# FreeAgent integrations Connect FreeAgent to any other app, or use it from your AI client over MCP. FreeAgent is cloud accounting software for small businesses and freelancers โ€” manage contacts, invoices, estimates, projects, expenses, bills, and time tracking. Connects with OAuth[freeagent.com](https://freeagent.com/) **6** triggers **50** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with FreeAgent? Give your AI client this address. `https://mcp.apiant.ai` 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) Popular ## FreeAgent with the apps people pair it with most - [ **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) - [ **Google Calendar to FreeAgent** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-freeagent) - [ **Mailchimp to FreeAgent** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-freeagent) - [ **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 โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/freeagent-to-quickbooks-online) - [ **ActiveCampaign to FreeAgent** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freeagent) Pair it ## Connect FreeAgent with another app - [ **FreeAgent to Salesforce** ](https://apiant.ai/connect/freeagent-to-salesforce) - [ **FreeAgent to Slack** ](https://apiant.ai/connect/freeagent-to-slack) - [ **Google Calendar to FreeAgent** ](https://apiant.ai/connect/google-calendar-to-freeagent) - [ **Mailchimp to FreeAgent** ](https://apiant.ai/connect/mailchimp-to-freeagent) - [ **FreeAgent to Stripe** ](https://apiant.ai/connect/freeagent-to-stripe) - [ **FreeAgent to Shopify** ](https://apiant.ai/connect/freeagent-to-shopify) - [ **FreeAgent to QuickBooks Online** ](https://apiant.ai/connect/freeagent-to-quickbooks-online) - [ **ActiveCampaign to FreeAgent** ](https://apiant.ai/connect/activecampaign-to-freeagent) - [ **FreeAgent to Trello** ](https://apiant.ai/connect/freeagent-to-trello) - [ **Asana to FreeAgent** ](https://apiant.ai/connect/asana-to-freeagent) - [ **FreeAgent to Zoom** ](https://apiant.ai/connect/freeagent-to-zoom) - [ **FreeAgent to Twilio** ](https://apiant.ai/connect/freeagent-to-twilio) - [ **FreeAgent to Intercom** ](https://apiant.ai/connect/freeagent-to-intercom) - [ **FreeAgent to Freshdesk** ](https://apiant.ai/connect/freeagent-to-freshdesk) - [ **FreeAgent to Typeform** ](https://apiant.ai/connect/freeagent-to-typeform) - [ **FreeAgent to PandaDoc** ](https://apiant.ai/connect/freeagent-to-pandadoc) - [ **FreeAgent to Webflow** ](https://apiant.ai/connect/freeagent-to-webflow) - [ **FreeAgent to Anthropic** ](https://apiant.ai/connect/freeagent-to-anthropic) - [ **FreeAgent to Ontraport** ](https://apiant.ai/connect/freeagent-to-ontraport) - [ **FreeAgent to Freshworks CRM** ](https://apiant.ai/connect/freeagent-to-freshworks-crm) - [ **FreeAgent to Capsule CRM** ](https://apiant.ai/connect/freeagent-to-capsule-crm) - [ **FreeAgent to Streak** ](https://apiant.ai/connect/freeagent-to-streak) - [ **FreeAgent to NetHunt CRM** ](https://apiant.ai/connect/freeagent-to-nethunt-crm) - [ **FreeAgent to MySQL** ](https://apiant.ai/connect/freeagent-to-mysql) - [ **FreeAgent to PagerDuty** ](https://apiant.ai/connect/freeagent-to-pagerduty) - [ **FreeAgent to Pushover** ](https://apiant.ai/connect/freeagent-to-pushover) - [ **FreeAgent to Todoist** ](https://apiant.ai/connect/freeagent-to-todoist) - [ **Beehiiv to FreeAgent** ](https://apiant.ai/connect/beehiiv-to-freeagent) - [ **FreeAgent to Wufoo** ](https://apiant.ai/connect/freeagent-to-wufoo) - [ **FreeAgent to Mailjet** ](https://apiant.ai/connect/freeagent-to-mailjet) - [ **FreeAgent to SQL Server** ](https://apiant.ai/connect/freeagent-to-sql-server) - [ **FreeAgent to Help Scout** ](https://apiant.ai/connect/freeagent-to-help-scout) - [ **Bitly to FreeAgent** ](https://apiant.ai/connect/bitly-to-freeagent) - [ **Teamwork to FreeAgent** ](https://apiant.ai/connect/teamwork-to-freeagent) - [ **FreeAgent to Knack** ](https://apiant.ai/connect/freeagent-to-knack) - [ **FreeAgent to QuickBase** ](https://apiant.ai/connect/freeagent-to-quickbase) - [ **FreeAgent to Pushbullet** ](https://apiant.ai/connect/freeagent-to-pushbullet) - [ **Basecamp 3 to FreeAgent** ](https://apiant.ai/connect/basecamp-3-to-freeagent) - [ **FreeAgent to HelloSign** ](https://apiant.ai/connect/freeagent-to-hellosign) - [ **FreeAgent to Wistia** ](https://apiant.ai/connect/freeagent-to-wistia) - [ **Caspio to FreeAgent** ](https://apiant.ai/connect/caspio-to-freeagent) - [ **FreeAgent to Recurly** ](https://apiant.ai/connect/freeagent-to-recurly) - [ **FreeAgent to Wachete** ](https://apiant.ai/connect/freeagent-to-wachete) - [ **FreeAgent to fastbill** ](https://apiant.ai/connect/freeagent-to-fastbill) - [ **FreeAgent to GeoNames** ](https://apiant.ai/connect/freeagent-to-geonames) - [ **FreeAgent to Geckoboard** ](https://apiant.ai/connect/freeagent-to-geckoboard) - [ **FreeAgent to timeBuzzer** ](https://apiant.ai/connect/freeagent-to-timebuzzer) - [ **FreeAgent to Accounting Seed** ](https://apiant.ai/connect/freeagent-to-accounting-seed) - [ **Beanstalk to FreeAgent** ](https://apiant.ai/connect/beanstalk-to-freeagent) - [ **FreeAgent to LeanKit** ](https://apiant.ai/connect/freeagent-to-leankit) - [ **BigML to FreeAgent** ](https://apiant.ai/connect/bigml-to-freeagent) - [ **Aplos to FreeAgent** ](https://apiant.ai/connect/aplos-to-freeagent) - [ **Erpnext to FreeAgent** ](https://apiant.ai/connect/erpnext-to-freeagent) - [ **FreeAgent to HubSpot** ](https://apiant.ai/connect/freeagent-to-hubspot) - [ **FreeAgent to Google Sheets** ](https://apiant.ai/connect/freeagent-to-google-sheets) - [ **FreeAgent to Gmail** ](https://apiant.ai/connect/freeagent-to-gmail) - [ **Google Drive to FreeAgent** ](https://apiant.ai/connect/google-drive-to-freeagent) - [ **FreeAgent to Pipedrive** ](https://apiant.ai/connect/freeagent-to-pipedrive) - [ **FreeAgent to Notion** ](https://apiant.ai/connect/freeagent-to-notion) - [ **Airtable to FreeAgent** ](https://apiant.ai/connect/airtable-to-freeagent) What your agent can do with FreeAgent ## Triggers and actions 6 triggers ยท 50 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 โ€” 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. ## Related apps - [ **FreeAgent to Accounting Seed** Accounting Seed is a Salesforce-native accounting application connecting front- and back-office finance.](https://apiant.ai/connect/freeagent-to-accounting-seed) - [ **Alegra to FreeAgent** Alegra is an accounting and billing app designed for Latin American managers.](https://apiant.ai/connect/alegra-to-freeagent) - [ **FreeAgent to CII & UBL by InvoiceXML** CII & UBL by InvoiceXML is an e-invoice compliance service for creating, converting, validating, and...](https://apiant.ai/connect/freeagent-to-cii-ubl-by-invoicexml) - [ **FreeAgent to Easybill** Create invoices, quotations and delivery notes with Easybill's cloud-based accounting software.](https://apiant.ai/connect/freeagent-to-easybill) - [ **FreeAgent to Factur-X by InvoiceXML** Factur-X by InvoiceXML is an e-invoice automation: create, transform, validate, and extract Factur-X PDFs...](https://apiant.ai/connect/freeagent-to-factur-x-by-invoicexml) - [ **FacturaDirecta to FreeAgent** FacturaDirecta is an easy accounting software for small business and freelancers.](https://apiant.ai/connect/facturadirecta-to-freeagent) - [ **FreeAgent to fastbill** FastBill is a cloud app for German invoicing & accounting.](https://apiant.ai/connect/freeagent-to-fastbill) - [ **FreeAgent to Finmei** Finmei is an invoicing tool which helps you quickly issue invoices and track your expenses.](https://apiant.ai/connect/freeagent-to-finmei) [More in Accounting](https://apiant.ai/apps/accounting) Reviews ## What our customers say Questions ## FreeAgent, answered ### ### Is there a FreeAgent MCP server? APIANT's MCP server at https://mcp.apiant.ai works with FreeAgent. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use FreeAgent. Nothing to install. ### ### 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 FreeAgent? Any of FreeAgent's 50 actions, including Create Bill, Create Contact, Create Credit Note and Create Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Which apps can FreeAgent connect to? Any app in the catalog; the list on this page pairs FreeAgent with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.