FreshBooks MCP — Documentation
Your FreshBooks accountant, in plain English. Connect your FreshBooks account to Claude or ChatGPT and handle invoices, time, expenses, clients, and reports just by asking.
What it does
FreshBooks MCP connects your FreshBooks account to an AI assistant (Claude or ChatGPT) so you can manage your books in plain language — no logging into FreshBooks, no clicking through menus, no manual data entry.
Ask things like "who owes me money?" or "create an invoice for Acme for 10 hours of consulting" and your assistant does it in seconds.
- No technical setup — connect with a one-time sign-in. No API keys, no config files, no commands.
- Secure — encrypted credentials and a one-time OAuth sign-in.
- Read-only by default — your assistant can look things up but cannot create, change, or delete anything until you explicitly enable write access in Settings.
- Full coverage — 92 tools across invoices, clients, expenses, time tracking, projects, payments, vendors, bills, and financial reports.
Works with Claude (desktop or web) and ChatGPT.
Getting started
- Open Claude (desktop or web) or ChatGPT.
- Go to Connectors → Add custom connector (Claude) or the equivalent connector/app setting in ChatGPT.
- Paste the server address:
https://freshbooks.goodsamsoftware.com/api/mcp
- Click Add and follow the prompts to sign in and authorize your FreshBooks account.
- Start asking. Tools are read-only by default — to let your assistant create or change things (like drafting invoices), enable write access in Settings.
That's it. Your FreshBooks connection and permissions carry over automatically.
Examples
The responses below are illustrative — your real numbers and clients will appear in their place.
Example 1 — Find out who owes you money
You ask
Who owes me money right now?
Your assistant replies
You have 4 outstanding invoices totaling $8,450:
- Acme Corp — $3,200 (Invoice #1042, 18 days overdue)
- Brightline LLC — $2,750 (Invoice #1048, 5 days overdue)
- Jordan Reyes — $1,500 (Invoice #1051, due in 3 days)
- Maple Studio — $1,000 (Invoice #1039, 41 days overdue)
Maple Studio is your oldest unpaid invoice. Want me to pull up the details on any of these?
This uses read-only tools — no setup beyond connecting.
Example 2 — Create an invoice
You ask
Create an invoice for Acme Corp for 10 hours of consulting at $150 an hour.
Your assistant replies
I've drafted this invoice in FreshBooks:
- Client: Acme Corp
- Line item: Consulting — 10 hrs × $150 = $1,500
- Status: Draft (not yet sent)
Want me to send it now, or would you like to add anything first?
Creating or sending invoices uses write tools — enable write access in Settings first. With read-only on, your assistant will tell you it needs permission rather than making changes.
Example 3 — Check how the business is doing
You ask
How much did I bring in last month compared to the month before?
Your assistant replies
Here's your income comparison:
- Last month: $14,200 across 11 paid invoices
- Month before: $11,800 across 9 paid invoices
- Change: up $2,400 (+20%)
Your biggest single payment last month was $3,200 from Acme Corp. Want a full profit & loss breakdown?
This uses read-only reporting tools.
More things you can ask
- "Show me all unpaid invoices over 30 days old."
- "Log 3 hours to the Johnson project for today."
- "What were my biggest expenses this quarter?"
- "Add a new client: Acme Corp, contact jane@acme.com."
- "Give me a profit & loss summary for Q1."
- "Which clients haven't paid an invoice in 60+ days?"
- "Record a $250 expense for software under the Subscriptions category."
- "List my active projects and how many hours are logged on each."
Permissions & safety
Your assistant starts in read-only mode — it can answer questions and pull information, but it cannot create, edit, or delete anything in your FreshBooks account.
When you're ready to let it take actions (drafting invoices, logging time, recording expenses), open Settingsand enable write access — either all at once, or per category (for example, allow time logging but keep invoices read-only). You're always in control of what your assistant can change.
Your credentials are encrypted, and you authorize access through a secure one-time sign-in — there's no API key for you to copy or store.
Pricing
- $29/month, or ~$24/month billed annually
- 14-day free trial — no charge until the trial ends, cancel anytime
Support
Questions, issues, or feature requests? Email support@goodsamsoftware.com — it goes straight to the developer.
Built and maintained by Good Samaritan Software, LLC.