# Your FreeAgent. At a glance.

Source: https://corespeed.io/integrations/freeagent

Connect FreeAgent to Claude Code, Codex, Cursor or any MCP agent through CoreSpeed. Your agent reads your company's invoices, bills, expenses, timeslips and bank balances, and tells you what is overdue and what cash you hold. It uses your FreeAgent login and its permission level. Creating an invoice or marking it sent is a separate call that approvals can hold.

## Set up an agent

Give your agent this line: `set up https://corespeed.io/SKILL.md (read it raw, e.g. with curl)`

It fetches the skill at https://corespeed.io/SKILL.md, adds the CoreSpeed MCP server, signs you in (or up), and keeps the skill for next time. Connect FreeAgent after setup. Access follows the connected account and its permissions. Create an account: https://app.corespeed.io/sign-up

## What is owed, what is held. In one answer

Let your agent read the overdue invoices and the bank balances in FreeAgent, and put them side by side.

You ask your agent: "In FreeAgent, list the overdue invoices and the current balance of each bank account. Tell me what to chase first. Do not change anything."

It calls CoreSpeed:

- `freeagent__list_invoices`: ok, 455 ms
- `freeagent__list_bank_accounts`: ok, 302 ms

It reads from: FreeAgent.

### Cash position: £3,120 still to collect.

You hold £20,460 across two accounts. Two invoices are overdue; the older one is 18 days late.

**Chase first**

- Kestrel Print: invoice 042, £1,920, 18 days late.

**Then**

- Bramley & Co: invoice 045, £1,200, 4 days late.

_Illustrative company and figures · Nothing changed in FreeAgent_

All connectors: https://corespeed.io/docs/connectors

## Know where you stand. Without opening every tab

Requests you can make once FreeAgent is connected. The data is fictional.

### Find the overdue invoices

Invoices · overdue · Receivables

- Overdue: 2 invoices, £3,120
- Oldest: Kestrel Print, 18 days late
- From the company you connected

### Issue a draft invoice, with a check

A write, held for you · Approval before the change

- Invoice: 048 · Bramley & Co
- Change: Draft to Open
- Held for approval

### Total the week's hours

Timeslips · this week · By project

- Logged: 31 hours
- Most time: Brand refresh, 18 hours
- Read only · Nothing changed

## Keep your agent. Bring your work

One CoreSpeed account, across compatible agents.

1. **Set up CoreSpeed**: Give your agent the setup line. It adds CoreSpeed and signs you in.
2. **Connect FreeAgent**: Authorize the account and the content you need.
3. **Start with one task**: Ask for a summary, a brief, or a draft. Review the answer.

Setup guides: Claude Code https://corespeed.io/docs/mcp#claude-code · Codex https://corespeed.io/docs/mcp#codex · Cursor https://corespeed.io/docs/mcp#cursor

## Questions

### Can my agent send invoices from FreeAgent?

It can create a draft invoice and mark it as sent, each a separate call that approvals can hold. It does not email the invoice. How approvals work: https://corespeed.io/docs/approvals

### What can the connection reach?

FreeAgent has no narrower scopes. The connection reaches what your own FreeAgent user's permission level allows.

### Do I have to switch agents?

No. CoreSpeed adds tools to the agent you already use: Claude Code, Codex, Cursor, or another MCP client. Each one signs in once.

### Can my agent access every account in our organization?

No. Access follows your CoreSpeed identity, each connection's visibility, and the app's own permissions. Personal connections stay private.

### Does this work without connecting an account?

No. Connect the app's account first; your CoreSpeed workspace shows what each app needs. The examples on this page use fictional data. All connectors: https://corespeed.io/docs/connectors

Every tool and price: https://corespeed.io/catalog/freeagent

## Related pages

- [Approval gates for AI agent tool actions](https://corespeed.io/solutions/agent-approvals): Set approval policies for writes through CoreSpeed. Review held tool actions while your team keeps using its preferred agents.
- [FreshBooks for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/freshbooks): Bring FreshBooks invoices, expenses and tracked time into your agent. Find unbilled hours before you write the invoice.
- [Moneybird for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/moneybird): Bring Moneybird invoices and bank transactions into your agent. Match incoming payments to open invoices.
- [Xero for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/xero): Bring Xero invoices, payments and quotes into your agent. See who still owes what before you chase anyone.

## Sources

- Connectors: https://corespeed.io/docs/connectors
- FreeAgent API documentation: https://dev.freeagent.com/docs
- FreeAgent API: Invoices: https://dev.freeagent.com/docs/invoices

Reviewed 2026-11-10.

## Links

- Product overview: https://corespeed.io/ (Markdown: https://corespeed.io/index.md)
- All integrations: https://corespeed.io/integrations (Markdown: https://corespeed.io/integrations.md)
- Documentation: https://corespeed.io/docs
- Pricing: https://corespeed.io/pricing (Markdown: https://corespeed.io/pricing.md)