FreshBooks Tools
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.
Use FreshBooks Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call FreshBooks Tools. Choose from 10 supported Actions. Review each execution in Audit.
Connect FreshBooks Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Finance AccountingPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Freshbooks Create WebhookRegister 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…
- Freshbooks Delete WebhookDelete a webhook callback from a FreshBooks account. Use when you need to remove an existing webhook subscription that is no longer needed.
- Freshbooks Get Business UsersRetrieves 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 membe…
- Freshbooks List BusinessesList 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 re…
- Freshbooks List ClientsRetrieves 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).
- Freshbooks List Journal Entries2Retrieves all journal entries for a FreshBooks business account. Journal entries are the building blocks of financial accounting, recording all business transactions including invoices, payments, credits, and expenses. Use this action to get a comprehensive view of your accounti…
- Freshbooks List ProjectsRetrieves all projects associated with a FreshBooks business account. This action returns a paginated list of projects with comprehensive details including client information, billing rates, budget, completion status, team members, and associated services. Use this to discover a…
- Freshbooks List WebhooksList all webhook callbacks registered for a FreshBooks account. Webhooks notify your application when events occur (e.g., invoice creation, payment received). Use this to discover what webhook callbacks are currently active for an account before creating or managing webhook subs…
- Freshbooks Register As A New UserRegister a new user account in FreshBooks. Returns an access token upon successful registration. Use this action when you need to create a new FreshBooks user account programmatically with their business information.
- Freshbooks Update WebhookUpdate or verify a FreshBooks webhook callback. Use this to verify a newly created webhook by providing the verification code, or to request a new verification code be sent to the callback URI. **Prerequisites:** You need the account_id (from List Businesses as business_uuid) an…
Provider sources
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