FreeAgent MCP Server
for AI Agents

Create a new bank account in FreeAgent with a specified type, currency, and opening balance

Retrieve all bank accounts linked to the FreeAgent company, filterable by account type

Retrieve a single bank account by its unique ID

Update an existing bank account's name, bank name, or personal flag

Permanently delete a bank account from FreeAgent

Retrieve all bank transactions for a specific bank account, with optional date, status, and upload filters

Retrieve a single bank transaction by its unique ID, including full explanation details

Permanently delete a bank transaction from FreeAgent

Create a new bill (accounts payable) in FreeAgent with one or more line items

Retrieve all bills (accounts payable) with optional filtering by contact, project, payment status, and date range

Retrieve a single bill by ID, including bill items, payment status, and attachment details

Update an existing bill's details, line items, or add/remove bill items

Permanently delete a bill and its associated bill items from FreeAgent

Create a custom accounting category in FreeAgent

Retrieve a single accounting category by its nominal code

Update a custom accounting category by nominal code

Delete a user-created accounting category by nominal code

Create a new contact (client or supplier) in FreeAgent

Retrieve all contacts (clients and suppliers) with optional filtering by type, status, and activity

Retrieve a single contact by ID with full profile, balance, and CIS details

Update an existing contact's details, address, invoice settings, or CIS configuration

Permanently delete a contact from FreeAgent

Create a new credit note in Draft status for a specified contact

Retrieve all credit notes with optional filtering by contact, project, status, and date

Retrieve a single credit note by ID with full line item and payment details

Update an existing credit note's details, line items, or display settings

Permanently delete a credit note from FreeAgent

Create a new estimate, quote, or proposal in FreeAgent for a specified contact

Retrieve all estimates with optional filtering by contact, project, invoice, status, and date range

Retrieve a single estimate by ID with full line items, status, and VAT details

Update an existing estimate's details, notes, or display settings

Permanently delete an estimate from FreeAgent (cannot delete estimates with Invoiced status)

Add a new line item to an existing estimate

Update an existing estimate line item

Remove a line item from an estimate

Retrieve the default additional text shown on all estimates

Update the default additional text shown on all estimates

Remove the default additional text from all estimates

Create a new out-of-pocket expense or mileage claim in FreeAgent

Retrieve all out-of-pocket expenses with optional filtering by user, project, status, and date range

Retrieve a single expense by ID with full category, tax, rebill, and attachment details

Update an existing expense's details, tax, rebill settings, or recurring schedule

Permanently delete an expense from FreeAgent

Create a new draft invoice in FreeAgent with line items and optional auto-billing of timeslips, expenses, or estimates

Retrieve all invoices with optional filtering by contact, project, status, date range, and sort order

Retrieve a single invoice by ID with full line items, payment status, and payment methods

Update an existing invoice's details, line items, payment methods, or display settings

Permanently delete an invoice from FreeAgent

Retrieve the default additional text shown on all invoices

Update the default additional text shown on all invoices

Remove the default additional text from all invoices

Create a new project in FreeAgent linked to a contact with budget, billing rate, and IR35 settings

Retrieve all projects with optional filtering by contact, status, sort order, and nested contact details

Retrieve a single project by ID with full budget, billing, and IR35 details

Update an existing project's name, status, budget, billing rate, or other settings

Permanently delete a project from FreeAgent

Retrieve all recurring invoice profiles with optional filtering by contact, project, and status

Retrieve a single recurring invoice by ID with full schedule, line items, and payment methods

Create a new task under a specific project in FreeAgent

Retrieve all tasks with optional filtering by project, status, date, and sort order

Retrieve a single task by ID with full billing rate, status, and deletability info

Update an existing task's name, billing rate, status, or billable flag

Permanently delete a task from FreeAgent

Create a new timeslip (time entry) in FreeAgent for a user, task, and project

Retrieve all timeslips (time entries) with optional filtering by user, project, task, status, and date range

Retrieve a single timeslip by ID with full hours, billing, and timer details

Update an existing timeslip's hours, date, task, project, user, or comment

Permanently delete a timeslip from FreeAgent

Create a new user with a specified role and permission level in FreeAgent

Retrieve all users with optional filtering by role type (staff, advisors, active)

Retrieve a single user by ID with full role, permissions, and tax details

Update an existing user's details, role, or permissions

Permanently delete a user from FreeAgent

Retrieve the authenticated user's personal profile (minimum Time access)

Update the authenticated user's own profile (minimum Time access)