FreshBooks MCP Server
Automates FreshBooks invoicing and time tracking through Claude, allowing users to send invoices, list invoices, log billable hours, and get financial insights via natural language commands.
README
FreshBooks MCP Server
Automate your FreshBooks invoicing and time tracking through Claude. This MCP server provides seamless integration with FreshBooks while using Xano as the authentication backend.
🚀 Features
- Send Saturday Invoices - Automate your weekly billing with one command
- List Invoices - View and filter invoices by status
- Log Time Entries - Track billable hours directly from Claude
- Revenue Reports - Get financial insights instantly
- Secure Authentication - Uses your existing Xano account for auth
🛠️ Setup
1. Get Your FreshBooks Account ID
- Log into FreshBooks
- Look at your URL:
https://my.freshbooks.com/#/accounting/<ACCOUNT_ID>/dashboard - Copy the account ID
2. Configure the Server
Edit wrangler.jsonc:
{
"vars": {
"FRESHBOOKS_ACCOUNT_ID": "your-account-id-here"
}
}
3. Deploy to Cloudflare
npm install
npx wrangler deploy
4. Connect FreshBooks on mcp.snappy.ai
- Visit mcp.snappy.ai
- Go to Integrations
- Click "Connect FreshBooks"
- Complete OAuth flow
5. Add to Claude Desktop
Edit your Claude Desktop config:
{
"mcpServers": {
"freshbooks": {
"command": "npx",
"args": [
"mcp-remote",
"connect",
"wss://freshbooks-mcp-server.your-subdomain.workers.dev/mcp"
]
}
}
}
📋 Available Tools
freshbooks_list_invoices
List all invoices with optional status filter
- Parameters:
status(optional),page(optional)
freshbooks_send_saturday_invoices
Send all draft invoices (perfect for Saturday billing)
- Parameters:
dry_run(default: true for preview)
freshbooks_log_time
Log billable hours for a client
- Parameters:
client_name,hours,description,date(optional)
freshbooks_revenue_report
Get revenue summary for a date range
- Parameters:
start_date(optional),end_date(optional)
debug_auth_status
Check connection status for both Xano and FreshBooks
🎯 Usage Examples
You: "Send my Saturday invoices"
Claude: [Shows preview of 3 draft invoices]
You: "Actually send them"
Claude: ✅ Sent 3 invoices totaling $4,250
You: "Log 2 hours for PVM project today"
Claude: ⏱️ Time entry created for PVM
🏗️ Architecture
- Authentication: Xano (existing user management)
- API Integration: FreshBooks (stored in Xano user profile)
- Deployment: Cloudflare Workers
- OAuth Management: mcp.snappy.ai
🔒 Security
- FreshBooks credentials stored securely in your Xano account
- No direct OAuth in the MCP server
- User-scoped access only
- Tokens auto-refresh as needed
🤝 Contributing
This is part of the Snappy MCP ecosystem. Visit mcp.snappy.ai to learn more.
📝 License
MIT
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