Open Source + Hosted

# Connect FreshBooks
to AI in 2 Clicks

The most comprehensive FreshBooks MCP server. 64 tools for invoices, expenses, and clients. No setup. No OAuth headaches. Just connect and automate.

Join the Waitlist Watch Demo

Trusted by 400+ small businesses

## See It In Action

Watch how AI transforms your invoicing workflow

Invoices
Expenses
Reports

## Invoicing + AI shouldn't
mean hiring a dev

Chasing late payments

Manual follow-ups. Awkward emails. Cash flow chaos.

Manual expense entry

Receipts pile up. Categories forgotten. Tax time nightmare.

Tax season panic

Scrambling for reports. Missing deductions. Accountant stress.

### With FreshBooks Connect

AI sends perfect follow-ups
Auto-categorize expenses
Reports ready year-round
Works with Claude, GPT, any MCP client
Automatic token refresh forever

## Everything you need

Full FreshBooks API access through one simple connection

### Invoice Management

Create, send, track invoices automatically. Recurring billing built-in.

### Expense Tracking

Log expenses, attach receipts, categorize spending. Tax-ready.

### Client Portal

Manage client info, payment methods, and history. Complete CRM.

### Reports

Generate P&L, tax summaries, and cash flow reports on demand.

+ 60 more endpoints including:

Estimates Payments Time Tracking Projects Taxes Retainers Credits Webhooks

## What you can automate

Real invoicing workflows, powered by AI

📧

### Payment Reminders

"Send friendly reminders to all clients with invoices overdue by 7+ days."

🧾

### Expense Bot

"Log this Uber receipt as a business travel expense for Project Alpha."

📊

### Financial Reports

"Generate a P&L report for Q4 and highlight my biggest expense categories."

## Time is money

See how much you'll save with AI-powered invoicing

### ❌ Manual Process

- • 2 hours/week chasing payments
- • 30 min/day on expense entry
- • 8+ hours quarterly on reports
- • Missed deductions & errors

~15 hrs/month
wasted on admin

### ✅ With FreshBooks Connect

- • Auto payment reminders
- • AI categorizes expenses
- • Instant report generation
- • Smart tax optimization

~1 hr/month
just oversight
Coming Soon

## Join the Waitlist

Be the first to know when we launch. Early access + exclusive perks for waitlist members.

Name *
Phone *
Email

### You're on the list!

We'll reach out as soon as we're ready for you.

We respect your privacy. No spam, ever.

Open Source

## Self-host if you want.
We won't stop you.

The entire MCP server is open source. Run it yourself, modify it, contribute back. The hosted version just saves you the hassle.

View on GitHub
Terminal

    $ git clone github.com/freshbooks-connect/mcp
    $ cd mcp && npm install
    $ npm run build
    $ node dist/server.js

    ✓ FreshBooks MCP Server running
    ✓ 64 tools loaded
    Listening on stdio...

## Frequently asked questions

What is MCP?

MCP (Model Context Protocol) is a standard for connecting AI assistants to external tools and data. It's supported by Claude, and lets AI actually take actions in your systems — not just chat about them.

Is my financial data secure?

Absolutely. We use OAuth 2.0 and never store your FreshBooks API keys. All financial data is encrypted at rest and in transit. You can revoke access anytime from your FreshBooks settings.

Can AI send invoices on my behalf?

Yes! With the right permissions, AI can create, customize, and send invoices. You can set up approval workflows or let AI handle routine invoices automatically while you review larger ones.

Will this work with my accountant?

Definitely. AI can generate accountant-ready reports, export data in standard formats, and ensure your books are clean year-round. Your accountant will love you.

## Ready to AI-power your invoicing?

Join 400+ small businesses already automating with FreshBooks Connect.

Join the Waitlist Book a Demo
Join Waitlist