FreshBooks

Finance and Trading · by FreshBooks · Verified

Connector Ask Claude how your business is really doing — straight from your FreshBooks financials

Install

In Claude, open Settings, then Connectors.
Find FreshBooks in the directory, or choose Add custom connector and paste the URL below.
Sign in to FreshBooks and review what it asks to reach.

Connector URL

https://mcp.freshbooks.com/v1

Claude Code

claude mcp add --transport http freshbooks https://mcp.freshbooks.com/v1

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

FreshBooks — Ask Claude how your business is really doing

Skip the spreadsheets and log-ins. With the FreshBooks connector, you can ask Claude about your business finances in plain language — and get clear, accurate answers pulled directly from your FreshBooks account.

Know Your Profitability, On Demand

Ask Claude how profitable your business was last month, last quarter, or all year. Get a clear breakdown of your revenue, expenses, and profit — no reports to run, no dashboards to dig through.

Understand Where Your Money Goes

Ask Claude to break your expenses down by category so you can see what's driving your costs and spot trends before they become problems.

Track Revenue and Cash Position

Get a real-time read on money coming in and going out. Ask Claude to compare periods, flag slow months, or summarize your overall cash position.

Your Data, Just Easier to Understand

The FreshBooks connector is read-only — it answers questions about your business, it doesn't make changes on your behalf. Your financial data stays exactly where it is; Claude just helps you make sense of it faster.

Tools

accounting-reports__get_balance_sheet_report
accounting-reports__get_general_ledger_report
accounting-reports__get_profit_and_loss_report
accounting-reports__get_revenue_by_client_report
accounting-reports__get_trial_balance_report
accounting__get_client
accounting__get_estimate
accounting__get_expense
accounting__get_invoice
accounting__get_payment
accounting__get_recurring_template
accounting__list_clients
accounting__list_credits_for_client
accounting__list_estimates
accounting__list_expenses
accounting__list_invoices
accounting__list_item_and_services
accounting__list_payments
accounting__list_recurring_templates
business-profile__list_businesses

20 tools. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Finance and Trading
Made by: FreshBooks
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Added: 2026-09-11
Source: Verified