Reference

Create a Journal Set

Create a balanced set of journal entries in FreeAgent to record accounting adjustments, corrections, or manual transactions that require offsetting debits and credits.

Get Balance Sheet

Retrieve your business's financial position by viewing assets, liabilities, and equity in one balance sheet snapshot, helping you understand your net worth at any given time.

Get Opening Balances

Retrieve the opening balances and initial account setup for your company, including all journal entries, bank accounts, and inventory values that form the foundation of your financial records.

Get Opening Balances

Retrieve the opening balances for your balance sheet, showing the initial values of your assets, liabilities, and equity to establish your financial position.

Get the Opening Balances

Retrieve the initial balance amounts for all accounts at the start of your accounting period, helping you understand your financial position before any transactions for that period are recorded.

Get Trial Balance Summary

Retrieves your complete trial balance summary showing all account balances before closing the books, helping you verify that debits and credits are in balance.

List Accounting Transactions

Retrieve a complete list of accounting transactions from your FreeAgent account, with the ability to filter by date range or nominal code to focus on specific periods or expense categories.

List Bank Transactions

Retrieve all bank transactions for a specific bank account to review transaction history and identify individual payments or deposits. This helps you understand cash flow and locate specific transactions for accounting purposes.

Create Bank Account

Add a new bank account, PayPal account, or credit card to your FreeAgent workspace to track and reconcile your business financial transactions.

Delete Bank Transaction Explanation

Removes an explanation from a bank transaction in FreeAgent, allowing you to clear incorrect or outdated notes and re-categorize the transaction as needed.

List Bank Accounts

Retrieve all your connected bank accounts from FreeAgent, with the ability to filter by account type such as standard accounts, credit cards, or PayPal. This helps you quickly view which financial accounts are synced and available for transaction tracking.

List Bank Feeds

Retrieve all connected bank feeds for your company to see which accounts are syncing automatically and their current connection status.

Create Bill with Attachment

Records a supplier bill in FreeAgent with optional supporting documentation attached, allowing you to track expenses and organize vendor invoices in one place.

List Bills

Retrieve all bills from your FreeAgent account with optional filtering by status, date range, contact, or project to track your business expenses and vendor payments.

Create Category

Create a custom category in FreeAgent to organize and classify your business income and expenses for better financial tracking and reporting.

Get Company Details

Retrieve your company's key information from FreeAgent, including registration details, accounting periods, and business settings in one call.

Create Contact

Add a new contact to your FreeAgent account with their details, making them available for invoicing, project assignment, or expense tracking. This helps you organize and manage all your business relationships in one place.

Create Credit Note

Issue a credit note to a customer in FreeAgent for refunds, returns, or billing adjustments, starting in draft status for your review before finalizing.

Create Credit Note Reconciliation

Record how a credit note offsets an outstanding invoice in your accounting, automatically reducing what you owe or are owed. This keeps your financial records accurate and up-to-date when you've issued or received credit adjustments.

Create Estimate

Create a new estimate or quote in FreeAgent to send to clients for approval before starting work. This helps you formalize project proposals and track potential revenue.

Create Estimate Item

Add individual line items to an estimate in FreeAgent, specifying quantities, prices, and descriptions for each service or product being quoted to a client.

Delete Estimates Default Additional Text

Removes the default additional text that automatically appears on all your estimates, allowing you to customize estimate templates or simplify your quote format.

Duplicate Estimate

Creates a copy of an existing estimate with a new reference number and today's date, useful for quickly generating similar quotes for repeat clients or services.

Send Estimate Email

Send a professional estimate to clients via email directly from FreeAgent, with the option to use pre-designed templates or customize the subject and message for each recipient.

Get Mileage Settings

Retrieves your mileage settings including available vehicle engine types and current reimbursement rates to ensure accurate expense tracking and mileage claims. Use this to verify the rates and vehicle options configured in your accounting system.

List All Expenses

Retrieve all expense records from your FreeAgent account with optional filtering by date range, project, or view type to analyze spending patterns and track costs.

List All Stock Items

Retrieve all inventory items stored in your FreeAgent account, with options to sort by creation date, description, or last update. This helps you quickly access your complete product catalog for review and reporting.

Create Invoice

Generate a new invoice in FreeAgent for a client or customer, starting in draft status so you can review and modify details before sending.

Create Invoice Item

Add line items to your FreeAgent invoices with details like quantity, unit price, and description. This lets you quickly build out invoice details without manually entering each line in the interface.

Duplicate Invoice

Create a new invoice by copying an existing one, automatically setting it as a draft with today's date and the next sequential reference number. This saves time when invoicing repeat clients with similar line items and pricing.

Get Invoice Timeline

Retrieves a chronological record of all events and activities related to a specific invoice, including payment status changes, notes, and communications. This helps you track the complete lifecycle of an invoice from creation to final payment.

List All Recurring Invoices

Retrieve all your recurring invoices from FreeAgent, with options to filter by status (draft, active, or inactive) and view associated line items. Use this to monitor your automated billing schedule and manage ongoing client contracts.

Create Note

Attach notes to contacts or projects in FreeAgent to keep important information, reminders, and context organized in one place.

Delete Note

Permanently remove a note from FreeAgent to keep your records clean and organized. Use this when you need to delete outdated, incorrect, or duplicate notes.

Create Price List Item

Add new items to your FreeAgent price list with pricing and tax details, making it easy to standardize what you offer to clients and streamline invoicing.

List All Price List Items

Retrieve all items from your FreeAgent price lists to view your complete inventory of products and services with their pricing details. This helps you manage what you offer to clients and keep pricing consistent across invoices.

Create Project

Set up a new project in FreeAgent to track time, expenses, and billing for a specific client or internal work. This helps you organize finances and monitor project profitability separately.

List All Properties

Retrieve all property records from your FreeAgent account to view and manage rental properties, lease information, and asset details in one place.

Cashflow summary for a date range

Retrieves a summary of cash movements in and out of your business over any date range, showing total income, expenses, and net cash position. Use this to understand your cash flow health and identify periods where you might need funding or have excess cash.

Get the P&L summary

Retrieve your business's profit and loss summary for any specified period, showing total income, expenses, and net profit to understand your financial performance at a glance.

Create Task Under Project

Create a new task within a specific project to track and organize work activities. This helps you break down project work into manageable items for better tracking and time allocation.

List All Tasks

Retrieve all tasks from your FreeAgent account with optional filtering by status, project, or date, and sorting capabilities to organize your workflow efficiently.

Create Sales Tax Period

Set up a new sales tax period in FreeAgent with your tax rates and settings to organize and track tax obligations for a specific period.

List All CIS Bands

Retrieve all CIS tax bands configured for your UK construction company, including deduction rates and accounting codes for different contractor types. This helps you verify your CIS setup and ensure correct tax calculations on subcontractor payments.

List All Sales Tax Periods

Retrieves all sales tax periods configured for your company, allowing you to review tax rates, registration details, and when each period applies. Essential for understanding your complete tax compliance history and settings.

Create A Timeslip

Logs billable or non-billable time worked on a specific project task, allowing you to track labor costs and generate accurate client invoices.

List All Timeslips

Retrieve all time tracking records from FreeAgent with optional filtering by date range, project, user, or billing status. This helps you monitor billable hours and track time spent across projects and team members.

Create a User

Add a new team member to your FreeAgent account so they can collaborate on accounting and financial tasks with appropriate access levels.

Get Personal Profile

Retrieve your personal profile information from FreeAgent, including your user details and account settings. Use this to verify your account information or programmatically access your profile data for integrations.

List All Users

Retrieve a complete list of users in your FreeAgent account, with the ability to filter by user type such as staff members or advisors. This helps you manage team access and monitor who has permission to view your financial data.

Convert Estimate to Invoice

Tool to convert an estimate to an invoice in FreeAgent.

Convert Invoice to Credit Note

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

Get Default Additional Text

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

Get Default Estimates Additional Text

Tool to retrieve the default additional text for estimates.

List Business Categories

Tool to retrieve all available business categories from FreeAgent.

List Categories

Tool to retrieve all categories for the current FreeAgent company.

List Contacts

Tool to list contacts in FreeAgent.

List Credit Note Reconciliations

Tool to retrieve all credit note reconciliations from FreeAgent.

List Credit Notes

Tool to list credit notes from FreeAgent.

List EC MOSS Sales Tax Rates

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

List Estimates

Tool to list estimates in FreeAgent.

List Final Accounts Reports

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

List Hire Purchases

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

List Notes

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

List Projects

Tool to list projects in FreeAgent.

List VAT Returns

Tool to list VAT returns for a company in FreeAgent.

Show Tax Timeline

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

Update a Journal Set

Tool to update a journal set in FreeAgent.

Update Bank Transaction Explanation

Tool to update a bank transaction explanation in FreeAgent.

Update Estimates Default Additional Text

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

Update Expense

Tool to update an existing expense in FreeAgent.

Update Invoices Default Additional Text

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

Update Note

Tool to update an existing note in FreeAgent.

Update Personal Profile

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

Update Price List Item

Tool to update a price list item in FreeAgent.

Upload a Bank Statement

Tool to upload a bank statement to FreeAgent.