freeagent-mcp-server

# FreeAgent MCP Server

A [Model Context Protocol](https://modelcontextprotocol.io) server for [FreeAgent](https://www.freeagent.com) accounting. Gives Claude (or any MCP client) the ability to reconcile bank transactions with receipts, claim expenses and mileage, raise and chase invoices, record supplier bills, log time against projects, and read the company's financial position.

## What access this server requires

### FreeAgent

The FreeAgent OAuth credentials grant **full access** to the connected FreeAgent account. This server uses that access to:

| Action | Tools that use it |
|--------|------------------|
| Read bank accounts | `freeagent_list_bank_accounts` |
| Read bank transactions and explanations | `freeagent_list_transactions` |
| Update transaction explanations (category, description, project, rebilling, VAT, approval, attachments) | `freeagent_explain_transaction` |
| Read, create, amend and delete expense claims | `freeagent_list_expenses`, `freeagent_create_expense`, `freeagent_create_mileage_expense`, `freeagent_update_expense`, `freeagent_delete_expense` |
| Read the chart of accounts | `freeagent_list_categories` |
| Read, create, amend and delete projects | `freeagent_list_projects`, `freeagent_create_project`, `freeagent_update_project`, `freeagent_delete_project` |
| Read, create, amend and delete contacts | `freeagent_list_contacts`, `freeagent_create_contact`, `freeagent_update_contact`, `freeagent_delete_contact` |
| Read, raise, edit and change the status of invoices | `freeagent_list_invoices`, `freeagent_get_invoice`, `freeagent_create_invoice`, `freeagent_update_invoice`, `freeagent_update_invoice_status` |
| Read, record and amend supplier bills | `freeagent_list_bills`, `freeagent_get_bill`, `freeagent_create_bill`, `freeagent_update_bill` |
| Read, log and amend time against project tasks | `freeagent_list_tasks`, `freeagent_create_task`, `freeagent_update_task`, `freeagent_list_timeslips`, `freeagent_create_timeslip`, `freeagent_update_timeslip` |
| Read accounting reports | `freeagent_profit_and_loss`, `freeagent_trial_balance`, `freeagent_aged_debtors`, `freeagent_aged_creditors`, `freeagent_tax_timeline`, `freeagent_company_summary` |
| Delete expenses, invoices, bills, contacts, projects, tasks and timeslips | `freeagent_delete_expense`, `freeagent_delete_invoice`, `freeagent_delete_bill`, `freeagent_delete_contact`, `freeagent_delete_project`, `freeagent_delete_task`, `freeagent_delete_timeslip` |

FreeAgent does not offer granular OAuth scopes — authorising an app grants access to all of the above.

**Destructive operations.** The delete tools are flagged `destructiveHint: true` so your MCP client can prompt before running them, as is `freeagent_update_invoice_status` (its `mark_as_cancelled` transition voids an issued invoice). The three whose loss is unrecoverable — `freeagent_delete_expense`, `freeagent_delete_contact` and `freeagent_delete_project` — additionally require `confirm: true`, so a client that auto-approves tool calls still cannot trigger them by accident. The server never deletes bank transactions, and never emails anything to your clients — status transitions change status only.

**Outbound fetches.** `freeagent_explain_transaction`, `freeagent_create_expense`, `freeagent_update_expense`, `freeagent_create_bill` and `freeagent_update_bill` each accept a `fileUrl` to download a receipt or invoice. That URL is treated as untrusted input: only `http`/`https` are allowed, hosts resolving to loopback, link-local, or private addresses are refused (on the initial request *and* on every redirect), and downloads are capped at 10 MB.

**Local file reads.** Those same tools accept a `filePath`, and the server reads that file from the host it runs on. The path must be absolute, and symlinks are resolved before the check. Over stdio the server runs as you, so this is no more access than the client already has. In **HTTP mode the caller is remote**, so local paths are refused outright unless you set `FREEAGENT_ATTACHMENT_ROOTS` to the directories that may be read (colon-separated); anything outside them is refused. Set it in stdio mode too if you want to bound what a prompt-injected model can attach.

**Truncation.** List tools page through results and report `mayHaveMore`; when true, any total they return covers only the records fetched and is named `totalOutstandingForReturned`. The `freeagent_aged_debtors` and `freeagent_aged_creditors` reports page to exhaustion and return `complete: true` — treat `complete: false` as an incomplete figure. Records whose due date is missing or unparseable are counted in a separate `unknown_due_date` bucket rather than being assumed not yet due.

### Email and file sources (external — not provided by this server)

This server has no email tools. For receipt/invoice search to work automatically, connect one or more of the following MCP servers alongside this one:

- **Gmail** (e.g. `mcp__claude_ai_Gmail`) — personal email
- **Microsoft 365 / Outlook** (e.g. `mcp__claude_ai_microsoft-365`) — business email

When both are connected, Claude will search all of them automatically for matching receipts before asking you to provide a file manually.

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## Tools

### Banking and expenses

| Tool | Description |
|------|-------------|
| `freeagent_list_bank_accounts` | List all bank accounts and their IDs |
| `freeagent_list_transactions` | List transactions (unexplained / explained / all / marked_for_review) with date filters |
| `freeagent_explain_transaction` | Update, approve, rebill or attach a receipt to a transaction explanation |
| `freeagent_list_categories` | List the full chart of accounts — all four category groups |
| `freeagent_list_expenses` | List expense claims by date or project, with `unbilledOnly` for costs queued to bill on and `untaggedRebillOnly` for project-tagged costs that will never be billed |
| `freeagent_create_expense` | Create an expense claim with optional receipt (local path, URL or base64), project tag with rebill type/factor, EC VAT status and bank-transaction auto-matching |
| `freeagent_update_expense` | Update an existing expense — attach or replace the receipt, set the rebill treatment, retag project/category, correct date, amount or VAT |
| `freeagent_create_mileage_expense` | Create a mileage claim with engine type/size for fuel VAT, optionally rebilled to a project; the rate comes from the account's own mileage settings |
| `freeagent_delete_expense` | Delete an expense filed in error (needs `confirm: true`) |

### Contacts, invoicing and bills

| Tool | Description |
|------|-------------|
| `freeagent_list_contacts` | List clients and suppliers, with an optional name/email filter |
| `freeagent_create_contact` | Create a client or supplier, with VAT registration number and default payment terms |
| `freeagent_update_contact` | Update a contact, add its VAT number, or hide it (`status: "Hidden"`) |
| `freeagent_delete_contact` | Delete a contact (needs `confirm: true`) |
| `freeagent_list_invoices` | List invoices by view (`overdue`, `open_or_overdue`, `draft`, `paid`…) with the total outstanding |
| `freeagent_get_invoice` | Fetch one invoice in full, including line items |
| `freeagent_create_invoice` | Raise an invoice with line items and EC VAT status — always created as a **draft** |
| `freeagent_update_invoice` | Edit a draft invoice — dates, project, VAT status, discount, and add/edit/remove line items |
| `freeagent_update_invoice_status` | Mark an invoice as sent, draft, scheduled or cancelled (no email is sent) |
| `freeagent_delete_invoice` | Delete an invoice |
| `freeagent_list_bills` | List supplier bills with the total outstanding |
| `freeagent_get_bill` | Fetch one bill in full, including line items and their URLs (needed to edit lines) |
| `freeagent_create_bill` | Record a supplier bill, with optional invoice attachment (local path, URL or base64), EC VAT status, project allocation and rebill treatment |
| `freeagent_update_bill` | Update a bill — reference, dates, VAT status, project, rebill treatment, attachment and line items |
| `freeagent_delete_bill` | Delete a bill |

### Time tracking

| Tool | Description |
|------|-------------|
| `freeagent_list_tasks` | List project tasks (time is always logged against a task) |
| `freeagent_create_task` | Create a project task with its billing rate |
| `freeagent_update_task` | Rename a task, change its billing rate, or close it (`status: "Completed"`) |
| `freeagent_delete_task` | Delete a task with no time logged against it |
| `freeagent_list_timeslips` | List logged time for a date range, with totals per project; `view: "unbilled"` finds uninvoiced work |
| `freeagent_create_timeslip` | Log time against a project task |
| `freeagent_update_timeslip` | Correct a timeslip's hours, date, task or comment |
| `freeagent_delete_timeslip` | Delete a timeslip |

### Projects

| Tool | Description |
|------|-------------|
| `freeagent_list_projects` | List projects, for tagging expenses, invoices, bills and time |
| `freeagent_create_project` | Create a project against a client contact — only contact and name are required |
| `freeagent_update_project` | Rename, rebudget, change billing rate or close a project |
| `freeagent_delete_project` | Delete a project with nothing booked against it (needs `confirm: true`) |

### Reporting

| Tool | Description |
|------|-------------|
| `freeagent_profit_and_loss` | Income, expenses, operating profit, corporation tax estimate and retained profit |
| `freeagent_trial_balance` | Balance on every nominal account |
| `freeagent_aged_debtors` | Unpaid customer invoices bucketed by age (not yet due, 1–30, 31–60, 61–90, 90+ days) |
| `freeagent_aged_creditors` | Unpaid supplier bills bucketed by age |
| `freeagent_tax_timeline` | Upcoming VAT, corporation tax and Companies House deadlines with amounts due |
| `freeagent_company_summary` | Company details, VAT registration and accounting year end |

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