Use Freeagent from Claude
Add the Freeagent connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorFreeagent
Freeagent integration for Claude and Codex
Connect Freeagent once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryFinance & Accounting
Use Freeagent from Codex
Add the Freeagent connection to a Space that runs Codex, then use it from every channel in that Space.
Use Freeagent from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Freeagent connector can do
Freeagent is accounting software built for freelancers and small businesses, covering invoices, expenses, bank transactions, and projects. With a Freeagent connection in type.com, a finance or founder Space can ask Claude to check cashflow for a date range, post a journal entry, or add a task to a project, with the numbers visible to everyone on the thread.
One connection, many Spaces
Connect Freeagent once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Freeagent in type.com
Review cashflow without opening the app
Ask for a cashflow summary across any date range and get net balance, inflows, and outflows back in the thread for a quick finance check.
Pull the Freeagent cashflow summary for last quarter and tell me the net change.
Post accounting corrections as journal sets
When a correction is needed, the agent builds a balanced journal set instead of someone manually matching debits and credits in the app.
Create a Freeagent journal set that corrects the duplicate expense entry from Tuesday, keeping debits and credits balanced.
Keep project tasks current
Add new billable or internal tasks under an existing project as work gets assigned in a thread, so the project list stays accurate.
Create a task under the Acme website project in Freeagent for the new homepage revisions.
Representative actions
- Cashflow summary for a date range
Returns net cashflow, incoming and outgoing totals, and a monthly breakdown for the period you specify.
- Get Company Details
Looks up the connected company's registration, accounting period, and settings in Freeagent.
- Create a Journal Set
Posts a manual journal entry for an accounting correction, as long as the debits and credits balance to zero.
- Create Sales Tax Period
Sets up a new sales tax period with its own rates for tax reporting.
- Create Task Under Project
Adds a billable or non-billable task to an existing Freeagent project for work tracking.
Connection
API and auth details
FreeAgent provides accounting APIs for small-business finance workflows. Developer docs cover OAuth access, app identification with user-agent headers, and resources for contacts, invoices, bills, expenses, bank transactions, projects, tasks, timeslips, taxes, estimates, and accounting/reporting automation.
- Source
- type.com catalog metadata
- Auth schemes
- OAuth
- API docs
- https://dev.freeagent.com/docs
- API reference
- https://dev.freeagent.com/docs/introduction
- Auth docs
- https://dev.freeagent.com/docs/oauth
- Official site
- https://www.freeagent.com/
FAQ
Questions people ask before connecting Freeagent
Can Claude pull Freeagent accounting data in type.com?
Yes. With a Freeagent connection shared to a Space, you can ask the agent for cashflow summaries, company details, or project tasks in any thread, and the results stay with your team.
How do I connect Freeagent to type.com?
Freeagent uses OAuth, so you sign in once when an admin sets up the connection, then choose which Spaces can use it. No credentials are typed into a prompt.
Can type.com run Freeagent reports on a schedule?
Yes. Set up an automation, such as a weekly cashflow summary, and the agent posts the numbers to a channel on its own.
Is this the same as an MCP server for Freeagent?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More finance & accounting connectors
All Finance & Accounting integrationsConnect Taxjar to Claude in type.com to calculate order tax, log transactions, and manage customers from a shared thread.
Connect Quickbooks to Claude in type.com to run P&L, balance sheet, and aging reports and look up invoices, bills, and vendors without editing the books.
Connect Stripe to Claude in type.com to create invoices, manage subscriptions, and issue refunds from a shared finance thread.
Connect Netsuite to Claude in type.com to create customer records, record customer payments against invoices, and check the status of async ERP jobs.