How to connect Freeagent to ChatGPT

1. 1. Enable Freeagent in Metorial

   In your Metorial portal, enable the Freeagent MCP server and sign in with the account that owns the data. Access stays governed by your team policies.

2. 2. Add a custom MCP server

   On ChatGPT web, open Plugins, select +, then Add custom MCP server.

3. 3. Paste your Metorial MCP URL

   Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>), choose OAuth and accept the risk notice.

4. 4. Create and install the plugin

   Select Create as a plugin, install it and sign in to load Freeagent tools.

• List Users: Retrieve users from the FreeAgent account.
• Create Timeslip: Log a time entry (timeslip) in FreeAgent against a task and user.
• List Bank Accounts: Retrieve bank accounts from FreeAgent.
• Trial Balance Report: 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.
• Update Invoice: Update an existing invoice in FreeAgent.
• Create Contact: Create a new contact in FreeAgent.
• 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.
• Create Bill: Create a new supplier bill in FreeAgent.
• List Bank Transactions: Retrieve bank transactions for a specific bank account in FreeAgent.
• 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.
• Delete Expense: Permanently delete an expense from FreeAgent.
• And 25 more on the Freeagent MCP server page.

• Type @ and pick the plugin. The selection applies to that message only, so @mention it again when a follow-up needs fresh Freeagent data.
• For write actions, ChatGPT may ask you to confirm first, depending on the app permissions and the action.
• Once published for a workspace, ChatGPT keeps a snapshot of the tool list. When your team adds Freeagent tools in Metorial, an admin refreshes the actions in Workspace settings before they appear.
• You can use several apps in one prompt, for example read Freeagent data and then create a ticket in another app.

Add custom MCP server is missing

Workspace policy controls it. On Enterprise and Edu, an admin grants the permission to create plugins with MCPs; ask them to enable it for you.

The plugin exists but no tools appear

Creating the plugin is not enough: install it from your plugins, then start a new conversation so ChatGPT loads its tools.

ChatGPT answers without using the tools

Pick the plugin with @ in the composer and name the action you want, for example "use Metorial to look up the latest ticket".

Based on the ChatGPT MCP documentation.