Freeagent

Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.

Untrusted display-only summary

Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.

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Tool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal total credits).

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Tool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting.

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Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.

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Tool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date.

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Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.

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Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.

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Tool to create a bill with optional attachment in FreeAgent. Use when you need to record a supplier bill with line items and optionally attach supporting documentation.

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Tool to create a custom category in FreeAgent. Use when you need to add a new category for classifying income or costs. Note that tax_reporting_name is required for cost_of_sales, admin_expenses, current_assets, and liabilities. The allowable_for_tax field is required for cost_of_sales and admin_expenses.

Untrusted display-only summary

Tool to create a new contact in FreeAgent. Use when you need to add a new client, supplier, or business contact with their details.

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Tool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status.

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Tool to create a credit note reconciliation in FreeAgent. Use when you need to reconcile a credit note against an invoice, offsetting the invoice amount with the credit note.

Untrusted display-only summary

Tool to create a new estimate in FreeAgent. Use when you need to create an estimate, quote, or proposal for a client. Requires contact, reference, date, type, status, and at least one estimate item with position, item_type, quantity, price, and description.

Untrusted display-only summary

Tool to create an estimate item in FreeAgent. Use when you need to add a line item to an existing estimate with details like position, type, quantity, price, and optional description.

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Tool to duplicate an existing estimate in FreeAgent. Use when you need to create a copy of an estimate. The duplicated estimate will always have status=Draft, the next reference in the sequence, and dated_on set to today.

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Tool to email an estimate in FreeAgent. Use when you need to send an estimate to a contact via email with customizable subject, body, and attachments. You can use an existing email template (use_template=true) or provide manual email fields.

Untrusted display-only summary

Tool to create an invoice in FreeAgent. Use when you need to generate a new invoice for a contact. The invoice will be created in 'Draft' status and can be modified or sent later.

Untrusted display-only summary

Tool to create an invoice item in FreeAgent. Use when you need to add a line item to an existing invoice with details like type, quantity, price, and description.

Untrusted display-only summary

Tool to duplicate an existing invoice in FreeAgent. Use when you need to create a new invoice based on an existing one. The duplicated invoice is always created with status 'Draft', today's date, and the next reference number in sequence.

Untrusted display-only summary

Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.

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Tool to create a price list item in FreeAgent. Use when you need to add a new item to the price list with code, description, pricing, and tax information.

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Tool to create a project in FreeAgent. Use when you need to set up a new project for tracking time, expenses, and billing against a specific client or internal initiative.

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Tool to delete a bank transaction explanation in FreeAgent. Use when you need to remove an explanation from a bank transaction.

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Tool to delete default additional text for estimates in FreeAgent. Use when you need to remove the default additional text that appears on estimates.

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Tool to delete a note by its ID. Use when you need to permanently remove a note from FreeAgent.

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Tool to retrieve invoice timeline showing chronological record of invoice-related events. Use when you need to track invoice payment history and related activities.

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Tool to retrieve mileage settings including engine type/size options and reimbursement rates. Use when you need to determine valid engine configurations or current mileage rates for expense claims.

Untrusted display-only summary

Tool to retrieve the Opening Balances journal set for a company. Use when you need to access initial account balances including journal entries, bank accounts, and stock items.

Untrusted display-only summary

Tool to retrieve the authenticated user's personal profile from FreeAgent. Use when you need information about the current user's details, role, or permissions.

Untrusted display-only summary