Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Read FreeAgent contacts, invoices, bills, banking and reports; add contacts, draft invoices, time.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
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Works in Claude on the web, desktop and mobile:
https://freeagent.usefulapi.io/mcpRun this in your terminal
claude mcp add --transport http freeagent https://freeagent.usefulapi.io/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"freeagent": {
"url": "https://freeagent.usefulapi.io/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"freeagent": {
"type": "http",
"url": "https://freeagent.usefulapi.io/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
https://freeagent.usefulapi.io/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain text.
freeagent_get_companyFetch the FreeAgent company these credentials belong to — name, type (e.g. UkLimitedCompany), currency, start date and VAT registration status. A cheap way to confirm the setup works. FreeAgent: GET /v2/company.
freeagent_get_current_userFetch the FreeAgent user the token acts as, including their URL (needed for freeagent_create_timeslip) and permission level. FreeAgent: GET /v2/users/me.
freeagent_get_tax_timelineList upcoming tax deadlines and amounts due — VAT returns, corporation tax, self assessment and so on. FreeAgent: GET /v2/company/tax_timeline.
freeagent_list_contactsList contacts (clients and suppliers), with their account balance. FreeAgent: GET /v2/contacts.
freeagent_get_contactFetch a single contact by id or URL. FreeAgent: GET /v2/contacts/:id.
freeagent_list_invoicesList sales invoices, optionally for one contact or project, filtered by status. FreeAgent: GET /v2/invoices.
freeagent_get_invoiceFetch a single invoice by id or URL, with its line items, totals, due and paid values. FreeAgent: GET /v2/invoices/:id.
freeagent_list_billsList supplier bills (purchases), optionally by date range, contact or project, filtered by status. FreeAgent: GET /v2/bills.
freeagent_list_expensesList expense claims (out-of-pocket spending and mileage), optionally by date range or project. FreeAgent: GET /v2/expenses.
freeagent_list_bank_accountsList bank, credit-card and PayPal accounts with their current balances. Use an account's URL with freeagent_list_bank_transactions. FreeAgent: GET /v2/bank_accounts.
freeagent_list_bank_transactionsList the transactions on one bank account, e.g. view=unexplained for what still needs reconciling. FreeAgent: GET /v2/bank_transactions?bank_account=….
freeagent_list_projectsList projects, optionally for one contact. FreeAgent: GET /v2/projects.
freeagent_list_tasksList project tasks with their billing rates, optionally for one project. A task's URL is needed for freeagent_create_timeslip. FreeAgent: GET /v2/tasks.
freeagent_list_timeslipsList logged time, optionally by date range, user, task or project; view=unbilled for time not yet invoiced. FreeAgent: GET /v2/timeslips.
freeagent_get_profit_and_lossProfit and loss summary — income, expenses, operating and retained profit — for a date range or an accounting period (defaults to the current year to date). FreeAgent: GET /v2/accounting/profit_and_loss/summary.
freeagent_get_balance_sheetBalance sheet — capital and current assets, liabilities and owners' equity — as at a date (default today). FreeAgent: GET /v2/accounting/balance_sheet.
freeagent_create_contactCreate a client or supplier contact. Give either organisation_name, or first_name and last_name. FreeAgent: POST /v2/contacts.
freeagent_update_contactUpdate fields on an existing contact; only the fields you pass change. status=Hidden hides it (reversible with Active). FreeAgent: PUT /v2/contacts/:id.
freeagent_create_draft_invoiceCreate a sales invoice in DRAFT status. Nothing is sent to the customer and nothing is posted as income until it is marked sent in FreeAgent; a draft can be edited or discarded there. FreeAgent: POST /v2/invoices.
freeagent_create_timeslipLog time against a project task for a user. Get the user from freeagent_get_current_user and the task from freeagent_list_tasks. Editable or removable in FreeAgent afterwards. FreeAgent: POST /v2/timeslips.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026
The registry name was verified against the domain usefulapi.io (the registry checks domain ownership)
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Responded in 156 ms (HTTP 200)
No sign-in needed
Read 20 tool descriptions and found no hidden instructions to the AI
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (1.28.3) reached the registry yesterday.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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Korean tax calculation and tax-audit judgment MCP: 95 tools with statutory citations.
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
Work with your FreeAgent books from Claude, Cursor, or any MCP client — read contacts, invoices, bills, expenses, bank accounts and transactions, projects, timeslips, the tax timeline, profit and loss and the balance sheet; create and update contacts, create draft invoices (never sent) and log timeslips. Hosted, no local install: connect with your FreeAgent account over OAuth.
Live endpoint: https://freeagent.usefulapi.io/mcp · Homepage: https://usefulapi.io/freeagent
https://freeagent.usefulapi.io/mcp.claude mcp add --transport http freeagent https://freeagent.usefulapi.io/mcp, then run /mcp to log in.{
"mcpServers": { "freeagent": { "url": "https://freeagent.usefulapi.io/mcp" } } }
Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and you sign in with your FreeAgent account.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/freeagent/
On first connect you'll be sent to FreeAgent to sign in and approve access; no API keys to paste. The server can do only what your FreeAgent user is allowed to do, it never deletes anything, and you can revoke access any time in FreeAgent (Settings → Approved apps).
| Tool | Type | What it does |
|---|---|---|
freeagent_get_company | read | Get the company |
freeagent_get_current_user | read | Get the current user |
freeagent_get_tax_timeline | read | Get the tax timeline |
freeagent_list_contacts | read | List contacts |
freeagent_get_contact | read | Get one contact |
freeagent_list_invoices | read | List invoices |
freeagent_get_invoice | read | Get one invoice |
freeagent_list_bills | read | List bills |
freeagent_list_expenses | read | List expenses |
freeagent_list_bank_accounts | read | List bank accounts |
freeagent_list_bank_transactions | read | List bank transactions |
freeagent_list_projects | read | List projects |
freeagent_list_tasks | read | List tasks |
freeagent_list_timeslips | read | List timeslips |
freeagent_get_profit_and_loss | read | Get profit and loss |
freeagent_get_balance_sheet | read | Get the balance sheet |
freeagent_create_contact | write | Create a contact |
freeagent_update_contact | write | Update a contact |
freeagent_create_draft_invoice | write | Create a draft invoice |
freeagent_create_timeslip | write | Log a timeslip |
freeagent_usage_status | meta | Usage status (free-tier meter) |
freeagent_request_feature | meta | Request a missing feature |
freeagent_upgrade | meta | Upgrade to Pro or Pro+ |
freeagent_cancel_subscription | meta | Cancel the Pro subscription |
read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Pro (per user) | $9/mo or $90/yr (2 months free) | Unlimited* |
\*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to support@usefulapi.io.
Pro covers this server only. Subscribe with freeagent_upgrade (it returns a Stripe Checkout link). Cancel any time with freeagent_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running freeagent_upgrade before then undoes the cancel. Or write to support@usefulapi.io.
MIT — see LICENSE. This repo contains documentation only; the server is hosted.