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ConnectorFreshBooks

FreshBooks integration for Claude and Codex

Create a FreshBooks connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use FreshBooks from Claude

Add the FreshBooks connection to a Space that runs Claude, then use it from every channel in that Space.

Use FreshBooks from Codex

Add the FreshBooks connection to a Space that runs Codex, then use it from every channel in that Space.

Use FreshBooks from Sidekick

Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.

Finance & Accounting

What the FreshBooks connector can do

FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.

One connection, many Spaces

Connect FreshBooks once, then decide which Spaces can use it in threads, skills, automations, and coding work.

Representative actions

  • Create Webhook

    Register a new webhook callback for a FreshBooks account. Webhooks notify your application when specified events occur (e.g., when invoices are created, clients are updated, or payments are received). **Prerequisites:** Obtain a valid account_id using the List Businesses action first. **Important Notes:** - FreshBooks implements a verification mechanism to ensure you own the callback URI. The 'verified' field will initially be false. - Your webhook endpoint must respond with a 2xx HTTP status code. Any other status code (including 3xx redirects) is treated as a failure. - Webhook requests have a 10-second timeout. - Requires 'user:webhooks:write' OAuth scope. **Common Event Types:** client.create, client.update, client.delete, invoice.create, invoice.update, invoice.delete, payment.create, payment.update, payment.delete, expense.create, expense.update, expense.delete.

  • Delete Webhook

    Delete a webhook callback from a FreshBooks account. Use when you need to remove an existing webhook subscription that is no longer needed.

  • Get Business Users

    Retrieves staff identities and members for a specific FreshBooks business. This action returns detailed information about all staff members (owners, admins, employees) in a business group, including their roles, email addresses, and active status. Use this to discover team members before assigning time entries or tasks.

  • List Businesses

    List all businesses associated with the authenticated user. This action retrieves business membership information from the FreshBooks Identity endpoint, showing all businesses the user has access to along with their role in each business. The business_id from this response is required for many other FreshBooks API calls.

  • List Clients

    Retrieves all clients for a FreshBooks account. Clients are entities you send invoices to. Supports pagination, filtering by email/user ID/visibility state, sorting, and includes optional balance data (outstanding, credit, draft, overdue).

Connection

API and auth details

FreshBooks provides a JSON API with OAuth 2.0 for accounting workflows such as clients, invoices, expenses, estimates, projects, time entries, payments, reports, search, pagination, and third-party service syncs.

FAQ

Questions people ask before connecting FreshBooks

Can Claude use FreshBooks?

Yes. Add a FreshBooks connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.

Can Codex work with FreshBooks through Type?

Yes. Add a FreshBooks 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 FreshBooks 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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