FreshBooks (Claude)

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Ask Claude how your business is really doing — straight from your FreshBooks financials

About FreshBooks (Claude) MCP Server

FreshBooks — Ask Claude how your business is really doing Skip the spreadsheets and log-ins. With the FreshBooks connector, you can ask Claude about your business finances in plain language — and get clear, accurate answers pulled directly from your FreshBooks account. Know Your Profitability, On Demand Ask Claude how profitable your business was last month, last quarter, or all year. Get a clear breakdown of your revenue, expenses, and profit — no reports to run, no dashboards to dig through. Understand Where Your Money Goes Ask Claude to break your expenses down by category so you can see what's driving your costs and spot trends before they become problems. Track Revenue and Cash Position Get a real-time read on money coming in and going out. Ask Claude to compare periods, flag slow months, or summarize your overall cash position. Your Data, Just Easier to Understand The FreshBooks connector is read-only — it answers questions about your business, it doesn't make changes on your behalf. Your financial data stays exactly where it is; Claude just helps you make sense of it faster.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/freshbooks. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.freshbooks.com/v1. Sign-in: Required. Publisher documentation: https://support.freshbooks.com/hc/en-us/articles/47907329443597. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (20)
Functions this server exposes to AI clients

accounting-reports__get_balance_sheet_report

accounting-reports__get_general_ledger_report

accounting-reports__get_profit_and_loss_report

accounting-reports__get_revenue_by_client_report

accounting-reports__get_trial_balance_report

accounting__get_client

accounting__get_estimate

accounting__get_expense

accounting__get_invoice

accounting__get_payment

accounting__get_recurring_template

accounting__list_clients

accounting__list_credits_for_client

accounting__list_estimates

accounting__list_expenses

accounting__list_invoices

accounting__list_item_and_services

accounting__list_payments

accounting__list_recurring_templates

business-profile__list_businesses

Compatible With
Claude
Claude Code
Claude Desktop