---
title: "FreeAgent MCP server for AI agents - actionlake"
description: "Give Claude 203 FreeAgent actions through one MCP server: invoices, estimates, credit notes. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/freeagent
updated: 2026-10-23
---

Connectors · Accounting & finance

# FreeAgent MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to FreeAgent and the rest of your systems. It gives your agent 203 FreeAgent actions (93 reads, 83 writes and 27 that wait for a confirmation) and holds the FreeAgent credential itself, so the agent never does. It paces FreeAgent's limits and records every call. Connecting FreeAgent needs your own FreeAgent OAuth app and one admin sign-in.

[Connect FreeAgent free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

`claude mcp add --transport http actionlake https://connect.actionlake.com/mcp`

the first call

```
do {
  action: "freeagent.invoices.list",
  intent: "check which FreeAgent account is connected"
}
# List all invoices · read · 1 upstream call
```

- 203 actions in one signed file
- 93 read look, never change
- 83 write create and update
- 27 wait for a yes destructive, confirmed first

Set up

## Connect FreeAgent in three steps.

1. 01
   ### Add actionlake to Claude.
   Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
   `https://connect.actionlake.com/mcp`
2. 02
   ### Connect FreeAgent.
   OAuth 2.0, authorization code. You register your own OAuth app with FreeAgent, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.
   Before the first sign-in, FreeAgent needs an OAuth app of your own, registered in its developer portal. actionlake has no FreeAgent app to lend you.
   - `access_token` Access token from one sign-in with your own OAuth app
   - `refresh_token` Refresh token from the same sign-in; the access token is renewed from it
   - `client_id` FreeAgent OAuth identifier
   - `client_secret` FreeAgent OAuth secret for the same app
   ```
   account { op: "connections.requirements", service: "freeagent" }
   # free: exactly what to paste, and what is found for you
   ```
3. 03
   ### Make the first call. Check before a write.
   Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free.
   ```
   do    { action: "freeagent.invoices.list" }
   # list all invoices · read · 1 upstream call
   check { action: "freeagent.invoices.create", input: { … } }
   # free: inputs, permissions, cost and confirmations, nothing sent
   ```

FreeAgent at a glance

**Sign-in**

OAuth 2.0, authorization code. You register your own OAuth app with FreeAgent, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.

**You provide**

`access_token` `refresh_token` `client_id` `client_secret`

**Limits we pace to**

120 calls a minute, per connection

**API covered**

FreeAgent API v2`api.freeagent.com/v2`

**Built from**

FreeAgent's documentation, read 23 October 2026[dev.freeagent.com](https://dev.freeagent.com/docs)

**Service file**

Version 1.0.0, signed (Ed25519)

**Cached reads**

93 of 93 reads, for up to 5 minutes; a write clears what it affects

**Shared entities**

12, so ask can line FreeAgent up with your other systems

**Data**

Processed and stored in Sydney, Australia. No US region yet

Capabilities

## What an AI agent can do in FreeAgent.

203 actions in 48 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

- **93** read look, never change
- **83** write create and update
- **27** destructive wait for a confirmation

1. ### Invoices
   18
   5 read · 11 write · 2 destructive
   List all invoices · Create an invoice · Get a single invoice · Update an invoice
2. ### Estimates
   16
   4 read · 10 write · 2 destructive
   List all estimates · Create an estimate · Get a single estimate · Update an estimate
3. ### Credit notes
   9
   3 read · 5 write · 1 destructive
   List all credit notes · Create a credit note · Get a single credit note · Update a credit note
4. ### Timeslips
   7
   2 read · 3 write · 2 destructive
   List all timeslips · Create a timeslip · Update a timeslip · Get a single timeslip
5. ### Users
   7
   3 read · 3 write · 1 destructive
   List all users · Create a user · Get a single user · Update a user
6. ### Corporation tax returns
   6
   2 read · 4 write · 0 destructive
   List Corporation Tax Returns for a company · Fetch details for a Corporation Tax Return · Mark a Corporation Tax Return as Filed · Mark a Corporation Tax Return as Paid
7. ### Expenses
   6
   3 read · 2 write · 1 destructive
   List all expenses · Create an expense · Get a single expense · Update an expense
8. ### Journal sets
   6
   3 read · 2 write · 1 destructive
   List all journal sets · Create a journal set · Get a single journal set · Update a journal set

**40 more areas · 128 actions**

- Self assessment returns **6**
- Vat returns **6**
- Bank accounts **5**
- Bank transaction explanations **5**
- Bills **5**
- Capital asset types **5**
- Categories **5**
- Contacts **5**
- Credit note reconciliations **5**
- Price list items **5**
- Projects **5**
- Properties **5**
- Sales tax periods **5**
- Tasks **5**
- Bank transactions **4**
- Final accounts reports **4**
- Notes **4**
- Payroll **4**
- Account locks **3**
- Account managers **3**
- Company **3**
- Estimate items **3**
- Accounting transactions **2**
- Attachments **2**
- Balance sheet **2**
- Bank feeds **2**
- Capital assets **2**
- Cis settings **2**
- Hire purchases **2**
- Recurring invoices **2**
- Stock items **2**
- Trial balance **2**
- Cashflow **1**
- Cis bands **1**
- Email addresses **1**
- Payroll profiles **1**
- Practice **1**
- Practice clients **1**
- Profit and loss **1**
- Sales tax **1**

Top actions

## The FreeAgent API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 74 of FreeAgent's 74 action names are shared with at least one other connector, so an agent learns them once.

| Action | What it does | Effect | Same name in |
| --- | --- | --- | --- |
| `freeagent.invoices.list` List all invoices | List all invoices. | read | `finance.invoice.list` 101 connectors |
| `freeagent.estimates.list` List all estimates | List all estimates. | read | `finance.quote.list` 52 connectors |
| `freeagent.expenses.list` List all expenses | List all expenses. | read | `finance.expense.list` 40 connectors |
| `freeagent.bank_accounts.list` List bank accounts | List bank accounts. | read | `finance.bank_account.list` 35 connectors |
| `freeagent.credit_notes.list` List all credit notes | List all credit notes. | read | `finance.credit_note.list` 33 connectors |
| `freeagent.bills.list` List all bills | List all bills. | read | `finance.bill.list` 31 connectors |
| `freeagent.tasks.list` List all tasks | List all tasks. | read | `work.task.list` 122 connectors |
| `freeagent.users.list` List all users | List all users. | read | `identity.user.list` 474 connectors |
| `freeagent.invoices.create` Create an invoice | Create an invoice. | write | `finance.invoice.create` 74 connectors |
| `freeagent.estimates.create` Create an estimate | Create an estimate. | write | `finance.quote.create` 52 connectors |
| `freeagent.expenses.create` Create an expense | Create an expense. | write | `finance.expense.create` 36 connectors |
| `freeagent.invoices.delete` Delete an invoice | Delete an invoice. | destructive | `finance.invoice.delete` 56 connectors |

Try it

## Prompts to paste into Claude.

Each one names the FreeAgent actions it will call, so you know what it reads and what it changes before you send it.

1. Read read
   Which FreeAgent invoices are more than 30 days overdue? Group them by customer with the total owed.
   calls `freeagent.invoices.list`
2. Write write
   Create an invoice in FreeAgent. Show me exactly what you will send before you save it.
   calls `freeagent.invoices.create`
3. Across systems read
   For each customer, how many invoices are in FreeAgent and how many tickets in ConnectWise PSA?
   calls `freeagent.invoices.list` `connectwise_manage.tickets.list`

Across your systems

## FreeAgent, joined to the rest of your business.

One `ask` fetches from FreeAgent and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

- For each customer, how many invoices are in FreeAgent and how many tickets in ConnectWise PSA?
  `freeagent.invoices.list` + `connectwise_manage.tickets.list`, on `crm.company` · [ConnectWise PSA](https://actionlake.com/connectors/connectwise-psa)
- For each customer, how many invoices are in FreeAgent and how many tickets in HubSpot CRM?
  `freeagent.invoices.list` + `hubspot_crm.tickets.list`, on `crm.company` · [HubSpot CRM](https://actionlake.com/connectors/hubspot-crm)

Also mapped by other connectors `identity.user` **517** `crm.company` **227** `crm.contact` **192** `work.project` **116** `work.task` **105** `finance.invoice` **91** `finance.quote` **45** `work.time_entry` **40**

ask

```
ask {
  intent: "for each customer, how many invoices are in FreeAgent and how many tickets in ConnectWise PSA",
  steps: [
    { action: "freeagent.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },
    { action: "connectwise_manage.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 },
    { join: {
        left: "inv",
        right: "tix",
        on: "crm.company",
        group_by: "inv.company_name",
        select: ["inv.company_name", "count(inv.id) as invoices", "count(tix.id) as tickets"]
    } }
  ]
}
```

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for FreeAgent

## Destructive actions wait for a yes.

27 FreeAgent actions are destructive. These are all of them:

- Delete an invoice `freeagent.invoices.delete`
- Delete an estimate `freeagent.estimates.delete`
- Delete an expense `freeagent.expenses.delete`
- Delete a task `freeagent.tasks.delete`
- Delete a project `freeagent.projects.delete`
- Delete a bill `freeagent.bills.delete`
- Delete a credit note `freeagent.credit_notes.delete`
- Delete a user `freeagent.users.delete`
- Delete a bank account `freeagent.bank_accounts.delete`
- Delete a timeslip `freeagent.timeslips.delete`
- Delete a contact `freeagent.contacts.delete`
- Delete a journal set `freeagent.journal_sets.delete`
- Delete a price list item `freeagent.price_list_items.delete`
- Delete a bank transaction `freeagent.bank_transactions.delete`
- Delete a note `freeagent.notes.delete`
- Delete a category `freeagent.categories.delete`
- Delete a property `freeagent.properties.delete`
- Delete a single attachment `freeagent.attachments.delete`
- Delete the User Account Lock `freeagent.account_locks.delete`
- Delete an estimate item `freeagent.estimate_items.delete`
- Delete a sales tax period `freeagent.sales_tax_periods.delete`
- Delete a capital asset type `freeagent.capital_asset_types.delete`
- Delete a credit note reconciliation `freeagent.credit_note_reconciliations.delete`
- Delete a bank transaction explanation `freeagent.bank_transaction_explanations.delete`
- Stop a Timer `freeagent.timeslips.stop_timer`
- Delete default additional text `freeagent.invoices.default_additional_text_delete`
- Delete default additional text `freeagent.estimates.default_additional_text_delete`

A destructive action runs only with `confirm: true`. Under the `human` policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

do freeagent.invoices.delete confirm_policy: **human**

Delete an invoice?

**intent:** the user asked me to delete an invoice

run suspended · waiting for a named person · key _freeagent-agent_ cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

```
account {
  op: "keys.create", name: "freeagent-agent",
  allowed_actions: ["freeagent.*"], cap_calls: 2000,
  confirm_policy: "human_for_writes",
  approval_rules: [
    { match: "freeagent.invoices.delete", approver: "lead@example.com" },
    { match: "freeagent.estimates.delete", approver: "lead@example.com" },
    { match: "freeagent.expenses.delete", approver: "lead@example.com" }
  ]
}
```

Illustrative. Scoped to FreeAgent only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

## What FreeAgent costs on actionlake.

Every FreeAgent action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call FreeAgent refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

- 1 upstream call per action all 203 FreeAgent actions
- 203 actions page each page of a long list is one call
- 93 reads can be cached a cache hit costs nothing
- 100,000 calls a month, free paid plans from US$49 a month for 250,000

[See pricing](https://actionlake.com/pricing)

Action index

## Every FreeAgent action.

203 actions by area: the id your agent calls, what it does, and its effect.

**Invoices 18**

- `freeagent.invoices.convert_to_credit_note` Convert to credit note write
- `freeagent.invoices.create` Create an invoice write
- `freeagent.invoices.default_additional_text_delete` Delete default additional text destructive
- `freeagent.invoices.default_additional_text_get` Get default additional text read
- `freeagent.invoices.default_additional_text_update` Update default additional text write
- `freeagent.invoices.delete` Delete an invoice destructive
- `freeagent.invoices.duplicate` Duplicate an invoice write
- `freeagent.invoices.get` Get a single invoice read
- `freeagent.invoices.get_pdf` Get a single invoice as PDF read
- `freeagent.invoices.list` List all invoices read
- `freeagent.invoices.mark_as_cancelled` Mark invoice as cancelled write
- `freeagent.invoices.mark_as_draft` Mark invoice as draft write
- `freeagent.invoices.mark_as_scheduled` Mark invoice as scheduled write
- `freeagent.invoices.mark_as_sent` Mark invoice as sent write
- `freeagent.invoices.send_email` Email an invoice write
- `freeagent.invoices.take_direct_debit_payment` Take Payment using GoCardless Direct Debit Mandate write
- `freeagent.invoices.timeline` Get invoice timeline read
- `freeagent.invoices.update` Update an invoice write

**Estimates 16**

- `freeagent.estimates.convert_to_invoice` Convert estimate to an invoice write
- `freeagent.estimates.create` Create an estimate write
- `freeagent.estimates.default_additional_text_delete` Delete default additional text destructive
- `freeagent.estimates.default_additional_text_get` Get default additional text read
- `freeagent.estimates.default_additional_text_update` Update default additional text write
- `freeagent.estimates.delete` Delete an estimate destructive
- `freeagent.estimates.duplicate` Duplicate an estimate write
- `freeagent.estimates.get` Get a single estimate read
- `freeagent.estimates.get_pdf` Get a single estimate as PDF read
- `freeagent.estimates.list` List all estimates read
- `freeagent.estimates.mark_as_approved` Mark estimate as approved write
- `freeagent.estimates.mark_as_draft` Mark estimate as draft write
- `freeagent.estimates.mark_as_rejected` Mark estimate as rejected write
- `freeagent.estimates.mark_as_sent` Mark estimate as sent write
- `freeagent.estimates.send_email` Email an estimate write
- `freeagent.estimates.update` Update an estimate write

**Credit notes 9**

- `freeagent.credit_notes.create` Create a credit note write
- `freeagent.credit_notes.delete` Delete a credit note destructive
- `freeagent.credit_notes.get` Get a single credit note read
- `freeagent.credit_notes.get_pdf` Get a single credit note as PDF read
- `freeagent.credit_notes.list` List all credit notes read
- `freeagent.credit_notes.mark_as_draft` Mark credit note as draft write
- `freeagent.credit_notes.mark_as_sent` Mark credit note as sent write
- `freeagent.credit_notes.send_email` Email a credit note write
- `freeagent.credit_notes.update` Update a credit note write

**Timeslips 7**

- `freeagent.timeslips.create` Create a timeslip write
- `freeagent.timeslips.delete` Delete a timeslip destructive
- `freeagent.timeslips.get` Get a single timeslip read
- `freeagent.timeslips.list` List all timeslips read
- `freeagent.timeslips.start_timer` Start a Timer write
- `freeagent.timeslips.stop_timer` Stop a Timer destructive
- `freeagent.timeslips.update` Update a timeslip write

**Users 7**

- `freeagent.users.create` Create a user write
- `freeagent.users.delete` Delete a user destructive
- `freeagent.users.get` Get a single user read
- `freeagent.users.list` List all users read
- `freeagent.users.me` Get the personal profile of the authorised user read
- `freeagent.users.update` Update a user write
- `freeagent.users.update_me` Update personal profile write

**Corporation tax returns 6**

- `freeagent.corporation_tax_returns.get` Fetch details for a Corporation Tax Return read
- `freeagent.corporation_tax_returns.list` List Corporation Tax Returns for a company read
- `freeagent.corporation_tax_returns.mark_as_filed` Mark a Corporation Tax Return as Filed write
- `freeagent.corporation_tax_returns.mark_as_paid` Mark a Corporation Tax Return as Paid write
- `freeagent.corporation_tax_returns.mark_as_unfiled` Mark a Corporation Tax Return as Unfiled write
- `freeagent.corporation_tax_returns.mark_as_unpaid` Mark a Corporation Tax Return as Unpaid write

**Expenses 6**

- `freeagent.expenses.create` Create an expense write
- `freeagent.expenses.delete` Delete an expense destructive
- `freeagent.expenses.get` Get a single expense read
- `freeagent.expenses.list` List all expenses read
- `freeagent.expenses.mileage_settings` Get mileage settings read
- `freeagent.expenses.update` Update an expense write

**Journal sets 6**

- `freeagent.journal_sets.create` Create a journal set write
- `freeagent.journal_sets.delete` Delete a journal set destructive
- `freeagent.journal_sets.get` Get a single journal set read
- `freeagent.journal_sets.list` List all journal sets read
- `freeagent.journal_sets.opening_balances` Get the Opening Balances read
- `freeagent.journal_sets.update` Update a journal set write

**Self assessment returns 6**

- `freeagent.self_assessment_returns.get` Fetch details for an Income Tax Return read
- `freeagent.self_assessment_returns.list` List Income Tax Returns for a User read
- `freeagent.self_assessment_returns.mark_as_filed` Mark an Income Tax Return as Filed write
- `freeagent.self_assessment_returns.mark_as_unfiled` Mark an Income Tax Return as Unfiled write
- `freeagent.self_assessment_returns.mark_payment_as_paid` Mark an Income Tax Return Payment as Paid write
- `freeagent.self_assessment_returns.mark_payment_as_unpaid` Mark an Income Tax Return Payment as Unpaid write

**Vat returns 6**

- `freeagent.vat_returns.get` Fetch details for a VAT Return read
- `freeagent.vat_returns.list` List VAT Returns for a Company read
- `freeagent.vat_returns.mark_as_filed` Mark a VAT Return as Filed write
- `freeagent.vat_returns.mark_as_unfiled` Mark a VAT Return as Unfiled write
- `freeagent.vat_returns.mark_payment_as_paid` Mark a VAT Return Payment as Paid write
- `freeagent.vat_returns.mark_payment_as_unpaid` Mark a VAT Return Payment as Unpaid write

**Bank accounts 5**

- `freeagent.bank_accounts.create` Create a bank account write
- `freeagent.bank_accounts.delete` Delete a bank account destructive
- `freeagent.bank_accounts.get` Get a single bank account read
- `freeagent.bank_accounts.list` List bank accounts read
- `freeagent.bank_accounts.update` Update a bank account write

**Bank transaction explanations 5**

- `freeagent.bank_transaction_explanations.create` Create a bank transaction explanation write
- `freeagent.bank_transaction_explanations.delete` Delete a bank transaction explanation destructive
- `freeagent.bank_transaction_explanations.get` Get a single bank transaction explanation read
- `freeagent.bank_transaction_explanations.list` List all bank transaction explanations read
- `freeagent.bank_transaction_explanations.update` Update a bank transaction explanation write

**Bills 5**

- `freeagent.bills.create` Create a bill write
- `freeagent.bills.delete` Delete a bill destructive
- `freeagent.bills.get` Get a single bill read
- `freeagent.bills.list` List all bills read
- `freeagent.bills.update` Update a bill write

**Capital asset types 5**

- `freeagent.capital_asset_types.create` Create a capital asset type write
- `freeagent.capital_asset_types.delete` Delete a capital asset type destructive
- `freeagent.capital_asset_types.get` Get a single capital asset type read
- `freeagent.capital_asset_types.list` List all capital asset types read
- `freeagent.capital_asset_types.update` Update a capital asset type write

**Categories 5**

- `freeagent.categories.create` Create a category write
- `freeagent.categories.delete` Delete a category destructive
- `freeagent.categories.get` Get a single category read
- `freeagent.categories.list` List all categories read
- `freeagent.categories.update` Update a category write

**Contacts 5**

- `freeagent.contacts.create` Create a contact write
- `freeagent.contacts.delete` Delete a contact destructive
- `freeagent.contacts.get` Get a single contact read
- `freeagent.contacts.list` List all contacts read
- `freeagent.contacts.update` Update a contact write

**Credit note reconciliations 5**

- `freeagent.credit_note_reconciliations.create` Create a credit note reconciliation write
- `freeagent.credit_note_reconciliations.delete` Delete a credit note reconciliation destructive
- `freeagent.credit_note_reconciliations.get` Get a single credit note reconciliation read
- `freeagent.credit_note_reconciliations.list` List all credit note reconciliations read
- `freeagent.credit_note_reconciliations.update` Update a credit note reconciliation write

**Price list items 5**

- `freeagent.price_list_items.create` Create a price list item write
- `freeagent.price_list_items.delete` Delete a price list item destructive
- `freeagent.price_list_items.get` Get a single price list item read
- `freeagent.price_list_items.list` List all price list items read
- `freeagent.price_list_items.update` Update a price list item write

**Projects 5**

- `freeagent.projects.create` Create a project write
- `freeagent.projects.delete` Delete a project destructive
- `freeagent.projects.get` Get a single project read
- `freeagent.projects.list` List all projects read
- `freeagent.projects.update` Update a project write

**Properties 5**

- `freeagent.properties.create` Create a property write
- `freeagent.properties.delete` Delete a property destructive
- `freeagent.properties.get` Get a single property read
- `freeagent.properties.list` List all properties read
- `freeagent.properties.update` Update a property write

**Sales tax periods 5**

- `freeagent.sales_tax_periods.create` Create a sales tax period write
- `freeagent.sales_tax_periods.delete` Delete a sales tax period destructive
- `freeagent.sales_tax_periods.get` Get a single sales tax period read
- `freeagent.sales_tax_periods.list` List all sales tax periods for a company read
- `freeagent.sales_tax_periods.update` Update a sales tax period write

**Tasks 5**

- `freeagent.tasks.create` Create a task under a project write
- `freeagent.tasks.delete` Delete a task destructive
- `freeagent.tasks.get` Get a single task read
- `freeagent.tasks.list` List all tasks read
- `freeagent.tasks.update` Update a task write

**Bank transactions 4**

- `freeagent.bank_transactions.delete` Delete a bank transaction destructive
- `freeagent.bank_transactions.get` Get a single bank transaction read
- `freeagent.bank_transactions.list` List bank transactions in a bank account read
- `freeagent.bank_transactions.upload_statement` Upload a bank statement write

**Final accounts reports 4**

- `freeagent.final_accounts_reports.get` Fetch details for a Final Accounts Report read
- `freeagent.final_accounts_reports.list` List Final Accounts Reports for a company read
- `freeagent.final_accounts_reports.mark_as_filed` Mark a Final Accounts Report as Filed write
- `freeagent.final_accounts_reports.mark_as_unfiled` Mark a Final Accounts Report as Unfiled write

**Notes 4**

- `freeagent.notes.create` Create a note for a contact or project write
- `freeagent.notes.delete` Delete a note destructive
- `freeagent.notes.get` Get a single note read
- `freeagent.notes.update` Update a note write

**Payroll 4**

- `freeagent.payroll.get_period` List all payslips for a given period read
- `freeagent.payroll.list_periods` List all periods for a given tax year read
- `freeagent.payroll.mark_payment_as_paid` Mark a payment as paid write
- `freeagent.payroll.mark_payment_as_unpaid` Mark a payment as unpaid write

**Account locks 3**

- `freeagent.account_locks.delete` Delete the User Account Lock destructive
- `freeagent.account_locks.list` List Account Locks for a company read
- `freeagent.account_locks.upsert` Create or Update the User Account Lock write

**Account managers 3**

- `freeagent.account_managers.get` Get details of a single account manager read
- `freeagent.account_managers.list` List account managers read
- `freeagent.account_managers.me` Get the current account manager read

**Company 3**

- `freeagent.company.business_categories` List all business categories read
- `freeagent.company.get` General company information read
- `freeagent.company.tax_timeline` Information about upcoming tax events read

**Estimate items 3**

- `freeagent.estimate_items.create` Create an estimate item write
- `freeagent.estimate_items.delete` Delete an estimate item destructive
- `freeagent.estimate_items.update` Update an estimate item write

**Accounting transactions 2**

- `freeagent.accounting_transactions.get` Get a single transaction read
- `freeagent.accounting_transactions.list` List all transactions read

**Attachments 2**

- `freeagent.attachments.delete` Delete a single attachment destructive
- `freeagent.attachments.get` Show a single attachment read

**Balance sheet 2**

- `freeagent.balance_sheet.get` Get the balance sheet read
- `freeagent.balance_sheet.opening_balances` Get the opening balances read

**Bank feeds 2**

- `freeagent.bank_feeds.get` Reading an API Bank Feed read
- `freeagent.bank_feeds.list` Reading the list of bank feeds for a company read

**Capital assets 2**

- `freeagent.capital_assets.get` Get a single capital asset read
- `freeagent.capital_assets.list` List all capital assets read

**Cis settings 2**

- `freeagent.cis_settings.get` Get CIS settings read
- `freeagent.cis_settings.update` Update CIS settings write

**Hire purchases 2**

- `freeagent.hire_purchases.get` Get a single hire purchase read
- `freeagent.hire_purchases.list` List all hire purchases read

**Recurring invoices 2**

- `freeagent.recurring_invoices.get` Get a single recurring invoice read
- `freeagent.recurring_invoices.list` List all recurring invoices read

**Stock items 2**

- `freeagent.stock_items.get` Get a single Stock Item read
- `freeagent.stock_items.list` List all Stock Items read

**Trial balance 2**

- `freeagent.trial_balance.opening_balances` Get the opening balances read
- `freeagent.trial_balance.summary` Get the trial balance summary read

**Cashflow 1**

- `freeagent.cashflow.get` Cashflow summary for a given date range read

**Cis bands 1**

- `freeagent.cis_bands.list` List all CIS bands for a company read

**Email addresses 1**

- `freeagent.email_addresses.list` Get a list of verified sender email addresses read

**Payroll profiles 1**

- `freeagent.payroll_profiles.list` List payroll profiles for a tax year read

**Practice 1**

- `freeagent.practice.get` Get details of accountancy practice read

**Practice clients 1**

- `freeagent.practice_clients.list` List clients read

**Profit and loss 1**

- `freeagent.profit_and_loss.summary` Get the P&L summary read

**Sales tax 1**

- `freeagent.sales_tax.ec_moss_rates` EC VAT MOSS read

Questions

## The FreeAgent MCP server, answered.

**Is there a FreeAgent MCP server for Claude?**

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 203 FreeAgent actions across invoices, estimates, credit notes and timeslips, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by FreeAgent.

**What do I need to connect FreeAgent?**

Your own FreeAgent OAuth app, registered with FreeAgent (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no FreeAgent app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. The free call account { op: "connections.requirements", service: "freeagent" } lists exactly what to paste.

**Can an AI agent delete or change things in FreeAgent?**

Only if its key allows it, and only with an explicit confirmation. 27 FreeAgent actions are destructive, including delete an invoice, delete an estimate and delete an expense. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

**Will an AI agent use up my FreeAgent API limit?**

actionlake paces every call to the limits in the FreeAgent service file: 120 calls a minute per connection. Repeated reads are answered from cache (93 FreeAgent actions can be), which never reaches FreeAgent.

**What does a FreeAgent action cost?**

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (203 FreeAgent actions page). Cache hits, searches, dry runs and calls FreeAgent refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

**Which FreeAgent API does it cover?**

The FreeAgent API v2 at api.freeagent.com/v2. It is built from FreeAgent's documentation as read on 23 October 2026. 203 actions in 48 areas, each one in the signed service file (version 1.0.0).

**Can I combine FreeAgent with my other systems?**

Yes. ask joins FreeAgent to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. FreeAgent maps crm.company, which 227 other connectors also map.

**Does actionlake keep my FreeAgent data, and where?**

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your FreeAgent credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

**Which AI clients can use it?**

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

## More connectors like FreeAgent

Shares the most action names with

- [FreshBooks 51](https://actionlake.com/connectors/freshbooks)
- [Holded 47](https://actionlake.com/connectors/holded)
- [Sage Intacct 45](https://actionlake.com/connectors/sage-intacct)
- [Harvest 41](https://actionlake.com/connectors/harvest)
- [Moneybird 40](https://actionlake.com/connectors/moneybird)
- [Smokeball 36](https://actionlake.com/connectors/smokeball)

Joins with, on shared entities

- [Kaseya BMS 8](https://actionlake.com/connectors/kaseya-bms)
- [HaloPSA 7](https://actionlake.com/connectors/halopsa)
- [Teamwork 7](https://actionlake.com/connectors/teamwork)
- [Productive.io 7](https://actionlake.com/connectors/productive-io)
- [Accelo 7](https://actionlake.com/connectors/accelo)
- [Planhat 7](https://actionlake.com/connectors/planhat)

Browse

- [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance)
- [All connectors](https://actionlake.com/connectors)
- [How actionlake compares](https://actionlake.com/compare)

actionlake is independent. It is not made or endorsed by FreeAgent; the name is the vendor's own. Counts are from the FreeAgent service file, version 1.0.0.

## Give your agent FreeAgent today.

[Connect FreeAgent free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

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Source: https://actionlake.com/connectors/freeagent
More: https://actionlake.com/llms.txt