Use Freeagent from Claude Code
Bring Freeagent context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationFreeagent
Freeagent integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Freeagent never means pasting credentials into a prompt.
CategoryFinance & Accounting
Automate Freeagent with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Finance & Accounting
What the Freeagent integration exposes
Cloud-based accounting software for freelancers and small businesses
One connection, many teammates
Connect Freeagent once, then decide which teammates can use it for threads, automations, skills, 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 Code use Freeagent?
Yes. Type lets an AI teammate use connected Freeagent actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Freeagent through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Freeagent catalog entry includes public integration details and example capabilities where available.
Is this the same as a Freeagent MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
More finance & accounting apps for AI teammates
NetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for comprehensive business oversight
Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem
Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels, streamlining supply chain operations
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.