Freeagent integratie

Cashflow summary for a 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.

Get Company Details

Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.

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).

Create 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.

Create Task Under 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.

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.

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.

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.

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.

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_ex…

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.

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.