FreshBooks for AI agents
Agents read FreshBooks at once. Changes and sends are held for a person's approval by default.
About FreshBooks
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.
What an agent can do in FreshBooks
Every FreshBooks action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in FreshBooks without asking first. 6 actions.
- Get Business UsersRetrieves staff identities and members for a specific FreshBooks business. This action returns detailed information about all staff members (owners, admins, employees) in a business group, including t
- List BusinessesList all businesses associated with the authenticated user. This action retrieves business membership information from the FreshBooks Identity endpoint, showing all businesses the user has access to a
- List ClientsRetrieves all clients for a FreshBooks account. Clients are entities you send invoices to. Supports pagination, filtering by email/user ID/visibility state, sorting, and includes optional balance data
- List Journal EntriesRetrieves all journal entries for a FreshBooks business account. Journal entries are the building blocks of financial accounting, recording all business transactions including invoices, payments, cred
- List ProjectsRetrieves all projects associated with a FreshBooks business account. This action returns a paginated list of projects with comprehensive details including client information, billing rates, budget, c
- List WebhooksList all webhook callbacks registered for a FreshBooks account. Webhooks notify your application when events occur (e.g., invoice creation, payment received). Use this to discover what webhook callbac
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 4 actions.
- Create WebhookRegister a new webhook callback for a FreshBooks account. Webhooks notify your application when specified events occur (e.g., when invoices are created, clients are updated, or payments are received).
- Delete WebhookDelete a webhook callback from a FreshBooks account. Use when you need to remove an existing webhook subscription that is no longer needed.
- Register as a New UserRegister a new user account in FreshBooks. Returns an access token upon successful registration. Use this action when you need to create a new FreshBooks user account programmatically with their busin
- Update WebhookUpdate or verify a FreshBooks webhook callback. Use this to verify a newly created webhook by providing the verification code, or to request a new verification code be sent to the callback URI. **Prer
Changes wait in Needs you
Changes and sends in FreshBooks are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
FreshBooks questions
Can an agent change data in FreshBooks on its own?
Not by default. Changes and sends in FreshBooks are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in FreshBooks?
This connector lists 6 read actions. Reads run at once, without waiting for approval.
How does FreshBooks connect?
It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.