FreeAgent MCP Server

List all contacts in your FreeAgent account with pagination support.

Retrieve detailed information about a specific contact by ID.

Create a new contact in FreeAgent.

List invoices in your FreeAgent account with filtering and pagination.

Retrieve detailed information about a specific invoice.

Create a new invoice in FreeAgent.

Move a FreeAgent invoice between lifecycle states: mark as sent, cancelled, draft, scheduled, or convert to a credit note. Use after freeagent_invoice_from_timeslips or freeagent_create_invoice to take a draft through to sent.

List estimates (quotes) with filtering and pagination.

Retrieve detailed information about a specific estimate by ID.

Draft a new estimate (quote) for a contact.

Move an estimate through its lifecycle: mark as sent, approved, rejected, cancelled, back to draft, or convert to an invoice.

List recurring invoice templates with filtering and pagination.

Retrieve a specific recurring invoice template by ID.

List price list (catalog) items available to use as invoice/estimate line items.

Retrieve a specific price list item by ID.

Create a new catalog item that can be reused on invoices and estimates.

Draft an invoice from a contact's unbilled timeslips in one call. Resolves the contact by name/ID/URL, finds active projects, collects unbilled timeslips in the given date range (defaults: first day of previous month → today), groups by task using the task or project billing rate, and posts a draft …

List expenses in your FreeAgent account with filtering and pagination.

Retrieve detailed information about a specific expense by ID.

Create a new expense in FreeAgent, including regular expenses or mileage claims.

Update an existing expense in FreeAgent. Only provide the fields you want to change.

List supplier bills with filtering and pagination.

Retrieve detailed information about a specific supplier bill by ID.

Create a new supplier bill in FreeAgent. Used to record money owed to suppliers.

Log a regular expense in one call. Takes a POSITIVE amount plus `kind` ('expense' or 'refund') — the tool applies the correct sign, so you never send a negative value. Accepts a category name, nominal code, or URL; accepts a user email, ID, or URL (defaults to the sole user on the account). Use free…

List timeslips in your FreeAgent account with filtering and pagination.

Retrieve detailed information about a specific timeslip by ID.

Create a new timeslip (time tracking entry) in FreeAgent.

Update an existing timeslip. Supports setting `billed_on_invoice` to link the timeslip to an invoice, though FreeAgent may reject external writes to that field.

List all bank accounts in your FreeAgent account.

Retrieve detailed information about a specific bank account by ID.

List bank transactions for a specific bank account with pagination and filtering.

Get detailed information about a specific bank transaction including amount, description, and explanation status.

List bank transaction explanations showing how transactions were categorized or linked to invoices, bills, or transfers.

Get detailed information about a specific bank transaction explanation including categorization, tax info, and linked entities.

Create an explanation for a bank transaction by linking it to invoices, bills, or categories.

Update an existing bank transaction explanation. Only provide the fields you want to change.

Explain a bank transaction in one call. Accepts a human-friendly hint (category name like 'Travel', nominal code like '285', or invoice reference like 'INV-001') and resolves it to the correct FreeAgent URL server-side. Auto-fills date and amount from the transaction, so you do not need to call get_…

List all projects in your FreeAgent account with filtering and pagination.

Retrieve detailed information about a specific project by ID.

Create a new project in FreeAgent.

List tasks in your FreeAgent account with filtering and pagination.

Retrieve detailed information about a specific task by ID.

Create a new task within a project in FreeAgent.

List all categories in your FreeAgent account for expenses, invoices, and transactions.

Retrieve detailed information about a specific category by nominal code.

Retrieve information about your FreeAgent company account.

List all users in your FreeAgent account.

Search the FreeAgent tool catalog and return JSONSchema definitions for matching tools. Use this to discover which tool to call before invoking freeagent_call_tool. Supports 'select:name1,name2' for direct name lookup, '+required optional' to require specific keywords, or plain keywords for a ranked…

Invoke a FreeAgent catalog tool by name with the given arguments. Pair with freeagent_search_tools to discover tool names and input schemas — this meta-tool validates arguments against the target tool's Zod schema before dispatching.