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On this page
  • Sample use cases
  • Available Tools

FreshBooks

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Freshdesk

Authentication: OAuth. See Magic Link for the runtime auth flow, or Application credentials to bring your own OAuth app.

Sample use cases

  • List every invoice over 30 days past due, sorted by amount.
  • Send a payment reminder to clients whose invoice was due last week.
  • Pull total revenue by client for Q1 and rank by largest.

Available Tools

validate_credentials

Validate the OAuth credentials and return information about the authenticated user.

list_clients

List all clients. Supports pagination and filtering by email or organization.

get_client

Get a specific client by ID with full details including contact info and outstanding balance.

create_client_tool

Create a new client. Provide at least an email or organization name.

update_client

Update a client’s information. Only provided fields will be updated.

delete_client

Delete a client by setting their visibility state to deleted.

list_expenses

List all expenses. Supports pagination and filtering by category or client.

get_expense

Get a specific expense by ID with full details including category and tax info.

create_expense

Create a new expense. Requires categoryid, amount, date, and staffid.

update_expense

Update an expense. Only provided fields will be updated.

delete_expense

Delete an expense by setting its visibility state to deleted.

list_invoices

List all invoices. Supports pagination and filtering by status or client ID.

get_invoice

Get a specific invoice by ID with full details including line items and payment status.

create_invoice

Create a new invoice. Requires customerid, create_date, and at least one line item.

update_invoice

Update an invoice. Only provided fields will be updated.

delete_invoice

Delete an invoice by setting its visibility state to deleted.

send_invoice

Send an invoice by email to specified recipients.

mark_invoice_sent

Mark an invoice as sent without actually sending an email.

list_items

List all billable items/services. Supports pagination.

get_item

Get a specific billable item by ID with full details.

create_item

Create a new billable item/service. Requires name and unit_cost.

update_item

Update a billable item. Only provided fields will be updated.

delete_item

Delete a billable item by setting its visibility state to deleted.

list_payments

List all payments. Supports pagination and filtering by invoice or client.

get_payment

Get a specific payment by ID with full details.

create_payment

Create a new payment. Requires invoiceid, amount, and date.

update_payment

Update a payment. Only provided fields will be updated.

delete_payment

Delete a payment by setting its visibility state to deleted.

list_projects

List all projects. Requires business_id. Supports pagination and filtering by active status.

get_project

Get a specific project by ID with full details. Requires business_id.

create_project

Create a new project. Requires business_id and title.

update_project

Update a project. Requires business_id. Only provided fields will be updated.

delete_project

Delete a project. Requires business_id.

list_time_entries

List all time entries. Requires business_id. Supports pagination and filtering by project or date range.

get_time_entry

Get a specific time entry by ID with full details. Requires business_id.

create_time_entry

Create a new time entry. Requires business_id and started_at. Either duration or a running timer is required.

update_time_entry

Update a time entry. Requires business_id. Only provided fields will be updated.

delete_time_entry

Delete a time entry. Requires business_id.