FreeAgent MCP by usefulapi

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

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.

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.

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

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.

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

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

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

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.

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

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.

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

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

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

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

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

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

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.

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

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