Connect Freeagent to AI agents

Connect Freeagent to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

list_users

List Users

Retrieve users from the FreeAgent account. Can filter by role (staff, advisors, etc.).

create_timeslip

Create Timeslip

Log a time entry (timeslip) in FreeAgent against a task and user. Requires the task, user, date, and hours.

list_bank_accounts

List Bank Accounts

Retrieve bank accounts from FreeAgent. Optionally filter by account type (standard, credit card, PayPal).

get_trial_balance

Trial Balance Report

Retrieve the Trial Balance summary from FreeAgent, listing all categories with their balances for a given date range.

list_bills

List Bills

Retrieve supplier bills from FreeAgent. Supports filtering by status, date range, contact, or project.

update_invoice

Update Invoice

Update an existing invoice in FreeAgent. Use status transitions to change invoice status (mark as sent, cancelled, draft, or scheduled). Only the provided fields will be modified.

create_contact

Create Contact

Create a new contact in FreeAgent. Provide either an organisation name, or first and last name, or both.

list_expenses

List Expenses

Retrieve expenses from FreeAgent with optional filtering by date range, project, or view type (recent, recurring).

list_credit_notes

List Credit Notes

Retrieve credit notes from FreeAgent with optional filtering by status, contact, or project.

create_expense

Create Expense

Record a new business expense in FreeAgent. Requires user, category, date, and gross value. Can be linked to a project.

create_bill

Create Bill

Create a new supplier bill in FreeAgent. Requires a contact, reference, date, due date, and at least one line item.

list_bank_transactions

List Bank Transactions

Retrieve bank transactions for a specific bank account in FreeAgent. Can filter by date range and explanation status.

get_company

Get Company

Retrieve company information from FreeAgent including name, type, currency, start dates, and tax settings.

list_invoices

List Invoices

Retrieve invoices from FreeAgent with filtering by status, contact, project, and date. Can optionally include nested line items.

delete_expense

Delete Expense

Permanently delete an expense from FreeAgent. This cannot be undone.

update_project

Update Project

Update an existing project in FreeAgent. Only the provided fields will be changed.

list_tasks

List Tasks

Retrieve tasks from FreeAgent. Tasks are billable activities that belong to projects and can have timeslips logged against them.

update_timeslip

Update Timeslip

Update an existing time entry in FreeAgent. Can also start or stop a running timer on the timeslip.

delete_invoice

Delete Invoice

Permanently delete an invoice from FreeAgent. This cannot be undone.

get_contact

Get Contact

Retrieve a single contact by ID, including all details such as address, billing preferences, and project counts.

delete_contact

Delete Contact

Permanently delete a contact from FreeAgent. This action cannot be undone.

create_task

Create Task

Create a new task within a FreeAgent project. Tasks define billable activities that can have timeslips logged against them.

update_contact

Update Contact

Update an existing contact's details in FreeAgent. Only the provided fields will be changed.

delete_project

Delete Project

Permanently delete a project from FreeAgent. Only deletable projects can be removed.

delete_timeslip

Delete Timeslip

Permanently delete a timeslip (time entry) from FreeAgent.

list_contacts

List Contacts

Retrieve a list of contacts (customers, suppliers, etc.) from FreeAgent. Supports filtering by status, sorting, and pagination.

create_estimate

Create Estimate

Create a new estimate (quote) in FreeAgent for a contact. Estimates can later be converted to invoices.

list_timeslips

List Timeslips

Retrieve time tracking entries (timeslips) from FreeAgent. Can filter by date range, user, task, project, or billing status.

create_invoice

Create Invoice

Create a new draft invoice in FreeAgent. Requires a contact ID and date. Optionally include line items, payment terms, and other invoice details. Invoices are always created in Draft status.

list_estimates

List Estimates

Retrieve estimates from FreeAgent. Can filter by contact, project, or include nested line items.

get_balance_sheet

Balance Sheet Report

Retrieve the Balance Sheet report from FreeAgent. Returns capital assets, current assets, current liabilities, net current assets, and owner's equity as at a specific date.

get_profit_and_loss

Profit & Loss Report

Retrieve the Profit & Loss summary report from FreeAgent for a given date range. Returns income, expenses, operating profit, deductions, and retained profit. Date range must be within 12 months or a single accounting year.

list_categories

List Categories

Retrieve the chart of accounts (categories) from FreeAgent. Returns Admin Expenses, Cost of Sales, Income, and General categories. Optionally include sub-accounts.

get_invoice

Get Invoice

Retrieve a single invoice by ID with full details including line items, status, and payment information.

update_expense

Update Expense

Update an existing expense in FreeAgent. Only the provided fields will be changed.

list_projects

List Projects

Retrieve projects from FreeAgent with optional filtering by status or contact.

email_invoice

Email Invoice

Send an invoice to a recipient via email. The invoice must exist and have a valid status. You can customise the email subject, body, and recipients, or use the saved email template.

create_project

Create Project

Create a new project in FreeAgent linked to a contact. Projects can track time, expenses, and invoices for a client engagement.

More integrations teams use with Freeagent

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Abstract

Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.

Acculynx

Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.

Acuity Scheduling

Create, retrieve, update, cancel, and reschedule appointments. Manage availability by querying open dates and time slots for appointment types and calendars. Block time slots to prevent bookings. Manage client records including creation, retrieval, updates, and deletion. List appointment types, add-ons, calendars, and intake forms. Create and validate gift certificates, packages, and coupons. Retrieve orders and product listings. Subscribe to webhooks for appointment and order events.

Agiled

Manage business operations including CRM, projects, finances, and HR in one platform. Create, update, and retrieve contacts, leads, accounts, and deals with custom pipeline stages. Create and manage projects, tasks, and time entries. Generate and send invoices, estimates, and track expenses. Create contracts, collect e-signatures, and manage proposals. Handle employee records, departments, attendance, and leave tracking. Create and manage support tickets. Track products and packages. Listen for events on new contacts, contracts, invoices, projects, tasks, employees, tickets, and CRM changes via webhooks.

Technical notes for Freeagent

Create, manage, and track invoices, expenses, and bank transactions for UK-focused small business accounting. Manage contacts, projects, and timeslips for time tracking and billing. Run payroll, generate financial reports (Profit & Loss, Balance Sheet, Trial Balance, Cashflow), and handle UK tax compliance including VAT returns, Self Assessment, and Corporation Tax. Track capital assets, stock items, and hire purchases. Create recurring invoices, reconcile bank transactions, manage journal entries, and administer company users and permissions.

Connect Freeagent to production AI agents

See how Metorial gives Freeagent access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Freeagent to AI agents with Metorial.

  1. Can Metorial connect Freeagent to AI agents?
    Yes. Metorial connects AI agents to Freeagent through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.