Sign InGet Started
Sign InGet Started

Freeagent Integration

Freeagent API Operations

Browse all 76 operations available for Freeagent workflow automation.

Back to Freeagent

accounting

76 operations
ActionFREEAGENT_CASHFLOW_SUMMARY_FOR_A_GIVEN_DATE_RANGE

Cashflow summary for a date range

Tool to retrieve cashflow summary for a given date range from FreeAgent.

2 input
ActionFREEAGENT_UPDATE_ESTIMATES_TRANSITIONS_CONVERT

Convert Estimate to Invoice

Tool to convert an estimate to an invoice in FreeAgent.

1 input
ActionFREEAGENT_UPDATE_INVOICES_TRANSITIONS_CONVERT

Convert Invoice to Credit Note

Tool to convert a draft negative invoice to a credit note in FreeAgent.

1 input
ActionFREEAGENT_CREATE_A_TIMESLIP

Create A Timeslip

Tool to create a new timeslip in FreeAgent.

6 input
ActionFREEAGENT_CREATE_BANK_ACCOUNT

Create Bank Account

Tool to create a bank account in FreeAgent.

8 input
ActionFREEAGENT_CREATE_BILL_WITH_ATTACHMENT

Create Bill with Attachment

Tool to create a bill with optional attachment in FreeAgent.

6 input
ActionFREEAGENT_CREATE_CATEGORY

Create Category

Tool to create a custom category in FreeAgent.

6 input
ActionFREEAGENT_CREATE_CONTACT

Create Contact

Tool to create a new contact in FreeAgent.

20 input
ActionFREEAGENT_CREATE_CREDIT_NOTE

Create Credit Note

Tool to create a credit note in FreeAgent.

12 input
ActionFREEAGENT_CREATE_CREDIT_NOTE_RECONCILIATION

Create Credit Note Reconciliation

Tool to create a credit note reconciliation in FreeAgent.

6 input
ActionFREEAGENT_CREATE_ESTIMATE

Create Estimate

Tool to create a new estimate in FreeAgent.

14 input
ActionFREEAGENT_CREATE_ESTIMATE_ITEM

Create Estimate Item

Tool to create an estimate item in FreeAgent.

2 input
ActionFREEAGENT_CREATE_INVOICE

Create Invoice

Tool to create an invoice in FreeAgent.

11 input
ActionFREEAGENT_CREATE_INVOICE_ITEM

Create Invoice Item

Tool to create an invoice item in FreeAgent.

2 input
ActionFREEAGENT_CREATE_NOTES

Create Note

Tool to create a note for a contact or project in FreeAgent.

3 input
ActionFREEAGENT_CREATE_PRICE_LIST_ITEMS

Create Price List Item

Tool to create a price list item in FreeAgent.

9 input
ActionFREEAGENT_CREATE_PROJECT

Create Project

Tool to create a project in FreeAgent.

14 input
ActionFREEAGENT_CREATE_A_SALES_TAX_PERIOD

Create Sales Tax Period

Tool to create a sales tax period in FreeAgent.

10 input
ActionFREEAGENT_CREATE_A_TASK_UNDER_A_CERTAIN_PROJECT

Create Task Under Project

Tool to create a task under a specific project in FreeAgent.

7 input
ActionFREEAGENT_CREATE_A_JOURNAL_SET

Create a Journal Set

Tool to create a journal set in FreeAgent.

4 input
ActionFREEAGENT_CREATE_A_USER

Create a User

Tool to create a new user in FreeAgent.

9 input
ActionFREEAGENT_DELETE_BANK_TRANSACTION

Delete Bank Transaction Explanation

Tool to delete a bank transaction explanation in FreeAgent.

1 input
ActionFREEAGENT_DELETE_ESTIMATES_DEFAULT_ADDITIONAL_TEXT

Delete Estimates Default Additional Text

Tool to delete default additional text for estimates in FreeAgent.

ActionFREEAGENT_DELETE_NOTES1

Delete Note

Tool to delete a note by its ID.

1 input
ActionFREEAGENT_CREATE_ESTIMATES_DUPLICATE

Duplicate Estimate

Tool to duplicate an existing estimate in FreeAgent.

1 input
ActionFREEAGENT_CREATE_INVOICES_DUPLICATE

Duplicate Invoice

Tool to duplicate an existing invoice in FreeAgent.

1 input
ActionFREEAGENT_LIST_ACCOUNTING_BALANCE_SHEET

Get Balance Sheet

Tool to retrieve the balance sheet for a FreeAgent account.

1 input
ActionFREEAGENT_COMPANY_DETAILS

Get Company Details

Tool to retrieve company details from FreeAgent.

ActionFREEAGENT_LIST_INVOICES_DEFAULT_ADDITIONAL_TEXT

Get Default Additional Text

Tool to get the default additional text shown on all invoices.

ActionFREEAGENT_LIST_ESTIMATES_DEFAULT_ADDITIONAL_TEXT

Get Default Estimates Additional Text

Tool to retrieve the default additional text for estimates.

ActionFREEAGENT_GET_INVOICE_TIMELINE

Get Invoice Timeline

Tool to retrieve invoice timeline showing chronological record of invoice-related events.

ActionFREEAGENT_GET_MILEAGE_SETTINGS

Get Mileage Settings

Tool to retrieve mileage settings including engine type/size options and reimbursement rates.

ActionFREEAGENT_LIST_ACCOUNTING_BALANCE_SHEET2

Get Opening Balances

Tool to retrieve opening balances for the balance sheet from FreeAgent.

ActionFREEAGENT_GET_OPENING_BALANCES

Get Opening Balances

Tool to retrieve the Opening Balances journal set for a company.

ActionFREEAGENT_GET_PERSONAL_PROFILE

Get Personal Profile

Tool to retrieve the authenticated user's personal profile from FreeAgent.

ActionFREEAGENT_GET_THE_TRIAL_BALANCE_SUMMARY

Get Trial Balance Summary

Tool to get the trial balance summary from FreeAgent.

2 input
ActionFREEAGENT_GET_THE_OPENING_BALANCES

Get the Opening Balances

Tool to retrieve the opening balances from the trial balance summary.

ActionFREEAGENT_GET_THE_PL_SUMMARY

Get the P&L summary

Tool to retrieve the Profit and Loss summary for a specified period from FreeAgent.

3 input
ActionFREEAGENT_LIST_ACCOUNTING_TRANSACTIONS

List Accounting Transactions

Tool to list all accounting transactions from FreeAgent.

5 input
ActionFREEAGENT_LIST_ALL_CIS_BANDS_FOR_A_COMPANY

List All CIS Bands

Tool to list all CIS (Construction Industry Scheme) bands for a company.

ActionFREEAGENT_LIST_ALL_EXPENSES

List All Expenses

Tool to list all expenses from FreeAgent.

7 input
ActionFREEAGENT_LIST_ALL_PRICE_LIST_ITEMS

List All Price List Items

Tool to list all price list items from FreeAgent.

3 input
ActionFREEAGENT_LIST_ALL_PROPERTIES

List All Properties

Tool to list all properties in FreeAgent.

2 input
ActionFREEAGENT_LIST_ALL_RECURRING_INVOICES

List All Recurring Invoices

Tool to retrieve a list of recurring invoices from FreeAgent.

5 input
ActionFREEAGENT_LIST_ALL_SALES_TAX_PERIODS_FOR_A_COMPANY

List All Sales Tax Periods

Tool to list all sales tax periods for a company in FreeAgent.

ActionFREEAGENT_LIST_ALL_STOCK_ITEMS

List All Stock Items

Tool to list all stock items from FreeAgent.

3 input
ActionFREEAGENT_LIST_ALL_TASKS

List All Tasks

Tool to list all tasks in FreeAgent.

6 input
ActionFREEAGENT_LIST_ALL_TIMESLIPS

List All Timeslips

Tool to list all timeslips from FreeAgent.

10 input
ActionFREEAGENT_LIST_ALL_USERS

List All Users

Tool to list users in FreeAgent.

1 input
ActionFREEAGENT_LIST_BANK_ACCOUNTS

List Bank Accounts

Tool to list bank accounts in FreeAgent.

1 input
ActionFREEAGENT_LIST_BANK_FEEDS

List Bank Feeds

Tool to list all bank feeds for a company.

ActionFREEAGENT_LIST_BANK_TRANSACTIONS

List Bank Transactions

Tool to list all bank transactions under a certain bank account in FreeAgent.

8 input
ActionFREEAGENT_LIST_BILLS

List Bills

Tool to retrieve a list of bills from FreeAgent.

9 input
ActionFREEAGENT_LIST_BUSINESS_CATEGORIES

List Business Categories

Tool to retrieve all available business categories from FreeAgent.

ActionFREEAGENT_LIST_CATEGORIES

List Categories

Tool to retrieve all categories for the current FreeAgent company.

1 input
ActionFREEAGENT_LIST_CONTACTS

List Contacts

Tool to list contacts in FreeAgent.

5 input
ActionFREEAGENT_LIST_CREDIT_NOTE_RECONCILIATIONS

List Credit Note Reconciliations

Tool to retrieve all credit note reconciliations from FreeAgent.

5 input
ActionFREEAGENT_LIST_CREDIT_NOTES

List Credit Notes

Tool to list credit notes from FreeAgent.

8 input
ActionFREEAGENT_LIST_EC_MOSS_SALES_TAX_RATES

List EC MOSS Sales Tax Rates

Tool to retrieve EC VAT MOSS sales tax rates for a specific EU country and date.

2 input
ActionFREEAGENT_LIST_ESTIMATES

List Estimates

Tool to list estimates in FreeAgent.

10 input
ActionFREEAGENT_LIST_FINAL_ACCOUNTS_REPORTS

List Final Accounts Reports

Tool to list final accounts reports for a company in FreeAgent.

ActionFREEAGENT_LIST_HIRE_PURCHASES

List Hire Purchases

Tool to retrieve all hire purchases for the authorized FreeAgent account.

ActionFREEAGENT_LIST_NOTES

List Notes

Tool to retrieve a list of notes for a contact or project.

4 input
ActionFREEAGENT_LIST_PROJECTS

List Projects

Tool to list projects in FreeAgent.

5 input
ActionFREEAGENT_LIST_VAT_RETURNS

List VAT Returns

Tool to list VAT returns for a company in FreeAgent.

ActionFREEAGENT_CREATE_ESTIMATES_SEND_EMAIL

Send Estimate Email

Tool to email an estimate in FreeAgent.

2 input
ActionFREEAGENT_SHOW_TAX_TIMELINE

Show Tax Timeline

Tool to retrieve the company's tax timeline showing upcoming tax events and deadlines.

ActionFREEAGENT_UPDATE_BANK_TRANSACTION_EXPLANATIONS

Update Bank Transaction Explanation

Tool to update a bank transaction explanation in FreeAgent.

2 input
ActionFREEAGENT_UPDATE_ESTIMATES_DEFAULT_ADDITIONAL_TEXT

Update Estimates Default Additional Text

Tool to update the default additional text for estimates in FreeAgent.

1 input
ActionFREEAGENT_UPDATE_EXPENSES

Update Expense

Tool to update an existing expense in FreeAgent.

17 input
ActionFREEAGENT_UPDATE_INVOICES_DEFAULT_ADDITIONAL_TEXT

Update Invoices Default Additional Text

Tool to update the default additional text shown on all invoices.

1 input
ActionFREEAGENT_UPDATE_NOTES1

Update Note

Tool to update an existing note in FreeAgent.

2 input
ActionFREEAGENT_UPDATE_USERS_ME

Update Personal Profile

Tool to update the authenticated user's personal profile in FreeAgent.

8 input
ActionFREEAGENT_UPDATE_PRICE_LIST_ITEMS

Update Price List Item

Tool to update a price list item in FreeAgent.

10 input
ActionFREEAGENT_UPDATE_JOURNAL_SETS

Update a Journal Set

Tool to update a journal set in FreeAgent.

5 input
ActionFREEAGENT_UPLOAD_A_BANK_STATEMENT

Upload a Bank Statement

Tool to upload a bank statement to FreeAgent.

2 input