Use Freeagent from Claude
Add the Freeagent connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorFreeagent
Freeagent integration for Claude and Codex
Create a Freeagent connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryFinance & Accounting
Use Freeagent from Codex
Add the Freeagent connection to a Space that runs Codex, then use it from every channel in that Space.
Use Freeagent from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Freeagent connector can do
Cloud-based accounting software for freelancers and small businesses
One connection, many Spaces
Connect Freeagent once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Cashflow summary for a date range
Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
- Get Company Details
Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
- Create a Journal Set
Tool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal total credits).
- Create Sales Tax Period
Tool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting.
- Create Task Under Project
Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.
Connection
API and auth details
FreeAgent provides accounting APIs for small-business finance workflows. Developer docs cover OAuth access, app identification with user-agent headers, and resources for contacts, invoices, bills, expenses, bank transactions, projects, tasks, timeslips, taxes, estimates, and accounting/reporting automation.
- Source
- Type catalog metadata
- Auth schemes
- OAuth
- API docs
- https://dev.freeagent.com/docs
- API reference
- https://dev.freeagent.com/docs/introduction
- Auth docs
- https://dev.freeagent.com/docs/oauth
- Official site
- https://www.freeagent.com/
FAQ
Questions people ask before connecting Freeagent
Can Claude use Freeagent?
Yes. Add a Freeagent connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Freeagent through Type?
Yes. Add a Freeagent connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Freeagent MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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