# Freeagent Your Toolhouse AI Worker can connect to Freeagent using 76 specialized tools. ## Auth Connection This service requires an auth connection to use its tools. You can set this up in your Toolhouse dashboard under [Auth Connections](https://toolhouse.app/auth-connections?authkit_slugs=freeagent). ## Tools (76) ### `Freeagent Cashflow Summary For A Given Date Range` Integration name: **FREEAGENT\_CASHFLOW\_SUMMARY\_FOR\_A\_GIVEN\_DATE\_RANGE** Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------- | ------ | :------: | -------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | | `to_date` | string | ✅ | `"2024-12-31"` | End date for the cashflow summary in YYYY-MM-DD format. This marks the end of the date range for which you want to retrieve cashflow data. | | `from_date` | string | ✅ | `"2024-01-01"` | Start date for the cashflow summary in YYYY-MM-DD format. This marks the beginning of the date range for which you want to retrieve cashflow data. | *** ### `Freeagent Company Details` Integration name: **FREEAGENT\_COMPANY\_DETAILS** Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent Create A Journal Set` Integration name: **FREEAGENT\_CREATE\_A\_JOURNAL\_SET** Tool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal total credits). #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------------- | ------ | :------: | ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | `tag` | string | | `"API_TEST"` | Tag to identify journal sets created by your application. Tagged journal sets can only be edited or deleted via the API. | | `dated_on` | string | | `"2026-01-15"` | Date for the journal entries in YYYY-MM-DD format. If not specified, defaults to today's date. | | `description` | string | ✅ | `"Test journal set via API"` | Free-text description of the journal set to explain its purpose. | | `journal_entries` | array | ✅ | — | Array of journal entry objects. Each entry must have category and debit\_value. The sum of all debit\_value amounts must equal zero (balanced entries). | *** ### `Freeagent Create A Sales Tax Period` Integration name: **FREEAGENT\_CREATE\_A\_SALES\_TAX\_PERIOD** Tool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------------------- | ------- | :------: | ----------------- | ------------------------------------------------- | | `is_locked` | boolean | | `true` | Boolean to lock changes | | `locked_reason` | string | | `"Period closed"` | Reason for locking | | `effective_date` | string | ✅ | `"2026-01-17"` | When the period takes effect in YYYY-MM-DD format | | `sales_tax_name` | string | ✅ | `"VAT"` | Name of the sales tax (e.g., VAT, GST, Sales Tax) | | `sales_tax_rate_1` | string | | `"20.0"` | First tax rate as a decimal string | | `sales_tax_rate_2` | string | | `"5.0"` | Second tax rate as a decimal string | | `sales_tax_rate_3` | string | | `"10.0"` | Third tax rate as a decimal string | | `sales_tax_is_value_added` | boolean | ✅ | `true` | Boolean indicating tax reclaim eligibility | | `sales_tax_registration_number` | string | | `"GB123456789"` | Tax registration number (if required) | | `sales_tax_registration_status` | string | ✅ | `"Registered"` | Either 'Not Registered' or 'Registered' | *** ### `Freeagent Create A Task Under A Certain Project` Integration name: **FREEAGENT\_CREATE\_A\_TASK\_UNDER\_A\_CERTAIN\_PROJECT** Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------------- | ------- | :------: | ------------------------------------------------- | ----------------------------------------------------------------------------------------------- | | `name` | string | ✅ | `"Test Task Creation"` | Name of the task | | `status` | string | | `"Active"` | Task status (e.g., Active, Completed, Hidden). Defaults to Active if not specified. | | `project` | string | ✅ | `"https://api.freeagent.com/v2/projects/4547238"` | URL of the project this task belongs to (e.g., ) | | `currency` | string | | `"GBP"` | Currency code for billing (e.g., GBP, USD, EUR). Required if task is billable. | | `is_billable` | boolean | | `true` | Whether clients are charged for this task. Set to true if the task should be billed to clients. | | `billing_rate` | string | | `"50.0"` | Billing rate as decimal string (e.g., '50.0', '100.00'). Required if task is billable. | | `billing_period` | string | | `"hour"` | Billing period unit: 'hour' or 'day'. Required if task is billable. | *** ### `Freeagent Create A Timeslip` Integration name: **FREEAGENT\_CREATE\_A\_TIMESLIP** Tool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------- | ------ | :------: | ------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | | `task` | string | ✅ | `"https://api.freeagent.com/v2/tasks/6045362"` | The task URL that was worked on (e.g., ). This specifies the type of work performed. | | `user` | string | ✅ | `"https://api.freeagent.com/v2/users/2151294"` | The user URL who is logging the time (e.g., ). This identifies who performed the work. | | `hours` | string | ✅ | `"2.5"` | The number of hours worked as a string (e.g., '2.5' for 2 hours 30 minutes, '1.0' for 1 hour). Use decimal format. | | `comment` | string | | `"Test timeslip created via API"` | Optional free-text comment describing the work performed. Use this to add context or details about the timeslip. | | `project` | string | ✅ | `"https://api.freeagent.com/v2/projects/4547238"` | The project URL this timeslip belongs to (e.g., ). This links the time entry to a specific project. | | `dated_on` | string | ✅ | `"2026-01-15"` | The date the work was performed in YYYY-MM-DD format. This cannot be in the future. | *** ### `Freeagent Create A User` Integration name: **FREEAGENT\_CREATE\_A\_USER** Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------------------- | ------- | :------: | ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `role` | string | ✅ | `"Employee"` | User's role in the organization. Note: Certain roles cannot be set depending on company type (e.g., sole traders cannot have Directors or Partners). | | `email` | string | ✅ | `"testuser@example.com"` | Login email address for the new user | | `last_name` | string | ✅ | `"Doe"` | User's last name | | `ni_number` | string | | `"AB123456C"` | UK National Insurance Number | | `first_name` | string | ✅ | `"John"` | User's first name | | `opening_mileage` | number | | `0` | Opening mileage as of company start date | | `send_invitation` | boolean | | `true` | Whether to send a password setup invitation email to the new user | | `permission_level` | integer | | `1` | Access level for the user (0-8 scale): 0=No Access, 1=Time, 2=My Money, 3=Contacts & Projects, 4=Invoices/Estimates/Files, 5=Bills, 6=Banking, 7=Tax/Accounting/Users, 8=Full | | `unique_tax_reference` | string | | `"1234567890"` | 10-digit UK Tax Reference number | *** ### `Freeagent Create Bank Account` Integration name: **FREEAGENT\_CREATE\_BANK\_ACCOUNT** Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------------- | ------- | :------: | ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `name` | string | ✅ | `"Main Business Account"` | The name of the bank account | | `type` | string | ✅ | `"StandardBankAccount"` | The type of bank account to create. StandardBankAccount is the default type for regular bank accounts, PaypalAccount for PayPal accounts (requires email field), and CreditCardAccount for credit card accounts (requires account\_number field). | | `email` | string | | `"paypal@example.com"` | Email address for PayPal accounts. Required when type is 'PaypalAccount'. | | `status` | string | | `"active"` | The status of the account. Use 'active' for accounts in use or 'hidden' to hide the account. Defaults to 'active'. | | `currency` | string | ✅ | `"GBP"` | The currency code for the account (e.g., 'GBP', 'USD', 'EUR'). Must be a valid 3-letter ISO currency code. | | `is_personal` | boolean | | `false` | Whether the account is personal (true) or business (false). Defaults to false for business accounts. | | `account_number` | string | | `"1234"` | Last 4 digits of the account number for credit card accounts. Required when type is 'CreditCardAccount'. | | `opening_balance` | string | | `"0.0"` | The opening balance of the account as a decimal string (e.g., '0.0', '1000.50'). Defaults to '0.0' if not provided. | *** ### `Freeagent Create Bill With Attachment` Integration name: **FREEAGENT\_CREATE\_BILL\_WITH\_ATTACHMENT** Tool to create a bill with optional attachment in FreeAgent. Use when you need to record a supplier bill with line items and optionally attach supporting documentation. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------ | ------ | :------: | -------------------------------------------------- | ----------------------------------------------------------------- | | `due_on` | string | ✅ | `"2026-02-15"` | Payment due date in YYYY-MM-DD format | | `contact` | string | ✅ | `"https://api.freeagent.com/v2/contacts/21185950"` | URI reference to the contact (supplier) associated with this bill | | `dated_on` | string | ✅ | `"2026-01-15"` | Bill date in YYYY-MM-DD format | | `reference` | string | ✅ | `"TEST-BILL-001"` | Free-text reference identifier for the bill | | `attachment` | object | | — | Represents an attachment to be added to a bill. | | `bill_items` | array | ✅ | — | Array of bill item objects. Maximum 40 items per bill. | *** ### `Freeagent Create Category` Integration name: **FREEAGENT\_CREATE\_CATEGORY** Tool to create a custom category in FreeAgent. Use when you need to add a new category for classifying income or costs. Note that tax\_reporting\_name is required for cost\_of\_sales, admin\_expenses, current\_assets, and liabilities. The allowable\_for\_tax field is required for cost\_of\_sales and admin\_expenses. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------------- | ------- | :------: | -------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `description` | string | ✅ | `"Custom Income Category"` | Category name to display in FreeAgent | | `nominal_code` | string | ✅ | `"047"` | Unique identifier code within the specified range. Income: 001-049, Cost of sales: 050-199, Admin expenses: 200-699, Drawings: 700-799, Assets: 800-900, Current assets: 901-999, Liabilities: 1000+ | | `category_group` | string | ✅ | `"income"` | Type designation: 'income', 'cost\_of\_sales', 'admin\_expenses', 'current\_assets', 'liabilities', etc. | | `allowable_for_tax` | boolean | | `true` | Required for cost\_of\_sales and admin\_expenses categories. Indicates whether this cost is tax-deductible. | | `tax_reporting_name` | string | | `"Purchases"` | Required for cost\_of\_sales, admin\_expenses, current\_assets, and liabilities categories. Statutory accounts reporting location. | | `auto_sales_tax_rate` | string | | `"Standard rate"` | VAT rate classification. Defaults to 'Standard rate' if not specified. Examples: 'Standard rate', 'Zero rate', 'Exempt' | *** ### `Freeagent Create Contact` Integration name: **FREEAGENT\_CREATE\_CONTACT** Tool to create a new contact in FreeAgent. Use when you need to add a new client, supplier, or business contact with their details. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------------------- | ------- | :------: | ---------------------------- | ------------------------------------------------------------------------------------------------------------ | | `town` | string | | `"London"` | Town or city name | | `email` | string | | `"john.doe@testcompany.com"` | Primary email address for the contact | | `locale` | string | | `"en"` | Locale code for invoice language and formatting preferences | | `mobile` | string | | `"9876543210"` | Mobile phone number | | `region` | string | | `"Greater London"` | Region, state, or county | | `country` | string | | `"United Kingdom"` | Country name | | `address1` | string | | `"123 Main Street"` | Address line 1 (street address) | | `address2` | string | | `"Suite 100"` | Address line 2 (additional address information) | | `address3` | string | | `"Building C"` | Address line 3 (additional address information) | | `postcode` | string | | `"SW1A 1AA"` | Postal code or ZIP code | | `last_name` | string | | `"Doe"` | Contact's last name. Either first\_name/last\_name or organisation\_name should be provided. | | `first_name` | string | | `"John"` | Contact's first name. Either first\_name/last\_name or organisation\_name should be provided. | | `phone_number` | string | | `"1234567890"` | Primary phone number | | `billing_email` | string | | `"billing@testcompany.com"` | Billing email address for invoices and financial communications | | `charge_sales_tax` | string | | `"Auto"` | Sales tax charging mode: Auto (based on location), Always (always charge), or Never (never charge) | | `organisation_name` | string | | `"Test Company"` | Organization or company name. Either first\_name/last\_name or organisation\_name should be provided. | | `contact_name_on_invoices` | boolean | | — | Whether to display contact name with organization name on invoices. Set to true to show both. | | `default_payment_terms_in_days` | integer | | `30` | Default payment terms duration in days for invoices sent to this contact | | `sales_tax_registration_number` | string | | `"GB123456789"` | Sales tax or VAT registration number for the contact | | `uses_contact_invoice_sequence` | boolean | | — | Whether this contact uses a separate invoice numbering sequence. Set to true for contact-specific numbering. | *** ### `Freeagent Create Credit Note` Integration name: **FREEAGENT\_CREATE\_CREDIT\_NOTE** Tool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------------------- | ------- | :------: | -------------------------------------------------- | ----------------------------------------------------------------------------------------------- | | `due_on` | string | | `"2026-01-15"` | Due date in YYYY-MM-DD format | | `contact` | string | ✅ | `"https://api.freeagent.com/v2/contacts/21185950"` | URI reference to the contact being credited (e.g., ) | | `project` | string | | `"https://api.freeagent.com/v2/projects/456"` | URI reference to project | | `comments` | string | | `"Refund for cancelled order"` | Additional comments for the credit note | | `currency` | string | | `"GBP"` | Currency code (e.g., GBP, USD, EUR). Defaults to company's native currency | | `dated_on` | string | ✅ | `"2026-01-15"` | Date of the credit note in YYYY-MM-DD format | | `reference` | string | | `"CN-TEST-001"` | Credit note reference number (auto-generated if omitted) | | `omit_header` | boolean | | `true` | Boolean flag to hide logo/address on credit note | | `bank_account` | string | | `"https://api.freeagent.com/v2/bank_accounts/123"` | URI reference to bank account for remittance advice | | `discount_percent` | string | | `"0.10"` | Discount percentage as decimal string | | `credit_note_items` | array | | — | Array of line items for the credit note | | `payment_terms_in_days` | integer | ✅ | `0` | Payment terms in days (set to 0 for 'Due on Receipt') | *** ### `Freeagent Create Credit Note Reconciliation` Integration name: **FREEAGENT\_CREATE\_CREDIT\_NOTE\_RECONCILIATION** Tool to create a credit note reconciliation in FreeAgent. Use when you need to reconcile a credit note against an invoice, offsetting the invoice amount with the credit note. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------ | :------: | ------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `invoice` | string | ✅ | `"https://api.freeagent.com/v2/invoices/85939270"` | Full URL reference to the invoice being reconciled (e.g., ''). This is the invoice that will be offset by the credit note. | | `currency` | string | ✅ | `"GBP"` | The currency code for the reconciliation (e.g., 'GBP', 'USD', 'EUR'). Must be a valid 3-letter ISO currency code. | | `dated_on` | string | ✅ | `"2026-01-15"` | The date of the reconciliation in YYYY-MM-DD format. This is the effective date when the reconciliation occurs. | | `credit_note` | string | ✅ | `"https://api.freeagent.com/v2/credit_notes/85939318"` | Full URL reference to the credit note being applied (e.g., ''). This credit note will be used to offset the specified invoice. | | `gross_value` | string | ✅ | `"25.0"` | The gross value of the reconciliation as a decimal string (e.g., '25.0', '100.50'). This is the amount being reconciled between the credit note and invoice. | | `exchange_rate` | string | ✅ | `"1.0"` | The exchange rate as a decimal string for conversion to the company's native currency (e.g., '1.0' for same currency, '1.25' for foreign exchange). Use '1.0' when the currency matches the company's base currency. | *** ### `Freeagent Create Estimate` Integration name: **FREEAGENT\_CREATE\_ESTIMATE** Tool to create a new estimate in FreeAgent. Use when you need to create an estimate, quote, or proposal for a client. Requires contact, reference, date, type, status, and at least one estimate item with position, item\_type, quantity, price, and description. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------------------------------- | ------- | :------: | -------------------------------------------------- | ---------------------------------------------------------------------------------------------------------- | | `notes` | string | | `"Test estimate created via API"` | Additional notes or description for the estimate | | `status` | string | ✅ | `"Draft"` | Initial status of the estimate. Must be one of: Draft, Sent, Open, Approved, Rejected, Invoiced | | `contact` | string | ✅ | `"https://api.freeagent.com/v2/contacts/21185950"` | URI of the contact for whom the estimate is created (e.g., ) | | `project` | string | | `"https://api.freeagent.com/v2/projects/123"` | URI of the project to associate with the estimate (e.g., ) | | `currency` | string | | `"GBP"` | Currency code for the estimate (e.g., GBP, USD, EUR). If not specified, defaults to the contact's currency | | `dated_on` | string | ✅ | `"2026-01-15"` | Date of the estimate in YYYY-MM-DD format | | `ec_status` | string | | `"UK/Non-EC"` | VAT status for reporting purposes. One of: UK/Non-EC, EC Goods, EC Services, Reverse Charge, EC VAT MOSS | | `reference` | string | ✅ | `"EST-001"` | Free-text reference identifier for the estimate | | `estimate_type` | string | ✅ | `"Estimate"` | Type of estimate document. Must be one of: Estimate, Quote, or Proposal | | `estimate_items` | array | ✅ | — | List of items to include in the estimate. At least one item is required. | | `place_of_supply` | string | | `"GB"` | Place of supply for VAT purposes. Required when ec\_status is 'EC VAT MOSS' | | `discount_percent` | string | | `"10.0"` | Discount percentage applied across the entire estimate as a decimal string | | `client_contact_name` | string | | `"John Smith"` | Overrides the default contact name on the estimate | | `include_sales_tax_on_total_value` | boolean | | — | Whether sales tax should be included in the total value. Defaults to true | *** ### `Freeagent Create Estimate Item` Integration name: **FREEAGENT\_CREATE\_ESTIMATE\_ITEM** Tool to create an estimate item in FreeAgent. Use when you need to add a line item to an existing estimate with details like position, type, quantity, price, and optional description. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------ | :------: | -------------------------------------------- | ------------------------------------------------------------------------------------- | | `estimate` | string | ✅ | `"https://api.freeagent.com/v2/estimates/1"` | URL of the estimate where the item should be added. | | `estimate_item` | object | ✅ | — | Details of the estimate item to create including position, type, quantity, and price. | *** ### `Freeagent Create Estimates Duplicate` Integration name: **FREEAGENT\_CREATE\_ESTIMATES\_DUPLICATE** Tool to duplicate an existing estimate in FreeAgent. Use when you need to create a copy of an estimate. The duplicated estimate will always have status=Draft, the next reference in the sequence, and dated\_on set to today. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ----------- | ----------------------------------- | | `id` | string | ✅ | `"6695166"` | The ID of the estimate to duplicate | *** ### `Freeagent Create Estimates Send Email` Integration name: **FREEAGENT\_CREATE\_ESTIMATES\_SEND\_EMAIL** Tool to email an estimate in FreeAgent. Use when you need to send an estimate to a contact via email with customizable subject, body, and attachments. You can use an existing email template (use\_template=true) or provide manual email fields. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------- | ------ | :------: | ----------- | ----------------------------------------------------- | | `id` | string | ✅ | `"6695297"` | The estimate identifier (numeric ID or full URL path) | | `estimate` | object | ✅ | — | Root object containing email configuration | *** ### `Freeagent Create Invoice` Integration name: **FREEAGENT\_CREATE\_INVOICE** Tool to create an invoice in FreeAgent. Use when you need to generate a new invoice for a contact. The invoice will be created in 'Draft' status and can be modified or sent later. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------------- | ------- | :------: | -------------------------------------------------- | ----------------------------------------------------------------------------------------------- | | `due_on` | string | ✅ | `"2026-02-14"` | Due date in YYYY-MM-DD format | | `contact` | string | ✅ | `"https://api.freeagent.com/v2/contacts/21185950"` | URL of the contact being invoiced (e.g., ) | | `comments` | string | | `"Test invoice created via API"` | Invoice comments or notes | | `currency` | string | | `"GBP"` | Currency code (e.g., 'GBP', 'USD', 'EUR'). Defaults to company native currency if not provided. | | `dated_on` | string | ✅ | `"2026-01-15"` | Invoice date in YYYY-MM-DD format | | `reference` | string | | `"INV-001"` | Invoice reference number (optional, auto-generated if omitted) | | `invoice_items` | array | | — | Array of invoice line items to add to the invoice | | `send_reminder_emails` | boolean | | `true` | Send payment reminder emails | | `payment_terms_in_days` | integer | ✅ | `30` | Payment term duration in days | | `send_thank_you_emails` | boolean | | `true` | Send thank you emails after payment | | `send_new_invoice_emails` | boolean | | `true` | Send new invoice notification emails to the contact | *** ### `Freeagent Create Invoice Item` Integration name: **FREEAGENT\_CREATE\_INVOICE\_ITEM** Tool to create an invoice item in FreeAgent. Use when you need to add a line item to an existing invoice with details like type, quantity, price, and description. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | -------------- | ------ | :------: | ------------------------------------------- | --------------------------------------------------------------------------------------- | | `invoice` | string | ✅ | `"https://api.freeagent.com/v2/invoices/1"` | URL of the invoice where the item should be added. | | `invoice_item` | object | ✅ | — | Details of the invoice item to create including type, quantity, price, and description. | *** ### `Freeagent Create Invoices Duplicate` Integration name: **FREEAGENT\_CREATE\_INVOICES\_DUPLICATE** Tool to duplicate an existing invoice in FreeAgent. Use when you need to create a new invoice based on an existing one. The duplicated invoice is always created with status 'Draft', today's date, and the next reference number in sequence. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ------------ | --------------------------------------------------------------------------------------------------------------------------------------- | | `id` | string | ✅ | `"85939041"` | The ID of the invoice to duplicate. Extract from invoice URL (e.g., '85939041' from '') | *** ### `Freeagent Create Notes` Integration name: **FREEAGENT\_CREATE\_NOTES** Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ----------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------ | | `note` | string | ✅ | `"This is a test note created via API to verify the endpoint functionality."` | The text content of the note to create | | `contact` | string | | `"https://api.freeagent.com/v2/contacts/21185895"` | URL of the contact to attach the note to (e.g., ). Either contact or project is required. | | `project` | string | | `"https://api.freeagent.com/v2/projects/123"` | URL of the project to attach the note to (e.g., ). Either contact or project is required. | *** ### `Freeagent Create Price List Items` Integration name: **FREEAGENT\_CREATE\_PRICE\_LIST\_ITEMS** Tool to create a price list item in FreeAgent. Use when you need to add a new item to the price list with code, description, pricing, and tax information. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------------------- | ------ | :------: | ----------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------- | | `code` | string | ✅ | `"TEST-001"` | Unique identifier code for the item. Used for invoice/estimate reference. | | `price` | string | ✅ | `"9.99"` | Unit price per item as a decimal string in the company currency. | | `category` | string | | `"https://api.freeagent.com/v2/categories/001"` | Income accounting category URI reference. Must be a valid FreeAgent category API URL. | | `quantity` | string | ✅ | `"1.0"` | Item quantity as a decimal string. For single items, use '1.0'. | | `item_type` | string | ✅ | `"Products"` | Category of the item such as Products, Services, Hours, Days, etc. | | `vat_status` | string | | `"standard"` | VAT status for UK accounts. Options: 'standard', 'reduced', 'zero', or 'out\_of\_scope'. Leave empty for non-UK accounts. | | `description` | string | ✅ | `"Test Product Item"` | Free-text description of the item. | | `sales_tax_rate` | string | | `"0.20"` | Sales tax rate as a decimal string for Universal/US accounts. For example, '0.20' for 20% tax. Leave empty for UK accounts. | | `second_sales_tax_rate` | string | | `"0.05"` | Secondary sales tax rate as a decimal string for Universal accounts with multiple tax jurisdictions. | *** ### `Freeagent Create Project` Integration name: **FREEAGENT\_CREATE\_PROJECT** Tool to create a project in FreeAgent. Use when you need to set up a new project for tracking time, expenses, and billing against a specific client or internal initiative. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------------------- | ------- | :------: | -------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ | | `name` | string | ✅ | `"Website Redesign"` | Free-text project name | | `budget` | number | ✅ | `5000` | Project budget amount (use zero if none exists). Must be non-negative. | | `status` | string | ✅ | `"Active"` | Project status. Active = in progress, Completed = finished, Cancelled = abandoned, Hidden = archived from view. | | `contact` | string | ✅ | `"https://api.freeagent.com/v2/contacts/21185950"` | Contact to bill for the project - URI reference like | | `ends_on` | string | | `"2024-12-31"` | Project end date in YYYY-MM-DD format | | `is_ir35` | boolean | | `true` | Indicates IR35 employment classification status for UK tax purposes | | `currency` | string | ✅ | `"GBP"` | ISO currency code (e.g., USD, GBP, EUR). Must be a valid 3-letter ISO currency code. | | `starts_on` | string | | `"2024-01-15"` | Project start date in YYYY-MM-DD format | | `budget_units` | string | ✅ | `"Hours"` | Budget tracking unit. Hours = time-based in hours, Days = time-based in days, Monetary = financial amount. | | `hours_per_day` | number | | `7.5` | Daily hours for day-based billing. Typically 7.5 or 8.0. Must be positive. | | `billing_period` | string | | `"hour"` | Billing period for the normal\_billing\_rate. Required when normal\_billing\_rate is specified. | | `normal_billing_rate` | number | | `75` | Standard billing rate amount. Must be non-negative. | | `contract_po_reference` | string | | `"PO-2024-001"` | Contract or purchase order reference number | | `uses_project_invoice_sequence` | boolean | ✅ | `true` | Indicates if invoicing follows project-level sequencing. Set to true for project-specific invoice numbering, false to use company-wide sequence. | *** ### `Freeagent Delete Bank Transaction` Integration name: **FREEAGENT\_DELETE\_BANK\_TRANSACTION** Tool to delete a bank transaction explanation in FreeAgent. Use when you need to remove an explanation from a bank transaction. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ------------- | ---------------------------------------------------- | | `id` | string | ✅ | `"667920853"` | The ID of the bank transaction explanation to delete | *** ### `Freeagent Delete Estimates Default Additional Text` Integration name: **FREEAGENT\_DELETE\_ESTIMATES\_DEFAULT\_ADDITIONAL\_TEXT** Tool to delete default additional text for estimates in FreeAgent. Use when you need to remove the default additional text that appears on estimates. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent Delete Notes1` Integration name: **FREEAGENT\_DELETE\_NOTES1** Tool to delete a note by its ID. Use when you need to permanently remove a note from FreeAgent. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ---------- | ------------------------------------------- | | `id` | string | ✅ | `"984267"` | The unique identifier of the note to delete | *** ### `Freeagent Get Invoice Timeline` Integration name: **FREEAGENT\_GET\_INVOICE\_TIMELINE** Tool to retrieve invoice timeline showing chronological record of invoice-related events. Use when you need to track invoice payment history and related activities. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent Get Mileage Settings` Integration name: **FREEAGENT\_GET\_MILEAGE\_SETTINGS** Tool to retrieve mileage settings including engine type/size options and reimbursement rates. Use when you need to determine valid engine configurations or current mileage rates for expense claims. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent Get Opening Balances` Integration name: **FREEAGENT\_GET\_OPENING\_BALANCES** Tool to retrieve the Opening Balances journal set for a company. Use when you need to access initial account balances including journal entries, bank accounts, and stock items. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent Get Personal Profile` Integration name: **FREEAGENT\_GET\_PERSONAL\_PROFILE** Tool to retrieve the authenticated user's personal profile from FreeAgent. Use when you need information about the current user's details, role, or permissions. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent Get The Opening Balances` Integration name: **FREEAGENT\_GET\_THE\_OPENING\_BALANCES** Tool to retrieve the opening balances from the trial balance summary. Use when you need to get the initial balance amounts for all account categories at the start of the accounting period. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent Get The Pl Summary` Integration name: **FREEAGENT\_GET\_THE\_PL\_SUMMARY** Tool to retrieve the Profit and Loss summary for a specified period from FreeAgent. Use when you need financial performance overview including income, expenses, and retained profit. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------ | :------: | -------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `to_date` | string | | `"2024-12-31"` | End date in YYYY-MM-DD format. Defaults to today if not specified. Date periods must be ≤12 months or within a single accounting year. | | `from_date` | string | | `"2024-01-01"` | Start date in YYYY-MM-DD format. Defaults to start of current accounting period if not specified. Date periods must be ≤12 months or within a single accounting year. | | `accounting_period` | string | | `"2024/25"` | Accounting period in YYYY/YY format (e.g., 2022/23). Alternative to using from\_date and to\_date. Cannot be used together with from\_date or to\_date. | *** ### `Freeagent Get The Trial Balance Summary` Integration name: **FREEAGENT\_GET\_THE\_TRIAL\_BALANCE\_SUMMARY** Tool to get the trial balance summary from FreeAgent. Use when you need to retrieve the trial balance report data for accounting purposes. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------- | ------ | :------: | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | `to_date` | string | | `"2024-12-31"` | End date in YYYY-MM-DD format. When used alone, returns trial balance from accounting period start to this date. When not specified, uses current date. | | `from_date` | string | | `"2024-01-01"` | Start date in YYYY-MM-DD format. When combined with to\_date, returns trial balance for custom date range. | *** ### `Freeagent List Accounting Balance Sheet` Integration name: **FREEAGENT\_LIST\_ACCOUNTING\_BALANCE\_SHEET** Tool to retrieve the balance sheet for a FreeAgent account. Use when you need to get financial position data including assets, liabilities, and equity. Returns balance sheet data for the specified date or current date if not specified. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------ | ------ | :------: | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `as_at_date` | string | | `"2023-09-30"` | Date for which balance sheet values are calculated. Format: YYYY-MM-DD. If not specified, returns values as at current date from the accounting period start. | *** ### `Freeagent List Accounting Balance Sheet2` Integration name: **FREEAGENT\_LIST\_ACCOUNTING\_BALANCE\_SHEET2** Tool to retrieve opening balances for the balance sheet from FreeAgent. Use when you need to get the initial financial position values including capital assets, current assets, liabilities, and equity. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent List Accounting Transactions` Integration name: **FREEAGENT\_LIST\_ACCOUNTING\_TRANSACTIONS** Tool to list all accounting transactions from FreeAgent. Use when you need to retrieve transaction history for accounting purposes. Filter by date range or nominal code to narrow results. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | -------------- | ------- | :------: | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `to_date` | string | | `"2024-12-31"` | End of transaction period in YYYY-MM-DD format. Requested date periods must be equal or less than 12 months or be contained within a single accounting year. Example: '2024-12-31' | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `from_date` | string | | `"2024-01-01"` | Start of transaction period in YYYY-MM-DD format. Requested date periods must be equal or less than 12 months or be contained within a single accounting year. Example: '2024-01-01' | | `nominal_code` | string | | `"001"` | Filter transactions by nominal code. Use this to retrieve transactions for a specific accounting category. | *** ### `Freeagent List All Cis Bands For A Company` Integration name: **FREEAGENT\_LIST\_ALL\_CIS\_BANDS\_FOR\_A\_COMPANY** Tool to list all CIS (Construction Industry Scheme) bands for a company. Use when you need to retrieve the available CIS bands configured for a UK company enrolled in CIS for Subcontractors. The bands include gross, standard, and higher rate bands with their respective deduction rates and nominal codes. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent List All Expenses` Integration name: **FREEAGENT\_LIST\_ALL\_EXPENSES** Tool to list all expenses from FreeAgent. Use when you need to retrieve expense records, optionally filtered by view type (recent/recurring), date range, project, or last update timestamp. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | --------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `view` | string | | `"recent"` | Filter type: 'recent' displays only recent expenses, 'recurring' shows recurring expenses. Leave empty for all expenses. | | `project` | string | | `"https://api.freeagent.com/v2/projects/123"` | Filter by specific project URI. Use the full project URI from FreeAgent API (e.g., ''). | | `to_date` | string | | `"2024-12-31"` | End date for expense range in YYYY-MM-DD format. Use to filter expenses up to this date. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `from_date` | string | | `"2024-01-01"` | Start date for expense range in YYYY-MM-DD format. Use to filter expenses from this date onwards. | | `updated_since` | string | | `"2024-01-01T00:00:00Z"` | ISO 8601 timestamp filter to return only expenses modified after this datetime. Format: YYYY-MM-DDTHH:MM:SSZ | *** ### `Freeagent List All Price List Items` Integration name: **FREEAGENT\_LIST\_ALL\_PRICE\_LIST\_ITEMS** Tool to list all price list items from FreeAgent. Use when you need to retrieve all price list items with optional sorting by creation date, code, or update date. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `sort` | string | | `"created_at"` | Sort order for the results. Options: 'created\_at' (default) orders by creation time, 'code' orders by item code, 'updated\_at' orders by modification timestamp. Prepend with '-' (e.g., '-created\_at') to reverse the order. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | *** ### `Freeagent List All Properties` Integration name: **FREEAGENT\_LIST\_ALL\_PROPERTIES** Tool to list all properties in FreeAgent. Use when you need to retrieve property records for UK unincorporated landlord companies. Supports pagination for large result sets. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | ------- | -------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | *** ### `Freeagent List All Recurring Invoices` Integration name: **FREEAGENT\_LIST\_ALL\_RECURRING\_INVOICES** Tool to retrieve a list of recurring invoices from FreeAgent. Use when you need to query recurring invoices by status or contact. Supports filtering by draft, active, or inactive status and can include nested invoice line items. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------------------- | ------- | :------: | --------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `view` | string | | `"draft"` | Filter by invoice status: draft (draft recurring invoices), active (active recurring invoices), inactive (inactive recurring invoices) | | `contact` | string | | `"https://api.freeagent.com/v2/contacts/123"` | Filter by contact URL (e.g., '') | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `nested_invoice_items` | boolean | | — | Include nested invoice items in the response. When true, invoice\_items array will be populated with line items | *** ### `Freeagent List All Sales Tax Periods For A Company` Integration name: **FREEAGENT\_LIST\_ALL\_SALES\_TAX\_PERIODS\_FOR\_A\_COMPANY** Tool to list all sales tax periods for a company in FreeAgent. Use when you need to retrieve sales tax configuration history including rates, registration status, and effective dates. Available for US and Universal companies only. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent List All Stock Items` Integration name: **FREEAGENT\_LIST\_ALL\_STOCK\_ITEMS** Tool to list all stock items from FreeAgent. Use when you need to retrieve stock items with optional sorting by creation date, description, or update date. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `sort` | string | | `"created_at"` | Sort order for the results. Options: 'created\_at' (default) orders by creation time, 'description' orders alphabetically by item description, 'updated\_at' orders by modification timestamp. Prepend with '-' (e.g., '-created\_at') to reverse the order. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | *** ### `Freeagent List All Tasks` Integration name: **FREEAGENT\_LIST\_ALL\_TASKS** Tool to list all tasks in FreeAgent. Use when you need to retrieve tasks with optional filtering by status, project, or update date, and sorting options. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | ------------------------------------------- | -------------------------------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `sort` | string | | `"name"` | Sort order for tasks: name (default), project, billing\_rate, created\_at, updated\_at | | `view` | string | | `"all"` | Filter tasks by status: all (default), active, completed, hidden | | `project` | string | | `"https://api.freeagent.com/v2/projects/2"` | Filter tasks by project URL (e.g., ) | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `updated_since` | string | | `"2017-04-06"` | Filter tasks updated since this date. ISO date format (e.g., 2017-04-06) | *** ### `Freeagent List All Timeslips` Integration name: **FREEAGENT\_LIST\_ALL\_TIMESLIPS** Tool to list all timeslips from FreeAgent. Use when you need to retrieve time tracking records with optional filtering by date range, user, project, task, billing status, or last update timestamp. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | --------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `task` | string | | `"https://api.freeagent.com/v2/tasks/456"` | Filter by task URI. Use the full task URI from FreeAgent API (e.g., ''). | | `user` | string | | `"https://api.freeagent.com/v2/users/123"` | Filter by user URI. Use the full user URI from FreeAgent API (e.g., ''). | | `view` | string | | `"all"` | Filter timeslips by status: 'all' (default), 'unbilled', or 'running'. Use 'unbilled' for timeslips not yet invoiced, 'running' for active timers. | | `nested` | boolean | | — | Return associated resources (user, project, task) as nested JSON objects instead of URI references. Set to true for detailed nested data. | | `project` | string | | `"https://api.freeagent.com/v2/projects/789"` | Filter by project URI. Use the full project URI from FreeAgent API (e.g., ''). | | `to_date` | string | | `"2024-12-31"` | Filter by end date in YYYY-MM-DD format. Returns timeslips up to this date. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `from_date` | string | | `"2024-01-01"` | Filter by start date in YYYY-MM-DD format. Returns timeslips from this date onwards. | | `updated_since` | string | | `"2024-01-01T00:00:00Z"` | Filter by update timestamp in ISO 8601 format. Returns only timeslips updated after this datetime. | *** ### `Freeagent List All Users` Integration name: **FREEAGENT\_LIST\_ALL\_USERS** Tool to list users in FreeAgent. Use when you need to retrieve users with optional filtering by type (all, staff, advisors). Requires 'Tax, Accounting & Users' permission scope. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `view` | string | | `"all"` | Filter users by type. Options: 'all' (show all users, default), 'staff' (show users with a role as an Owner, Director, Partner, Company Secretary, Employee or Shareholder), 'active\_staff' (show non-hidden users with staff roles), 'advisors' (show users with an Accountant role), 'active\_advisors' (show non-hidden users with Accountant role) | *** ### `Freeagent List Bank Accounts` Integration name: **FREEAGENT\_LIST\_BANK\_ACCOUNTS** Tool to list bank accounts in FreeAgent. Use when you need to retrieve all bank accounts or filter by account type (standard, credit card, or PayPal). #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | | `view` | string | | `"standard_bank_accounts"` | Filter results by account type: standard\_bank\_accounts, credit\_card\_accounts, or paypal\_accounts. If not provided, returns all account types. | *** ### `Freeagent List Bank Feeds` Integration name: **FREEAGENT\_LIST\_BANK\_FEEDS** Tool to list all bank feeds for a company. Use when you need to retrieve the list of bank feeds and their current status. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent List Bank Transactions` Integration name: **FREEAGENT\_LIST\_BANK\_TRANSACTIONS** Tool to list all bank transactions under a certain bank account in FreeAgent. Use when you need to retrieve transaction history, reconcile accounts, or find specific transactions for a bank account. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | ------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `view` | string | | — | Filter transactions by status. 'all' returns all transactions (default), 'unexplained' returns transactions requiring explanation, 'explained' returns fully explained transactions, 'manual' returns manually entered transactions, 'imported' returns imported transactions from bank feeds, 'marked\_for\_review' returns transactions flagged for review. | | `to_date` | string | | `"2024-12-31"` | End date for filtering transactions in YYYY-MM-DD format. Returns transactions dated on or before this date. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `from_date` | string | | `"2024-01-01"` | Start date for filtering transactions in YYYY-MM-DD format. Returns transactions dated on or after this date. | | `bank_account` | string | ✅ | `"https://api.freeagent.com/v2/bank_accounts/1840732"` | The bank account URL identifier (e.g., ''). This is required to filter transactions for a specific bank account. | | `last_uploaded` | boolean | | — | If true, returns only transactions from the most recently uploaded bank statement. Useful for processing new transactions. | | `updated_since` | string | | `"2024-01-15T10:30:00Z"` | Returns transactions updated after this timestamp. Must be in ISO 8601 format (e.g., '2024-01-15T10:30:00Z'). | *** ### `Freeagent List Bills` Integration name: **FREEAGENT\_LIST\_BILLS** Tool to retrieve a list of bills from FreeAgent. Use when you need to view bills with optional filters by status, date range, contact, or project. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | --------------------------------------------- | ---------------------------------------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `view` | string | | `"open"` | Filter by status: all, open, overdue, open\_or\_overdue, paid, recurring, hire\_purchase, cis. | | `contact` | string | | `"https://api.freeagent.com/v2/contacts/123"` | Filter by contact API URL. | | `project` | string | | `"https://api.freeagent.com/v2/projects/456"` | Filter by project API URL. | | `to_date` | string | | `"2024-12-31"` | End date filter in YYYY-MM-DD format. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `from_date` | string | | `"2024-01-01"` | Start date filter in YYYY-MM-DD format. | | `updated_since` | string | | `"2024-01-01T00:00:00Z"` | Filter by update time in ISO 8601 timestamp format. | | `nested_bill_items` | boolean | | — | Include bill items in response when set to true. | *** ### `Freeagent List Business Categories` Integration name: **FREEAGENT\_LIST\_BUSINESS\_CATEGORIES** Tool to retrieve all available business categories from FreeAgent. Use when you need to get the complete list of industry classifications for company categorization. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent List Categories` Integration name: **FREEAGENT\_LIST\_CATEGORIES** Tool to retrieve all categories for the current FreeAgent company. Categories are used to classify income or costs for estimate items, invoice items, expenses, bills, and bank transaction explanations. Returns four category sets: admin expenses, cost of sales, income, and general. Use sub\_accounts parameter to include sub-accounts instead of top-level accounts. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | -------------- | ------- | :------: | ------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `sub_accounts` | boolean | | `true` | When set to true, includes sub accounts in the response instead of top-level accounts where they exist. Sub accounts can be identified by a nominal code containing a dash (e.g., '602-1'). | *** ### `Freeagent List Contacts` Integration name: **FREEAGENT\_LIST\_CONTACTS** Tool to list contacts in FreeAgent. Use when you need to retrieve contacts with optional filtering by type, sort order, or update date. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `sort` | string | | `"name"` | Sort order: name (default), created\_at, updated\_at. Prefix with - for descending order (e.g., -name) | | `view` | string | | `"active"` | Filter contacts by type: all, active (default), clients, suppliers, active\_projects, completed\_projects, open\_clients, open\_suppliers, hidden | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `updated_since` | string | | `"2023-01-01T00:00:00Z"` | ISO 8601 format datetime - only return contacts updated since the provided date and time | *** ### `Freeagent List Credit Note Reconciliations` Integration name: **FREEAGENT\_LIST\_CREDIT\_NOTE\_RECONCILIATIONS** Tool to retrieve all credit note reconciliations from FreeAgent. Use when you need to list credit notes that have been reconciled against invoices. Optionally filter by update timestamp or date range. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `to_date` | string | | `"2017-05-22"` | Filter by reconciliation date to (inclusive) in YYYY-MM-DD format. Only returns reconciliations dated on or before this date. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `from_date` | string | | `"2017-05-22"` | Filter by reconciliation date from (inclusive) in YYYY-MM-DD format. Only returns reconciliations dated on or after this date. | | `updated_since` | string | | `"2017-05-22T09:00:00.000Z"` | Filter by update timestamp in ISO 8601 format (e.g., 2017-05-22T09:00:00.000Z). Only returns reconciliations updated after this timestamp. | *** ### `Freeagent List Credit Notes` Integration name: **FREEAGENT\_LIST\_CREDIT\_NOTES** Tool to list credit notes from FreeAgent. Use when you need to retrieve credit notes with optional filtering by contact, project, status, or date range. Requires 'Estimates and Invoices' permission. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | -------------------------- | ------- | :------: | --------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `sort` | string | | `"created_at"` | Sort results by 'created\_at' or 'updated\_at'. Prefix with hyphen for descending order (e.g., '-updated\_at') | | `view` | string | | `"all"` | Filter results by view type. Options: 'all' (default), 'recent\_open\_or\_overdue', 'open', 'overdue', 'open\_or\_overdue', 'draft', 'refunded'. You can also use 'last\_N\_months' format like 'last\_3\_months'. | | `contact` | string | | `"https://api.freeagent.com/v2/contacts/123"` | Filter by specific contact URL (e.g., '') | | `project` | string | | `"https://api.freeagent.com/v2/projects/456"` | Filter by specific project URL (e.g., '') | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `updated_since` | string | | `"2024-01-01T00:00:00Z"` | Retrieve records modified after specified timestamp (ISO 8601 format: YYYY-MM-DDTHH:MM:SSZ) | | `nested_credit_note_items` | boolean | | `true` | When true, includes credit note items nested in response. Increases payload size but eliminates need for separate item requests. | *** ### `Freeagent List Ec Moss Sales Tax Rates` Integration name: **FREEAGENT\_LIST\_EC\_MOSS\_SALES\_TAX\_RATES** Tool to retrieve EC VAT MOSS sales tax rates for a specific EU country and date. Use when you need to determine the applicable VAT rates for cross-border digital services within the EU. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | -------------- | --------------------------------------------------------------------------------------------------------------------------------------- | | `date` | string | ✅ | `"2024-01-01"` | Transaction date in YYYY-MM-DD format. Required to retrieve the tax rates that were applicable on that specific date. | | `country` | string | ✅ | `"Austria"` | An EU member state name (e.g., Austria, France, Germany, Spain, Italy). Required to retrieve the applicable VAT rates for that country. | *** ### `Freeagent List Estimates` Integration name: **FREEAGENT\_LIST\_ESTIMATES** Tool to list estimates in FreeAgent. Use when you need to retrieve estimates with optional filtering by status, date range, contact, project, or invoice. Set nested\_estimate\_items to true to include estimate items in the response. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------------------- | ------- | :------: | --------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `view` | string | | `"all"` | Filter estimates by status: all (default), recent, draft, non\_draft, sent, approved, rejected, invoiced | | `contact` | string | | `"https://api.freeagent.com/v2/contacts/123"` | Filter estimates for a specific contact. Provide the contact URI | | `invoice` | string | | `"https://api.freeagent.com/v2/invoices/789"` | Filter estimates related to a specific invoice. Provide the invoice URI | | `project` | string | | `"https://api.freeagent.com/v2/projects/456"` | Filter estimates for a specific project. Provide the project URI | | `to_date` | string | | `"2024-12-31"` | Filter estimates up to this date. Format: YYYY-MM-DD | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | | `from_date` | string | | `"2024-01-01"` | Filter estimates from this date onwards. Format: YYYY-MM-DD | | `updated_since` | string | | `"2024-01-01T00:00:00Z"` | Returns estimates updated after specified timestamp. Format: ISO 8601 timestamp | | `nested_estimate_items` | boolean | | — | Include estimate items nested within each estimate in the response. Set to true to eliminate the need for separate requests to retrieve estimate items | *** ### `Freeagent List Estimates Default Additional Text` Integration name: **FREEAGENT\_LIST\_ESTIMATES\_DEFAULT\_ADDITIONAL\_TEXT** Tool to retrieve the default additional text for estimates. Use when you need to get the default text that appears on all estimate documents. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent List Final Accounts Reports` Integration name: **FREEAGENT\_LIST\_FINAL\_ACCOUNTS\_REPORTS** Tool to list final accounts reports for a company in FreeAgent. Use when you need to retrieve all final accounts reports with their filing status and period dates. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent List Hire Purchases` Integration name: **FREEAGENT\_LIST\_HIRE\_PURCHASES** Tool to retrieve all hire purchases for the authorized FreeAgent account. Use when you need to view existing hire purchase agreements. Requires 'Bills' access level and is only available for UK companies. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent List Invoices Default Additional Text` Integration name: **FREEAGENT\_LIST\_INVOICES\_DEFAULT\_ADDITIONAL\_TEXT** Tool to get the default additional text shown on all invoices. Use when you need to retrieve the default invoice text. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent List Notes` Integration name: **FREEAGENT\_LIST\_NOTES** Tool to retrieve a list of notes for a contact or project. Use when you need to view all notes associated with a specific contact or project. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | -------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `contact` | string | | `"https://api.freeagent.com/v2/contacts/21185895"` | Filter notes by contact URL (e.g., ). Either contact or project can be specified, not both. | | `project` | string | | `"https://api.freeagent.com/v2/projects/123"` | Filter notes by project URL (e.g., ). Either contact or project can be specified, not both. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | *** ### `Freeagent List Projects` Integration name: **FREEAGENT\_LIST\_PROJECTS** Tool to list projects in FreeAgent. Use when you need to retrieve projects with optional filtering by status and sorting. Requires 'Contacts and Projects' permission scope. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------ | | `page` | integer | | `1` | Page number for pagination. Default is 1. | | `sort` | string | | `"name"` | Order by: name, contact\_name, contact\_display\_name, created\_at, or updated\_at. Prefix with '-' for descending order (e.g., '-created\_at'). | | `view` | string | | `"active"` | Filter by status: active, completed, cancelled, hidden. If not specified, returns all projects. | | `nested` | boolean | | `true` | Include full contact details as nested object. If false or not specified, returns only contact URL reference. | | `per_page` | integer | | `25` | Number of records to return per page. Maximum 100, default 25. | *** ### `Freeagent List Vat Returns` Integration name: **FREEAGENT\_LIST\_VAT\_RETURNS** Tool to list VAT returns for a company in FreeAgent. Use when you need to retrieve VAT return records, their filing status, and payment information. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent Show Tax Timeline` Integration name: **FREEAGENT\_SHOW\_TAX\_TIMELINE** Tool to retrieve the company's tax timeline showing upcoming tax events and deadlines. Use when you need to view VAT returns, corporation tax payments, Companies House filings, and other tax-related events with their due dates and amounts. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Freeagent Update Bank Transaction Explanations` Integration name: **FREEAGENT\_UPDATE\_BANK\_TRANSACTION\_EXPLANATIONS** Tool to update a bank transaction explanation in FreeAgent. Use when you need to modify an existing explanation's details such as description, category, amounts, or tax information. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------------------ | ------ | :------: | ------------- | -------------------------------------------------------------------------------------------------------------------- | | `id` | string | ✅ | `"667923205"` | The numeric identifier of the bank transaction explanation to update. This is the ID from the explanation's URL. | | `bank_transaction_explanation` | object | ✅ | — | Root element containing the bank transaction explanation data to update. Include only the fields you want to modify. | *** ### `Freeagent Update Estimates Default Additional Text` Integration name: **FREEAGENT\_UPDATE\_ESTIMATES\_DEFAULT\_ADDITIONAL\_TEXT** Tool to update the default additional text for estimates in FreeAgent. Use when you need to set or change the standard text that appears on all estimates. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------------- | ------ | :------: | ------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------- | | `default_additional_text` | string | ✅ | `"Please respond to this estimate within 14 days. Terms and conditions apply."` | The text to display on all estimates. Use this to set standard terms, conditions, or instructions for estimate recipients. | *** ### `Freeagent Update Estimates Transitions Convert` Integration name: **FREEAGENT\_UPDATE\_ESTIMATES\_TRANSITIONS\_CONVERT** Tool to convert an estimate to an invoice in FreeAgent. Use when an estimate has been approved and needs to be converted into a billable invoice. The estimate's status will transition to 'Invoiced' and a new invoice will be created automatically. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ----------- | ------------------------------------------------------------------------------------------------------- | | `id` | string | ✅ | `"6695297"` | The unique identifier of the estimate to convert to an invoice. Can be the numeric ID or full URL path. | *** ### `Freeagent Update Expenses` Integration name: **FREEAGENT\_UPDATE\_EXPENSES** Tool to update an existing expense in FreeAgent. Use when you need to modify expense details such as description, amount, date, category, or tax information. Only the fields you provide will be updated; omitted fields remain unchanged. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------------- | ------- | :------: | ----------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- | | `id` | string | ✅ | `"60124452"` | The unique identifier of the expense to update. Extract from the expense URL (e.g., '60124452' from ''). | | `user` | string | | `"https://api.freeagent.com/v2/users/123"` | URL reference to the expense claimant (user who claimed the expense). Format: '' | | `mileage` | string | | `"50.5"` | Number of miles travelled for mileage expenses. Only applicable when category is 'Mileage'. | | `project` | string | | `"https://api.freeagent.com/v2/projects/789"` | URL reference to a project for rebilling this expense. Format: '' | | `category` | string | | `"https://api.freeagent.com/v2/categories/456"` | URL reference to the accounting category or the literal string 'Mileage' for mileage expenses. Format: '' | | `currency` | string | | `"USD"` | Three-letter ISO 4217 currency code for the expense. If omitted, uses company's default currency. | | `dated_on` | string | | `"2024-01-15"` | Date of the expense in YYYY-MM-DD format. | | `description` | string | | `"Updated test expense via API"` | Free-text description of the expense. Use to provide context or details about the expense. | | `gross_value` | string | | `"75.0"` | Total expense amount as a decimal string. Required if category is not 'Mileage'. Can be negative for refunds. | | `rebill_type` | string | | `"cost"` | Type of rebilling: 'cost' (at cost), 'markup' (with markup), or 'price' (fixed price). Required if expense is being rebilled to a project. | | `vehicle_type` | string | | `"Car"` | Type of vehicle for mileage claims: 'Car', 'Motorcycle', or 'Bicycle'. | | `rebill_factor` | string | | `"1.5"` | Rebilling amount as a decimal string. Required if rebill\_type is 'markup' or 'price'. | | `sales_tax_rate` | string | | `"20.0"` | Standard sales tax rate as a decimal string (e.g., '20.0' for 20%). Note: Sales tax on foreign currency expenses is generally not reclaimable. | | `reclaim_mileage` | integer | | `0` | Whether to reclaim mileage: 0 for no, 1 for yes. | | `sales_tax_value` | string | | `"15.0"` | Total sales tax amount as a decimal string. | | `receipt_reference` | string | | `"REC-001"` | Reference identifier for the receipt. | | `manual_sales_tax_amount` | string | | `"10.0"` | Manually specified sales tax amount in the company's native currency as a decimal string. | *** ### `Freeagent Update Invoices Default Additional Text` Integration name: **FREEAGENT\_UPDATE\_INVOICES\_DEFAULT\_ADDITIONAL\_TEXT** Tool to update the default additional text shown on all invoices. Use when you need to set or change the default invoice text that appears at the bottom of all invoices. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------------- | ------ | :------: | ------------------------------------------------------------ | ------------------------------------------------------------------------------------------------- | | `default_additional_text` | string | ✅ | `"Payment terms: Net 30 days. Thank you for your business!"` | The text to display at the bottom of all invoices. This value replaces any existing default text. | *** ### `Freeagent Update Invoices Transitions Convert` Integration name: **FREEAGENT\_UPDATE\_INVOICES\_TRANSITIONS\_CONVERT** Tool to convert a draft negative invoice to a credit note in FreeAgent. Use when you need to transform a draft invoice with a negative value into a credit note. The invoice must be in draft status and have a negative value before conversion. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `id` | string | ✅ | `"85939329"` | The ID of the draft negative invoice to convert. Extract from invoice URL (e.g., '85939329' from ''). The invoice must be in draft status with a negative value. | *** ### `Freeagent Update Journal Sets` Integration name: **FREEAGENT\_UPDATE\_JOURNAL\_SETS** Tool to update a journal set in FreeAgent. Use when you need to modify journal entries, change description, date, or tag. Can add new entries, modify existing ones, or remove entries using \_destroy flag. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------------- | ------ | :------: | ------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `id` | string | ✅ | `"6738617"` | The ID of the journal set to update. Extract from the journal set URL (e.g., '6738617' from ''). | | `tag` | string | | `"API_TEST"` | Tag to identify journal sets created by your application. Tagged journal sets can only be edited or deleted via the API. | | `dated_on` | string | | `"2026-01-15"` | Date for the journal entries in YYYY-MM-DD format. If not specified, the existing date remains unchanged. | | `description` | string | | `"Updated journal set description via curl test"` | Free-text description of the journal set. If not specified, the existing description remains unchanged. | | `journal_entries` | array | | — | Array of journal entry objects to add, modify, or remove. Include url field to modify/remove existing entries, omit url to add new entries. Set \_destroy=true with url to delete entries. All journal entries must balance to zero. | *** ### `Freeagent Update Notes1` Integration name: **FREEAGENT\_UPDATE\_NOTES1** Tool to update an existing note in FreeAgent. Use when you need to modify the text content of a note attached to a contact or project. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | --------------------------------------------------------------------------------- | ------------------------------------------- | | `id` | string | ✅ | `"984272"` | The unique identifier of the note to update | | `note` | string | ✅ | `"Updated note content - Testing the PUT endpoint with proper request structure"` | The updated text content of the note | *** ### `Freeagent Update Price List Items` Integration name: **FREEAGENT\_UPDATE\_PRICE\_LIST\_ITEMS** Tool to update a price list item in FreeAgent. Use when you need to modify existing price list item fields like description, price, code, quantity, or tax settings. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------------------- | ------ | :------: | ----------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------- | | `id` | string | ✅ | `"1336432"` | The ID of the price list item to update | | `code` | string | | `"TEST-001"` | Unique identifier code for the item. Used for invoice/estimate reference. | | `price` | string | | `"75.00"` | Unit price per item as a decimal string in the company currency. | | `category` | string | | `"https://api.freeagent.com/v2/categories/001"` | Income accounting category URI reference. Must be a valid FreeAgent category API URL. | | `quantity` | string | | `"1.0"` | Item quantity as a decimal string. For single items, use '1.0'. | | `item_type` | string | | `"Products"` | Category of the item such as Products, Services, Hours, Days, etc. | | `vat_status` | string | | `"standard"` | VAT status for UK accounts. Options: 'standard', 'reduced', 'zero', or 'out\_of\_scope'. Leave empty for non-UK accounts. | | `description` | string | | `"Updated Test Item"` | Free-text description of the item. | | `sales_tax_rate` | string | | `"0.20"` | Sales tax rate as a decimal string for Universal/US accounts. For example, '0.20' for 20% tax. Leave empty for UK accounts. | | `second_sales_tax_rate` | string | | `"0.05"` | Secondary sales tax rate as a decimal string for Universal accounts with multiple tax jurisdictions. | *** ### `Freeagent Update Users Me` Integration name: **FREEAGENT\_UPDATE\_USERS\_ME** Tool to update the authenticated user's personal profile in FreeAgent. Use when you need to modify user details such as name, email, role, or tax information. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------------------- | ------- | :------: | ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------- | | `role` | string | | `"Owner"` | User's role in the organization. Must be one of: Owner, Director, Partner, Company Secretary, Employee, Shareholder, or Accountant. | | `email` | string | | `"john.doe@example.com"` | Login email address. Update this to change the email used for authentication. | | `last_name` | string | | `"Doe"` | User's last name | | `ni_number` | string | | `"AB123456C"` | UK National Insurance Number. Format: two letters, six digits, one letter (e.g., AB123456C). | | `first_name` | string | | `"John"` | User's first name | | `opening_mileage` | integer | | `10000` | Opening mileage value for expense tracking. Set this to the vehicle's mileage at the start of the accounting period. | | `permission_level` | integer | | `8` | Permission level for access control. Range: 0-8, where 8 represents full access and 0 represents minimal access. | | `unique_tax_reference` | string | | `"1234567890"` | 10-digit UK Unique Tax Reference (UTR) number for self-assessment or corporation tax. | *** ### `Freeagent Upload A Bank Statement` Integration name: **FREEAGENT\_UPLOAD\_A\_BANK\_STATEMENT** Tool to upload a bank statement to FreeAgent. Use when you need to import multiple bank transactions at once for a specific bank account. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | -------------- | ------ | :------: | ------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `statement` | array | ✅ | — | Array of transaction objects to upload. Each transaction represents a bank statement entry with date, amount, and other details | | `bank_account` | string | ✅ | `"https://api.freeagent.com/v2/bank_accounts/1840732"` | URL of the bank account to upload the statement to. Must be a valid FreeAgent bank account API URL in the format | *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.toolhouse.ai/toolhouse/integrations/freeagent.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.