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Freeagent

Tools

List Users

Retrieve users from the FreeAgent account. Can filter by role (staff, advisors, etc.).

Create Timeslip

Log a time entry (timeslip) in FreeAgent against a task and user. Requires the task, user, date, and hours.

List Bank Accounts

Retrieve bank accounts from FreeAgent. Optionally filter by account type (standard, credit card, PayPal).

Trial Balance Report

Retrieve the Trial Balance summary from FreeAgent, listing all categories with their balances for a given date range.

List Bills

Retrieve supplier bills from FreeAgent. Supports filtering by status, date range, contact, or project.

Update Invoice

Update an existing invoice in FreeAgent. Use status transitions to change invoice status (mark as sent, cancelled, draft, or scheduled). Only the provided fields will be modified.

Create Contact

Create a new contact in FreeAgent. Provide either an organisation name, or first and last name, or both.

List Expenses

Retrieve expenses from FreeAgent with optional filtering by date range, project, or view type (recent, recurring).

List Credit Notes

Retrieve credit notes from FreeAgent with optional filtering by status, contact, or project.

Create Expense

Record a new business expense in FreeAgent. Requires user, category, date, and gross value. Can be linked to a project.

Create Bill

Create a new supplier bill in FreeAgent. Requires a contact, reference, date, due date, and at least one line item.

List Bank Transactions

Retrieve bank transactions for a specific bank account in FreeAgent. Can filter by date range and explanation status.

Get Company

Retrieve company information from FreeAgent including name, type, currency, start dates, and tax settings.

List Invoices

Retrieve invoices from FreeAgent with filtering by status, contact, project, and date. Can optionally include nested line items.

Delete Expense

Permanently delete an expense from FreeAgent. This cannot be undone.

Update Project

Update an existing project in FreeAgent. Only the provided fields will be changed.

List Tasks

Retrieve tasks from FreeAgent. Tasks are billable activities that belong to projects and can have timeslips logged against them.

Update Timeslip

Update an existing time entry in FreeAgent. Can also start or stop a running timer on the timeslip.

Delete Invoice

Permanently delete an invoice from FreeAgent. This cannot be undone.

Get Contact

Retrieve a single contact by ID, including all details such as address, billing preferences, and project counts.

Delete Contact

Permanently delete a contact from FreeAgent. This action cannot be undone.

Create Task

Create a new task within a FreeAgent project. Tasks define billable activities that can have timeslips logged against them.

Update Contact

Update an existing contact's details in FreeAgent. Only the provided fields will be changed.

Delete Project

Permanently delete a project from FreeAgent. Only deletable projects can be removed.

Delete Timeslip

Permanently delete a timeslip (time entry) from FreeAgent.

List Contacts

Retrieve a list of contacts (customers, suppliers, etc.) from FreeAgent. Supports filtering by status, sorting, and pagination.

Create Estimate

Create a new estimate (quote) in FreeAgent for a contact. Estimates can later be converted to invoices.

List Timeslips

Retrieve time tracking entries (timeslips) from FreeAgent. Can filter by date range, user, task, project, or billing status.

Create Invoice

Create a new draft invoice in FreeAgent. Requires a contact ID and date. Optionally include line items, payment terms, and other invoice details. Invoices are always created in Draft status.

List Estimates

Retrieve estimates from FreeAgent. Can filter by contact, project, or include nested line items.

Balance Sheet Report

Retrieve the Balance Sheet report from FreeAgent. Returns capital assets, current assets, current liabilities, net current assets, and owner's equity as at a specific date.

Profit & Loss Report

Retrieve the Profit & Loss summary report from FreeAgent for a given date range. Returns income, expenses, operating profit, deductions, and retained profit. Date range must be within 12 months or a single accounting year.

List Categories

Retrieve the chart of accounts (categories) from FreeAgent. Returns Admin Expenses, Cost of Sales, Income, and General categories. Optionally include sub-accounts.

Get Invoice

Retrieve a single invoice by ID with full details including line items, status, and payment information.

Update Expense

Update an existing expense in FreeAgent. Only the provided fields will be changed.

List Projects

Retrieve projects from FreeAgent with optional filtering by status or contact.

Email Invoice

Send an invoice to a recipient via email. The invoice must exist and have a valid status. You can customise the email subject, body, and recipients, or use the saved email template.

Create Project

Create a new project in FreeAgent linked to a contact. Projects can track time, expenses, and invoices for a client engagement.

Download Invoice Pdf

Download the PDF for a FreeAgent invoice.

Get Current User

Retrieve the FreeAgent user who authorized this connection, including their profile URL, email, role, and permission level.