The server marks this tool destructive: it may delete or overwrite data

freeagent_create_contact

Create a client or supplier contact. Give either organisation_name, or first_name and last_name. FreeAgent: POST /v2/contacts.

destructive

Argument	Type	Description
town	string	Town or city.
email	string	Email address.
locale	string	Invoice language locale, e.g. en.
mobile	string	Mobile number.
region	string	Region / county.
country	string	Country name, e.g. United Kingdom.
address1	string	Address line 1.
address2	string	Address line 2.
address3	string	Address line 3.
postcode	string	Postcode.
last_name	string	Contact last name.
first_name	string	Contact first name.
phone_number	string	Phone number.
billing_email	string	Email address invoices are sent to.
charge_sales_tax	string	Whether to charge VAT/sales tax.
organisation_name	string	Organisation / company name.
contact_name_on_invoices	boolean	Show the contact's name on invoices.
default_payment_terms_in_days	integer	Default payment terms for invoices to this contact.
sales_tax_registration_number	string	The contact's VAT registration number.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "town": {
      "type": "string",
      "description": "Town or city."
    },
    "email": {
      "type": "string",
      "description": "Email address."
    },
    "locale": {
      "type": "string",
      "description": "Invoice language locale, e.g. en."
    },
    "mobile": {
      "type": "string",
      "description": "Mobile number."
    },
    "region": {
      "type": "string",
      "description": "Region / county."
    },
    "country": {
      "type": "string",
      "description": "Country name, e.g. United Kingdom."
    },
    "address1": {
      "type": "string",
      "description": "Address line 1."
    },
    "address2": {
      "type": "string",
      "description": "Address line 2."
    },
    "address3": {
      "type": "string",
      "description": "Address line 3."
    },
    "postcode": {
      "type": "string",
      "description": "Postcode."
    },
    "last_name": {
      "type": "string",
      "description": "Contact last name."
    },
    "first_name": {
      "type": "string",
      "description": "Contact first name."
    },
    "phone_number": {
      "type": "string",
      "description": "Phone number."
    },
    "billing_email": {
      "type": "string",
      "description": "Email address invoices are sent to."
    },
    "charge_sales_tax": {
      "enum": [
        "Auto",
        "Always",
        "Never"
      ],
      "type": "string",
      "description": "Whether to charge VAT/sales tax."
    },
    "organisation_name": {
      "type": "string",
      "description": "Organisation / company name."
    },
    "contact_name_on_invoices": {
      "type": "boolean",
      "description": "Show the contact's name on invoices."
    },
    "default_payment_terms_in_days": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "Default payment terms for invoices to this contact."
    },
    "sales_tax_registration_number": {
      "type": "string",
      "description": "The contact's VAT registration number."
    }
  }
}

freeagent_create_draft_invoice

Create a sales invoice in DRAFT status. Nothing is sent to the customer and nothing is posted as income until it is marked sent in FreeAgent; a draft can be edited or discarded there. FreeAgent: POST /v2/invoices.

destructive

Argument	Type	Description
due_on	string	Explicit due date, if not derived from payment terms (YYYY-MM-DD).
contact*	string	The contact being invoiced's numeric id or full FreeAgent URL.
project	string	The project's numeric id or full FreeAgent URL.
comments	string	Comments printed on the invoice.
currency	string	ISO currency code, e.g. GBP (defaults to the company currency).
dated_on*	string	Invoice date (YYYY-MM-DD).
reference	string	Invoice reference/number; omit to use the next in sequence.
po_reference	string	The customer's purchase-order reference.

freeagent_create_timeslip

Log time against a project task for a user. Get the user from freeagent_get_current_user and the task from freeagent_list_tasks. Editable or removable in FreeAgent afterwards. FreeAgent: POST /v2/timeslips.

destructive

Argument	Type	Description
task*	string	The task's numeric id or full FreeAgent URL.
user*	string	The user's numeric id or full FreeAgent URL.
hours*	number	Hours worked, e.g. 1.5.
comment	string	What the time was spent on.
project*	string	The project's numeric id or full FreeAgent URL.
dated_on*	string	Day the work was done (YYYY-MM-DD).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "user",
    "project",
    "task",
    "dated_on",
    "hours"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "The task's numeric id or full FreeAgent URL."
    },
    "user": {
      "type": "string",
      "description": "The user's numeric id or full FreeAgent URL."
    },
    "hours": {
      "type": "number",
      "maximum": 24,
      "description": "Hours worked, e.g. 1.5.",
      "exclusiveMinimum": 0
    },
    "comment": {
      "type": "string",
      "description": "What the time was spent on."
    },
    "project": {
      "type": "string",
      "description": "The project's numeric id or full FreeAgent URL."
    },
    "dated_on": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Day the work was done (YYYY-MM-DD)."
    }
  }
}

freeagent_get_balance_sheet

Balance sheet — capital and current assets, liabilities and owners' equity — as at a date (default today). FreeAgent: GET /v2/accounting/balance_sheet.

read-only

Argument	Type	Description
as_at_date	string	Balance sheet date (YYYY-MM-DD).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "as_at_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Balance sheet date (YYYY-MM-DD)."
    }
  }
}

freeagent_get_company

Fetch the FreeAgent company these credentials belong to — name, type (e.g. UkLimitedCompany), currency, start date and VAT registration status. A cheap way to confirm the setup works. FreeAgent: GET /v2/company.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

freeagent_get_contact

Fetch a single contact by id or URL. FreeAgent: GET /v2/contacts/:id.

read-only

Argument	Type	Description
contact*	string	The contact's numeric id or full FreeAgent URL.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "contact"
  ],
  "properties": {
    "contact": {
      "type": "string",
      "description": "The contact's numeric id or full FreeAgent URL."
    }
  }
}

freeagent_get_current_user

Fetch the FreeAgent user the token acts as, including their URL (needed for freeagent_create_timeslip) and permission level. FreeAgent: GET /v2/users/me.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

freeagent_get_invoice

Fetch a single invoice by id or URL, with its line items, totals, due and paid values. FreeAgent: GET /v2/invoices/:id.

read-only

Argument	Type	Description
invoice*	string	The invoice's numeric id or full FreeAgent URL.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice"
  ],
  "properties": {
    "invoice": {
      "type": "string",
      "description": "The invoice's numeric id or full FreeAgent URL."
    }
  }
}

freeagent_get_profit_and_loss

Profit and loss summary — income, expenses, operating and retained profit — for a date range or an accounting period (defaults to the current year to date). FreeAgent: GET /v2/accounting/profit_and_loss/summary.

read-only

Argument	Type	Description
to_date	string	Period end (YYYY-MM-DD).
from_date	string	Period start (YYYY-MM-DD).
accounting_period	string	An accounting year instead of dates, e.g. 2025/26.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "to_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Period end (YYYY-MM-DD)."
    },
    "from_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Period start (YYYY-MM-DD)."
    },
    "accounting_period": {
      "type": "string",
      "pattern": "^\\d{4}\\/\\d{2}$",
      "description": "An accounting year instead of dates, e.g. 2025/26."
    }
  }
}

freeagent_get_tax_timeline

List upcoming tax deadlines and amounts due — VAT returns, corporation tax, self assessment and so on. FreeAgent: GET /v2/company/tax_timeline.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

freeagent_list_bank_accounts

List bank, credit-card and PayPal accounts with their current balances. Use an account's URL with freeagent_list_bank_transactions. FreeAgent: GET /v2/bank_accounts.

read-only

Argument	Type	Description
view	string	Only one kind of account.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "view": {
      "enum": [
        "standard_bank_accounts",
        "credit_card_accounts",
        "paypal_accounts"
      ],
      "type": "string",
      "description": "Only one kind of account."
    }
  }
}

freeagent_list_bank_transactions

List the transactions on one bank account, e.g. view=unexplained for what still needs reconciling. FreeAgent: GET /v2/bank_transactions?bank_account=….

read-only

Argument	Type	Description
page	integer	Page number, starting at 1.
view	string	Filter (default all). unexplained = not yet reconciled.
to_date	string	Transactions dated on or before (YYYY-MM-DD).
per_page	integer	Items per page, 1-100 (default 25).
from_date	string	Transactions dated on or after (YYYY-MM-DD).
bank_account*	string	The bank account's numeric id or full FreeAgent URL.
last_uploaded	boolean	Only transactions from the latest statement upload.
updated_since	string	Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.

Input schema (JSON)

freeagent_list_bills

List supplier bills (purchases), optionally by date range, contact or project, filtered by status. FreeAgent: GET /v2/bills.

read-only

Argument	Type	Description
page	integer	Page number, starting at 1.
view	string	Filter by status.
contact	string	Only for this contact — its numeric id or full FreeAgent URL.
project	string	Only for this project — its numeric id or full FreeAgent URL.
to_date	string	Bills dated on or before (YYYY-MM-DD).
per_page	integer	Items per page, 1-100 (default 25).
from_date	string	Bills dated on or after (YYYY-MM-DD).
updated_since	string	Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.
nested_bill_items	boolean	Include each bill's line items.

freeagent_list_contacts

List contacts (clients and suppliers), with their account balance. FreeAgent: GET /v2/contacts.

read-only

Argument	Type	Description
page	integer	Page number, starting at 1.
sort	string	Sort order; a leading - means descending.
view	string	Filter (default active). open_clients = clients with unpaid invoices.
per_page	integer	Items per page, 1-100 (default 25).
updated_since	string	Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number, starting at 1."
    },
    "sort": {
      "enum": [
        "name",
        "-name",
        "created_at",
        "-created_at",
        "updated_at",
        "-updated_at"
      ],
      "type": "string",
      "description": "Sort order; a leading - means descending."
    },
    "view": {
      "enum": [
        "all",
        "active",
        "clients",
        "suppliers",
        "active_projects",
        "completed_projects",
        "open_clients",
        "open_suppliers",
        "hidden"
      ],
      "type": "string",
      "description": "Filter (default active). open_clients = clients with unpaid invoices."
    },
    "per_page": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page, 1-100 (default 25)."
    },
    "updated_since": {
      "type": "string",
      "description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z."
    }
  }
}

freeagent_list_expenses

List expense claims (out-of-pocket spending and mileage), optionally by date range or project. FreeAgent: GET /v2/expenses.

read-only

Argument	Type	Description
page	integer	Page number, starting at 1.
view	string	recent or recurring expenses.
project	string	Only for this project — its numeric id or full FreeAgent URL.
to_date	string	Expenses dated on or before (YYYY-MM-DD).
per_page	integer	Items per page, 1-100 (default 25).
from_date	string	Expenses dated on or after (YYYY-MM-DD).
updated_since	string	Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number, starting at 1."
    },
    "view": {
      "enum": [
        "recent",
        "recurring"
      ],
      "type": "string",
      "description": "recent or recurring expenses."
    },
    "project": {
      "type": "string",
      "description": "Only for this project — its numeric id or full FreeAgent URL."
    },
    "to_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Expenses dated on or before (YYYY-MM-DD)."
    },
    "per_page": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page, 1-100 (default 25)."
    },
    "from_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Expenses dated on or after (YYYY-MM-DD)."
    },
    "updated_since": {
      "type": "string",
      "description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z."
    }
  }
}

freeagent_list_invoices

List sales invoices, optionally for one contact or project, filtered by status. FreeAgent: GET /v2/invoices.

read-only

Argument	Type	Description
page	integer	Page number, starting at 1.
sort	string	Sort order (default created_at); a leading - means descending.
view	string	Filter: all, recent_open_or_overdue, open, overdue, open_or_overdue, draft, paid, scheduled_to_email, thank_you_emails, reminder_emails, or last_N_months (e.g. last_3_months).
contact	string	Only for this contact — its numeric id or full FreeAgent URL.
project	string	Only for this project — its numeric id or full FreeAgent URL.
per_page	integer	Items per page, 1-100 (default 25).
updated_since	string	Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.
nested_invoice_items	boolean	Include each invoice's line items.

Input schema (JSON)

freeagent_list_projects

List projects, optionally for one contact. FreeAgent: GET /v2/projects.

read-only

Argument	Type	Description
page	integer	Page number, starting at 1.
sort	string	Sort order; a leading - means descending.
view	string	Filter by status.
nested	boolean	Embed the related contact instead of its URL.
contact	string	Only for this contact — its numeric id or full FreeAgent URL.
per_page	integer	Items per page, 1-100 (default 25).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number, starting at 1."
    },
    "sort": {
      "enum": [
        "name",
        "-name",
        "contact_name",
        "-contact_name",
        "contact_display_name",
        "-contact_display_name",
        "created_at",
        "-created_at",
        "updated_at",
        "-updated_at"
      ],
      "type": "string",
      "description": "Sort order; a leading - means descending."
    },
    "view": {
      "enum": [
        "active",
        "completed",
        "cancelled",
        "hidden"
      ],
      "type": "string",
      "description": "Filter by status."
    },
    "nested": {
      "type": "boolean",
      "description": "Embed the related contact instead of its URL."
    },
    "contact": {
      "type": "string",
      "description": "Only for this contact — its numeric id or full FreeAgent URL."
    },
    "per_page": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page, 1-100 (default 25)."
    }
  }
}

freeagent_list_tasks

List project tasks with their billing rates, optionally for one project. A task's URL is needed for freeagent_create_timeslip. FreeAgent: GET /v2/tasks.

read-only

Argument	Type	Description
page	integer	Page number, starting at 1.
sort	string	Sort order (default name).
view	string	Filter by status (default all).
project	string	Only for this project — its numeric id or full FreeAgent URL.
per_page	integer	Items per page, 1-100 (default 25).
updated_since	string	Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number, starting at 1."
    },
    "sort": {
      "enum": [
        "name",
        "project",
        "billing_rate",
        "created_at",
        "updated_at"
      ],
      "type": "string",
      "description": "Sort order (default name)."
    },
    "view": {
      "enum": [
        "all",
        "active",
        "completed",
        "hidden"
      ],
      "type": "string",
      "description": "Filter by status (default all)."
    },
    "project": {
      "type": "string",
      "description": "Only for this project — its numeric id or full FreeAgent URL."
    },
    "per_page": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page, 1-100 (default 25)."
    },
    "updated_since": {
      "type": "string",
      "description": "Only records updated since this ISO 8601 timestamp, e.g. 2026-01-01T00:00:00Z."
    }
  }
}

freeagent_list_timeslips

List logged time, optionally by date range, user, task or project; view=unbilled for time not yet invoiced. FreeAgent: GET /v2/timeslips.

read-only

Argument	Type	Description
page	integer	Page number, starting at 1.
task	string	Only for this task — its numeric id or full FreeAgent URL.
user	string	Only for this user — its numeric id or full FreeAgent URL.
view	string	Filter (default all).
nested	boolean	Embed related user, task and project instead of URLs.
project	string	Only for this project — its numeric id or full FreeAgent URL.
to_date	string	Timeslips dated on or before (YYYY-MM-DD).
per_page	integer	Items per page, 1-100 (default 25).
from_date	string	Timeslips dated on or after (YYYY-MM-DD).

freeagent_update_contact

Update fields on an existing contact; only the fields you pass change. status=Hidden hides it (reversible with Active). FreeAgent: PUT /v2/contacts/:id.

destructive

Argument	Type	Description
town	string	Town or city.
email	string	Email address.
locale	string	Invoice language locale, e.g. en.
mobile	string	Mobile number.
region	string	Region / county.
status	string	Hide or unhide the contact.
contact*	string	The contact's numeric id or full FreeAgent URL.
country	string	Country name, e.g. United Kingdom.
address1	string	Address line 1.
address2	string	Address line 2.

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freeagent_create_contact Destructive

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freeagent_create_contact Destructive

Tools (20)