76 available actions

What your AI agent can do in Freeagent

Cloud-based accounting software for freelancers and small businesses This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get Invoice TimelineTool to retrieve invoice timeline showing chronological record of invoice-related events.
Get Company DetailsTool to retrieve company details from FreeAgent.
Create Task Under ProjectTool to create a task under a specific project in FreeAgent.
Create ContactTool to create a new contact in FreeAgent.
Convert Estimate to InvoiceTool to convert an estimate to an invoice in FreeAgent.
Convert Invoice to Credit NoteTool to convert a draft negative invoice to a credit note in FreeAgent.

Browse all 76 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 40 actionsHide actions

Get Company DetailsTool to retrieve company details from FreeAgent.
Get Invoice TimelineTool to retrieve invoice timeline showing chronological record of invoice-related events.
Get Mileage SettingsTool to retrieve mileage settings including engine type/size options and reimbursement rates.
Get Opening BalancesTool to retrieve the Opening Balances journal set for a company.
Get Personal ProfileTool to retrieve the authenticated user's personal profile from FreeAgent.
Get the Opening BalancesTool to retrieve the opening balances from the trial balance summary.
Get the P&L summaryTool to retrieve the Profit and Loss summary for a specified period from FreeAgent.
Get Trial Balance SummaryTool to get the trial balance summary from FreeAgent.
Get Balance SheetTool to retrieve the balance sheet for a FreeAgent account.
Get Opening BalancesTool to retrieve opening balances for the balance sheet from FreeAgent.
List Accounting TransactionsTool to list all accounting transactions from FreeAgent.
List All CIS BandsTool to list all CIS (Construction Industry Scheme) bands for a company.
List All ExpensesTool to list all expenses from FreeAgent.
List All Price List ItemsTool to list all price list items from FreeAgent.
List All PropertiesTool to list all properties in FreeAgent.
List All Recurring InvoicesTool to retrieve a list of recurring invoices from FreeAgent.
List All Sales Tax PeriodsTool to list all sales tax periods for a company in FreeAgent.
List All Stock ItemsTool to list all stock items from FreeAgent.
List All TasksTool to list all tasks in FreeAgent.
List All TimeslipsTool to list all timeslips from FreeAgent.
List All UsersTool to list users in FreeAgent.
List Bank AccountsTool to list bank accounts in FreeAgent.
List Bank FeedsTool to list all bank feeds for a company.
List Bank TransactionsTool to list all bank transactions under a certain bank account in FreeAgent.
List BillsTool to retrieve a list of bills from FreeAgent.
List Business CategoriesTool to retrieve all available business categories from FreeAgent.
List CategoriesTool to retrieve all categories for the current FreeAgent company.
List ContactsTool to list contacts in FreeAgent.
List Credit Note ReconciliationsTool to retrieve all credit note reconciliations from FreeAgent.
List Credit NotesTool to list credit notes from FreeAgent.
List EC MOSS Sales Tax RatesTool to retrieve EC VAT MOSS sales tax rates for a specific EU country and date.
List EstimatesTool to list estimates in FreeAgent.
Get Default Estimates Additional TextTool to retrieve the default additional text for estimates.
List Final Accounts ReportsTool to list final accounts reports for a company in FreeAgent.
List Hire PurchasesTool to retrieve all hire purchases for the authorized FreeAgent account.
Get Default Additional TextTool to get the default additional text shown on all invoices.
List NotesTool to retrieve a list of notes for a contact or project.
List ProjectsTool to list projects in FreeAgent.
List VAT ReturnsTool to list VAT returns for a company in FreeAgent.
Show Tax TimelineTool to retrieve the company's tax timeline showing upcoming tax events and deadlines.

Create & communicateCreate records or send supported messagesView 20 actionsHide actions

Create a Journal SetTool to create a journal set in FreeAgent.
Create Sales Tax PeriodTool to create a sales tax period in FreeAgent.
Create Task Under ProjectTool to create a task under a specific project in FreeAgent.
Create A TimeslipTool to create a new timeslip in FreeAgent.
Create a UserTool to create a new user in FreeAgent.
Create Bank AccountTool to create a bank account in FreeAgent.
Create Bill with AttachmentTool to create a bill with optional attachment in FreeAgent.
Create CategoryTool to create a custom category in FreeAgent.
Create ContactTool to create a new contact in FreeAgent.
Create Credit NoteTool to create a credit note in FreeAgent.
Create Credit Note ReconciliationTool to create a credit note reconciliation in FreeAgent.
Create EstimateTool to create a new estimate in FreeAgent.
Create Estimate ItemTool to create an estimate item in FreeAgent.
Send Estimate EmailTool to email an estimate in FreeAgent.
Create InvoiceTool to create an invoice in FreeAgent.
Create Invoice ItemTool to create an invoice item in FreeAgent.
Create NoteTool to create a note for a contact or project in FreeAgent.
Create Price List ItemTool to create a price list item in FreeAgent.
Create ProjectTool to create a project in FreeAgent.
Upload a Bank StatementTool to upload a bank statement to FreeAgent.

Update & manageChange and manage existing recordsView 10 actionsHide actions

Update Bank Transaction ExplanationTool to update a bank transaction explanation in FreeAgent.
Update Estimates Default Additional TextTool to update the default additional text for estimates in FreeAgent.
Convert Estimate to InvoiceTool to convert an estimate to an invoice in FreeAgent.
Update ExpenseTool to update an existing expense in FreeAgent.
Update Invoices Default Additional TextTool to update the default additional text shown on all invoices.
Convert Invoice to Credit NoteTool to convert a draft negative invoice to a credit note in FreeAgent.
Update a Journal SetTool to update a journal set in FreeAgent.
Update NoteTool to update an existing note in FreeAgent.
Update Price List ItemTool to update a price list item in FreeAgent.
Update Personal ProfileTool to update the authenticated user's personal profile in FreeAgent.

Remove & cancelRemove records or cancel supported workView 3 actionsHide actions

Delete Bank Transaction ExplanationTool to delete a bank transaction explanation in FreeAgent.
Delete Estimates Default Additional TextTool to delete default additional text for estimates in FreeAgent.
Delete NoteTool to delete a note by its ID.

Other actionsSpecialist and administrative actions.View 3 actionsHide actions

Cashflow summary for a date rangeTool to retrieve cashflow summary for a given date range from FreeAgent.
Duplicate EstimateTool to duplicate an existing estimate in FreeAgent.
Duplicate InvoiceTool to duplicate an existing invoice in FreeAgent.

Connection record

A connection you can control.

Sign-in: OAuth sign-in
Setup: Sign in with your own Freeagent account. Access is limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Freeagent

How does the agent connect to Freeagent?

You sign in with your own Freeagent account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Freeagent at any time.

What can the agent actually do in Freeagent?

The page above lists the 76 actions currently available through the Freeagent connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Freeagent included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Freeagent is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Freeagent to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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