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FreeAgent

FinanceOAuth 2.0

Read and create contacts, invoices and timeslips, and read bills, expenses, projects and bank transactions in FreeAgent.

Enable FreeAgentRead the guide

14 actions

ActionEffectData handledScope
freeagent_get_companyReturns the connected company: name, type, currency, accounting dates and sales tax registrationreadGeneral
freeagent_list_contactsLists contacts (clients and suppliers) by view, sorted and pagedreadPersonal data
freeagent_get_contactReturns one contact with email, phone, address and invoicing settingsreadPersonal data
freeagent_create_contactCreates a client or supplier contact; give an organisation name, or a first and last namewritePersonal data
freeagent_list_invoicesLists sales invoices by view (open, overdue, paid, draft and so on), optionally for one contact or project, with their items on requestreadPersonal data
freeagent_get_invoiceReturns one invoice with its items, totals, status and due datereadPersonal data
freeagent_create_invoiceCreates a draft invoice for a contact with its items; FreeAgent numbers it with the next reference unless one is givenwritePersonal data
freeagent_list_billsLists supplier bills by view and date range, optionally for one contact, with their items on requestreadPersonal data
freeagent_list_expensesLists expense claims in a date range, optionally for one projectreadPersonal data
freeagent_list_bank_accountsLists bank accounts with balances; the ids are needed to list bank transactionsreadGeneral
freeagent_list_bank_transactionsLists one bank account's transactions in a date range, or only unexplained onesreadPersonal data
freeagent_list_projectsLists projects by view, optionally for one contactreadPersonal data
freeagent_list_timeslipsLists timeslips in a date range, optionally for one user, project or task, or only unbilled or running onesreadPersonal data
freeagent_create_timeslipLogs hours a user worked on a project task on a datewritePersonal data