Get started

FreshBooks for AI agents

FreshBooks is cloud accounting software for small and medium businesses, covering invoicing, expenses, and time tracking for service businesses that bill clients by the hour or project. 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 FreshBooksSee the 10 actions ↓
Finance and accountingOAuth 2.0MCP + RESTfreshbooks.com
AUDIT LOG · FRESHBOOKSPOLICY: acme-support
09:41:07 · claude · u_8f2read
freshbooks.list_clients
List Clients✓ allowed · 212ms
09:41:08 · claude · u_8f2read
freshbooks.list_projects
List Projects✓ allowed · 164ms
09:41:09 · claude · u_8f2write
freshbooks.create_webhook
Create Webhook✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
freshbooks.delete_webhook
Delete Webhook✕ blocked · policy: deny
EVERY FRESHBOOKS CALL, ON THE RECORD
01 · USE CASES

What agents do in FreshBooks.

01

Check a client's project list

List projects tied to a client to confirm billable work before generating an invoice.

02

Review journal entries

List journal entries to check how a transaction was recorded in the books.

03

Read-only business checks

List businesses and users as a read-only step before configuring a new integration.

02 · ACTIONS

10 FreshBooks actions, graded by risk.

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

read

6

Look things up. Allowed by default.

  • freshbooks.list_clients
    List Clients
  • freshbooks.list_projects
    List Projects
  • freshbooks.list_webhooks
    List Webhooks
  • freshbooks.list_businesses
    List Businesses
  • freshbooks.get_business_users
    Get Business Users
  • freshbooks.list_journal_entries2
    List Journal Entries

write

3

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

  • freshbooks.create_webhook
    Create Webhook
  • freshbooks.update_webhook
    Update Webhook
  • freshbooks.register_as_a_new_user
    Register as a New User

destructive

1

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

  • freshbooks.delete_webhook
    Delete Webhook
03 · HOW IT WORKS

FreshBooks in three steps.

  1. 01Your users connect FreshBooksThey sign in to FreshBooks on Arc0 Connect, under your brand, and approve the access you ask for.
  2. 02You set the rulesReads run, writes like “create Webhook” can wait for the user, and “delete Webhook” can be denied outright.
  3. 03Any agent can actYour agent calls FreshBooks 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('freshbooks', {
  read: 'allow',
  write: 'ask',        // create_webhook
  destructive: 'deny',  // delete_webhook
})

# 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 FreshBooks connects.

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

The same FreshBooks 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 FreshBooks 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 actions44API4 actionsAirwallex7 actionsAiwyn Tax10 actionsAltoviz67 actionsCoupa384 actionsZoho Books265 actionsMaxio177 actions
ALL FINANCE AND ACCOUNTING APPS →
07 · FAQ

FreshBooks and Arc0, answered.

Q01

Can I use FreshBooks with Claude, ChatGPT or Cursor?

Yes. Connect FreshBooks 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 FreshBooks actions you allow.

Q02

How do users connect FreshBooks?

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

Q03

Which FreshBooks actions can my agent take?

10 in total: 6 read, 3 write and 1 destructive, such as “create Webhook”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in FreshBooks?

Yes. Actions like “delete Webhook” 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 FreshBooks too?

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

Get started

Plug FreshBooks into your agent.

Your users connect FreshBooks once, under your brand. Your agent gets 10 actions behind your policies, with every call on the record.

Connect FreshBooksBrowse all apps →

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