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.

Supported Triggers

payment_events

Payment Events

Triggered when payments are created, updated, or deleted in FreshBooks.

item_events

Item Events

Triggered when billable items are created, updated, or deleted in FreshBooks.

invoice_events

Invoice Events

Triggered when invoices are created, updated, deleted, or sent by email in FreshBooks.

credit_note_events

Credit Note Events

Triggered when credit notes are created, updated, or deleted in FreshBooks.

time_entry_events

Time Entry Events

Triggered when time entries are created, updated, or deleted in FreshBooks.

expense_events

Expense Events

Triggered when expenses are created, updated, or deleted in FreshBooks.

estimate_events

Estimate Events

Triggered when estimates are created, updated, deleted, or sent by email in FreshBooks.

client_events

Client Events

Triggered when clients are created, updated, or deleted in FreshBooks.

project_events

Project Events

Triggered when projects are created, updated, or deleted in FreshBooks.

bill_events

Bill Events

Triggered when bills are created, updated, or deleted in FreshBooks.

tax_events

Tax Events

Triggered when tax configurations are created, updated, or deleted in FreshBooks.

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.

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.