Connect Muse to FreshBooks

Connect Muse to FreshBooks in 3 steps: 1. Sign in to ApexGenius and connect FreshBooks. 2. Add the ApexGenius connector. 3. Start using FreshBooks in Muse.

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1,000 free credits · No card required

How to connect FreshBooks to Muse

1Sign in to ApexGenius and connect FreshBooks
2Add the ApexGenius connector to Muse
3Start using FreshBooks in Muse

1
Connect FreshBooks to ApexGenius
FreshBooks connected
FreshBooks shows as connected in ApexGenius, with what your AI can reach.
2
Connect ApexGenius to Muse
Choose Muse
Back on Start, pick Muse and copy the prompt.
3

Add it in Muse
In Muse, ask it to connect ApexGenius. Choose Connect on the card.
4

Approve access
ApexGenius opens its approval page. Review the access, then approve.

Then ask Muse

Which FreshBooks business is connected? List its five most recent invoices with client, amount and status. Do not change anything.

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Written setup, step by stepShow

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. Connect ApexGenius to Muse

Use this server address when adding the connection:

https://server.autom8.pro/mcp

In Muse, ask it to connect ApexGenius and paste the Muse setup prompt from ApexGenius. Muse shows an ApexGenius connector card. Choose Connect, then sign in to ApexGenius and approve access in your browser.
When ApexGenius asks what this AI client may use, choose Read only for the first test, or Custom to limit it to the tools you need.
Start a new conversation and select ApexGenius from the available tools before asking for live data.

3. Verify one safe read

Which FreshBooks business is connected? List its five most recent invoices with client, amount and status. Do not change anything.

Which FreshBooks business is connected? List its five most recent invoices with client, amount and status. Do not change anything.

Compare the returned account and resource with FreshBooks. Check the connection status separately from the result of the first read.

Full guide: the FreshBooks setup guide.

What it looks like in Muse

Illustration of a task, not a recorded customer result. Your answers come from the account and dates you choose.

How the route works

MuseApexGenius MCP route

Which FreshBooks invoices are still unpaid, who owes them, and how much is due in total? Do not change anything.

Working with ApexGenius1 tool search · 2 reads

RequestUnpaid invoices

Account scopeAuthorized connections checked

apex_search_toolsFreshBooks invoices · Find the FreshBooks read routeComplete

apex_call_read_toollist_invoices · List outstanding invoicesComplete

apex_call_read_toolget_client · Read the clients who oweComplete

Illustrative example: six invoices are unpaid across four clients, and two are past due. The amounts are listed with their currency code. Nothing was changed.

Read-only route

Try asking

Which FreshBooks invoices are still unpaid, who owes them, and how much is due in total? Do not change anything.

Run my FreshBooks profit and loss report for last quarter, month by month. Do not change anything.

List last month's FreshBooks expenses and total them by category. Do not change anything.

Log 2 hours to my website redesign project for today with the note "homepage review". Show me the entry first.

What Muse can do in FreshBooks

21 operations: 17 read, 4 write. Read looks things up and changes nothing. Writes change FreshBooks and run only when you turn them on.

Login and businesses

1 read

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

Clients and invoices

4 read

list_clientsread
List clients. Filter by email, organization, or an outstanding or overdue balance.
get_clientread
Read one client.
list_invoicesread
List invoices. Filter by status, client, date, amount or what is still outstanding.
get_invoiceread
Read one invoice, with its line items if asked.

Expenses and payments

4 read

list_expensesread
List expenses. Filter by date, vendor, category, client or project.
get_expenseread
Read one expense.
list_paymentsread
List payments. Filter by invoice, client, date or amount.
get_paymentread
Read one payment.

Reports

4 read

get_profit_and_loss_reportread
Read the profit and loss report, by month or quarter if asked.
get_invoice_details_reportread
Read the invoice details report.
get_payments_collected_reportread
Read the payments collected report.
get_tax_summary_reportread
Read the tax summary report.

Projects

2 read · 2 write

list_projectsread
List projects, with the time logged so far if asked.
get_projectread
Read one project.
create_projectwrite
Create a project for a client, billed hourly or at a fixed price.
update_projectwrite
Change a project, such as its rate, or mark it complete.

Time tracking

2 read · 2 write

list_time_entriesread
List time entries. Filter by client, date, billable or billed.
get_time_entryread
Read one time entry.
create_time_entrywrite
Log time to a client and project, with a note.
update_time_entrywrite
Fix a time entry, such as its hours, date or note.

You choose the access. When you approve Muse, pick Full access, Read only, or Custom.

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

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

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.

A project or time entry made by mistake can be fixed with update_project or update_time_entry, or deleted by you in FreshBooks.

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Questions about connecting Muse to FreshBooks

Updated October 20, 2026.

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.