Freeagent

@freeagent show me all unpaid invoices from the last 30 days with their amounts and due dates

Based on your FreeAgent account, here are 4 unpaid invoices from the last 30 days: Invoice #1247 to Acme Corp for £3,200 (due May 15), Invoice #1251 to Beta Ltd for £1,850 (due May 22), Invoice #1253 to Gamma Inc for £4,100 (overdue since May 10), and Invoice #1256 to Delta Services for £2,400 (due June 2). Total outstanding: £11,550. The Gamma Inc invoice is 8 days overdue.

This read-heavy example demonstrates FreeAgent's core invoicing visibility. Requires OAuth2 scope for invoice read access. The MCP returns structured data the AI can parse and summarize — actual invoice counts and amounts will vary by your account state and date range.

@freeagent create a new expense entry for £127.50 spent on office supplies today, categorized under General Expenses

I've created expense entry #8842 in your FreeAgent account: £127.50 for office supplies, dated May 18, 2025, categorized as General Expenses. The entry is marked as unbilled and awaiting receipt attachment. You can view or edit it in FreeAgent under Expenses > All Expenses.

This write example shows expense creation, a common bookkeeping task. Requires OAuth2 write scope for expenses. Side-effect: the entry is immediately visible in FreeAgent and affects your accounts. You'll need to upload a receipt separately to complete the expense record per UK tax requirements.

@freeagent pull my profit and loss summary for Q1 2025 and identify the three largest expense categories

Your Q1 2025 profit and loss shows total income of £87,400 and expenses of £52,300, yielding a net profit of £35,100. The three largest expense categories were: Staff Costs (£28,100, 54% of expenses), Office & Property (£9,200, 18%), and Marketing & Advertising (£6,400, 12%). Staff costs increased 22% compared to Q4 2024, driven by a new hire in February.

This synthesis example pairs FreeAgent's financial reporting with AI analysis. The MCP fetches structured P&L data; the AI identifies patterns and calculates percentages. Useful for quarterly reviews without manual spreadsheet work. Accuracy depends on correct expense categorization in FreeAgent throughout the quarter.

When Freeagent MCP speeds up month-end reconciliation

A 6-person design agency closes books on the 5th of each month. The finance lead pulls invoice data, checks payment status, and flags overdue accounts. With Freeagent MCP and OAuth2, the team can query outstanding invoices and payment timelines directly in Switchy without opening the Freeagent UI. This works when your invoice volume is under 200 per month and you're reconciling weekly or monthly. Above that threshold, you'll want dedicated accounting software integrations that handle bulk exports. The MCP shines for ad-hoc questions during standups or client calls—'did that retainer payment clear yet?'—where opening a separate tab breaks flow. If your team asks billing questions more than twice a week, this MCP pays for itself in context-switching time.

Why customer-facing teams use Freeagent MCP for billing questions

A 3-person consulting shop fields client questions about invoice timing and payment terms. The account manager needs to answer 'when is my next invoice due?' without pinging the bookkeeper or switching apps. Freeagent MCP with OAuth2 lets the AM query invoice schedules and payment history in Switchy while drafting the client email. This scenario assumes you're on a retainer or recurring billing model with predictable invoice cadence. If you're doing one-off project billing with custom terms every time, the MCP won't have enough structured data to answer reliably. The buying threshold is simple: if your client-facing team asks billing questions more than once per client conversation, you need this lookup capability in the workspace where those conversations happen.

When Freeagent MCP handles distributed expense reporting

A 5-person remote SaaS team submits expenses weekly—software subscriptions, coworking passes, client meals. The ops lead reviews and categorizes them in Freeagent, but team members ask 'did my expense get approved?' or 'what's left in my quarterly budget?' multiple times per week. With Freeagent MCP, those questions get answered in Switchy without the ops lead becoming a bottleneck. This works when your expense volume is under 50 submissions per month and categories are stable. If you're processing hundreds of receipts or doing complex multi-entity accounting, you'll outgrow the MCP's query capabilities and need a full ERP integration. The decision point: if your team loses more than 30 minutes per week to expense-status questions, the MCP recovers that time immediately.