Freeagent for AI agents

FreeAgent is cloud accounting software for freelancers and small businesses, covering invoicing, expenses, and bookkeeping without needing a dedicated finance team. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Freeagent See the 76 actions ↓

Finance and accountingOAuth 2.0MCP + RESTfreeagent.com

AUDIT LOG · FREEAGENTPOLICY: acme-support

09:41:07 · claude · u_8f2read

freeagent.list_bills

List Bills✓ allowed · 212ms

09:41:08 · claude · u_8f2read

freeagent.list_notes

List Notes✓ allowed · 164ms

09:41:09 · claude · u_8f2write

freeagent.create_notes

Create Note✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

freeagent.delete_notes1

Delete Note✕ blocked · policy: deny

EVERY FREEAGENT CALL, ON THE RECORD

01 · USE CASES

What agents do in Freeagent.

Create and send an invoice

Create an invoice for a client and email it once the amount and items are confirmed.

Check cashflow summary

Get a cashflow summary for a date range to answer a question about the business's finances.

Confirm before deleting a note

Require approval before deleting a note, since it may hold context tied to a client or project.

02 · ACTIONS

76 Freeagent actions, graded by risk.

Every Freeagent action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

freeagent.list_bills
List Bills
freeagent.list_notes
List Notes
freeagent.list_contacts
List Contacts
freeagent.list_projects
List Projects
freeagent.list_all_tasks
List All Tasks
freeagent.list_all_users
List All Users
freeagent.list_estimates
List Estimates
freeagent.list_bank_feeds
List Bank Feeds
freeagent.list_categories
List Categories
freeagent.list_vat_returns
List VAT Returns
freeagent.list_all_expenses
List All Expenses
freeagent.list_credit_notes
List Credit Notes
freeagent.get_the_pl_summary
Get the P&L summary
freeagent.list_all_timeslips
List All Timeslips
freeagent.list_bank_accounts
List Bank Accounts
freeagent.list_all_properties
List All Properties

+ 23 MORE

write

Create and change things. Allow, or ask the user first.

freeagent.create_notes
Create Note
freeagent.create_a_user
Create a User
freeagent.update_notes1
Update Note
freeagent.create_contact
Create Contact
freeagent.create_invoice
Create Invoice
freeagent.create_project
Create Project
freeagent.create_category
Create Category
freeagent.create_estimate
Create Estimate
freeagent.update_expenses
Update Expense
freeagent.update_users_me
Update Personal Profile
freeagent.create_a_timeslip
Create A Timeslip
freeagent.create_credit_note
Create Credit Note
freeagent.create_bank_account
Create Bank Account
freeagent.create_invoice_item
Create Invoice Item
freeagent.update_journal_sets
Update a Journal Set
freeagent.create_a_journal_set
Create a Journal Set

+ 18 MORE

destructive

Delete, cancel or archive. Ask first, or deny outright.

freeagent.delete_notes1
Delete Note
freeagent.delete_bank_transaction
Delete Bank Transaction Explanation
freeagent.delete_estimates_default_additional_text
Delete Estimates Default Additional Text

03 · HOW IT WORKS

Freeagent in three steps.

01Your users connect FreeagentThey sign in to Freeagent on Arc0 Connect, under your brand, and approve the access you ask for.
02You set the rulesReads run, writes like “create Note” can wait for the user, and “delete Note” can be denied outright.
03Any agent can actYour agent calls Freeagent through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('freeagent', {
  read: 'allow',
  write: 'ask',        // create_notes
  destructive: 'deny',  // delete_notes1
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Freeagent connects.

Users sign in to Freeagent on Arc0 Connect and approve the scopes you request. Build with Arc0’s Freeagent OAuth app, or bring your own so the Freeagent consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

The same Freeagent connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: OAuth 2.0
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Freeagent from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More finance and accounting apps.

Stripe433 actions 44API4 actions

Zoho Books265 actions

Maxio177 actions

ALL FINANCE AND ACCOUNTING APPS →

07 · FAQ

Freeagent and Arc0, answered.

Q01

Can I use Freeagent with Claude, ChatGPT or Cursor?

Yes. Connect Freeagent to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Freeagent actions you allow.

Q02

How do users connect Freeagent?

Q03

Which Freeagent actions can my agent take?

76 in total: 39 read, 34 write and 3 destructive, such as “create Note”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Freeagent?

Yes. Actions like “delete Note” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Freeagent too?

Yes. The same Freeagent connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Freeagent into your agent.

Your users connect Freeagent once, under your brand. Your agent gets 76 actions behind your policies, with every call on the record.

Connect Freeagent Browse all apps →

Free to build · MCP + REST · Audit log on every plan