Connect your AI agent to FreshBooks
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.
Set it up in Melso
- 1In Melso, open Settings → Agent Apps and hit Connect on FreshBooks.
- 2Finish the OAUTH2 sign-in in the window that opens. Melso stores the connection, not your credentials.
- 3Open your agent, go to its Agent Apps tab, and allow FreshBooks.
- 4Give the agent a task. It calls FreshBooks itself when the work needs it.
What FreshBooks gives your agent
The tools, permissions, and events FreshBooks exposes — the same ones your agent can use once the app is authorized.
What you sign in with
FreshBooks connects with OAUTH2.
- Client id
- Client secret
Permissions
Tools FreshBooks exposes
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).
List Journal Entries
Retrieves 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 accounting records.
List Projects
Retrieves 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 available projects before performing project-specific operations. **Prerequisites:** Obtain a valid business_id using the List Businesses action first. **Use Cases:** - Get all projects for time tracking or invoicing - Find projects by client, status, or date range - Monitor project completion and budget tracking - Retrieve team assignments and project groups **Response:** Returns an empty list if no projects exist or match the filters.
List Webhooks
List 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 subscriptions.
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