--- title: "Connect FreeAgent and Recurly - APIANT.ai" description: "When \"New Contact\" fires in FreeAgent, your agent runs \"Add invoice\" in Recurly." canonical: "https://apiant.ai/connect/freeagent-to-recurly" --- # Connect FreeAgent and Recurly When **New Contact** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Add invoice** in [Recurly](https://apiant.ai/connections/recurly), or **Prerenewal of subscription** in Recurly to **Create Invoice** in FreeAgent. Describe the whole flow and it is built, tested on every scenario and kept running. FreeAgent **6** triggers FreeAgent **50** actions Recurly **1** trigger Recurly **75** 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 Recurly 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) Recurly holds the subscriptions, plans and invoices; FreeAgent holds the contacts, projects and bookkeeping invoices. Joining them means a new FreeAgent contact can become a Recurly account, and a Recurly renewal notice can reach the right FreeAgent record. The agent builds the flow, tests every scenario and keeps it running. Example flows ## What FreeAgent and Recurly can do together ### From FreeAgent to Recurly - When **New Contact** in FreeAgent then **Add invoice** in Recurly - When **New Invoice** in FreeAgent then **Create line item** in Recurly ### From Recurly to FreeAgent - When **Prerenewal of subscription** in Recurly then **Create Invoice** in FreeAgent - When **Prerenewal of subscription** in Recurly then **Update Contact** 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 Recurly ## Triggers and actions 7 triggers · 125 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 **Prerenewal of subscription** Instant trigger: fires before a Recurly subscription renews (webhook). - Action **Add add-on to subscription** Adds an add-on to an existing subscription. An error occurs if the subscription already has the add-on. - Action **Add coupon** Create a new discount coupon. - Action **Add coupon redemption** Apply a coupon to an account or subscription. - Action **Add gift card** Create a new gift card. - Action **Add invoice** Create an invoice for an account's pending line items. - Action **Add plan add-on** Create a new add-on for a subscription plan. - Action **Add shipping address** Create a new shipping address for an account. - Action **Adjust add-on quantity** Increases or decreases the quantity of the specified add-on. NOTE: this action assumes the subscription only has a single add-on! Do not use if the subscription has multiple add-ons, otherwise all add-ons other than the specified one will be deleted if the computed quantity is zero! - Action **Cancel subscription** Cancels a subscription so it remains active until the end of the current bill cycle, then expires. - Action **Convert trial subscription** Immediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial; active, paused, expired, cancelled, or failed subscriptions cannot be converted. - Action **Create account** Creates a new account. An error occurs if the account code already exists. - Action **Create line item** Creates a one-time charge or credit on the specified account. type is charge or credit. - Action **Create purchase - add subscription** Adds a subscription to the specified purchase. Must be passed a Purchase ID emitted by 'Create purchase - initialize'. - Action **Create purchase - add subscription add-on** Adds an add-on to the specified subscription within a staged purchase. The subscription (by plan code) must have already been added to the purchase. - Action **Create purchase - initialize** Initializes a new purchase. Emits a Purchase ID that must be passed into other create purchase actions to add items to the purchase and finalize. - Action **Create purchase - submit** Submits the assembled purchase to Recurly. - Action **Create subscription** Creates a new subscription for an account on a plan. Pass account_code, plan_code, and currency. - Action **Deactivate account** Deactivates (deletes) the specified account. - Action **Delete account billing info** Remove an account's stored billing information. - Action **Delete coupon** Expire a coupon so it can no longer be redeemed. - Action **Delete coupon redemption** Remove an active coupon redemption from an account or subscription. - Action **Delete item** Deactivate an item so it cannot be bought again. Existing line items are unaffected. - Action **Delete line item** Delete an uninvoiced line item. - Action **Delete plan** Remove a subscription plan. - Action **Delete plan add-on** Remove an add-on from a plan. - Action **Delete shipping address** Remove an account's shipping address. - Action **Delete subscription change** Cancel a subscription's pending scheduled change. - Action **Delete usage record** Deletes a usage record from a subscription add-on. - Action **Get account** Returns all fields for the specified account. The account ID may be a Recurly UUID or a code-prefixed account code. - Action **Get account balance** Fetch an account's current balance and past-due status. - Action **Get account billing info** Returns the billing information for the specified account. - Action **Get add-on** Fetch a single add-on by ID. - Action **Get all subscriptions** Returns all subscriptions for the account. - Action **Get coupon** Fetch a coupon by its code. - Action **Get gift card** Fetch a gift card by ID. - Action **Get invoice** Returns the specified invoice. ID may be a Recurly UUID or the invoice number. - Action **Get item** Fetch a catalog item by ID. - Action **Get line item** Fetch a single line item by ID. - Action **Get plan** Returns the specified plan. The ID may be a Recurly UUID or a code-prefixed plan code. - Action **Get shipping address** Fetch an account's shipping address. - Action **Get subscription** Returns all fields for the specified subscription. The ID may be a Recurly UUID or a uuid-prefixed value. - Action **Get subscription add-ons** Returns all add-ons for the specified subscription. - Action **Get subscription change** Fetch a subscription's pending scheduled change. - Action **Get transaction** Fetch a single payment transaction by ID. - Action **List account invoices** Returns the invoices for the specified account. - Action **List account line items** Returns the line items (charges and credits) for the specified account. - Action **List account notes** List the notes on an account. - Action **List accounts** Returns a list of accounts. Supports limit, order, sort, and state filters. - Action **List account subscriptions** Returns the subscriptions for the specified account. - Action **List active coupon redemptions** Read the coupon currently applied to an account. Fails with a not-found error when the account has no coupon on it. - Action **List a subscription add-on's usage records** Lists all usage records for a subscription add-on for the specified subscription. - Action **List coupons** Returns a list of coupons for the site. - Action **List credit payments** List credit payments issued across the site. - Action **List gift cards** List gift cards issued on the site. - Action **List invoices** Returns a list of all invoices on the site. Supports limit and state filters. - Action **List items** List a site's catalog items. - Action **List plans** Returns a list of plans for the site. - Action **List shipping addresses** List an account's shipping addresses. - Action **List subscriptions** Returns a list of all subscriptions. Supports limit and state filters. - Action **List transactions** List payment transactions across the site. - Action **Log a usage record on subscription add-on** Logs a usage record on the specified subscription add-on. - Action **Pause subscription** Pauses a subscription for the given number of remaining billing cycles. - Action **Reactivate account** Reactivate an inactive Recurly account. - Action **Reactivate subscription** Reactivates a canceled subscription so it renews at the end of the current bill cycle. - Action **Redeem gift card** Redeem a gift card's redemption code onto an account. - Action **Refund invoice** Issue a refund against an invoice. - Action **Remove add-on from subscription** Removes an add-on from a subscription. - Action **Terminate subscription** Immediately terminates a subscription. refund may be none, partial, or full. - Action **Update account** Updates the specified account. - Action **Update account billing info** Set or replace an account's credit card / payment billing information. - Action **Update coupon** Update an active coupon's details. - Action **Update plan add-on** Update an existing plan add-on. - Action **Update shipping address** Update an account's shipping address. - Action **Update subscription renewal date** For an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires. - Action **Void invoice** Void a credit invoice. ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **Recurly** Recurly is a subscription management and recurring billing platform.](https://apiant.ai/connections/recurly) 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 Recurly - [ **HubSpot to Recurly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-recurly) - [ **Mailchimp to Recurly** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-recurly) - [ **Pipedrive to Recurly** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-recurly) - [ **JIRA to Recurly** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-recurly) - [ **Intercom to Recurly** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-recurly) - [ **Klaviyo to Recurly** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/klaviyo-to-recurly) Questions ## FreeAgent and Recurly, answered ### ### How does the agent know which Recurly account belongs to a FreeAgent contact? It can read the site's accounts with List accounts or pull one with Get account, then compare on the email or account code held on the FreeAgent contact. If nothing matches, the flow can create the account in Recurly and write the code back with Update Contact. ### ### What can start a flow on the Recurly side? Recurly fires before a subscription renews, so that event can create an invoice in FreeAgent for the contact or update the contact record ahead of the charge. FreeAgent starts flows when a contact, invoice or project is created, and the agent tests each scenario before it goes live. ### ### What can start an automation from FreeAgent? Any of FreeAgent's 6 triggers in the catalog, including New Contact, New Invoice, New Project and New Bank Transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Recurly when something happens in FreeAgent? Any of Recurly's 75 actions, including Create line item, Create subscription, List accounts and Create account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Recurly to FreeAgent? Yes. When something happens in Recurly, your agent can act in FreeAgent too. This page covers both directions: Recurly's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or Recurly? 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 Recurly 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.