FreeAgent MCP Connector for Claude

Connect your FreeAgent account to any AI agent to automate your accounting and financial oversight through the Model Context Protocol (MCP). FreeAgent is an award-winning accounting software designed for freelancers and small businesses. This MCP server enables you to manage your invoices, track bank transactions, and retrieve real-time Profit and Loss summaries directly through natural conversation.

Key Features

• Invoice Management — List all sales invoices, fetch detailed metadata, and monitor overdue payments instantly.
• Contact Oversight — Access your database of customers and suppliers to maintain full context of your business relationships.
• Banking Integration — List configured bank accounts and retrieve transaction history for reconciliation and auditing.
• Expense & Bill Tracking — Monitor employee out-of-pocket expenses and supplier bills to keep your costs under control.
• Project Coordination — Access and list projects managed in FreeAgent to see how they impact your finances.
• Financial Reporting — Retrieve high-level Profit and Loss summaries to understand your business performance in real-time.
• Organization Metadata — Access company settings and chart of accounts categories for consistent financial reporting.

How it works

1. Subscribe to this server through the Vinkius Marketplace
2. Authorize your FreeAgent account via OAuth 2.0
3. Start managing your accounting data from Claude, Cursor, or any MCP client

Who is this for?

• Freelancers & Contractors — quickly check if an invoice has been paid or list recent expenses while working on a project.
• Small Business Owners — get a real-time overview of your company's P&L and bank balances via simple AI commands.
• Accountants & Bookkeepers — automate the retrieval of transaction history and contact metadata for faster reconciliation.