Connect FreshBooks to your AI agent
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.
We set up the connection using your own FreshBooks account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
What your agent can do in FreshBooks
Each one is a real action the agent can take on its own, the same things a person clicking around FreshBooks could do. Read-only by default; write actions are confirmed against your policy.
- Create Webhook Register a new webhook callback for a FreshBooks account. Webhooks notify your application when specified events occur (e.g., when invoices are created, clients are updated, or payments are received). **Prerequisites:**…
- Delete Webhook Delete a webhook callback from a FreshBooks account. Use when you need to remove an existing webhook subscription that is no longer needed.
- Get Business Users Retrieves staff identities and members for a specific FreshBooks business. This action returns detailed information about all staff members (owners, admins, employees) in a business group, including their roles, email a…
- List Businesses List all businesses associated with the authenticated user. This action retrieves business membership information from the FreshBooks Identity endpoint, showing all businesses the user has access to along with their rol…
- List Clients Retrieves all clients for a FreshBooks account. Clients are entities you send invoices to. Supports pagination, filtering by email/user ID/visibility state, sorting, and includes optional balance data (outstanding, cred…
- List Journal Entries Retrieves all journal entries for a FreshBooks business account. Journal entries are the building blocks of financial accounting, recording all business transactions including invoices, payments, credits, and expenses.…
- List Projects Retrieves all projects associated with a FreshBooks business account. This action returns a paginated list of projects with comprehensive details including client information, billing rates, budget, completion status, t…
- List Webhooks List all webhook callbacks registered for a FreshBooks account. Webhooks notify your application when events occur (e.g., invoice creation, payment received). Use this to discover what webhook callbacks are currently ac…
- Register as a New User Register a new user account in FreshBooks. Returns an access token upon successful registration. Use this action when you need to create a new FreshBooks user account programmatically with their business information.
- Update Webhook Update or verify a FreshBooks webhook callback. Use this to verify a newly created webhook by providing the verification code, or to request a new verification code be sent to the callback URI. **Prerequisites:** You ne…
How we connect it
- 1
Connect your account
You log in with your own FreshBooks account. We never see your password, and you can revoke access from FreshBooks at any time.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
FreshBooks questions, answered.
Ready to put FreshBooks to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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