FreeAgent

Live 105 Actions

FreeAgent Integration for AI Agents

Connect your AI agent to 105 QA'd FreeAgent actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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FreeAgent AI Agent Actions

105 production-ready actions for your agent to do more on FreeAgent.

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105 Actions

List Bank Accounts - Retrieve all bank accounts linked to the FreeAgent company, filterable by account type

Get Bank Account - Retrieve a single bank account by its unique ID

Create Bank Account - Create a new bank account in FreeAgent with a specified type, currency, and opening balance

Update Bank Account - Update an existing bank account's name, bank name, or personal flag

Delete Bank Account - Permanently delete a bank account from FreeAgent

List Bank Transactions - Retrieve all bank transactions for a specific bank account, with optional date, status, and upload filters

Get Bank Transaction - Retrieve a single bank transaction by its unique ID, including full explanation details

Delete Bank Transaction - Permanently delete a bank transaction from FreeAgent

Upload Bank Statement - Upload bank transactions as a JSON array to a specific bank account

List Bills - Retrieve all bills (accounts payable) with optional filtering by contact, project, payment status, and date range

Get Bill - Retrieve a single bill by ID, including bill items, payment status, and attachment details

Create Bill - Create a new bill (accounts payable) in FreeAgent with one or more line items

Update Bill - Update an existing bill's details, line items, or add/remove bill items

Delete Bill - Permanently delete a bill and its associated bill items from FreeAgent

List Categories - Retrieve all accounting categories grouped by type (admin expenses, cost of sales, income, general)

Get Category - Retrieve a single accounting category by its nominal code

Create Category - Create a custom accounting category in FreeAgent

Update Category - Update a custom accounting category by nominal code

Delete Category - Delete a user-created accounting category by nominal code

Get Company - Retrieve the authenticated company's profile, settings, and tax configuration

List Business Categories - Retrieve all available business category values for the company profile

Get Tax Timeline - Retrieve upcoming tax events and deadlines for the company

List Contacts - Retrieve all contacts (clients and suppliers) with optional filtering by type, status, and activity

Get Contact - Retrieve a single contact by ID with full profile, balance, and CIS details

Create Contact - Create a new contact (client or supplier) in FreeAgent

Update Contact - Update an existing contact's details, address, invoice settings, or CIS configuration

Delete Contact - Permanently delete a contact from FreeAgent

List Credit Notes - Retrieve all credit notes with optional filtering by contact, project, status, and date

Get Credit Note - Retrieve a single credit note by ID with full line item and payment details

Get Credit Note PDF - Download a credit note as a base64-encoded PDF

Create Credit Note - Create a new credit note in Draft status for a specified contact

Update Credit Note - Update an existing credit note's details, line items, or display settings

Delete Credit Note - Permanently delete a credit note from FreeAgent

Email Credit Note - Send a credit note via email (credit note must be in Open status, not Draft)

Mark Credit Note As Sent - Transition a credit note from Draft to Open status, or re-open a cancelled credit note

Mark Credit Note As Draft - Transition a credit note back to Draft status

List Estimates - Retrieve all estimates with optional filtering by contact, project, invoice, status, and date range

Get Estimate - Retrieve a single estimate by ID with full line items, status, and VAT details

Get Estimate PDF - Download an estimate as a base64-encoded PDF

Create Estimate - Create a new estimate, quote, or proposal in FreeAgent for a specified contact

Update Estimate - Update an existing estimate's details, notes, or display settings

Delete Estimate - Permanently delete an estimate from FreeAgent (cannot delete estimates with Invoiced status)

Duplicate Estimate - Create a copy of an existing estimate with Draft status and today's date

Email Estimate - Send an estimate via email with optional attachments or using an email template

Mark Estimate As Sent - Transition an estimate to Sent status

Mark Estimate As Draft - Transition an estimate back to Draft status

Mark Estimate As Approved - Transition an estimate to Approved status

Mark Estimate As Rejected - Transition an estimate to Rejected status

Convert Estimate To Invoice - Convert an approved estimate to an invoice, setting estimate status to Invoiced

Create Estimate Item - Add a new line item to an existing estimate

Update Estimate Item - Update an existing estimate line item

Delete Estimate Item - Remove a line item from an estimate

Get Default Estimate Additional Text - Retrieve the default additional text shown on all estimates

Update Default Estimate Additional Text - Update the default additional text shown on all estimates

Delete Default Estimate Additional Text - Remove the default additional text from all estimates

List Expenses - Retrieve all out-of-pocket expenses with optional filtering by user, project, status, and date range

Get Expense - Retrieve a single expense by ID with full category, tax, rebill, and attachment details

Create Expense - Create a new out-of-pocket expense or mileage claim in FreeAgent

Update Expense - Update an existing expense's details, tax, rebill settings, or recurring schedule

Delete Expense - Permanently delete an expense from FreeAgent

Get Mileage Settings - Retrieve mileage rates and engine type/size options for expense claims

List Invoices - Retrieve all invoices with optional filtering by contact, project, status, date range, and sort order

Get Invoice - Retrieve a single invoice by ID with full line items, payment status, and payment methods

Get Invoice PDF - Download an invoice as a base64-encoded PDF

Create Invoice - Create a new draft invoice in FreeAgent with line items and optional auto-billing of timeslips, expenses, or estimates

Update Invoice - Update an existing invoice's details, line items, payment methods, or display settings

Delete Invoice - Permanently delete an invoice from FreeAgent

Duplicate Invoice - Create a copy of an existing invoice with Draft status and today's date

Email Invoice - Send an invoice via email with optional attachments, expense receipts, or using a template

Mark Invoice As Sent - Transition an invoice from Draft to Open status, or re-open a cancelled invoice

Mark Invoice As Scheduled - Transition an invoice to Scheduled To Email status

Mark Invoice As Draft - Transition an invoice back to Draft status

Mark Invoice As Cancelled - Write off an invoice as unpaid (must be sent with due date in the past)

Convert Invoice To Credit Note - Convert a draft negative invoice to a credit note

Take Direct Debit Payment - Take payment for an invoice using a GoCardless Direct Debit Mandate

Get Invoice Timeline - Retrieve a timeline of invoice payment events and activities

Get Default Invoice Additional Text - Retrieve the default additional text shown on all invoices

Update Default Invoice Additional Text - Update the default additional text shown on all invoices

Delete Default Invoice Additional Text - Remove the default additional text from all invoices

List Projects - Retrieve all projects with optional filtering by contact, status, sort order, and nested contact details

Get Project - Retrieve a single project by ID with full budget, billing, and IR35 details

Create Project - Create a new project in FreeAgent linked to a contact with budget, billing rate, and IR35 settings

Update Project - Update an existing project's name, status, budget, billing rate, or other settings

Delete Project - Permanently delete a project from FreeAgent

List Recurring Invoices - Retrieve all recurring invoice profiles with optional filtering by contact, project, and status

Get Recurring Invoice - Retrieve a single recurring invoice by ID with full schedule, line items, and payment methods

List Tasks - Retrieve all tasks with optional filtering by project, status, date, and sort order

Get Task - Retrieve a single task by ID with full billing rate, status, and deletability info

Create Task - Create a new task under a specific project in FreeAgent

Update Task - Update an existing task's name, billing rate, status, or billable flag

Delete Task - Permanently delete a task from FreeAgent

List Timeslips - Retrieve all timeslips (time entries) with optional filtering by user, project, task, status, and date range

Get Timeslip - Retrieve a single timeslip by ID with full hours, billing, and timer details

Create Timeslip - Create a new timeslip (time entry) in FreeAgent for a user, task, and project

Update Timeslip - Update an existing timeslip's hours, date, task, project, user, or comment

Delete Timeslip - Permanently delete a timeslip from FreeAgent

Start Timer - Start a running timer on a timeslip to track time in real-time

Stop Timer - Stop a running timer on a timeslip and record the elapsed time

List Users - Retrieve all users with optional filtering by role type (staff, advisors, active)

Get User - Retrieve a single user by ID with full role, permissions, and tax details

Get Current User - Retrieve the authenticated user's personal profile (minimum Time access)

Create User - Create a new user with a specified role and permission level in FreeAgent

Update User - Update an existing user's details, role, or permissions

Update Current User - Update the authenticated user's own profile (minimum Time access)

Delete User - Permanently delete a user from FreeAgent

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Integration Infrastructure for FreeAgent AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

FreeAgent MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every FreeAgent action runs on Falcon.

Agent Execution Engine

StackOne Defender

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Prompt injection defense

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