--- title: "Connect FreeAgent and Google Docs - APIANT.ai" description: "When \"New Bank Transaction\" fires in FreeAgent, your agent runs \"Create Document\" in Google Docs." canonical: "https://apiant.ai/connect/freeagent-to-google-docs" --- # Connect FreeAgent and Google Docs When **New Bank Transaction** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Create Document** in [Google Docs](https://apiant.ai/connections/google-docs), or **Document Structure Changed** in Google Docs to **Create Contact** in FreeAgent. Describe the whole flow and it is built, tested on every scenario and kept running. FreeAgent **6** triggers FreeAgent **50** actions Google Docs **10** triggers Google Docs **46** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FreeAgent and Google Docs to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What FreeAgent and Google Docs can do together ### From FreeAgent to Google Docs - When **New Bank Transaction** in FreeAgent then **Create Document** in Google Docs - When **New Contact** in FreeAgent then **Create Document Markdown** in Google Docs ### From Google Docs to FreeAgent - When **Document Structure Changed** in Google Docs then **Create Contact** in FreeAgent - When **Document Updated** in Google Docs then **Create Invoice** in FreeAgent Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with FreeAgent and Google Docs ## Triggers and actions 16 triggers · 96 actions - Trigger **New Bank Transaction** Triggers when a new transaction appears in a FreeAgent bank account. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New or Updated Contact** Triggers when a contact is created or changed in FreeAgent. - Trigger **New or Updated Timeslip** Triggers when a timeslip (time entry) is created or edited in FreeAgent. - Trigger **New Project** Triggers when a new project is created. - Action **Convert Estimate to Invoice** Converts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice. - Action **Create Bill** Creates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill. - Action **Create Contact** Create a new contact. - Action **Create Credit Note** Creates a draft credit note for a FreeAgent contact, with optional line items. - Action **Create Estimate** Creates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items. - Action **Create Expense** Creates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details. - Action **Create Invoice** Create an invoice for a contact. - Action **Create Mileage Claim** Creates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim. - Action **Create Note** Adds a note to a FreeAgent contact or project. - Action **Create Price List Item** Creates a price list item in FreeAgent that can be added to invoices and estimates. - Action **Create Project** Create a project for a contact. - Action **Create Task** Creates a task under a FreeAgent project. - Action **Create Timeslip** Create a timeslip (time tracking entry). - Action **Delete Contact** Delete a contact by id. - Action **Delete Invoice** Deletes an invoice from FreeAgent. - Action **Delete Timeslip** Deletes a timeslip from FreeAgent. - Action **Explain Bank Transaction** Explains a bank transaction in FreeAgent by creating a bank transaction explanation (categorising it, or matching it to an invoice, bill, transfer or user payment). Returns the created explanation. - Action **Find Contact by Email** Finds FreeAgent contacts whose email or billing email matches the given address. - Action **Get Bill** Returns a single bill, including its line items, by its ID. - Action **Get Contact** Get a single contact by id. - Action **Get Credit Note** Returns a single FreeAgent credit note, including its line items, status and totals. - Action **Get Estimate** Returns a single FreeAgent estimate with its line items. - Action **Get Expense** Returns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details. - Action **Get Invoice** Get a single invoice by id. - Action **Get Note** Returns a single note attached to a FreeAgent contact or project, including its text, author and timestamps. - Action **Get Price List Item** Returns a single price list item from FreeAgent by its ID. - Action **Get Project** Returns a single FreeAgent project by its ID, including its contact, status, budget and billing details. - Action **Get Timeslip** Returns a single FreeAgent timeslip, including its hours, date, user, project and task. - Action **List Bank Accounts** Returns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts. - Action **List Bank Transactions** Returns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status. - Action **List Bills** List bills. - Action **List Categories** Returns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts. - Action **List Contacts** List contacts in FreeAgent. - Action **List Corporation Tax Returns** Returns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status. - Action **List Estimates** List estimates. - Action **List Expenses** List expenses. - Action **List Invoices** List invoices. - Action **List Projects** List projects. - Action **List Self Assessment Returns** Returns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status. - Action **List Tasks** Returns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date. - Action **List Timeslips** List timeslips (time tracking entries). - Action **List Users** Returns the users on the FreeAgent account, optionally filtered to staff or advisors. - Action **Mark Invoice as Cancelled** Marks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date. - Action **Mark Invoice as Sent** Marks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice. - Action **Update Bill** Updates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed. - Action **Update Contact** Update an existing contact. - Action **Update Expense** Updates an existing expense in FreeAgent, changing only the details you supply. - Action **Update Invoice** Updates an existing FreeAgent invoice's details, such as dates, contact, payment terms, comments and line items. Only the fields you fill in are changed. - Action **Update Project** Updates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed. - Action **Update Timeslip** Updates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed. - Trigger **Document Deleted** Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed. - Trigger **Document Placeholder Filled** Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text. - Trigger **Document Search Update** Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents. - Trigger **Document Structure Changed** Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed - Trigger **Document Updated** Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated. - Trigger **Document Word Count Threshold** Triggers when a Google Doc's word/character count crosses a user-defined threshold. This trigger monitors a specific Google Doc and fires when its word or character count becomes greater than or equal to the configured threshold value. - Trigger **Keyword Detected in Document** Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset. - Trigger **New Document Added** Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected. - Trigger **New Document Created** Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents. - Trigger **New Folder Created in Root** Triggers when a new folder is created in the root folder of Google Drive. This trigger monitors Google Drive and fires when new folders are detected in the root directory. - Action **Copy Document** Tool to create a copy of an existing google document. use this to duplicate a document, for example, when using an existing document as a template. the copied document will have a default title (e.g., 'copy of [original title]') if no new title is provided, and will be placed in the user's root google drive folder. - Action **Create And Populate Table** Creates a new table in a Google Document and populates its cells with provided text data in a single operation. Use this action when you need to insert a structured table with predefined content into a document. The action handles both table creation and cell population automatically, eliminating the need for separate operations. - Action **Create Document** Creates a new google docs document using the provided title as filename and inserts the initial text at the beginning if non-empty, returning the document's id and metadata (excluding body content). - Action **Create Document Markdown** Creates a new google docs document, optionally initializing it with a title and content provided as markdown text. - Action **Create Footer** Tool to create a new footer in a google document. use when you need to add a footer, optionally specifying its type and the section it applies to. - Action **Create Footnote** Tool to create a new footnote in a google document. use this when you need to add a footnote at a specific location or at the end of the document body. - Action **Create Header** Tool to create a new header in a google document. use this tool when you need to add a header to a document, optionally specifying the section it applies to. - Action **Create Named Range** Tool to create a new named range in a google document. use this to assign a name to a specific part of the document for easier reference or programmatic manipulation. - Action **Create Paragraph Bullets** Tool to add bullets to paragraphs within a specified range in a google document. use when you need to format a list or a set of paragraphs as bullet points. - Action **Create Tab** Creates a new tab in a Google Docs document. Tabs allow you to organize document content into separate sections within a single document. Use this action when you need to add a new organizational tab to a document. When a tab is added at a specified index, all subsequent tabs' indexes are automatically incremented. - Action **Delete Content Range** Tool to delete a range of content from a google document. use when you need to remove a specific portion of text or other structural elements within a document. - Action **Delete Footer** Tool to delete a footer from a google document. use when you need to remove a footer from a specific section or the default footer. - Action **Delete Header** Deletes the header from the specified section or the default header if no section is specified. use this tool to remove a header from a google document. - Action **Delete Named Range** Tool to delete a named range from a google document. use when you need to remove a previously defined named range by its id or name. - Action **Delete Paragraph Bullets** Tool to remove bullets from paragraphs within a specified range in a google document. use when you need to clear bullet formatting from a section of a document. - Action **Delete Tab** Deletes a tab from a Google Document. This action is irreversible — the tab cannot be recovered once removed. Use when you need to remove a tab and all its child tabs from a document's tab structure. - Action **Delete Table** Tool to delete an entire table from a google document. use when you have the document id and the specific start and end index of the table element to be removed. the table's range can be found by inspecting the document's content structure. - Action **Delete Table Column** Tool to delete a column from a table in a google document. use this tool when you need to remove a specific column from an existing table within a document. - Action **Delete Table Row** Tool to delete a row from a table in a google document. use when you need to remove a specific row from an existing table. - Action **Export Document As Pdf** Tool to export a Google Docs file as PDF using the Google Drive API. Use when you need to generate a PDF version of a Google Docs document for download or distribution. Note: Google Drive enforces a 10MB limit on export content. - Action **Get Docs Drive File Metadata** Get selected metadata fields for one Google Drive file by ID. - Action **Get Docs Spreadsheet Values** Read cell values from one range in a Google Sheets spreadsheet. - Action **Get Document By Id** Retrieves an existing google document by its id; will error if the document is not found. - Action **Get Document End Index** Retrieves the end index and paragraph structure of a Google Document or specific segment. Use this action when you need to determine valid insertion points for text operations, especially before using insertText requests. The end index represents the maximum boundary of the document body or specified segment (header, footer, footnote, or tab). - Action **Get Document Plaintext** Retrieve a Google Doc by ID and return a best-effort plain-text rendering. Converts document structure into plain text including paragraphs, lists, and tables without requiring clients to traverse complex Docs API JSON. - Action **Insert Image In Table Cell** Inserts an image from a given URI into a specific table cell in a Google Document. Use this action when you need to add an image to a particular cell within a table. The action identifies the target cell by table start index, row index, and column index, then inserts the image at the specified position within that cell's content. - Action **Insert Inline Image** Tool to insert an image from a given uri at a specified location in a google document as an inline image. use when you need to add an image to a document programmatically. - Action **Insert Page Break** Tool to insert a page break into a google document. use when you need to start new content on a fresh page, such as at the end of a chapter or section. - Action **Insert Table Action** Tool to insert a table into a google document. use when you need to add a new table at a specific location or at the end of a segment (like document body, header, or footer) in a document. - Action **Insert Table Column** Tool to insert a new column into a table in a google document. use this tool when you need to add a column to an existing table at a specific location. - Action **Insert Table Row** Inserts a new row into a table in a Google Document at a specified location. Use this action when you need to add a row to an existing table, either above or below a reference cell location. - Action **Insert Text Action** Tool to insert a string of text at a specified location within a google document. use when you need to add new text content to an existing document. - Action **Insert Text In Table Cell** Inserts text into a specific cell of a table in a Google Document by row and column position. Use this action when you need to add or update text content in a table cell at a known row and column index. To use this action, you must first retrieve the document structure using GOOGLEDOCS_GET_DOCUMENT_BY_ID to find the table's start index. Then specify the target cell by its zero-based row and column indices (e.g., row_index=0, column_index=0 for the top-left cell). - Action **List Drive Item Permissions** List permissions for a Google Drive file, folder, or shared drive. - Action **List Spreadsheet Charts** Tool to retrieve a list of all charts from a specified Google Sheets spreadsheet. Use when you need to get chart IDs and their specifications for embedding or referencing elsewhere, such as in Google Docs. - Action **Replace All Text** Tool to replace all occurrences of a specified text string with another text string throughout a google document. use when you need to perform a global find and replace operation within a document. - Action **Replace Image** Tool to replace a specific image in a document with a new image from a uri. use when you need to update an existing image within a google doc. - Action **Search Documents** Search for google documents using various filters including name, content, date ranges, and more. - Action **Unmerge Table Cells** Tool to unmerge previously merged cells in a table. use this when you need to revert merged cells in a google document table back to their individual cell states. - Action **Update Document Markdown** Replaces the entire content of an existing google docs document with new markdown text; requires edit permissions for the document. - Action **Update Document Section Markdown** Tool to insert or replace a section of a Google Docs document with Markdown content. Use when you need to update only a section of a document by specifying start and optional end indices. Supports full Markdown formatting. - Action **Update Document Style** Tool to update the overall document style, such as page size, margins, and default text direction. use when you need to modify the global style settings of a google document. - Action **Update Existing Document** Applies programmatic edits, such as text insertion, deletion, or formatting, to a specified google doc using the `batchupdate` api method. - Action **Update Table Row Style** Tool to update the style of a table row in a google document. use when you need to modify the appearance of specific rows within a table, such as setting minimum row height or marking rows as headers. - Action **Update Tab Properties** Updates properties of a document tab such as title, parent tab, index, and icon emoji. Use this action when you need to rename a tab, change its emoji icon, move it within the tab hierarchy, or reorganize tab structure. - Action **Upload Drive File** Upload a file of 5 MiB or less to Google Drive using multipart upload. ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **Google Docs** Google Docs is a cloud-based word processor with real-time collaboration, version history, and integration...](https://apiant.ai/connections/google-docs) Reviews ## What our customers say ## More from FreeAgent - [ **FreeAgent to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freeagent-to-salesforce) - [ **FreeAgent to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freeagent-to-slack) - [ **FreeAgent to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freeagent-to-stripe) - [ **FreeAgent to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freeagent-to-shopify) - [ **FreeAgent to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/freeagent-to-quickbooks-online) - [ **FreeAgent to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/freeagent-to-trello) ## More into Google Docs - [ **Slack to Google Docs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-google-docs) - [ **Google Sheets to Google Docs** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-google-docs) - [ **Gmail to Google Docs** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-google-docs) - [ **Google Calendar to Google Docs** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-google-docs) - [ **Pipedrive to Google Docs** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-google-docs) - [ **ActiveCampaign to Google Docs** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-google-docs) Questions ## FreeAgent and Google Docs, answered ### ### What can start an automation from FreeAgent? Any of FreeAgent's 6 triggers in the catalog, including New Bank Transaction, New Contact, New Invoice and New or Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Google Docs when something happens in FreeAgent? Any of Google Docs's 46 actions, including Create And Populate Table, Create Document, Create Document Markdown and Create Footer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Google Docs to FreeAgent? Yes. When something happens in Google Docs, your agent can act in FreeAgent too. This page covers both directions: Google Docs's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or Google Docs? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use FreeAgent and Google Docs without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.