Freshbooks MCP server

Connect Freshbooks to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Freshbooks MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the manage time entries tool in Freshbooks
  • Use the manage projects tool in Freshbooks
  • Use the manage clients tool in Freshbooks
  • Use the get invoice tool in Freshbooks
  • Use the manage estimates tool in Freshbooks
  • Use the list invoices tool in Freshbooks

Supported Tools

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. Select the account or business discovered by get_identity.

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. Select the account or business discovered by get_identity.

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 mark them inactive (retained history).

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. Estimate email delivery is currently unavailable through this tool; use FreshBooks to send an estimate.

list_invoices

List Invoices

Search and list invoices in FreshBooks. Supports filtering by client, status, date range, and invoice number. 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 and invoice. Returns paginated results.

list_clients

List Clients

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

list_expenses

List Expenses

Search and list expenses in FreshBooks. Supports filtering by client, category, project, and date range. 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. Select the account or business discovered by get_identity.

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. Select the account or business discovered by get_identity.

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).

get_resource

Get Resource

Read one payment, expense, estimate, project, time entry, tax, or billable item by its exact ID in the selected authorized account/business. Returns the exact identifiers and provider state needed for follow-up work.

get_identity

Get Identity

Discover your FreshBooks identity and authorized business/account memberships. Use the returned accountId or businessId to select the exact scope for accounting, project, and time-tracking tools.

list_resources

List Resources

List estimates, credit notes, or expense categories in the selected accounting account with exact IDs and provider pagination. Expense categories supply the categoryId required for expense creation.

Connect Freshbooks to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Freshbooks in Metorial. In your Metorial portal, enable the Freshbooks 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 Freshbooks tools.

Run Freshbooks through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Freshbooks and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Freshbooks tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Freshbooks

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

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.

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.

Jira

Create, read, update, and delete issues across projects. Search issues using JQL queries. Manage projects, boards, sprints, and epics for agile workflows. Log work time, add comments and attachments, and transition issues through workflow statuses. Create and manage project versions/releases, issue links, filters, and dashboards. Query users, groups, and permissions.

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.

Technical notes for Freshbooks

Discover authorized accounts and businesses, manage clients and draft invoices, record payments and expenses, and manage estimates, credit notes, taxes, billable items, projects and time entries.

Frequently asked questions

Common questions about connecting Freshbooks to AI agents with Metorial.

  1. How many tools does the Freshbooks MCP server have?
    The Freshbooks MCP server exposes 23 tools, including Manage Time Entries, Manage Projects, Manage Clients. Each one is governed and traced through Metorial.
  2. Freshbooks exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Freshbooks MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Freshbooks and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Freshbooks MCP server yourself or use the hosted gateway.

Connect Freshbooks to production AI agents

See how Metorial gives your team governed access to Freshbooks, with tracing and security controls built in.