Set up FreshBooks MCP in ApexGenius: sign in on FreshBooks’ page, turn on one business, review the 21 operations, and test with a first read.
Status: Available. FreshBooks publishes no hosted MCP server, so ApexGenius calls the official FreshBooks API with FreshBooks’ own browser sign-in. You do not paste an API key. One connection is one FreshBooks login. Every call goes to the one business you turn on.Explore the FreshBooks connector.
A FreshBooks login that keeps books for the business you want to use
An ApexGenius account
How to connect FreshBooks
Before you start
An account with permission to use the FreshBooks resources you intend to connect.
1
Open FreshBooks in Connections
Choose Connect, or Add connection when offered. Give the connection a name if prompted. If Gateway setup pending appears, contact ApexGenius support before continuing.
2
Choose the account and review access
Sign in to FreshBooks in the browser and allow access for ApexGenius. FreshBooks uses browser authorization; no API key is pasted into ApexGenius. ApexGenius asks for read scopes plus project and time-entry access.
3
Review the connected account and resources
Find Allowed resources on the connection page. Each FreshBooks business your login keeps books for is listed. Turn on exactly one; every call goes to that business. A login with one business has it turned on already.
4
Check the connection
Use Test connection or Check again and read the reported status. Add an AI agent from the AI agents page, choose Read only for the first test, and try the question below.
The FreshBooks connection page after you connect. Choose Test connection to check that FreshBooks answers. The account email and credits are blurred in this capture.
Try a first question with your AI agent
Which FreshBooks business is connected? List its five most recent invoices with client, amount and status. Do not change anything.
Open Skills on the connection to read FreshBooks, or read that MCP prompt in a compatible AI client with prompts/get. It covers the first safe read, the business rule, how to log time, and what the connector cannot do.Three ApexGenius tools route the FreshBooks operations:
ApexGenius tool
What it does
Access
freshbooks_search_operations
Lists the 21 reviewed FreshBooks operations with their inputs
Read
freshbooks_read_operation
Runs the 17 reads, such as get_identity, list_invoices, list_expenses and get_profit_and_loss_report
Read
freshbooks_write_operation
Runs the 4 writes: create_project, update_project, create_time_entry and update_time_entry
Write
The reads cover your login and its businesses, clients, invoices, expenses, payments, projects, time entries, and the profit and loss, tax summary, invoice details and payments collected reports.Your AI discovers the tools with apex_search_tools. Reads use apex_call_read_tool; the project and time-entry writes use apex_call_write_tool. Enabled writes run immediately. Turn a tool off to block calls.
A FreshBooks login can keep books for more than one business. Each business shows up as an account on the FreshBooks connection page. Turn on exactly one. ApexGenius fills in the business for every call, so your AI never passes it and cannot reach a business that is off.
Accounting is read only. It cannot create, send or change an invoice, and it cannot record a payment.
It cannot delete anything, including a project or a time entry.
It cannot read estimates.
A project or time entry made by mistake can be fixed with update_project or update_time_entry, or deleted by you in FreshBooks. Disconnecting stops future access. It does not undo a change that already ran.
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