Freeagent

Tool to list all bank transactions under a certain bank account in FreeAgent. Use when you need to retrieve transaction history, reconcile accounts, or find specific transactions for a bank account.

Tool to retrieve a list of bills from FreeAgent. Use when you need to view bills with optional filters by status, date range, contact, or project.

Tool to retrieve all categories for the current FreeAgent company. Categories are used to classify income or costs for estimate items, invoice items, expenses, bills, and bank transaction explanations. Returns four category sets: admin expenses, cost of sales, income, and general. Use sub_accounts parameter to include sub-accounts instead of top-level accounts.

Tool to list contacts in FreeAgent. Use when you need to retrieve contacts with optional filtering by type, sort order, or update date.

Tool to list estimates in FreeAgent. Use when you need to retrieve estimates with optional filtering by status, date range, contact, project, or invoice. Set nested_estimate_items to true to include estimate items in the response.

Tool to list projects in FreeAgent. Use when you need to retrieve projects with optional filtering by status and sorting. Requires 'Contacts and Projects' permission scope.

Tool to list VAT returns for a company in FreeAgent. Use when you need to retrieve VAT return records, their filing status, and payment information.

Tool to retrieve the company's tax timeline showing upcoming tax events and deadlines. Use when you need to view VAT returns, corporation tax payments, Companies House filings, and other tax-related events with their due dates and amounts.

Tool to get the default additional text shown on all invoices. Use when you need to retrieve the default invoice text.

Tool to retrieve the default additional text for estimates. Use when you need to get the default text that appears on all estimate documents.

Tool to retrieve invoice timeline showing chronological record of invoice-related events. Use when you need to track invoice payment history and related activities.

Tool to retrieve mileage settings including engine type/size options and reimbursement rates. Use when you need to determine valid engine configurations or current mileage rates for expense claims.

Tool to retrieve the Opening Balances journal set for a company. Use when you need to access initial account balances including journal entries, bank accounts, and stock items.

Tool to retrieve the opening balances from the trial balance summary. Use when you need to get the initial balance amounts for all account categories at the start of the accounting period.

Tool to list all CIS (Construction Industry Scheme) bands for a company. Use when you need to retrieve the available CIS bands configured for a UK company enrolled in CIS for Subcontractors. The bands include gross, standard, and higher rate bands with their respective deduction rates and nominal codes.

Tool to list all price list items from FreeAgent. Use when you need to retrieve all price list items with optional sorting by creation date, code, or update date.

Tool to list all properties in FreeAgent. Use when you need to retrieve property records for UK unincorporated landlord companies. Supports pagination for large result sets.

Tool to retrieve a list of recurring invoices from FreeAgent. Use when you need to query recurring invoices by status or contact. Supports filtering by draft, active, or inactive status and can include nested invoice line items.

Tool to list all sales tax periods for a company in FreeAgent. Use when you need to retrieve sales tax configuration history including rates, registration status, and effective dates. Available for US and Universal companies only.

Tool to list all stock items from FreeAgent. Use when you need to retrieve stock items with optional sorting by creation date, description, or update date.

Tool to list all tasks in FreeAgent. Use when you need to retrieve tasks with optional filtering by status, project, or update date, and sorting options.

Tool to list all timeslips from FreeAgent. Use when you need to retrieve time tracking records with optional filtering by date range, user, project, task, billing status, or last update timestamp.

Tool to list users in FreeAgent. Use when you need to retrieve users with optional filtering by type (all, staff, advisors). Requires 'Tax, Accounting & Users' permission scope.

Tool to list all bank feeds for a company. Use when you need to retrieve the list of bank feeds and their current status.

Tool to retrieve all available business categories from FreeAgent. Use when you need to get the complete list of industry classifications for company categorization.

Tool to retrieve all credit note reconciliations from FreeAgent. Use when you need to list credit notes that have been reconciled against invoices. Optionally filter by update timestamp or date range.

Tool to list credit notes from FreeAgent. Use when you need to retrieve credit notes with optional filtering by contact, project, status, or date range. Requires 'Estimates and Invoices' permission.

Tool to retrieve EC VAT MOSS sales tax rates for a specific EU country and date. Use when you need to determine the applicable VAT rates for cross-border digital services within the EU.

Tool to list final accounts reports for a company in FreeAgent. Use when you need to retrieve all final accounts reports with their filing status and period dates.

Tool to retrieve all hire purchases for the authorized FreeAgent account. Use when you need to view existing hire purchase agreements. Requires 'Bills' access level and is only available for UK companies.

Tool to retrieve a list of notes for a contact or project. Use when you need to view all notes associated with a specific contact or project.

Tool to create a custom category in FreeAgent. Use when you need to add a new category for classifying income or costs. Note that tax_reporting_name is required for cost_of_sales, admin_expenses, current_assets, and liabilities. The allowable_for_tax field is required for cost_of_sales and admin_expenses.

Tool to create a credit note reconciliation in FreeAgent. Use when you need to reconcile a credit note against an invoice, offsetting the invoice amount with the credit note.

Tool to create an estimate item in FreeAgent. Use when you need to add a line item to an existing estimate with details like position, type, quantity, price, and optional description.

Tool to create an invoice item in FreeAgent. Use when you need to add a line item to an existing invoice with details like type, quantity, price, and description.

Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.

Tool to create a price list item in FreeAgent. Use when you need to add a new item to the price list with code, description, pricing, and tax information.

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.

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.

Tool to duplicate an existing estimate in FreeAgent. Use when you need to create a copy of an estimate. The duplicated estimate will always have status=Draft, the next reference in the sequence, and dated_on set to today.

Tool to duplicate an existing invoice in FreeAgent. Use when you need to create a new invoice based on an existing one. The duplicated invoice is always created with status 'Draft', today's date, and the next reference number in sequence.

Tool to upload a bank statement to FreeAgent. Use when you need to import multiple bank transactions at once for a specific bank account.