Integration

FreshBooks integration

Cloud accounting and invoicing platform API for small businesses and freelancers. Create and manage invoices, track expenses, handle clients, process payments, and generate financial reports. Essential for accounting automation, time tracking, and business financial management.

Connect FreshBooks How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in FreshBooks.Built from the 15 FreshBooks tools below, on the connection you add once.

Common FreshBooks use cases

financial reporting
CRM sync
expense tracking
client management
accounts receivable
tax preparation
client display
invoice display
invoice delivery
payment tracking

What you can do with FreshBooks

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Invoice, 5 operations

create_invoiceCreate invoicePOSTCreates a new invoice in FreshBooks with line items, due date, and client assignment.
get_invoiceGet invoiceGETRetrieves a specific invoice with full details including line items and payment history.
list_invoicesList invoicesGETLists all invoices for a FreshBooks account with status filtering and pagination.
send_invoiceSend invoicePUTSends an invoice via email or marks it as sent. Use action_email=true to email, or action_mark_as_sent=true to mark sent without emailing.
update_invoiceUpdate invoicePUTUpdates an existing invoice's details, status, or line items.

Client, 4 operations

create_clientCreate clientPOSTCreates a new client in FreshBooks with contact and billing information.
get_clientGet clientGETRetrieves a specific client's full details by their ID.
list_clientsList clientsGETLists all clients for a FreshBooks account with filtering and pagination support.
update_clientUpdate clientPUTUpdates an existing client's information in FreshBooks.

Expense, 2 operations

create_expenseCreate expensePOSTCreates a new expense record in FreshBooks with amount, vendor, and categorization.
list_expensesList expensesGETLists all expenses for a FreshBooks account with date filtering and pagination.

Payment, 2 operations

create_paymentCreate paymentPOSTRecords a payment received against an invoice in FreshBooks.
list_paymentsList paymentsGETLists all payments received for a FreshBooks account with invoice filtering.

Report, 1 operation

get_profit_loss_reportGet profit loss reportGETGenerates a profit and loss (income statement) report for a specified date range.

User, 1 operation

get_current_userGet current userGETRetrieves the authenticated user's profile information including business memberships and permissions.

FreshBooks API rate limits

120 requests per minute

Rate limits vary by endpoint and plan

These are the limits FreshBooks documents, not ones LiveContext measured. They can change and often depend on your plan, so check the FreshBooks documentation for current values.

Use FreshBooks from Claude Code, Cursor or Codex

Connect FreshBooks in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its FreshBooks operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect FreshBooks

Create your workspace
Sign up free. Nothing to install.
Connect FreshBooks once
Add your FreshBooks connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

FreshBooks integration FAQ

What can you do with the FreshBooks integration?

LiveContext exposes 15 operations on FreshBooks, covering invoice, client, expense and payment. Common uses include financial reporting, CRM sync and expense tracking.

What are the FreshBooks API rate limits?

FreshBooks documents 120 requests per minute. Rate limits vary by endpoint and plan Limits are set by FreshBooks and can depend on your plan.