FreeAgent
Manage FreeAgent contacts, invoices, estimates, bills and expenses, and track project time in a connected FreeAgent company.
Tools31
freeagent__get_companyFreeGet the connected FreeAgent company: name, subdomain, business type, base currency, start date and sales-tax registration status.Get the connected FreeAgent company: name, subdomain, business type, base currency, start date and sales-tax registration status.
freeagent__get_current_userFreeGet the FreeAgent user the connection acts as, including the numeric user id needed by expense and timeslip tools.Get the FreeAgent user the connection acts as, including the numeric user id needed by expense and timeslip tools.
freeagent__list_contactsFreeList contacts, optionally narrowed by FreeAgent's view filter, sort order or updated_since timestamp.List contacts, optionally narrowed by FreeAgent's view filter, sort order or updated_since timestamp.
freeagent__get_contactFreeGet one contact by id.Get one contact by id.
freeagent__create_contactFreeCreate a contact. FreeAgent requires either an organisation_name or both first_name and last_name.Create a contact. FreeAgent requires either an organisation_name or both first_name and last_name.
freeagent__update_contactFreeUpdate a contact's name, contact details, address or default payment terms.Update a contact's name, contact details, address or default payment terms.
freeagent__delete_contactFreeDelete a contact. FreeAgent refuses when the contact still has invoices, bills or projects.Delete a contact. FreeAgent refuses when the contact still has invoices, bills or projects.
freeagent__list_invoicesFreeList invoices, optionally narrowed by view, contact, project or updated_since, with items inline on request.List invoices, optionally narrowed by view, contact, project or updated_since, with items inline on request.
freeagent__get_invoiceFreeGet one invoice by id, including its items.Get one invoice by id, including its items.
freeagent__create_invoiceFreeCreate a draft invoice for a contact with dated_on, payment terms and invoice items.Create a draft invoice for a contact with dated_on, payment terms and invoice items.
freeagent__update_invoiceFreeUpdate a draft invoice's dates, terms, reference or items. invoice_items replaces the invoice's items: its current items are deleted and the given ones added.Update a draft invoice's dates, terms, reference or items. invoice_items replaces the invoice's items: its current items are deleted and the given ones added.
freeagent__mark_invoice_as_sentFreeMove an invoice from Draft to Open via FreeAgent's mark_as_sent transition. Newly created invoices are always Draft.Move an invoice from Draft to Open via FreeAgent's mark_as_sent transition. Newly created invoices are always Draft.
freeagent__list_estimatesFreeList estimates, quotes and proposals, optionally narrowed by view, contact or project.List estimates, quotes and proposals, optionally narrowed by view, contact or project.
freeagent__get_estimateFreeGet one estimate by id, including its items.Get one estimate by id, including its items.
freeagent__create_estimateFreeCreate an estimate, quote or proposal against a project.Create an estimate, quote or proposal against a project.
freeagent__list_billsFreeList supplier bills, optionally narrowed by view, contact, project or date range.List supplier bills, optionally narrowed by view, contact, project or date range.
freeagent__create_billFreeCreate a supplier bill with its bill items.Create a supplier bill with its bill items.
freeagent__list_expensesFreeList expenses, optionally narrowed by view, project, claimant or date range.List expenses, optionally narrowed by view, project, claimant or date range.
freeagent__create_expenseFreeRecord an out-of-pocket expense for a user against an accounting category.Record an out-of-pocket expense for a user against an accounting category.
freeagent__list_projectsFreeList projects, optionally narrowed by view or contact.List projects, optionally narrowed by view or contact.
freeagent__get_projectFreeGet one project by id.Get one project by id.
freeagent__create_projectFreeCreate a project for a contact with its currency, budget and invoice-sequence behaviour.Create a project for a contact with its currency, budget and invoice-sequence behaviour.
freeagent__update_projectFreeUpdate a project's name, currency, budget, billing rate or status.Update a project's name, currency, budget, billing rate or status.
freeagent__list_tasksFreeList tasks, optionally scoped to one project or filtered by view.List tasks, optionally scoped to one project or filtered by view.
freeagent__create_taskFreeCreate a task inside a project. Timeslips are always logged against a task.Create a task inside a project. Timeslips are always logged against a task.
freeagent__list_timeslipsFreeList timeslips, optionally narrowed by view, user, project, task or date range.List timeslips, optionally narrowed by view, user, project, task or date range.
freeagent__create_timeslipFreeLog hours against a project task for a user on a given date.Log hours against a project task for a user on a given date.
freeagent__update_timeslipFreeUpdate a timeslip's date, hours, attribution or comment.Update a timeslip's date, hours, attribution or comment.
freeagent__delete_timeslipFreeDelete a timeslip.Delete a timeslip.
freeagent__list_bank_accountsFreeList bank, credit-card and PayPal accounts with their opening and current balances.List bank, credit-card and PayPal accounts with their opening and current balances.
freeagent__list_categoriesFreeList accounting categories (income, cost of sales, admin expenses, general) with the nominal codes that invoice items, bill items and expenses reference.List accounting categories (income, cost of sales, admin expenses, general) with the nominal codes that invoice items, bill items and expenses reference.
