MCP FreshBooks

mcp-freshbooks

Production-grade MCP server for FreshBooks — 53 tools for invoices, clients, expenses, payments, time tracking, projects, estimates, financial reports, and smart workflows.

Features

• 53 tools covering the full FreshBooks accounting workflow
• Smart workflow tools — convert estimates to invoices, invoice unbilled time, find overdue clients, get full client summaries
• 5 financial reports — P&L, tax summary, accounts aging, balance sheet, payments collected
• OAuth2 authentication with automatic token refresh
• Clean output — summarized lists, formatted details
• Production-grade error handling and rate limit awareness
• Zero cost — uses FreshBooks free developer program

Tools

Category	Tools	Count
Auth	freshbooks_authenticate, freshbooks_authenticate_with_code, freshbooks_whoami	3
Invoices	list_invoices, get_invoice, create_invoice, update_invoice, send_invoice, delete_invoice	6
Recurring	list_recurring_invoices, create_recurring_invoice, update_recurring_invoice	3
Clients	list_clients, get_client, create_client, update_client, delete_client	5
Estimates	list_estimates, get_estimate, create_estimate, update_estimate, send_estimate	5
Expenses	list_expenses, get_expense, create_expense, update_expense, delete_expense	5
Payments	list_payments, get_payment, create_payment	3
Time Tracking	list_time_entries, get_time_entry, create_time_entry, update_time_entry, delete_time_entry	5
Projects	list_projects, get_project, create_project, update_project	4
Reports	get_profit_loss, get_tax_summary, get_accounts_aging, get_balance_sheet, get_payments_collected	5
Items	list_items, create_item	2
Categories	list_expense_categories	1
Taxes	list_taxes	1
Workflows	convert_estimate_to_invoice, get_overdue_invoices, get_unbilled_time, invoice_from_time, client_summary	5

Quick Start

1. Install

pip install mcp-freshbooks

Or from source:

git clone https://github.com/AlexlaGuardia/mcp-freshbooks.git
cd mcp-freshbooks
pip install .

2. Get FreshBooks API Credentials

1. Sign up at freshbooks.com/pages/developer-signup
2. Create an OAuth app in the developer portal
3. Set redirect URI to https://localhost:8555/callback
4. Copy your Client ID and Client Secret

3. Configure

export FRESHBOOKS_CLIENT_ID=your_client_id
export FRESHBOOKS_CLIENT_SECRET=your_client_secret
export FRESHBOOKS_REDIRECT_URI=https://localhost:8555/callback

4. Add to Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "freshbooks": {
      "command": "mcp-freshbooks",
      "env": {
        "FRESHBOOKS_CLIENT_ID": "your_client_id",
        "FRESHBOOKS_CLIENT_SECRET": "your_client_secret",
        "FRESHBOOKS_REDIRECT_URI": "https://localhost:8555/callback"
      }
    }
  }
}

5. Authenticate

Use the freshbooks_authenticate tool on first use. It will give you a URL to open in your browser. After authorizing, tokens are saved to ~/.mcp-freshbooks/tokens.json and auto-refresh.

Usage Examples

Who owes me money?

Use get_overdue_invoices to see all past-due clients and total outstanding

Convert a proposal to an invoice:

Use convert_estimate_to_invoice to turn estimate 456 into a ready-to-send invoice

Find unbilled work:

Use get_unbilled_time to find time entries not yet on any invoice

Check profitability:

Get the profit and loss report for Q1 2026

Track time:

Create a 2-hour time entry for project 789 with note "API integration work"

Architecture

src/mcp_freshbooks/
├── server.py   # MCP server with 47 tool definitions
├── client.py   # FreshBooks API client (httpx async)
└── auth.py     # OAuth2 flow + token persistence

The server uses the MCP Python SDK with FastMCP for clean tool registration. All API calls go through the async client with automatic token refresh.

Requirements

• Python 3.10+
• FreshBooks account (free trial works for development)
• FreshBooks OAuth app credentials

License

MIT