent_list_categoriesC

List all categories from FreeAgent, optionally including sub-accounts

freeagent_get_categoryB

Get a single category from FreeAgent by nominal code

freeagent_get_profit_and_lossB

Get the profit and loss summary from FreeAgent with optional date range filtering

freeagent_get_balance_sheetB

Get the balance sheet from FreeAgent, optionally as at a specific date

freeagent_get_opening_balancesA

Get the opening balances from the FreeAgent balance sheet

freeagent_get_trial_balanceC

Get the trial balance summary from FreeAgent with optional date range filtering

freeagent_get_trial_balance_openingA

Get the trial balance opening balances from FreeAgent

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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