Use FreshBooks from Claude
Add the FreshBooks connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorFreshBooks
FreshBooks integration for Claude and Codex
Connect FreshBooks once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use FreshBooks from Codex
Add the FreshBooks connection to a Space that runs Codex, then use it from every channel in that Space.
Use FreshBooks from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the FreshBooks connector can do
Small businesses use FreshBooks for invoicing, expenses, and time tracking. Connected to a type.com Space, the agent can list the businesses and clients tied to your account, check which staff have access, and set up or remove webhooks for events like a new invoice or payment, keeping billing visibility inside the same thread the team already works in.
One connection, many Spaces
Connect FreshBooks once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with FreshBooks in type.com
Check client balances before a call
Ask the agent to list clients with their outstanding balances so a rep walks into a renewal call with current numbers.
List FreshBooks clients with an outstanding balance over $500 before my call with them this afternoon.
Confirm staff access across businesses
Have the agent pull business users so you can see who has owner, admin, or employee access before an audit.
Get the business users for our FreshBooks account and flag anyone with owner access.
Wire up invoice notifications
Ask the agent to register a webhook so the team hears about a new invoice or payment the moment it happens.
Create a FreshBooks webhook that fires when an invoice is created.
Representative actions
- Create Webhook
Registers a webhook so FreshBooks notifies your systems when an event like an invoice or payment occurs.
- Delete Webhook
Deletes a webhook subscription you no longer need.
- Get Business Users
Lists staff members in a FreshBooks business along with their roles and email addresses.
- List Businesses
Lists the businesses the authenticated user can access, with their role in each.
- List Clients
Lists clients on a FreshBooks account, with filtering and optional balance details.
Connection
API and auth details
FreshBooks provides a JSON API with OAuth 2.0 for accounting workflows such as clients, invoices, expenses, estimates, projects, time entries, payments, reports, search, pagination, and third-party service syncs.
- Source
- type.com catalog metadata
- Auth schemes
- OAuth
- API reference
- https://www.freshbooks.com/api/reference/
- Official site
- https://www.freshbooks.com/
FAQ
Questions people ask before connecting FreshBooks
Can Claude pull FreshBooks client data in type.com?
Yes. Once a FreshBooks connection is shared with a Space, you can ask the agent to list clients, check balances, or review staff access in a thread.
How do I sign in to FreshBooks from type.com?
FreshBooks uses OAuth, so you sign in once through FreshBooks to authorize the connection. An admin then shares that connection with the Spaces that need it.
Can FreshBooks checks run on a recurring schedule?
Yes. A type.com automation can check FreshBooks for new clients or outstanding balances on a set schedule and post the summary to a channel.
Is this the same as an MCP server for FreshBooks?
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 Bidsketch to Claude in type.com to create clients, draft proposals, and clean up old records from a shared team thread.
Connect Chaser to Claude in type.com to create invoices, log overpayments, and manage customer contacts from a shared finance thread.
Connect Coupa to Claude in type.com to manage GL accounts, review recent accounts, and abandon invalid invoices from a shared thread.
Connect Elorus to Claude in type.com to draft invoices, add catalog items, email invoices to clients, and pull bills from a shared thread.