FreshBooks MCP Integration

FreshBooks is an accounting and invoicing platform designed for small businesses and freelancers, handling invoices, expenses, time tracking, and financial reporting. The FreshBooks MCP integration with Weldable enables your AI agents to create invoices, track payments, and pull financial reports through natural language, reducing the time spent on bookkeeping tasks.

Use cases

Create and send invoices automatically

Your AI agent can generate invoices in FreshBooks based on completed work tracked in other tools. When a project milestone is reached or a time tracking period ends, the agent creates an invoice with the correct client, line items, and amounts, then sends it without manual data entry.

Track outstanding payments

Ask your agent to list unpaid invoices, overdue accounts, and recent payment activity from FreshBooks. The agent can flag clients with balances past due and post summaries to Slack or email, helping your finance team stay on top of collections without logging into FreshBooks daily.

Generate financial summaries

Your agent can pull revenue, expense, and profit data from FreshBooks for a given time period. These summaries can be delivered to Google Sheets for further analysis or posted to Slack for quick team visibility. This is especially useful at month-end or quarter-end when finance needs a quick snapshot.

How it works

Connect FreshBooks to Weldable through OAuth on the integrations page. Once authorized, your AI agent can manage invoices, clients, expenses, and payments by describing what you need in natural language. Weldable translates each request into the correct FreshBooks API call and handles authentication automatically.

Tips

Reference clients by name. When creating invoices or checking payment status, mention the client name so the agent targets the correct account in FreshBooks.

Include line item details. When asking your agent to create an invoice, provide the description, quantity, and rate for each line item. This ensures the invoice is accurate and ready to send without edits.

Separate business accounts if needed. If you manage multiple businesses in FreshBooks, specify which account your request applies to so the agent works in the correct context.