list_users
List Users
Retrieve users from the FreeAgent account. Can filter by role (staff, advisors, etc.).
list_users
Retrieve users from the FreeAgent account. Can filter by role (staff, advisors, etc.).
create_timeslip
Log a time entry (timeslip) in FreeAgent against a task and user. Requires the task, user, date, and hours.
list_bank_accounts
Retrieve bank accounts from FreeAgent. Optionally filter by account type (standard, credit card, PayPal).
get_trial_balance
Retrieve the Trial Balance summary from FreeAgent, listing all categories with their balances for a given date range.
list_bills
Retrieve supplier bills from FreeAgent. Supports filtering by status, date range, contact, or project.
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 a new contact in FreeAgent. Provide either an organisation name, or first and last name, or both.
list_expenses
Retrieve expenses from FreeAgent with optional filtering by date range, project, or view type (recent, recurring).
list_credit_notes
Retrieve credit notes from FreeAgent with optional filtering by status, contact, or project.
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 a new supplier bill in FreeAgent. Requires a contact, reference, date, due date, and at least one line item.
list_bank_transactions
Retrieve bank transactions for a specific bank account in FreeAgent. Can filter by date range and explanation status.
get_company
Retrieve company information from FreeAgent including name, type, currency, start dates, and tax settings.
list_invoices
Retrieve invoices from FreeAgent with filtering by status, contact, project, and date. Can optionally include nested line items.
delete_expense
Permanently delete an expense from FreeAgent. This cannot be undone.
update_project
Update an existing project in FreeAgent. Only the provided fields will be changed.
list_tasks
Retrieve tasks from FreeAgent. Tasks are billable activities that belong to projects and can have timeslips logged against them.
update_timeslip
Update an existing time entry in FreeAgent. Can also start or stop a running timer on the timeslip.
delete_invoice
Permanently delete an invoice from FreeAgent. This cannot be undone.
get_contact
Retrieve a single contact by ID, including all details such as address, billing preferences, and project counts.
delete_contact
Permanently delete a contact from FreeAgent. This action cannot be undone.
create_task
Create a new task within a FreeAgent project. Tasks define billable activities that can have timeslips logged against them.
update_contact
Update an existing contact's details in FreeAgent. Only the provided fields will be changed.
delete_project
Permanently delete a project from FreeAgent. Only deletable projects can be removed.
delete_timeslip
Permanently delete a timeslip (time entry) from FreeAgent.
list_contacts
Retrieve a list of contacts (customers, suppliers, etc.) from FreeAgent. Supports filtering by status, sorting, and pagination.
create_estimate
Create a new estimate (quote) in FreeAgent for a contact. Estimates can later be converted to invoices.
list_timeslips
Retrieve time tracking entries (timeslips) from FreeAgent. Can filter by date range, user, task, project, or billing status.
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
Retrieve estimates from FreeAgent. Can filter by contact, project, or include nested line items.
get_balance_sheet
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
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
Retrieve the chart of accounts (categories) from FreeAgent. Returns Admin Expenses, Cost of Sales, Income, and General categories. Optionally include sub-accounts.
get_invoice
Retrieve a single invoice by ID with full details including line items, status, and payment information.
update_expense
Update an existing expense in FreeAgent. Only the provided fields will be changed.
list_projects
Retrieve projects from FreeAgent with optional filtering by status or contact.
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 a new project in FreeAgent linked to a contact. Projects can track time, expenses, and invoices for a client engagement.
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.
Common questions about connecting Freeagent to AI agents with Metorial.