How do I connect FreshBooks?

Open FreshBooks in ApexGenius Connections, choose Connect, and sign in to FreshBooks in the browser. Allow access. You never paste an API key. If your login has more than one business, turn on the one your AI should use.

What can my AI read in FreshBooks?

Your login and its businesses, clients, invoices, expenses, payments, projects and time entries, and the profit and loss, tax summary, invoice details and payments collected reports. It reads only the one business you turned on.

Can I start with read-only access?

Yes. Choose Read only when you add your AI agent. It keeps every read and never sees the project and time-entry writes.

What if my login has more than one business?

Each business shows up as an account on the FreshBooks connection page. Turn on exactly one. Calls are refused until one is on, and they never reach a business that is off.

FreshBooks MCP connector

FreshBooks OAuth · Available

FreshBooks MCP Connector for AI Agents

Connect Claude, ChatGPT and other AI agents to FreshBooks over MCP: read clients, invoices, expenses and reports, and log time to projects in one business.

Connect FreshBooks once in ApexGenius, then read clients, invoices, expenses, payments and reports, and create projects and log time from compatible AI agents, for the one business you turn on. Accounting stays read only. The FreshBooks skill goes with the connection. Each AI agent needs its own ApexGenius setup.

Connect FreshBooks Setup guide

1,000 free credits · No card required

FreshBooks

App connector

Available

Bring your FreshBooks books and the FreshBooks skill to compatible AI agents. Read invoices, expenses and reports, and log time to projects.

21
Operations: 17
Read: 4
Write: 3
In context

Authorization: FreshBooks OAuth
Cataloged tools: 21 discoverable
Connection scope: One FreshBooks business per connection, chosen on the connection page
Accounts: Connected account

Claude / ChatGPT

MCP client

ApexGenius route

Gateway context

FreshBooks

Authorized session

Why the gateway is here

It keeps the FreshBooks authorization, tools, and activity behind the same managed route you use for your other supported systems.

Ask it

What people ask FreshBooks.

These questions use the FreshBooks tools below. Start with a read after connecting your channel or account.

Which FreshBooks invoices are still unpaid, who owes them, and how much is due in total? Do not change anything.Read
Run my FreshBooks profit and loss report for last quarter, month by month. Do not change anything.Read
List last month's FreshBooks expenses and total them by category. Do not change anything.Read
Log 2 hours to my website redesign project for today with the note "homepage review". Show me the entry first.Write

Tools

What FreshBooks can do through ApexGenius.

The reviewed catalog contains these 21 FreshBooks tools. Search by tool name, job, or access type.

Open the generated tool reference

get_identity

Read

Read the signed-in FreshBooks login and the businesses it belongs to.

Clients and invoices

list_clients

Read

List clients. Filter by email, organization, or an outstanding or overdue balance.

Clients and invoices

get_client

Read

Read one client.

Clients and invoices

list_invoices

Read

List invoices. Filter by status, client, date, amount or what is still outstanding.

Clients and invoices

get_invoice

Read

Read one invoice, with its line items if asked.

Expenses and payments

list_expenses

Read

List expenses. Filter by date, vendor, category, client or project.

Expenses and payments

get_expense

Read

Read one expense.

Expenses and payments

list_payments

Read

List payments. Filter by invoice, client, date or amount.

Expenses and payments

get_payment

Read

Read one payment.

Reports

get_profit_and_loss_report

Read

Read the profit and loss report, by month or quarter if asked.

Reports

get_invoice_details_report

Read

Read the invoice details report.

Reports

get_payments_collected_report

Read

Read the payments collected report.

Reports

get_tax_summary_report

Read

Read the tax summary report.

Projects

list_projects

Read

List projects, with the time logged so far if asked.

Projects

get_project

Read

Read one project.

Projects

create_project

Write

Create a project for a client, billed hourly or at a fixed price.

Projects

update_project

Write

Change a project, such as its rate, or mark it complete.

Time tracking

list_time_entries

Read

List time entries. Filter by client, date, billable or billed.

Time tracking

get_time_entry

Read

Read one time entry.

Time tracking

create_time_entry

Write

Log time to a client and project, with a note.

Time tracking

update_time_entry

Write

Fix a time entry, such as its hours, date or note.

Connection model

How to connect FreshBooks.

The FreshBooks connection belongs to your signed-in account. Any FreshBooks-native resources stay inside that provider.

Read connection details

Before you start

An account with permission to use the FreshBooks resources you intend to connect.

1. Connect FreshBooks to ApexGenius

Open FreshBooks in Connections. Choose Connect, or Add connection when offered. Give the connection a name if prompted. If Gateway setup pending appears, contact ApexGenius support before continuing.
Choose the account and review access. Sign in to FreshBooks in the browser and allow access for ApexGenius. FreshBooks uses browser authorization; no API key is pasted into ApexGenius. ApexGenius asks for read scopes plus project and time-entry access.
Review the connected account and resources. Find Allowed resources on the connection page. Each FreshBooks business your login keeps books for is listed. Turn on exactly one; every call goes to that business. A login with one business has it turned on already.
Check the connection. Use Test connection or Check again and read the reported status. Add an AI agent from the AI agents page, choose Read only for the first test, and try the question below.
The FreshBooks connection page after you connect. Choose Test connection to check that FreshBooks answers. The account email and credits are blurred in this capture.Open full-size image (opens in a new tab)

Connect FreshBooks →

2. Choose your AI and finish setup

Each guide includes the AI setup and a first question for FreshBooks.

ChatGPT setup →Claude setup →Codex setup →

Current governance

Know the account, tools, and result.

ApexGenius keeps the selected context and current tool surface visible, then records supported write activity for review.

Authorized context

One connection is one FreshBooks login. Every call goes to the one business that is turned on, and a call cannot name another.

Current tool surface

Accounting is read only. The connector cannot create, send or change an invoice, record a payment, or delete anything.

Reviewable activity

The read route runs only reads. Creating and updating projects and time entries uses the write route.

Enabled writes run immediately. Turn a tool off to block calls.

Why a gateway

21 operations. Three tool definitions.

Your AI starts with three ApexGenius gateway tools. It discovers the FreshBooks operations available to its authorization when a task needs them, then runs the selected operation through the gateway.

One saved provider connection

Connect FreshBooks to ApexGenius, then authorize each AI client to use the saved connection with its own tool permissions.

Scoped per agent

Give one client read-only and the write operations never appear in its tool list at all.

Every call on the record

Which agent asked, what ran, and whether it succeeded, kept per connection for review.

Use FreshBooks with your AI.

Choose your AI client for setup steps and examples using FreshBooks.

FAQ

Questions people ask before connecting FreshBooks.

How do I connect FreshBooks?: Open FreshBooks in ApexGenius Connections, choose Connect, and sign in to FreshBooks in the browser. Allow access. You never paste an API key. If your login has more than one business, turn on the one your AI should use.
What can my AI read in FreshBooks?: Your login and its businesses, clients, invoices, expenses, payments, projects and time entries, and the profit and loss, tax summary, invoice details and payments collected reports. It reads only the one business you turned on.
Can my AI change anything in FreshBooks?: Only projects and time. It can create and update projects, and log and fix time entries. It cannot create, send or change an invoice, record a payment, or delete anything. Enabled writes run immediately. Turn a tool off to block calls.
Can I start with read-only access?: Yes. Choose Read only when you add your AI agent. It keeps every read and never sees the project and time-entry writes.
What if my login has more than one business?: Each business shows up as an account on the FreshBooks connection page. Turn on exactly one. Calls are refused until one is on, and they never reach a business that is off.

More connectors

Explore the directory.

MCP-compatible AI agents

Codex starts in Plugins in the ChatGPT desktop app. ChatGPT Chat and Work also use Plugins, with personal setup where Developer Mode is permitted. Each AI client has its own guide and authorization requirements.

App connections

Salesforce keeps connection context. Other providers use your signed-in account.

Connect FreshBooks. Start with a safe read.

Use the AI you already work in while ApexGenius keeps the app route visible.

Connect FreshBooks

1,000 free credits · No card required

Compatibility does not imply partnership.