freshbooks-mcp

FreshBooks MCP Server

Automate your FreshBooks invoicing and time tracking through Claude. This MCP server provides seamless integration with FreshBooks while using Xano as the authentication backend.

🚀 Features

• Send Saturday Invoices - Automate your weekly billing with one command
• List Invoices - View and filter invoices by status
• Log Time Entries - Track billable hours directly from Claude
• Revenue Reports - Get financial insights instantly
• Secure Authentication - Uses your existing Xano account for auth

🛠️ Setup

1. Get Your FreshBooks Account ID

1. Log into FreshBooks
2. Look at your URL: https://my.freshbooks.com/#/accounting/<ACCOUNT_ID>/dashboard
3. Copy the account ID

2. Configure the Server

Edit wrangler.jsonc:

{
  "vars": {
    "FRESHBOOKS_ACCOUNT_ID": "your-account-id-here"
  }
}

3. Deploy to Cloudflare

npm install
npx wrangler deploy

4. Connect FreshBooks on mcp.snappy.ai

1. Visit mcp.snappy.ai
2. Go to Integrations
3. Click "Connect FreshBooks"
4. Complete OAuth flow

5. Add to Claude Desktop

Edit your Claude Desktop config:

{
  "mcpServers": {
    "freshbooks": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "connect",
        "wss://freshbooks-mcp-server.your-subdomain.workers.dev/mcp"
      ]
    }
  }
}

📋 Available Tools

freshbooks_list_invoices

List all invoices with optional status filter

• Parameters: status (optional), page (optional)

freshbooks_send_saturday_invoices

Send all draft invoices (perfect for Saturday billing)

• Parameters: dry_run (default: true for preview)

freshbooks_log_time

Log billable hours for a client

• Parameters: client_name, hours, description, date (optional)

freshbooks_revenue_report

Get revenue summary for a date range

• Parameters: start_date (optional), end_date (optional)

debug_auth_status

Check connection status for both Xano and FreshBooks

🎯 Usage Examples

You: "Send my Saturday invoices"
Claude: [Shows preview of 3 draft invoices]

You: "Actually send them"
Claude: ✅ Sent 3 invoices totaling $4,250

You: "Log 2 hours for PVM project today"
Claude: ⏱️ Time entry created for PVM

🏗️ Architecture

• Authentication: Xano (existing user management)
• API Integration: FreshBooks (stored in Xano user profile)
• Deployment: Cloudflare Workers
• OAuth Management: mcp.snappy.ai

🔒 Security

• FreshBooks credentials stored securely in your Xano account
• No direct OAuth in the MCP server
• User-scoped access only
• Tokens auto-refresh as needed

🤝 Contributing

This is part of the Snappy MCP ecosystem. Visit mcp.snappy.ai to learn more.

📝 License

MIT