Freeagent

Tool to retrieve the opening balances from the trial balance summary. Use when you need to get the initial balance amounts for all account categories at the start of the accounting period.

Untrusted display-only summary

Tool to retrieve the Profit and Loss summary for a specified period from FreeAgent. Use when you need financial performance overview including income, expenses, and retained profit.

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Tool to get the trial balance summary from FreeAgent. Use when you need to retrieve the trial balance report data for accounting purposes.

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Tool to retrieve the balance sheet for a FreeAgent account. Use when you need to get financial position data including assets, liabilities, and equity. Returns balance sheet data for the specified date or current date if not specified.

Untrusted display-only summary

Tool to retrieve opening balances for the balance sheet from FreeAgent. Use when you need to get the initial financial position values including capital assets, current assets, liabilities, and equity.

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Tool to list all accounting transactions from FreeAgent. Use when you need to retrieve transaction history for accounting purposes. Filter by date range or nominal code to narrow results.

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Tool to list all CIS (Construction Industry Scheme) bands for a company. Use when you need to retrieve the available CIS bands configured for a UK company enrolled in CIS for Subcontractors. The bands include gross, standard, and higher rate bands with their respective deduction rates and nominal codes.

Untrusted display-only summary

Tool to list all expenses from FreeAgent. Use when you need to retrieve expense records, optionally filtered by view type (recent/recurring), date range, project, or last update timestamp.

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Tool to list all price list items from FreeAgent. Use when you need to retrieve all price list items with optional sorting by creation date, code, or update date.

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Tool to list all properties in FreeAgent. Use when you need to retrieve property records for UK unincorporated landlord companies. Supports pagination for large result sets.

Untrusted display-only summary

Tool to retrieve a list of recurring invoices from FreeAgent. Use when you need to query recurring invoices by status or contact. Supports filtering by draft, active, or inactive status and can include nested invoice line items.

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Tool to list all sales tax periods for a company in FreeAgent. Use when you need to retrieve sales tax configuration history including rates, registration status, and effective dates. Available for US and Universal companies only.

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Tool to list all stock items from FreeAgent. Use when you need to retrieve stock items with optional sorting by creation date, description, or update date.

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Tool to list all tasks in FreeAgent. Use when you need to retrieve tasks with optional filtering by status, project, or update date, and sorting options.

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Tool to list all timeslips from FreeAgent. Use when you need to retrieve time tracking records with optional filtering by date range, user, project, task, billing status, or last update timestamp.

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Tool to list users in FreeAgent. Use when you need to retrieve users with optional filtering by type (all, staff, advisors). Requires 'Tax, Accounting & Users' permission scope.

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Tool to list bank accounts in FreeAgent. Use when you need to retrieve all bank accounts or filter by account type (standard, credit card, or PayPal).

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Tool to list all bank feeds for a company. Use when you need to retrieve the list of bank feeds and their current status.

Untrusted display-only summary

Tool to list all bank transactions under a certain bank account in FreeAgent. Use when you need to retrieve transaction history, reconcile accounts, or find specific transactions for a bank account.

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Tool to retrieve a list of bills from FreeAgent. Use when you need to view bills with optional filters by status, date range, contact, or project.

Untrusted display-only summary

Tool to retrieve all available business categories from FreeAgent. Use when you need to get the complete list of industry classifications for company categorization.

Untrusted display-only summary

Tool to retrieve all categories for the current FreeAgent company. Categories are used to classify income or costs for estimate items, invoice items, expenses, bills, and bank transaction explanations. Returns four category sets: admin expenses, cost of sales, income, and general. Use sub_accounts parameter to include…

Untrusted display-only summary

Tool to list contacts in FreeAgent. Use when you need to retrieve contacts with optional filtering by type, sort order, or update date.

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Tool to retrieve all credit note reconciliations from FreeAgent. Use when you need to list credit notes that have been reconciled against invoices. Optionally filter by update timestamp or date range.

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Tool to list credit notes from FreeAgent. Use when you need to retrieve credit notes with optional filtering by contact, project, status, or date range. Requires 'Estimates and Invoices' permission.

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Tool to retrieve EC VAT MOSS sales tax rates for a specific EU country and date. Use when you need to determine the applicable VAT rates for cross-border digital services within the EU.

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Tool to list estimates in FreeAgent. Use when you need to retrieve estimates with optional filtering by status, date range, contact, project, or invoice. Set nested_estimate_items to true to include estimate items in the response.

Untrusted display-only summary

Tool to retrieve the default additional text for estimates. Use when you need to get the default text that appears on all estimate documents.

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Tool to list final accounts reports for a company in FreeAgent. Use when you need to retrieve all final accounts reports with their filing status and period dates.

Untrusted display-only summary

Tool to retrieve all hire purchases for the authorized FreeAgent account. Use when you need to view existing hire purchase agreements. Requires 'Bills' access level and is only available for UK companies.

Untrusted display-only summary