Connect Freshbooks to AI agents

Connect Freshbooks 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.

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Supported Tools

Tools20Triggers11

manage_time_entries

Manage Time Entries

Create, update, or delete time entries in FreshBooks. Log time worked against clients and projects with duration, notes, and billable status. Requires a **businessId** in the configuration.

manage_projects

Manage Projects

Create, update, or delete projects in FreshBooks. Projects are associated with clients and can be either fixed-price or hourly-rate. Time entries can be logged against projects. Requires a **businessId** in the configuration.

manage_clients

Manage Clients

Create, update, or delete client records in FreshBooks. Clients are entities you send invoices to. Use this tool to add new clients, update their contact and billing information, or archive them.

get_invoice

Get Invoice

Retrieve detailed information about a specific invoice by its ID. Returns full invoice data including line items, amounts, status, and dates.

manage_estimates

Manage Estimates

Create, update, delete, or send estimates in FreshBooks. Estimates allow clients to review and agree on price and scope before work begins. Use the "send" action to email estimates to clients.

list_invoices

List Invoices

Search and list invoices in FreshBooks. Supports filtering by client, status, date range, and amount. Returns paginated results with key invoice summary information.

manage_expenses

Manage Expenses

Create, update, or delete expenses in FreshBooks. Track business expenses with amounts, categories, vendors, taxes, and optional project associations.

get_client

Get Client

Retrieve detailed information about a specific client by their ID. Returns full contact details, billing address, and preferences.

manage_payments

Manage Payments

Record, update, or delete payments against invoices in FreshBooks. Use this to track payments received from clients. Payments are linked to a specific invoice.

list_payments

List Payments

Search and list payments in FreshBooks. Supports filtering by client, invoice, date range, and payment type. Returns paginated results.

list_clients

List Clients

Search and list clients in FreshBooks. Supports filtering by email, organization, name, and status. Returns paginated results with key contact and billing information.

list_expenses

List Expenses

Search and list expenses in FreshBooks. Supports filtering by client, vendor, category, project, date range, and status. Returns paginated results.

manage_invoices

Manage Invoices

Create, update, or delete invoices in FreshBooks. New invoices are created in **Draft** status. Use the "send" action to email invoices to clients, or "markAsSent" to mark them as sent without sending an email. Supports line items with taxes, discounts, terms, and notes.

list_time_entries

List Time Entries

Search and list time entries in FreshBooks. Supports filtering by date range, project, client, and billing status. Requires a **businessId** in the configuration.

manage_credit_notes

Manage Credit Notes

Create, update, or delete credit notes in FreshBooks. Credit notes are used for client refunds or adjustments and can include line items similar to invoices.

list_projects

List Projects

List all projects in FreshBooks. Returns project details including title, client, type, and duration. Requires a **businessId** in the configuration.

manage_items

Manage Items

Create, update, or delete billable items in FreshBooks. Items are reusable products/services with predefined names, descriptions, and rates that can be quickly added to invoices.

list_items

List Items

List billable items in FreshBooks. Returns reusable product/service records with names, descriptions, and rates.

list_taxes

List Taxes

List all configured tax rates in FreshBooks. Returns tax names, percentages, compound status, and registration numbers.

manage_taxes

Manage Taxes

Create, update, or delete tax configurations in FreshBooks. Taxes can be applied to invoices and line items. Supports compound taxes (calculated on top of primary taxes).

More integrations teams use with Freshbooks

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

GitLab

Manage GitLab projects, repositories, issues, merge requests, releases, and CI/CD workflows from one provider. Includes pipeline, job, variable, environment, schedule, trigger, runner, deployment, CI lint, and test report tools.

Technical notes for Freshbooks

Create and manage invoices, estimates, expenses, and payments for small business accounting. Track time entries against projects, manage clients and vendors, record bill payments, and generate financial reports including profit & loss, balance sheet, and cash flow. Create credit notes, configure taxes, manage billable items and services, and send invoices and estimates via email. Supports webhooks for real-time notifications on changes to invoices, clients, expenses, payments, projects, and more.

Connect Freshbooks to production AI agents

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

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Frequently asked questions

Common questions about connecting Freshbooks to AI agents with Metorial.

  1. Can Metorial connect Freshbooks to AI agents?
    Yes. Metorial connects AI agents to Freshbooks 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.