--- title: "Connect FreeAgent and Timesheet - APIANT.ai" description: "When \"New Bank Transaction\" fires in FreeAgent, your agent runs \"Create Task\" in Timesheet, or \"New Absence\" in Timesheet to \"Create Contact\" in FreeAgent." canonical: "https://apiant.ai/connect/freeagent-to-timesheet" --- # Connect FreeAgent and Timesheet When **New Bank Transaction** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Create Task** in [Timesheet](https://apiant.ai/connections/timesheet), or **New Absence** in Timesheet 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 Timesheet **7** triggers Timesheet **53** 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 Timesheet 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 Timesheet can do together ### From FreeAgent to Timesheet - When **New Bank Transaction** in FreeAgent then **Create Task** in Timesheet - When **New Contact** in FreeAgent then **Create Note** in Timesheet ### From Timesheet to FreeAgent - When **New Absence** in Timesheet then **Create Contact** in FreeAgent - When **New Project** in Timesheet 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 Timesheet ## Triggers and actions 13 triggers · 103 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 Absence** Triggered when a new absence is requested or recorded in the chosen Timesheet organization. - Trigger **New Project** Triggered when a new project is created in Timesheet. - Trigger **New Rate** Triggered when a new pay rate is created in Timesheet. - Trigger **New Tag** Triggered when a new tag is created in Timesheet. - Trigger **New Task** Triggered when a new tracked time entry is recorded in Timesheet. - Trigger **New Team** Triggered when a new team is created in Timesheet. - Trigger **New Todo** Triggered when a new to-do is created in Timesheet. - Action **Approve Absence** Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it. - Action **Create Expense** Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID. - Action **Create Note** Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID. - Action **Create Organization** Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID. - Action **Create Project** Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID. - Action **Create Rate** Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID. - Action **Create Reminder** Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time. - Action **Create Tag** Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID. - Action **Create Task** Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration. - Action **Create Team** Creates a team inside a Timesheet organization. Returns the new team with its ID. - Action **Create Todo** Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID. - Action **Delete Expense** Deletes an expense from Timesheet. Returns confirmation that the expense was removed. - Action **Delete Note** Deletes a note from Timesheet. Returns confirmation that the note was removed. - Action **Delete Organization** Deletes an organization from Timesheet. Returns confirmation that the organization was removed. - Action **Delete Project** Deletes a project from Timesheet. Returns confirmation that the project was removed. - Action **Delete Rate** Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed. - Action **Delete Reminder** Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed. - Action **Delete Tag** Deletes a tag from Timesheet. Returns confirmation that the tag was removed. - Action **Delete Task** Deletes a time entry from Timesheet. Returns confirmation that the entry was removed. - Action **Delete Team** Deletes a team from Timesheet. Returns confirmation that the team was removed. - Action **Delete Todo** Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed. - Action **Find Absence** Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches. - Action **Find Expense** Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Note** Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Organization** Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case. - Action **Find Project** Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches. - Action **Find Rate** Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Reminder** Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case. - Action **Find Tag** Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Task** Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches. - Action **Find Team** Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches. - Action **Find Todo** Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches. - Action **Get Current Timer** Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking. - Action **Get Project** Returns one Timesheet project by ID, including its client, settings and tracked totals. - Action **Get Rate** Returns one Timesheet pay rate by ID, including its multiplier and extra amount. - Action **Get Tag** Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time. - Action **Get Task** Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags. - Action **Get Team** Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts. - Action **Pause Timer** Pauses the running timer, starting a break. Returns the timer with its new paused state. - Action **Resume Timer** Resumes a paused timer, ending the current break. Returns the timer with its new running state. - Action **Send Report** Generates a timesheet report for the chosen period and emails it to the given address. - Action **Start Timer** Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking. - Action **Stop Timer** Stops the running timer and closes out the time entry it was tracking. - Action **Update Expense** Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values. - Action **Update Note** Updates an existing note's text, date or attachment. Fields left blank keep their current values. - Action **Update Organization** Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values. - Action **Update Project** Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values. - Action **Update Rate** Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values. - Action **Update Reminder** Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values. - Action **Update Tag** Updates an existing tag's name, colour or archived state. Fields left blank keep their current values. - Action **Update Task** Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values. - Action **Update Team** Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values. - Action **Update Todo** Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values. ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **Timesheet** Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push...](https://apiant.ai/connections/timesheet) 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 Timesheet - [ **Teamleader Focus to Timesheet** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connect/teamleader-focus-to-timesheet) - [ **HubSpot to Timesheet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timesheet) - [ **Salesforce to Timesheet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timesheet) - [ **Slack to Timesheet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timesheet) - [ **Gmail to Timesheet** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timesheet) - [ **Google Calendar to Timesheet** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timesheet) Questions ## FreeAgent and Timesheet, 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 Timesheet when something happens in FreeAgent? Any of Timesheet's 53 actions, including Create Expense, Create Note, Create Organization and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timesheet to FreeAgent? Yes. When something happens in Timesheet, your agent can act in FreeAgent too. This page covers both directions: Timesheet's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or Timesheet? 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 Timesheet 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.