FreeAgent MCP server

Read FreeAgent contacts, invoices, bills, banking and reports; add contacts, draft invoices, time. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect FreeAgentFree 50 calls/mo

What can I ask?

Turn on the FreeAgent connector, then ask in plain words. The AI picks the tools.

Which sales invoices are overdue and who owes me?
What are my upcoming tax deadlines and the amounts due?
Show my profit and loss for this financial year so far.
Which bank transactions still need to be explained?

What you can do with FreeAgent in Claude and ChatGPT

For freelancers, contractors and small business owners who keep their accounts in FreeAgent.

Find overdue sales invoices and who owes you

The AI lists sales invoices by status, optionally for one contact or project, and reads one with its due and paid values. You see which clients owe you money.

Check upcoming tax deadlines and amounts due

The AI reads the tax timeline: VAT returns, corporation tax, self assessment and other deadlines, with the amounts due.

Review profit and loss and the balance sheet

The AI reads the profit and loss summary for a date range or accounting period, and the balance sheet as at a date. It explains the numbers in plain words.

Find bank transactions that still need explaining

The AI lists your bank, credit-card and PayPal accounts with balances, and the unexplained transactions of one account. You see what still needs reconciling.

Check unbilled time and draft an invoice

The AI lists logged time that is not yet invoiced and can create a sales invoice in draft status. Nothing is sent to the customer.

Changes data

Log time on a project task

The AI finds the project task and logs a timeslip on it for the current user. You can edit or remove it later in FreeAgent.

Changes data

How do I connect FreeAgent?

Before you connect

You sign in with your FreeAgent account and approve the access (OAuth). You do not need an API key.

This server reads your contacts, invoices, bills, expenses, bank accounts and transactions, projects, timeslips and reports. It can create and update contacts, create draft invoices (never sent) and log timeslips when you ask it to; it never deletes anything. It can do only what your FreeAgent user is allowed to do. You can revoke access any time in FreeAgent (Settings → Approved apps).

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name FreeAgent and this URL, then click Add:
https://freeagent.usefulapi.io/mcp
Claude opens the FreeAgent login page: sign in and approve the access.
In a chat, click + → Connectors and turn on FreeAgent.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name FreeAgent and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://freeagent.usefulapi.io/mcp
ChatGPT opens the FreeAgent login page: sign in and approve the access.
In Plugins, install FreeAgent, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http freeagent https://freeagent.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "freeagent": {
      "url": "https://freeagent.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "freeagent": {
      "type": "http",
      "url": "https://freeagent.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add freeagent --url https://freeagent.usefulapi.io/mcp

codex mcp login freeagent

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://freeagent.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: you sign in with your FreeAgent account. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this FreeAgent server only. Ask your AI to run freeagent_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with freeagent_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with freeagent_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 24

Show all 24 tools (the AI picks them for you)

Read only · 16

Get the companyfreeagent_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.
Get the current userfreeagent_get_current_user
Fetch the FreeAgent user the token acts as, including their URL (needed for freeagent_create_timeslip) and permission level.
Get the tax timelinefreeagent_get_tax_timeline
List upcoming tax deadlines and amounts due — VAT returns, corporation tax, self assessment and so on.
List contactsfreeagent_list_contacts
List contacts (clients and suppliers), with their account balance.
Get one contactfreeagent_get_contact
Fetch a single contact by id or URL.
List invoicesfreeagent_list_invoices
List sales invoices, optionally for one contact or project, filtered by status.
Get one invoicefreeagent_get_invoice
Fetch a single invoice by id or URL, with its line items, totals, due and paid values.
List billsfreeagent_list_bills
List supplier bills (purchases), optionally by date range, contact or project, filtered by status.
List expensesfreeagent_list_expenses
List expense claims (out-of-pocket spending and mileage), optionally by date range or project.
List bank accountsfreeagent_list_bank_accounts
List bank, credit-card and PayPal accounts with their current balances. Use an account's URL with freeagent_list_bank_transactions.
List bank transactionsfreeagent_list_bank_transactions
List the transactions on one bank account, e.g. view=unexplained for what still needs reconciling.
List projectsfreeagent_list_projects
List projects, optionally for one contact.
List tasksfreeagent_list_tasks
List project tasks with their billing rates, optionally for one project. A task's URL is needed for freeagent_create_timeslip.
List timeslipsfreeagent_list_timeslips
List logged time, optionally by date range, user, task or project; view=unbilled for time not yet invoiced.
Get profit and lossfreeagent_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).
Get the balance sheetfreeagent_get_balance_sheet
Balance sheet — capital and current assets, liabilities and owners' equity — as at a date (default today).

Changes data · 4

Create a contactfreeagent_create_contact
Create a client or supplier contact. Give either organisation_name, or first_name and last_name.
Update a contactfreeagent_update_contact
Update fields on an existing contact; only the fields you pass change. status=Hidden hides it (reversible with Active).
Create a draft invoicefreeagent_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.
Log a timeslipfreeagent_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.

Your usefulapi plan · 4

Usage status (free-tier meter)freeagent_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featurefreeagent_request_feature
Tell usefulapi that the user needs something the FreeAgent tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+freeagent_upgrade
Get a paid plan for FreeAgent (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptionfreeagent_cancel_subscription
Cancel the caller's FreeAgent Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run freeagent_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with FreeAgent in Claude or ChatGPT?

Find overdue sales invoices and who owes you. Check upcoming tax deadlines and amounts due. Review profit and loss and the balance sheet. Find bank transactions that still need explaining. Check unbilled time and draft an invoice. Log time on a project task. See what you can do for the details.

Is this an official FreeAgent product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by FreeAgent. The server calls the FreeAgent API with your own FreeAgent access, so it sees only the data that your account can see.

Can I connect FreeAgent to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

A FreeAgent account. You sign in to FreeAgent and approve the access. You do not need an API key.

Do I add an Authorization header to the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: you sign in with your FreeAgent account. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my FreeAgent credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the FreeAgent API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. You can revoke the access in FreeAgent at any time.

Can the AI change my FreeAgent data?

Yes, if you approve it. 4 of the 20 FreeAgent tools can create or change data. The other 16 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this FreeAgent server only. Cancel any time: your paid plan then runs to the end of the paid period. Run freeagent_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run freeagent_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run freeagent_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a FreeAgent tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with freeagent_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

More Payments & Billing MCP servers

All Payments & Billing servers →