FreshBooks MCP Server
for AI Agents
Connect your AI agent to StackOne's FreshBooks MCP server and give it 82 MCP tools out of the box. Auth, tool execution, and security all managed.
StackOne 
Coverage
82 Agent Actions
Create, read, update, and delete across FreshBooks — and extend your agent's capabilities with custom actions.
Authentication
Agent Tool Authentication
Per-user OAuth in one call. Your FreshBooks MCP server gets session-scoped tokens with zero credentials stored on your infra.
Agent Auth →
Security
Agent Protection
Every FreshBooks tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.
Prompt Injection Defense →
Performance
Max Agent Context. Min Cost.
Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every FreshBooks call.
Tools Discovery →What is the FreshBooks MCP Server?
A FreshBooks MCP server lets AI agents read and write FreshBooks data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's FreshBooks MCP server ships with 82 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.
All FreshBooks MCP Tools
Every action from FreshBooks's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.
Accounts
- Create Account
Create a new account in the chart of accounts.
- List Accounts
Retrieve a paginated list of chart of accounts entries for the business.
- Get Account
Retrieve a single chart of accounts entry by UUID.
Clients
- Create Client
Create a new client in the account.
- List Clients
Retrieve a paginated list of clients for the account.
- Get Client
Retrieve a single client by ID.
- Update Client
Update an existing client's information.
Credits
- Create Credit
Create a new credit note for a client.
- List Credits
Retrieve a paginated list of credit notes for the account.
- Get Credit
Retrieve a single credit note by ID.
- Update Credit
Update an existing credit note.
Estimates
- Create Estimate
Create a new estimate for a client.
- List Estimates
Retrieve a paginated list of estimates for the account.
- Get Estimate
Retrieve a single estimate by ID.
- Update Estimate
Update an existing estimate's details.
Expenses
- Create Expense
Create a new expense record.
- List Expenses
Retrieve a paginated list of expenses for the account.
- Get Expense
Retrieve a single expense record by ID.
- Update Expense
Update an existing expense record.
Invoices
- Create Invoice
Create a new invoice for a client.
- List Invoices
Retrieve a paginated list of invoices for the account.
- Get Invoice
Retrieve a single invoice by ID.
- Update Invoice
Update an existing invoice's details.
Items
- Create Item
Create a new item (product or service) for the account.
- List Items
Retrieve a paginated list of items (products and services) for the account.
- Get Item
Retrieve a single item by ID.
- Update Item
Update an existing item's details.
Journal Entrys
- Create Journal Entry
Create a new adjustment journal entry.
- Update Journal Entry
Update an existing adjustment journal entry.
Other Incomes
- Create Other Income
Create a new other income entry.
- List Other Income
Retrieve a paginated list of other income entries for the account.
- Get Other Income
Retrieve a single other income entry by ID.
- Update Other Income
Update an existing other income entry.
- Delete Other Income
Delete (soft-delete) an other income entry.
Payments
- Create Payment
Record a new payment applied to an invoice.
- List Payments
Retrieve a paginated list of payments applied to invoices.
- Get Payment
Retrieve a single payment record by ID.
- Update Payment
Update an existing payment record.
Projects
- Create Project
Create a new project for a client.
- List Projects
Retrieve a paginated list of projects for the business.
- Get Project
Retrieve a single project by ID.
- Update Project
Update an existing project's details.
- Delete Project
Delete (soft-delete) a project.
Services
- Create Service
Create a new service for the business.
- List Services
Retrieve a paginated list of services for the business.
- Get Service
Retrieve a single service by ID.
Service Rates
- Create Service Rate
Set the hourly rate for a service.
- Get Service Rate
Retrieve the hourly rate for a service.
- Update Service Rate
Update the hourly rate for a service.
Staffs
- List Staff
Retrieve a paginated list of staff members for the account.
- Get Staff
Retrieve a single staff member by ID.
Taxs
- Create Tax
Create a new tax definition for the account.
- Get Tax
Retrieve a single tax definition by ID.
- Update Tax
Update an existing tax definition.
- Delete Tax
Permanently delete a tax definition.
Team Members
- List Team Members
Retrieve a paginated list of team members for the business.
- Get Team Member
Retrieve a single team member by UUID.
Time Entrys
- Create Time Entry
Log a new time entry for a project or client.
- Get Time Entry
Retrieve a single time entry by ID.
- Update Time Entry
Update an existing time entry's details.
- Delete Time Entry
Delete (soft-delete) a time entry.
Other (21)
- List Bills
Retrieve a paginated list of vendor bills for the account.
- List Bill Payments
Retrieve a paginated list of bill payments for the account.
- List Expense Categories
Retrieve a paginated list of expense categories for the account.
- Get Expense Category
Retrieve a single expense category by ID.
- Get Current User
Retrieve the authenticated user's identity, profile, and business memberships.
- List Journal Entries
Retrieve a paginated list of adjustment journal entries.
- List Journal Entries By Account
Retrieve journal entries for a specific account.
- Get Account Aging Report
Retrieve the account aging report showing overdue invoice amounts by time interval.
- Get Balance Sheet Report
Retrieve the balance sheet report showing assets, liabilities, and equity.
- Get Cash Flow Report
Retrieve the cash flow report showing operating, investing, and financing activities.
- Get Expense Details Report
Retrieve the expense details report showing all expenses grouped by category, client, vendor, or author.
- Get General Ledger Report
Retrieve the general ledger report showing all account transactions with debits and credits.
- List Taxes
Retrieve a list of tax definitions for the account.
- List Time Entries
Retrieve a paginated list of time entries for the business.
- Archive Client
Archive a client by setting their visibility state to deleted.
- Archive Credit
Archive a credit note by setting its visibility state to deleted.
- Archive Estimate
Archive an estimate by setting its visibility state to deleted.
- Archive Expense
Archive an expense by setting its visibility state to deleted.
- Archive Invoice
Archive an invoice by setting its visibility state to deleted.
- Archive Item
Archive an item by setting its visibility state to deleted.
- Archive Payment
Archive a payment by setting its visibility state to deleted.
FreshBooks AI Agent Use Cases
Connect your AI agent to FreshBooks and help your team scale the finance operations they run by hand today.
Automate invoice processing with AI agents connected to your ERP, accounting software, and AP tools through StackOne.
ViewUse StackOne to connect your AI agent to your accounting, CRM, and messaging systems to automate Accounts Receivable dunning and payment follow-up.
ViewUse StackOne to connect your AI agent to your accounting, email, and document management systems to automate invoice processing and purchase order matching.
ViewSet Up Your FreshBooks MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to FreshBooks in under 10 lines of code.
Agent Frameworks
JSON{
"mcpServers": {
"stackone": {
"command": "npx",
"args": [
"-y",
"mcp-remote@latest",
"https://api.stackone.com/mcp?x-account-id=<account_id>",
"--header",
"Authorization: Basic <YOUR_BASE64_TOKEN>"
]
}
}
}Check More Accounting MCP Servers
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Platform Resources
MCP Code Mode: Keeping Tool Responses Out of Agent Context
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Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
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10 min
Indirect Prompt Injection Defense for MCP Tools: A Technical Guide
MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.
12 min
MCP vs A2A: Architecture, Security, and When to Use Each
MCP vs A2A: what each protocol standardizes, how they differ, their shared security risks including indirect prompt injection, and when to use one, both, or a hybrid architecture.
12 min
MCP vs API: What 200+ Connector Builds Taught Us
MCP wraps APIs, it doesn't replace them. After building 200+ connectors that serve both, here's when each approach wins.
14 min read
FreshBooks MCP Server FAQ
Does StackOne have a FreshBooks MCP server?
FreshBooks MCP server vs direct API integration — what's the difference?
How does FreshBooks authentication work for AI agents?
origin_owner_id.Are FreshBooks MCP tools vulnerable to prompt injection?
What is the context bloat of a FreshBooks agent and how do I avoid it?
Can I limit which actions my FreshBooks agent can access?
Can I create custom agent actions for my FreshBooks MCP server?
When should I NOT use a FreshBooks MCP server?
What AI frameworks and AI clients does the StackOne FreshBooks MCP server support?
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.