Freeagent

Tool to get the default additional text shown on all invoices. Use when you need to retrieve the default invoice text.

Untrusted display-only summary

Tool to retrieve a list of notes for a contact or project. Use when you need to view all notes associated with a specific contact or project.

Untrusted display-only summary

Tool to list projects in FreeAgent. Use when you need to retrieve projects with optional filtering by status and sorting. Requires 'Contacts and Projects' permission scope.

Untrusted display-only summary

Tool to list VAT returns for a company in FreeAgent. Use when you need to retrieve VAT return records, their filing status, and payment information.

Untrusted display-only summary

Tool to retrieve the company's tax timeline showing upcoming tax events and deadlines. Use when you need to view VAT returns, corporation tax payments, Companies House filings, and other tax-related events with their due dates and amounts.

Untrusted display-only summary

Tool to update a bank transaction explanation in FreeAgent. Use when you need to modify an existing explanation's details such as description, category, amounts, or tax information.

Untrusted display-only summary

Tool to update the default additional text for estimates in FreeAgent. Use when you need to set or change the standard text that appears on all estimates.

Untrusted display-only summary

Tool to convert an estimate to an invoice in FreeAgent. Use when an estimate has been approved and needs to be converted into a billable invoice. The estimate's status will transition to 'Invoiced' and a new invoice will be created automatically.

Untrusted display-only summary

Tool to update an existing expense in FreeAgent. Use when you need to modify expense details such as description, amount, date, category, or tax information. Only the fields you provide will be updated; omitted fields remain unchanged.

Untrusted display-only summary

Tool to update the default additional text shown on all invoices. Use when you need to set or change the default invoice text that appears at the bottom of all invoices.

Untrusted display-only summary

Tool to convert a draft negative invoice to a credit note in FreeAgent. Use when you need to transform a draft invoice with a negative value into a credit note. The invoice must be in draft status and have a negative value before conversion.

Untrusted display-only summary

Tool to update a journal set in FreeAgent. Use when you need to modify journal entries, change description, date, or tag. Can add new entries, modify existing ones, or remove entries using _destroy flag.

Untrusted display-only summary

Tool to update an existing note in FreeAgent. Use when you need to modify the text content of a note attached to a contact or project.

Untrusted display-only summary

Tool to update a price list item in FreeAgent. Use when you need to modify existing price list item fields like description, price, code, quantity, or tax settings.

Untrusted display-only summary

Tool to update the authenticated user's personal profile in FreeAgent. Use when you need to modify user details such as name, email, role, or tax information.

Untrusted display-only summary

Tool to upload a bank statement to FreeAgent. Use when you need to import multiple bank transactions at once for a specific bank account.

Untrusted display-only summary