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.
Tools (76)
Freeagent Cashflow Summary For A Given Date Range
Freeagent Cashflow Summary For A Given Date RangeIntegration 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.
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
Freeagent Company DetailsIntegration 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
Freeagent Create A Journal SetIntegration 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.
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
Freeagent Create A Sales Tax PeriodIntegration 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.
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
Freeagent Create A Task Under A Certain ProjectIntegration 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.
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., https://api.freeagent.com/v2/projects/4547238)
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
Freeagent Create A TimeslipIntegration 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.
task
string
✅
"https://api.freeagent.com/v2/tasks/6045362"
The task URL that was worked on (e.g., https://api.freeagent.com/v2/tasks/789). 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., https://api.freeagent.com/v2/users/123). 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., https://api.freeagent.com/v2/projects/456). 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
Freeagent Create A UserIntegration 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.
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
Freeagent Create Bank AccountIntegration 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.
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
Freeagent Create Bill With AttachmentIntegration 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.
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
Freeagent Create CategoryIntegration 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.
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
Freeagent Create ContactIntegration 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.
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
Freeagent Create Credit NoteIntegration 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.
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., https://api.freeagent.com/v2/contacts/123)
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
Freeagent Create Credit Note ReconciliationIntegration 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.
invoice
string
✅
"https://api.freeagent.com/v2/invoices/85939270"
Full URL reference to the invoice being reconciled (e.g., 'https://api.freeagent.com/v2/invoices/123'). 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., 'https://api.freeagent.com/v2/credit_notes/123'). 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
Freeagent Create EstimateIntegration 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.
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., https://api.freeagent.com/v2/contacts/123)
project
string
"https://api.freeagent.com/v2/projects/123"
URI of the project to associate with the estimate (e.g., https://api.freeagent.com/v2/projects/123)
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
Freeagent Create Estimate ItemIntegration 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.
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
Freeagent Create Estimates DuplicateIntegration 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.
id
string
✅
"6695166"
The ID of the estimate to duplicate
Freeagent Create Estimates Send Email
Freeagent Create Estimates Send EmailIntegration 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.
id
string
✅
"6695297"
The estimate identifier (numeric ID or full URL path)
estimate
object
✅
—
Root object containing email configuration
Freeagent Create Invoice
Freeagent Create InvoiceIntegration 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.
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., https://api.freeagent.com/v2/contacts/123)
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
Freeagent Create Invoice ItemIntegration 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.
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
Freeagent Create Invoices DuplicateIntegration 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.
id
string
✅
"85939041"
The ID of the invoice to duplicate. Extract from invoice URL (e.g., '85939041' from 'https://api.freeagent.com/v2/invoices/85939041')
Freeagent Create Notes
Freeagent Create NotesIntegration 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.
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., https://api.freeagent.com/v2/contacts/123). 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., https://api.freeagent.com/v2/projects/123). Either contact or project is required.
Freeagent Create Price List Items
Freeagent Create Price List ItemsIntegration 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.
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
Freeagent Create ProjectIntegration 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.
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 https://api.freeagent.com/v2/contacts/{id}
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
Freeagent Delete Bank TransactionIntegration 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.
id
string
✅
"667920853"
The ID of the bank transaction explanation to delete
Freeagent Delete Estimates Default Additional Text
Freeagent Delete Estimates Default Additional TextIntegration 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
Freeagent Delete Notes1Integration 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.
id
string
✅
"984267"
The unique identifier of the note to delete
Freeagent Get Invoice Timeline
Freeagent Get Invoice TimelineIntegration 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
Freeagent Get Mileage SettingsIntegration 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
Freeagent Get Opening BalancesIntegration 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
Freeagent Get Personal ProfileIntegration 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
Freeagent Get The Opening BalancesIntegration 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
Freeagent Get The Pl SummaryIntegration 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.
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
Freeagent Get The Trial Balance SummaryIntegration 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.
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
Freeagent List Accounting Balance SheetIntegration 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.
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
Freeagent List Accounting Balance Sheet2Integration 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
Freeagent List Accounting TransactionsIntegration 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.
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
Freeagent List All Cis Bands For A CompanyIntegration 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
Freeagent List All ExpensesIntegration 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.
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., 'https://api.freeagent.com/v2/projects/123').
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
Freeagent List All Price List ItemsIntegration 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.
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
Freeagent List All PropertiesIntegration 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.
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
Freeagent List All Recurring InvoicesIntegration 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.
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., 'https://api.freeagent.com/v2/contacts/123')
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
Freeagent List All Sales Tax Periods For A CompanyIntegration 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
Freeagent List All Stock ItemsIntegration 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.
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
Freeagent List All TasksIntegration 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.
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., https://api.freeagent.com/v2/projects/2)
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
Freeagent List All TimeslipsIntegration 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.
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., 'https://api.freeagent.com/v2/tasks/456').
user
string
"https://api.freeagent.com/v2/users/123"
Filter by user URI. Use the full user URI from FreeAgent API (e.g., 'https://api.freeagent.com/v2/users/123').
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., 'https://api.freeagent.com/v2/projects/789').
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
Freeagent List All UsersIntegration 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.
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
Freeagent List Bank AccountsIntegration 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.
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
Freeagent List Bank FeedsIntegration 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
Freeagent List Bank TransactionsIntegration 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.
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., 'https://api.freeagent.com/v2/bank_accounts/1840732'). 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
Freeagent List BillsIntegration 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.
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
Freeagent List Business CategoriesIntegration 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
Freeagent List CategoriesIntegration 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.
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
Freeagent List ContactsIntegration 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.
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
Freeagent List Credit Note ReconciliationsIntegration 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.
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
Freeagent List Credit NotesIntegration 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.
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., 'https://api.freeagent.com/v2/contacts/123')
project
string
"https://api.freeagent.com/v2/projects/456"
Filter by specific project URL (e.g., 'https://api.freeagent.com/v2/projects/456')
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
Freeagent List Ec Moss Sales Tax RatesIntegration 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.
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
Freeagent List EstimatesIntegration 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.
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
Freeagent List Estimates Default Additional TextIntegration 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
Freeagent List Final Accounts ReportsIntegration 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
Freeagent List Hire PurchasesIntegration 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
Freeagent List Invoices Default Additional TextIntegration 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
Freeagent List NotesIntegration 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.
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., https://api.freeagent.com/v2/contacts/123). 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., https://api.freeagent.com/v2/projects/456). 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
Freeagent List ProjectsIntegration 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.
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
Freeagent List Vat ReturnsIntegration 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
Freeagent Show Tax TimelineIntegration 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
Freeagent Update Bank Transaction ExplanationsIntegration 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.
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
Freeagent Update Estimates Default Additional TextIntegration 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.
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
Freeagent Update Estimates Transitions ConvertIntegration 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.
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
Freeagent Update ExpensesIntegration 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.
id
string
✅
"60124452"
The unique identifier of the expense to update. Extract from the expense URL (e.g., '60124452' from 'https://api.freeagent.com/v2/expenses/60124452').
user
string
"https://api.freeagent.com/v2/users/123"
URL reference to the expense claimant (user who claimed the expense). Format: 'https://api.freeagent.com/v2/users/{id}'
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: 'https://api.freeagent.com/v2/projects/{id}'
category
string
"https://api.freeagent.com/v2/categories/456"
URL reference to the accounting category or the literal string 'Mileage' for mileage expenses. Format: 'https://api.freeagent.com/v2/categories/{id}'
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
Freeagent Update Invoices Default Additional TextIntegration 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.
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
Freeagent Update Invoices Transitions ConvertIntegration 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.
id
string
✅
"85939329"
The ID of the draft negative invoice to convert. Extract from invoice URL (e.g., '85939329' from 'https://api.freeagent.com/v2/invoices/85939329'). The invoice must be in draft status with a negative value.
Freeagent Update Journal Sets
Freeagent Update Journal SetsIntegration 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.
id
string
✅
"6738617"
The ID of the journal set to update. Extract from the journal set URL (e.g., '6738617' from 'https://api.freeagent.com/v2/journal_sets/6738617').
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
Freeagent Update Notes1Integration 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.
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
Freeagent Update Price List ItemsIntegration 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.
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
Freeagent Update Users MeIntegration 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.
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
Freeagent Upload A Bank StatementIntegration 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.
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 https://api.freeagent.com/v2/bank_accounts/{id}