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AI agent integrationFreshBooks

FreshBooks 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 FreshBooks never means pasting credentials into a prompt.

Use FreshBooks from Claude Code

Bring FreshBooks context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate FreshBooks 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 FreshBooks integration exposes

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 teammates

Connect FreshBooks once, then decide which teammates can use it for threads, automations, skills, 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 Code use FreshBooks?

Yes. Type lets an AI teammate use connected FreshBooks 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 FreshBooks through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The FreshBooks catalog entry includes public integration details and example capabilities where available.

Is this the same as a FreshBooks 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.

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