Skip to content

FreshBooks MCP - Accounting Automation for Hermes Agent

FreshBooks MCP connects your AI agent directly to FreshBooks accounting - manage clients, create and send invoices, track expenses, and record payments without touching the FreshBooks dashboard.

What It Does

FreshBooks MCP brings small-business accounting into the agent workflow:

  • Client management - List, search, create, and update clients
  • Invoice operations - Create, send, and track invoices with line items
  • Expense tracking - Log expenses with categories, attachments, and tax info
  • Payment recording - Record payments against invoices, track outstanding balances
  • Reports access - Pull profit & loss, expense reports, and invoice aging

Quick Setup

Prerequisites

  • FreshBooks account: Sign up at freshbooks.com
  • FreshBooks API credentials: Generate from FreshBooks Developer dashboard
  • Node.js 18+ on your machine

Add to Hermes Agent

# Clone and configure
git clone https://github.com/codeChap/mcp-server-freshbooks
cd mcp-server-freshbooks
npm install

{
  "mcpServers": {
    "freshbooks": {
      "command": "node",
      "args": ["path/to/mcp-server-freshbooks/index.js"],
      "env": {
        "FRESHBOOKS_CLIENT_ID": "your_client_id",
        "FRESHBOOKS_CLIENT_SECRET": "your_client_secret",
        "FRESHBOOKS_REDIRECT_URI": "http://localhost:3000/callback",
        "FRESHBOOKS_ACCOUNT_ID": "your_account_id"
      }
    }
  }
}

Key Capabilities

Tool Description
list_clients List all clients with search and filter
get_client Get client details by ID
create_client Create a new client with contact info
create_invoice Create an invoice with line items, taxes, and due dates
send_invoice Send an invoice to the client via email
list_invoices List invoices with status filters (draft, sent, paid, overdue)
create_expense Log an expense with category, amount, and receipt attachment
list_expenses List expenses with date range and category filters
record_payment Record a payment against one or more invoices
get_profit_loss Pull profit & loss report for a date range

Use Cases for Business Operators

1. Automated Client Invoicing

Have your agent generate and send invoices based on completed work:

Agent prompt: "We just finished the website redesign for Acme Corp.
Create a FreshBooks invoice for $4,500 - 50% deposit already paid.
Line items: Design ($2,000), Development ($2,000), Project Management ($500).
Send to billing@acmecorp.com with net-30 terms."

2. Expense Reconciliation

Feed receipts to your agent for automatic logging:

Agent prompt: "I have 15 receipts from my business trip. Extract the amounts,
categorize them (travel, meals, software, office), and log each
as a FreshBooks expense against the correct client project."

3. Cash Flow Monitoring

Get real-time financial visibility:

Agent prompt: "What's my cash position? Show me all outstanding invoices
over 30 days, total unbilled work, and upcoming expenses for the next 2 weeks.
Flag any clients who are 60+ days past due."

4. Tax Preparation

Pull categorized financials for tax season:

Agent prompt: "Pull my full-year 2026 P&L broken down by category.
Export all expenses with receipts for my CPA. Flag any large
uncategorized transactions."

Integration with CorpusIQ

FreshBooks MCP + CorpusIQ = complete financial operations:

  1. CorpusIQ Stripe connector → auto-record payments against FreshBooks invoices
  2. CorpusIQ email connector → find vendor invoices for expense creation
  3. AI agent → reconcile Stripe payouts, bank feeds, and FreshBooks in one pass
  4. CorpusIQ Gmail connector → auto-attach emailed receipts to expenses

This replaces the manual "export CSV from Stripe, import to FreshBooks, match by hand" workflow with an agent that does it in seconds.

Pricing

  • FreshBooks MCP: Open source (MIT), free
  • FreshBooks: Plans start at $19/month (Lite), $33/month (Plus), $60/month (Premium)
  • API access: Available on Plus plan and above

Limitations

  • OAuth2 flow requires browser interaction for initial setup
  • FreshBooks API rate limits apply (typically 100 requests/minute)
  • Multi-currency requires Plus plan or higher

← External MCP Catalog | MCP Overview

Contact Terms Privacy Pricing