--- title: "Connect FreeAgent and JIRA - APIANT.ai" description: "When \"New Bank Transaction\" fires in FreeAgent, your agent runs \"Add Comment to Issue\" in JIRA, or \"New Issue\" in JIRA to \"Create Contact\" in FreeAgent." canonical: "https://apiant.ai/connect/freeagent-to-jira" --- # Connect FreeAgent and JIRA When **New Bank Transaction** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Add Comment to Issue** in [JIRA](https://apiant.ai/connections/jira), or **New Issue** in JIRA 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 JIRA **2** triggers JIRA **138** 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 JIRA 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 JIRA can do together ### From FreeAgent to JIRA - When **New Bank Transaction** in FreeAgent then **Add Comment to Issue** in JIRA - When **New Contact** in FreeAgent then **Add comment** in JIRA ### From JIRA to FreeAgent - When **New Issue** in JIRA then **Create Contact** in FreeAgent - When **New or Updated Issue** in JIRA 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 JIRA ## Triggers and actions 8 triggers · 188 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 **New Issue** Polls for newly created issues in a project (ordered by creation date). - Trigger **New or Updated Issue** Polls for issues created or updated recently (ordered by updated date). - Action **Add attachment** add an attachment to an issue - Action **Add comment** add a comment to an issue - Action **Add Comment to Issue** Adds a comment to the specified issue. - Action **Add filter as favorite** Add filter as favorite - Action **Add gadget to dashboard** Add gadget to dashboard - Action **Add user to group** add a user to a group - Action **Add vote** add the current user's vote to an issue - Action **Add worklog** add a worklog to an issue - Action **Archive issues by ID or key** archive issues by ID/key - Action **Archive issue(s) by JQL** Archive issue(s) by JQL - Action **Assign Issue** Assigns an issue to a user by account ID. - Action **Bulk create issue** bulk create issues - Action **Bulk create statuses** Bulk create statuses - Action **Bulk delete issues** bulk delete issues - Action **Bulk delete Statuses** Bulk delete Statuses - Action **Bulk delete worklogs** bulk delete worklogs on an issue - Action **Bulk edit dashboards** Bulk edit dashboards - Action **Bulk edit issues** bulk edit issue fields - Action **Bulk fetch issues** bulk fetch issues by ID/key - Action **Bulk move issues** bulk move issues - Action **Bulk move worklogs** bulk move worklogs - Action **Bulk transition issue statuses** bulk transition issue statuses - Action **Bulk unwatch issues** bulk unwatch issues - Action **Bulk watch issues** bulk watch issues - Action **Change filter owner** Change filter owner - Action **Copy dashboard** Copy dashboard - Action **Create component** Create component - Action **Create custom field** Create custom field - Action **Create dashboard** Create dashboard - Action **Create filter** Create filter - Action **Create group** Create group - Action **Create Issue** Creates a new issue in the specified project. - Action **Create issue link** create a link between two issues - Action **Create issue link type** create an issue link type - Action **Create issue type** create an issue type - Action **Create project** create a project - Action **Create project category** create a project category - Action **Create related work** Create related work - Action **Create user** create a user - Action **Create version** Create version - Action **Delete and replace version** Delete and replace version - Action **Delete attachment** delete an attachment - Action **Delete comment** delete a comment - Action **Delete component** Delete component - Action **Delete custom field** Delete custom field - Action **Delete dashboard** Delete dashboard - Action **Delete filter** Delete filter - Action **Delete Issue** Deletes an issue by its key or ID. - Action **Delete issue link** delete an issue link - Action **Delete issue link type** delete an issue link type - Action **Delete issue type** delete an issue type - Action **Delete project** delete a project - Action **Delete project asynchronously** delete a project asynchronously - Action **Delete project category** delete a project category - Action **Delete related work** Delete related work - Action **Delete user** delete a user - Action **Delete version** Delete version - Action **Delete vote** remove the current user's vote from an issue - Action **Delete watcher** remove a watcher from an issue - Action **Delete worklog** delete a worklog - Action **Export Archived Issues** Export archived issue(s) - Action **Get all dashboards** Get all dashboards - Action **Get all projects** Get all projects - Action **Get attachment content** get attachment content - Action **Get attachment metadata** get attachment metadata - Action **Get available transitions** Get available transitions - Action **Get bulk available transitions** get transitions available for bulk transition - Action **Get comment** get a single comment - Action **Get comments by IDs** get comments by IDs - Action **Get component** Get component - Action **Get create issue metadata** Get create issue metadata - Action **Get create metadata issue types for a project** get create-metadata issue types for a project - Action **Get custom field** Fetches a custom field's definition by its ID, including its name, description and field type. Returns found = false when no field has that ID. - Action **Get dashboard** Get dashboard - Action **Get edit issue metadata** get edit metadata for an issue - Action **Get favorite filters** Get favorite filters - Action **Get filter** Get filter - Action **Get group** Get group - Action **Get Issue** Returns the details of a single issue by its key or ID. - Action **Get Issue Comments** Returns all comments for the specified issue. - Action **Get issue link** get an issue link - Action **Get issue link type** get an issue link type - Action **Get issue link types** list issue link types - Action **Get Issue Transitions** Returns the workflow transitions available for the specified issue. - Action **Get issue type** get an issue type - Action **Get issue watchers** get watchers of an issue - Action **Get issue worklogs** get worklogs on an issue - Action **Get is watching issue bulk** check watching status for multiple issues - Action **Get my filters** Get my filters - Action **Get Project** Returns the details of a single project by its key or ID. - Action **Get project category** Fetches a project category by ID, with its name and description. An error occurs if the category is not found. - Action **Get project components** get all components of a project - Action **Get project versions** get all versions of a project - Action **Get recent projects** get recently viewed projects - Action **Get related work** Get related work - Action **Get status** Get status - Action **Get status category** Get status category - Action **Get transitions** get available transitions for an issue - Action **Get user** get a user - Action **Get user groups** get groups a user belongs to - Action **Get users from group** list members of a group - Action **Get version** Get version - Action **Get votes** get votes on an issue - Action **Get worklog** get a worklog - Action **Get worklogs by IDs** get worklogs by IDs - Action **Get worklogs by issue ID and worklog ID** get worklogs by issue ID and worklog ID (internal) - Action **List Project Issue Types** Returns the issue types available, optionally for a given project. - Action **List Projects** Returns a paginated list of projects visible to the user. - Action **List users** Lists the users visible to the connected Jira account. Takes no search criterion. - Action **Merge versions** merge one version into another - Action **Move version** Move version - Action **Remove filter as favorite** Remove filter as favorite - Action **Remove gadget from dashboard** Remove gadget from dashboard - Action **Remove group** Remove group - Action **Remove user from group** remove a user from a group - Action **Restore custom field from trash** Restore custom field from trash - Action **Restore deleted or archived project** restore a deleted or archived project - Action **Search for dashboards** Search for dashboards - Action **Search for filters** Search for filters - Action **Search for issues using JQL enhanced search (GET)** Search for issues using JQL enhanced search (GET) - Action **Search for issues using JQL enhanced search (POST)** search for issues using enhanced JQL (POST) - Action **Search Issues (JQL)** Searches for issues using a JQL query. - Action **Transition Issue** Moves an issue to a new status by performing a workflow transition. - Action **Unarchive issues by keys or ID** unarchive issues by key/ID - Action **Update comment** update a comment - Action **Update component** Update component - Action **Update custom field** Update custom field - Action **Update dashboard** Update dashboard - Action **Update filter** Update filter - Action **Update gadget on dashboard** Update gadget on dashboard - Action **Update Issue** edit an issue - Action **Update issue link type** update an issue link type - Action **Update issue type** update an issue type - Action **Update project** update a project - Action **Update project category** update a project category - Action **Update related work** Update one related-work link on a Jira project version. Reads the version's existing related work, overlays only the fields you supply, then writes the merged object back — so anything you leave blank keeps its current value. - Action **Update version** Update version - Action **Update worklog** update a worklog ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connections/jira) 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 JIRA - [ **HubSpot to JIRA** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jira) - [ **Slack to JIRA** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-jira) - [ **Google Calendar to JIRA** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-jira) - [ **Stripe to JIRA** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-jira) - [ **QuickBooks Online to JIRA** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-jira) - [ **Pipedrive to JIRA** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-jira) Questions ## FreeAgent and JIRA, 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 JIRA when something happens in FreeAgent? Any of JIRA's 138 actions, including Create component, Create custom field, Create dashboard and Create filter. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JIRA to FreeAgent? Yes. When something happens in JIRA, your agent can act in FreeAgent too. This page covers both directions: JIRA's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or JIRA? 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 JIRA 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.