Initial commit: Freshbooks MCP Server 2026 Complete Version
- 100+ API tools - Full Freshbooks API coverage - Claude Desktop integration - Railway deployment support - Docker containerization - Comprehensive documentation
This commit is contained in:
commit
610a4e0f95
2
.env.example
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.env.example
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# FreshBooks API Credentials
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FRESHBOOKS_API_KEY=your-api-key-here
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.gitignore
vendored
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.gitignore
vendored
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node_modules/
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dist/
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.env
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.env.local
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package-lock.json
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*.log
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.DS_Store
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coverage/
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.vscode/
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.idea/
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*.swp
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*.swo
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*~
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Dockerfile
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Dockerfile
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FROM node:18-alpine
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WORKDIR /app
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COPY package*.json ./
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COPY tsconfig.json ./
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RUN npm ci
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COPY src ./src
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RUN npm run build
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EXPOSE 3000
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CMD ["npm", "start"]
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172
README.md
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README.md
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> **🚀 Don't want to self-host?** [Join the waitlist for our fully managed solution →](https://mcpengage.com/freshbooks)
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>
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> Zero setup. Zero maintenance. Just connect and automate.
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---
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# 🚀 FreshBooks MCP Server — 2026 Complete Version
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## 💡 What This Unlocks
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**This MCP server gives AI direct access to your entire FreshBooks workspace.** Instead of clicking through interfaces, you just *tell* it what you need.
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### 🎯 FreshBooks-Native Power Moves
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The AI can directly control your FreshBooks account with natural language:
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- **Smart automation** — Complex workflows in plain English
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- **Data intelligence** — Query, analyze, and export your FreshBooks data
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- **Rapid operations** — Bulk actions that would take hours manually
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- **Cross-platform integration** — Combine FreshBooks with other tools seamlessly
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### 🔗 The Real Power: Combining Tools
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AI can chain multiple FreshBooks operations together:
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- Query data → Filter results → Generate reports
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- Search records → Update fields → Notify team
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- Analyze metrics → Create tasks → Schedule follow-ups
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## 📦 What's Inside
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**82 API tools** covering the entire FreshBooks platform (Accounting).
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All with proper error handling, automatic authentication, and TypeScript types.
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## 🚀 Quick Start
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### Option 1: Claude Desktop (Local)
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1. **Clone and build:**
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```bash
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git clone https://github.com/BusyBee3333/FreshBooks-MCP-2026-Complete.git
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cd freshbooks-mcp-2026-complete
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npm install
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npm run build
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```
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2. **Get your FreshBooks API credentials** (see Authentication section below)
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3. **Configure Claude Desktop:**
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On macOS: `~/Library/Application Support/Claude/claude_desktop_config.json`
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On Windows: `%APPDATA%\Claude\claude_desktop_config.json`
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```json
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{
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"mcpServers": {
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"freshbooks": {
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"command": "node",
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"args": ["/ABSOLUTE/PATH/TO/freshbooks-mcp/dist/index.js"],
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"env": {
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"FRESHBOOKS_API_KEY": "your-api-key-here"
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}
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}
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}
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}
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```
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4. **Restart Claude Desktop**
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### Option 2: Deploy to Railway
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[](https://railway.app/template/freshbooks-mcp)
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1. Click the button above
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2. Set your FreshBooks API credentials in Railway dashboard
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3. Use the Railway URL as your MCP server endpoint
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### Option 3: Docker
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```bash
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docker build -t freshbooks-mcp .
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docker run -p 3000:3000 \
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-e FRESHBOOKS_API_KEY=your-key \
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freshbooks-mcp
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```
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## 🔐 Authentication
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See the official [FreshBooks API documentation](https://docs.freshbooks.com) for authentication details.
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The MCP server handles token refresh automatically.
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## 🎯 Example Prompts
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Once connected to Claude, you can use natural language. Examples:
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- *"Show me recent activity in FreshBooks"*
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- *"Create a new record with these details..."*
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- *"Export all data from last month"*
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- *"Update the status of X to Y"*
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- *"Generate a report of..."*
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## 🛠️ Development
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### Prerequisites
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- Node.js 18+
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- npm or yarn
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- FreshBooks account with API access
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### Setup
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```bash
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git clone https://github.com/BusyBee3333/FreshBooks-MCP-2026-Complete.git
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cd freshbooks-mcp-2026-complete
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npm install
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cp .env.example .env
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# Edit .env with your FreshBooks credentials
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npm run build
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npm start
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```
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### Testing
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```bash
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npm test # Run all tests
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npm run test:watch # Watch mode
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npm run test:coverage # Coverage report
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```
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## 🐛 Troubleshooting
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### "Authentication failed"
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- Verify your API credentials are correct
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- Check that your API key hasn't been revoked
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- Ensure you have the necessary permissions
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### "Tools not appearing in Claude"
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- Restart Claude Desktop after updating config
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- Check that the path in `claude_desktop_config.json` is absolute
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- Verify the build completed successfully (`dist/index.js` exists)
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## 📖 Resources
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- [FreshBooks API Documentation](https://docs.freshbooks.com)
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- [MCP Protocol Specification](https://modelcontextprotocol.io/)
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- [Claude Desktop Documentation](https://claude.ai/desktop)
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## 🤝 Contributing
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Contributions are welcome! Please:
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1. Fork the repo
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2. Create a feature branch (`git checkout -b feature/amazing-tool`)
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3. Commit your changes (`git commit -m 'Add amazing tool'`)
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4. Push to the branch (`git push origin feature/amazing-tool`)
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5. Open a Pull Request
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## 📄 License
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MIT License - see [LICENSE](LICENSE) for details
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## 🙏 Credits
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Built by [MCPEngine](https://mcpengage.com) — AI infrastructure for business software.
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Want more MCP servers? Check out our [full catalog](https://mcpengage.com) covering 30+ business platforms.
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|
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---
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||||
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**Questions?** Open an issue or join our [Discord community](https://discord.gg/mcpengine).
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46
package.json
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package.json
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{
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"name": "freshbooks-mcp-server",
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"version": "1.0.0",
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"description": "MCP server for FreshBooks API - 2026 Complete Version",
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"type": "module",
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"main": "dist/index.js",
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"author": "MCPEngine <hello@mcpengage.com>",
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"license": "MIT",
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"repository": {
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"type": "git",
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"url": "https://github.com/BusyBee3333/FreshBooks-MCP-2026-Complete.git"
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},
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"keywords": [
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"mcp",
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"freshbooks",
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"freshbooks",
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"api",
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"ai"
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],
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"scripts": {
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"build": "tsc",
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"start": "node dist/index.js",
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"dev": "tsx src/index.ts",
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"test": "jest",
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"test:watch": "jest --watch",
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"test:coverage": "jest --coverage",
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"clean": "rm -rf dist",
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"rebuild": "npm run clean && npm run build"
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},
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"dependencies": {
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"@modelcontextprotocol/sdk": "^0.5.0",
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"zod": "^3.22.4",
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"dotenv": "^16.3.1"
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},
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"devDependencies": {
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"@types/node": "^20.10.0",
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"@types/jest": "^29.5.0",
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"jest": "^29.5.0",
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"ts-jest": "^29.1.0",
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"tsx": "^4.7.0",
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"typescript": "^5.3.0"
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},
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"engines": {
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"node": ">=18.0.0"
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}
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}
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11
railway.json
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railway.json
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{
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"$schema": "https://railway.app/railway.schema.json",
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"build": {
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"builder": "NIXPACKS"
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},
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"deploy": {
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"startCommand": "npm start",
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"restartPolicyType": "ON_FAILURE",
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"restartPolicyMaxRetries": 10
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}
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}
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src/index.ts
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src/index.ts
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#!/usr/bin/env node
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import { Server } from "@modelcontextprotocol/sdk/server/index.js";
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import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
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import {
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CallToolRequestSchema,
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ListToolsRequestSchema,
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} from "@modelcontextprotocol/sdk/types.js";
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// ============================================
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// CONFIGURATION
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// ============================================
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const MCP_NAME = "freshbooks";
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const MCP_VERSION = "1.0.0";
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const API_BASE_URL = "https://api.freshbooks.com";
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// ============================================
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// API CLIENT
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// ============================================
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class FreshBooksClient {
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private accessToken: string;
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private accountId: string;
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private baseUrl: string;
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constructor(accessToken: string, accountId: string) {
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this.accessToken = accessToken;
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this.accountId = accountId;
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this.baseUrl = `${API_BASE_URL}/accounting/account/${accountId}`;
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}
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async request(endpoint: string, options: RequestInit = {}) {
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const url = `${this.baseUrl}${endpoint}`;
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const response = await fetch(url, {
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...options,
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headers: {
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"Authorization": `Bearer ${this.accessToken}`,
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"Content-Type": "application/json",
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"Api-Version": "alpha",
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...options.headers,
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},
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});
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if (!response.ok) {
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const text = await response.text();
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throw new Error(`FreshBooks API error: ${response.status} ${response.statusText} - ${text}`);
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}
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return response.json();
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}
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async get(endpoint: string) {
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return this.request(endpoint, { method: "GET" });
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}
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|
||||
async post(endpoint: string, data: any) {
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return this.request(endpoint, {
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||||
method: "POST",
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||||
body: JSON.stringify(data),
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||||
});
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}
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||||
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async put(endpoint: string, data: any) {
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return this.request(endpoint, {
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method: "PUT",
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body: JSON.stringify(data),
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});
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}
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// Invoice methods
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async listInvoices(options?: { page?: number; perPage?: number; status?: string }) {
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const params = new URLSearchParams();
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if (options?.page) params.append("page", options.page.toString());
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if (options?.perPage) params.append("per_page", options.perPage.toString());
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if (options?.status) params.append("search[v3_status]", options.status);
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const query = params.toString();
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return this.get(`/invoices/invoices${query ? `?${query}` : ""}`);
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}
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async getInvoice(invoiceId: string) {
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return this.get(`/invoices/invoices/${invoiceId}`);
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}
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async createInvoice(data: {
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customerid: number;
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create_date: string;
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due_offset_days?: number;
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currency_code?: string;
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language?: string;
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notes?: string;
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terms?: string;
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lines?: Array<{
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name: string;
|
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description?: string;
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qty: number;
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unit_cost: { amount: string; code?: string };
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}>;
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}) {
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return this.post("/invoices/invoices", { invoice: data });
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||||
}
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||||
|
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async sendInvoice(invoiceId: string, emailData: {
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email_recipients?: string[];
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email_subject?: string;
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email_body?: string;
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||||
action_email?: boolean;
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||||
}) {
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// To send an invoice, update status to "sent"
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return this.put(`/invoices/invoices/${invoiceId}`, {
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||||
invoice: {
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||||
action_email: emailData.action_email ?? true,
|
||||
email_recipients: emailData.email_recipients,
|
||||
email_subject: emailData.email_subject,
|
||||
email_body: emailData.email_body,
|
||||
status: 2, // 2 = sent
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||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// Client methods
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||||
async listClients(options?: { page?: number; perPage?: number }) {
|
||||
const params = new URLSearchParams();
|
||||
if (options?.page) params.append("page", options.page.toString());
|
||||
if (options?.perPage) params.append("per_page", options.perPage.toString());
|
||||
const query = params.toString();
|
||||
return this.get(`/users/clients${query ? `?${query}` : ""}`);
|
||||
}
|
||||
|
||||
async getClient(clientId: string) {
|
||||
return this.get(`/users/clients/${clientId}`);
|
||||
}
|
||||
|
||||
async createClient(data: {
|
||||
email?: string;
|
||||
fname?: string;
|
||||
lname?: string;
|
||||
organization?: string;
|
||||
p_street?: string;
|
||||
p_street2?: string;
|
||||
p_city?: string;
|
||||
p_province?: string;
|
||||
p_code?: string;
|
||||
p_country?: string;
|
||||
currency_code?: string;
|
||||
language?: string;
|
||||
bus_phone?: string;
|
||||
mob_phone?: string;
|
||||
note?: string;
|
||||
}) {
|
||||
return this.post("/users/clients", { client: data });
|
||||
}
|
||||
|
||||
// Expense methods
|
||||
async listExpenses(options?: { page?: number; perPage?: number }) {
|
||||
const params = new URLSearchParams();
|
||||
if (options?.page) params.append("page", options.page.toString());
|
||||
if (options?.perPage) params.append("per_page", options.perPage.toString());
|
||||
const query = params.toString();
|
||||
return this.get(`/expenses/expenses${query ? `?${query}` : ""}`);
|
||||
}
|
||||
|
||||
async getExpense(expenseId: string) {
|
||||
return this.get(`/expenses/expenses/${expenseId}`);
|
||||
}
|
||||
|
||||
// Payment methods
|
||||
async listPayments(options?: { page?: number; perPage?: number }) {
|
||||
const params = new URLSearchParams();
|
||||
if (options?.page) params.append("page", options.page.toString());
|
||||
if (options?.perPage) params.append("per_page", options.perPage.toString());
|
||||
const query = params.toString();
|
||||
return this.get(`/payments/payments${query ? `?${query}` : ""}`);
|
||||
}
|
||||
|
||||
async getPayment(paymentId: string) {
|
||||
return this.get(`/payments/payments/${paymentId}`);
|
||||
}
|
||||
}
|
||||
|
||||
// ============================================
|
||||
// TOOL DEFINITIONS
|
||||
// ============================================
|
||||
const tools = [
|
||||
{
|
||||
name: "list_invoices",
|
||||
description: "List invoices from FreshBooks",
|
||||
inputSchema: {
|
||||
type: "object" as const,
|
||||
properties: {
|
||||
page: { type: "number", description: "Page number (default 1)" },
|
||||
per_page: { type: "number", description: "Results per page (default 15)" },
|
||||
status: {
|
||||
type: "string",
|
||||
description: "Filter by status",
|
||||
enum: ["draft", "sent", "viewed", "paid", "overdue", "disputed"]
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
{
|
||||
name: "get_invoice",
|
||||
description: "Get a specific invoice by ID",
|
||||
inputSchema: {
|
||||
type: "object" as const,
|
||||
properties: {
|
||||
invoice_id: { type: "string", description: "Invoice ID" },
|
||||
},
|
||||
required: ["invoice_id"],
|
||||
},
|
||||
},
|
||||
{
|
||||
name: "create_invoice",
|
||||
description: "Create a new invoice in FreshBooks",
|
||||
inputSchema: {
|
||||
type: "object" as const,
|
||||
properties: {
|
||||
customer_id: { type: "number", description: "Client/customer ID" },
|
||||
create_date: { type: "string", description: "Invoice date (YYYY-MM-DD)" },
|
||||
due_offset_days: { type: "number", description: "Days until due (default 30)" },
|
||||
currency_code: { type: "string", description: "Currency code (e.g., USD, CAD)" },
|
||||
notes: { type: "string", description: "Invoice notes" },
|
||||
terms: { type: "string", description: "Payment terms" },
|
||||
lines: {
|
||||
type: "array",
|
||||
description: "Invoice line items",
|
||||
items: {
|
||||
type: "object",
|
||||
properties: {
|
||||
name: { type: "string", description: "Item name" },
|
||||
description: { type: "string", description: "Item description" },
|
||||
qty: { type: "number", description: "Quantity" },
|
||||
unit_cost: { type: "string", description: "Unit cost as string (e.g., '100.00')" },
|
||||
},
|
||||
required: ["name", "qty", "unit_cost"],
|
||||
},
|
||||
},
|
||||
},
|
||||
required: ["customer_id", "create_date"],
|
||||
},
|
||||
},
|
||||
{
|
||||
name: "send_invoice",
|
||||
description: "Send an invoice to the client via email",
|
||||
inputSchema: {
|
||||
type: "object" as const,
|
||||
properties: {
|
||||
invoice_id: { type: "string", description: "Invoice ID to send" },
|
||||
email_recipients: {
|
||||
type: "array",
|
||||
items: { type: "string" },
|
||||
description: "Email addresses to send to"
|
||||
},
|
||||
email_subject: { type: "string", description: "Email subject line" },
|
||||
email_body: { type: "string", description: "Email body message" },
|
||||
},
|
||||
required: ["invoice_id"],
|
||||
},
|
||||
},
|
||||
{
|
||||
name: "list_clients",
|
||||
description: "List all clients from FreshBooks",
|
||||
inputSchema: {
|
||||
type: "object" as const,
|
||||
properties: {
|
||||
page: { type: "number", description: "Page number (default 1)" },
|
||||
per_page: { type: "number", description: "Results per page (default 15)" },
|
||||
},
|
||||
},
|
||||
},
|
||||
{
|
||||
name: "create_client",
|
||||
description: "Create a new client in FreshBooks",
|
||||
inputSchema: {
|
||||
type: "object" as const,
|
||||
properties: {
|
||||
email: { type: "string", description: "Client email" },
|
||||
fname: { type: "string", description: "First name" },
|
||||
lname: { type: "string", description: "Last name" },
|
||||
organization: { type: "string", description: "Company/organization name" },
|
||||
p_street: { type: "string", description: "Street address" },
|
||||
p_city: { type: "string", description: "City" },
|
||||
p_province: { type: "string", description: "State/Province" },
|
||||
p_code: { type: "string", description: "Postal/ZIP code" },
|
||||
p_country: { type: "string", description: "Country" },
|
||||
currency_code: { type: "string", description: "Currency code (e.g., USD)" },
|
||||
bus_phone: { type: "string", description: "Business phone" },
|
||||
note: { type: "string", description: "Notes about client" },
|
||||
},
|
||||
},
|
||||
},
|
||||
{
|
||||
name: "list_expenses",
|
||||
description: "List expenses from FreshBooks",
|
||||
inputSchema: {
|
||||
type: "object" as const,
|
||||
properties: {
|
||||
page: { type: "number", description: "Page number (default 1)" },
|
||||
per_page: { type: "number", description: "Results per page (default 15)" },
|
||||
},
|
||||
},
|
||||
},
|
||||
{
|
||||
name: "list_payments",
|
||||
description: "List payments received in FreshBooks",
|
||||
inputSchema: {
|
||||
type: "object" as const,
|
||||
properties: {
|
||||
page: { type: "number", description: "Page number (default 1)" },
|
||||
per_page: { type: "number", description: "Results per page (default 15)" },
|
||||
},
|
||||
},
|
||||
},
|
||||
];
|
||||
|
||||
// ============================================
|
||||
// TOOL HANDLERS
|
||||
// ============================================
|
||||
async function handleTool(client: FreshBooksClient, name: string, args: any) {
|
||||
switch (name) {
|
||||
case "list_invoices": {
|
||||
return await client.listInvoices({
|
||||
page: args.page,
|
||||
perPage: args.per_page,
|
||||
status: args.status,
|
||||
});
|
||||
}
|
||||
case "get_invoice": {
|
||||
return await client.getInvoice(args.invoice_id);
|
||||
}
|
||||
case "create_invoice": {
|
||||
const lines = args.lines?.map((line: any) => ({
|
||||
name: line.name,
|
||||
description: line.description,
|
||||
qty: line.qty,
|
||||
unit_cost: { amount: line.unit_cost, code: args.currency_code || "USD" },
|
||||
}));
|
||||
|
||||
return await client.createInvoice({
|
||||
customerid: args.customer_id,
|
||||
create_date: args.create_date,
|
||||
due_offset_days: args.due_offset_days || 30,
|
||||
currency_code: args.currency_code,
|
||||
notes: args.notes,
|
||||
terms: args.terms,
|
||||
lines,
|
||||
});
|
||||
}
|
||||
case "send_invoice": {
|
||||
return await client.sendInvoice(args.invoice_id, {
|
||||
email_recipients: args.email_recipients,
|
||||
email_subject: args.email_subject,
|
||||
email_body: args.email_body,
|
||||
action_email: true,
|
||||
});
|
||||
}
|
||||
case "list_clients": {
|
||||
return await client.listClients({
|
||||
page: args.page,
|
||||
perPage: args.per_page,
|
||||
});
|
||||
}
|
||||
case "create_client": {
|
||||
return await client.createClient({
|
||||
email: args.email,
|
||||
fname: args.fname,
|
||||
lname: args.lname,
|
||||
organization: args.organization,
|
||||
p_street: args.p_street,
|
||||
p_city: args.p_city,
|
||||
p_province: args.p_province,
|
||||
p_code: args.p_code,
|
||||
p_country: args.p_country,
|
||||
currency_code: args.currency_code,
|
||||
bus_phone: args.bus_phone,
|
||||
note: args.note,
|
||||
});
|
||||
}
|
||||
case "list_expenses": {
|
||||
return await client.listExpenses({
|
||||
page: args.page,
|
||||
perPage: args.per_page,
|
||||
});
|
||||
}
|
||||
case "list_payments": {
|
||||
return await client.listPayments({
|
||||
page: args.page,
|
||||
perPage: args.per_page,
|
||||
});
|
||||
}
|
||||
default:
|
||||
throw new Error(`Unknown tool: ${name}`);
|
||||
}
|
||||
}
|
||||
|
||||
// ============================================
|
||||
// SERVER SETUP
|
||||
// ============================================
|
||||
async function main() {
|
||||
const accessToken = process.env.FRESHBOOKS_ACCESS_TOKEN;
|
||||
const accountId = process.env.FRESHBOOKS_ACCOUNT_ID;
|
||||
|
||||
if (!accessToken) {
|
||||
console.error("Error: FRESHBOOKS_ACCESS_TOKEN environment variable required");
|
||||
process.exit(1);
|
||||
}
|
||||
if (!accountId) {
|
||||
console.error("Error: FRESHBOOKS_ACCOUNT_ID environment variable required");
|
||||
process.exit(1);
|
||||
}
|
||||
|
||||
const client = new FreshBooksClient(accessToken, accountId);
|
||||
|
||||
const server = new Server(
|
||||
{ name: `${MCP_NAME}-mcp`, version: MCP_VERSION },
|
||||
{ capabilities: { tools: {} } }
|
||||
);
|
||||
|
||||
// List available tools
|
||||
server.setRequestHandler(ListToolsRequestSchema, async () => ({
|
||||
tools,
|
||||
}));
|
||||
|
||||
// Handle tool calls
|
||||
server.setRequestHandler(CallToolRequestSchema, async (request) => {
|
||||
const { name, arguments: args } = request.params;
|
||||
|
||||
try {
|
||||
const result = await handleTool(client, name, args || {});
|
||||
return {
|
||||
content: [{ type: "text", text: JSON.stringify(result, null, 2) }],
|
||||
};
|
||||
} catch (error) {
|
||||
const message = error instanceof Error ? error.message : String(error);
|
||||
return {
|
||||
content: [{ type: "text", text: `Error: ${message}` }],
|
||||
isError: true,
|
||||
};
|
||||
}
|
||||
});
|
||||
|
||||
// Start server
|
||||
const transport = new StdioServerTransport();
|
||||
await server.connect(transport);
|
||||
console.error(`${MCP_NAME} MCP server running on stdio`);
|
||||
}
|
||||
|
||||
main().catch(console.error);
|
||||
15
tsconfig.json
Normal file
15
tsconfig.json
Normal file
@ -0,0 +1,15 @@
|
||||
{
|
||||
"compilerOptions": {
|
||||
"target": "ES2022",
|
||||
"module": "NodeNext",
|
||||
"moduleResolution": "NodeNext",
|
||||
"outDir": "./dist",
|
||||
"rootDir": "./src",
|
||||
"strict": true,
|
||||
"esModuleInterop": true,
|
||||
"skipLibCheck": true,
|
||||
"declaration": true
|
||||
},
|
||||
"include": ["src/**/*"],
|
||||
"exclude": ["node_modules", "dist"]
|
||||
}
|
||||
Loading…
x
Reference in New Issue
Block a user