How to integrate Freeagent MCP with Atomic Agent

Connect Atomic Agent to Freeagent MCP. List overdue invoices for this month, create a new expense for office supplies, and more using natural language, with authentication handled for you.

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Freeagent is a cloud-based accounting platform designed for freelancers and small businesses. It simplifies bookkeeping, invoicing, and expense management in one place.

76 Tools

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Freeagent.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Freeagent account. See the Atomic Agent documentation for installation instructions.

Also integrate Freeagent with

How Atomic Agent connects to Freeagent

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Freeagent to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Freeagent. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Freeagent account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Freeagent MCP server, and what's possible with it?

The Freeagent MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Freeagent account. It provides structured and secure access to your accounting records, so your agent can create invoices, record timeslips, review expenses, monitor cash flow, and track tax deadlines on your behalf.

  • Invoices, estimates, and credit notes: Have your agent create invoices, estimates, and credit notes, convert estimates into invoices, or convert eligible invoices into credit notes.
  • Financial reporting: Let the agent retrieve cash flow, profit and loss, trial balance, balance sheet, opening balance, and accounting transaction details for your business.
  • Expenses, bills, and banking: Direct your agent to list or update expenses, create bills with attachments, review bills and bank transactions, or create and list bank accounts.
  • Contacts, projects, and time tracking: Instruct your agent to create contacts and projects, review existing records, and add timeslips for completed work.
  • Tax and VAT planning: Have your agent list VAT returns and check your company tax timeline for upcoming events and deadlines.

Use Freeagent from Atomic Agent

With your account connected, ask Atomic Agent to work with Freeagent in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

TOOLS

Supported Tools

Every Freeagent action and event your agent gets out of the box.

Cashflow summary for a date range

Tool to retrieve cashflow summary for a given date range from FreeAgent.

Get Company Details

Tool to retrieve company details from FreeAgent.

Create a Journal Set

Tool to create a journal set in FreeAgent.

Create Sales Tax Period

Tool to create a sales tax period in FreeAgent.

Create Task Under Project

Tool to create a task under a specific project in FreeAgent.

Create A Timeslip

Tool to create a new timeslip in FreeAgent.

Create a User

Tool to create a new user in FreeAgent.

Create Bank Account

Tool to create a bank account in FreeAgent.

Create Bill with Attachment

Tool to create a bill with optional attachment in FreeAgent.

Create Category

Tool to create a custom category in FreeAgent.

Create Contact

Tool to create a new contact in FreeAgent.

Create Credit Note

Tool to create a credit note in FreeAgent.

Create Credit Note Reconciliation

Tool to create a credit note reconciliation in FreeAgent.

Create Estimate

Tool to create a new estimate in FreeAgent.

Create Estimate Item

Tool to create an estimate item in FreeAgent.

Duplicate Estimate

Tool to duplicate an existing estimate in FreeAgent.

Send Estimate Email

Tool to email an estimate in FreeAgent.

Create Invoice

Tool to create an invoice in FreeAgent.

Create Invoice Item

Tool to create an invoice item in FreeAgent.

Duplicate Invoice

Tool to duplicate an existing invoice in FreeAgent.

Create Note

Tool to create a note for a contact or project in FreeAgent.

Create Price List Item

Tool to create a price list item in FreeAgent.

Create Project

Tool to create a project in FreeAgent.

Delete Bank Transaction Explanation

Tool to delete a bank transaction explanation in FreeAgent.

Delete Estimates Default Additional Text

Tool to delete default additional text for estimates in FreeAgent.

Delete Note

Tool to delete a note by its ID.

Get Invoice Timeline

Tool to retrieve invoice timeline showing chronological record of invoice-related events.

Get Mileage Settings

Tool to retrieve mileage settings including engine type/size options and reimbursement rates.

Get Opening Balances

Tool to retrieve the Opening Balances journal set for a company.

Get Personal Profile

Tool to retrieve the authenticated user's personal profile from FreeAgent.

Get the Opening Balances

Tool to retrieve the opening balances from the trial balance summary.

Get the P&L summary

Tool to retrieve the Profit and Loss summary for a specified period from FreeAgent.

Get Trial Balance Summary

Tool to get the trial balance summary from FreeAgent.

Get Balance Sheet

Tool to retrieve the balance sheet for a FreeAgent account.

Get Opening Balances

Tool to retrieve opening balances for the balance sheet from FreeAgent.

List Accounting Transactions

Tool to list all accounting transactions from FreeAgent.

List All CIS Bands

Tool to list all CIS (Construction Industry Scheme) bands for a company.

List All Expenses

Tool to list all expenses from FreeAgent.

List All Price List Items

Tool to list all price list items from FreeAgent.

List All Properties

Tool to list all properties in FreeAgent.

List All Recurring Invoices

Tool to retrieve a list of recurring invoices from FreeAgent.

List All Sales Tax Periods

Tool to list all sales tax periods for a company in FreeAgent.

List All Stock Items

Tool to list all stock items from FreeAgent.

List All Tasks

Tool to list all tasks in FreeAgent.

List All Timeslips

Tool to list all timeslips from FreeAgent.

List All Users

Tool to list users in FreeAgent.

List Bank Accounts

Tool to list bank accounts in FreeAgent.

List Bank Feeds

Tool to list all bank feeds for a company.

List Bank Transactions

Tool to list all bank transactions under a certain bank account in FreeAgent.

List Bills

Tool to retrieve a list of bills from FreeAgent.

List Business Categories

Tool to retrieve all available business categories from FreeAgent.

List Categories

Tool to retrieve all categories for the current FreeAgent company.

List Contacts

Tool to list contacts in FreeAgent.

List Credit Note Reconciliations

Tool to retrieve all credit note reconciliations from FreeAgent.

List Credit Notes

Tool to list credit notes from FreeAgent.

List EC MOSS Sales Tax Rates

Tool to retrieve EC VAT MOSS sales tax rates for a specific EU country and date.

List Estimates

Tool to list estimates in FreeAgent.

Get Default Estimates Additional Text

Tool to retrieve the default additional text for estimates.

List Final Accounts Reports

Tool to list final accounts reports for a company in FreeAgent.

List Hire Purchases

Tool to retrieve all hire purchases for the authorized FreeAgent account.

Get Default Additional Text

Tool to get the default additional text shown on all invoices.

List Notes

Tool to retrieve a list of notes for a contact or project.

List Projects

Tool to list projects in FreeAgent.

List VAT Returns

Tool to list VAT returns for a company in FreeAgent.

Show Tax Timeline

Tool to retrieve the company's tax timeline showing upcoming tax events and deadlines.

Update Bank Transaction Explanation

Tool to update a bank transaction explanation in FreeAgent.

Update Estimates Default Additional Text

Tool to update the default additional text for estimates in FreeAgent.

Convert Estimate to Invoice

Tool to convert an estimate to an invoice in FreeAgent.

Update Expense

Tool to update an existing expense in FreeAgent.

Update Invoices Default Additional Text

Tool to update the default additional text shown on all invoices.

Convert Invoice to Credit Note

Tool to convert a draft negative invoice to a credit note in FreeAgent.

Update a Journal Set

Tool to update a journal set in FreeAgent.

Update Note

Tool to update an existing note in FreeAgent.

Update Price List Item

Tool to update a price list item in FreeAgent.

Update Personal Profile

Tool to update the authenticated user's personal profile in FreeAgent.

Upload a Bank Statement

Tool to upload a bank statement to FreeAgent.

FAQ

Frequently asked questions

With a standalone Freeagent MCP server, the agents and LLMs can only access a fixed set of Freeagent tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Freeagent and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Freeagent tools.

Yes, absolutely. You can configure which Freeagent scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Freeagent data and credentials are handled as safely as possible.

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