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FreshBooksaccounting

10 available actions

What your AI agent can do in FreshBooks

FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Business UsersRetrieves staff identities and members for a specific FreshBooks business.
  • List BusinessesList all businesses associated with the authenticated user.
  • Create WebhookRegister a new webhook callback for a FreshBooks account.
  • Update WebhookUpdate or verify a FreshBooks webhook callback.
  • Delete WebhookDelete a webhook callback from a FreshBooks account.
  • Register as a New UserRegister a new user account in FreshBooks.

Browse all 10 actions by capability

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

Find & reviewLook up and review existing recordsView 6 actionsHide actions
  • Get Business UsersRetrieves staff identities and members for a specific FreshBooks business.
  • List BusinessesList all businesses associated with the authenticated user.
  • List ClientsRetrieves all clients for a FreshBooks account.
  • List Journal EntriesRetrieves all journal entries for a FreshBooks business account.
  • List ProjectsRetrieves all projects associated with a FreshBooks business account.
  • List WebhooksList all webhook callbacks registered for a FreshBooks account.
Create & communicateCreate records or send supported messagesView 1 actionHide actions
  • Create WebhookRegister a new webhook callback for a FreshBooks account.
Update & manageChange and manage existing recordsView 1 actionHide actions
  • Update WebhookUpdate or verify a FreshBooks webhook callback.
Remove & cancelRemove records or cancel supported workView 1 actionHide actions
  • Delete WebhookDelete a webhook callback from a FreshBooks account.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Register as a New UserRegister a new user account in FreshBooks.

Connection record

A connection you can control.

Sign-in
OAuth sign-in
Setup
Sign in with your own FreshBooks 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 FreshBooks

How does the agent connect to FreshBooks?
You sign in with your own FreshBooks account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from FreshBooks at any time.
What can the agent actually do in FreshBooks?
The page above lists the 10 actions currently available through the FreshBooks connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is FreshBooks 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 FreshBooks 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 FreshBooks 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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