What Claude can do with Freeagent
Ask your agent in plain language. Each of these maps to a real tool on the server.
- Ask Claude to use the list users tool in Freeagent
- Ask Claude to use the create timeslip tool in Freeagent
- Ask Claude to use the list bank accounts tool in Freeagent
- Ask Claude to use the trial balance report tool in Freeagent
- Ask Claude to use the list bills tool in Freeagent
Add the Freeagent MCP server to Claude
Run these once. Afterwards, everyone you give access to signs in the same way.
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. Add a custom connector
Open Customize, then Connectors. Select Add, then Custom, then Web.
3. Paste your Metorial MCP URL
Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
4. Sign in
Select Add and sign in to load Freeagent tools.
Give your team Freeagent in Claude
Once Freeagent is enabled in Metorial, teammates sign in with SSO and get the same connection in Claude, with only the tools their role allows.
One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.
Freeagent tools available in Claude
Full descriptions and inputs are on the Freeagent MCP server page.
- 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.
Using Freeagent tools in Claude
What to expect once Freeagent is connected.
- Turn Metorial on for a conversation with the + button, then Connectors; each connector has its own toggle.
- Claude asks before it runs a Freeagent tool. Choose Allow always only for tools you trust to run unsupervised.
- Use the Search and tools menu to switch off tools you do not need in the current conversation.
- Remove the connector from Customize, then Connectors. Team and Enterprise owners can do this for the whole organization.
Troubleshooting Claude
- Members on a Team or Enterprise plan cannot add the connector
- On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.
- The Free plan only allows one custom connector
- One is enough: your Metorial URL carries every app your team approves, so you never need a second connector.
- Tools do not show up in a chat
- Connectors are switched on per conversation. Open the + menu in the chat, choose Connectors, and turn Metorial on.
Based on the Claude MCP documentation.
Frequently asked questions
Common questions about connecting Freeagent to AI agents with Metorial.
Does Claude support the Freeagent MCP server?
Yes. Claude connects to the Freeagent MCP server through its connector settings, pointed at your Metorial URL. You need any Claude plan; Free plans allow one custom connector.Do I need an API key to connect Freeagent to Claude?
No. You sign in to Freeagent once through Metorial, and Claude uses that connection. No API keys go into Claude's settings.Which Freeagent tools can Claude use?
All 40 Freeagent tools your team allows, such as List Users, Create Timeslip, List Bank Accounts. Admins can narrow that list per team.Can I control which teammates use Freeagent in Claude?
Yes. Role-based access control decides who can use Freeagent and which of its tools appear in Claude, and every call is logged with the person's identity.What if Claude doesn't show Freeagent tools?
On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.
Zoho
Quickbooks