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How to integrate Freeagent MCP with Hermes

Connect Hermes 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

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Freeagent account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Freeagent with

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What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,500+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Freeagent with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Freeagent

Ask your agent to connect to Freeagent, or simply request any Freeagent-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Freeagent connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Freeagent or request any Freeagent-related task. It will prompt you to authenticate and authorize access.

5. Done!

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.

Way Forward

With Freeagent connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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

List a page of FreeAgent accounting transactions, optionally filtered by date range or nominal code.

List All CIS Bands

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

List All Expenses

List a page of FreeAgent expenses, optionally filtered by view type, date range, project, or last update timestamp.

List All Price List Items

List a page of FreeAgent price list items, optionally sorted by creation date, code, or update date.

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

List a page of FreeAgent stock items, with optional sorting by creation date, description, or update date and pagination controls.

List All Tasks

List a page of FreeAgent tasks with optional filtering by status, project, or update date, sorting, and pagination controls.

List All Timeslips

List a page of FreeAgent timeslips, with optional filtering by date range, user, project, task, billing status, or last update timestamp and pagination controls.

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

List a page of bank transactions for a specified FreeAgent bank account.

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

List a page of FreeAgent credit note reconciliations, optionally filtered by update timestamp or date range.

List Credit Notes

List FreeAgent credit notes with optional filtering by contact, project, status, or update time.

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

List notes for a specific contact or project, with pagination.

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

Update a FreeAgent journal set's description, date, tag, or entries, including adding, modifying, or removing entries.

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.

FRAMEWORKS

How to build Freeagent MCP Agent with another framework

Claude Code logo

Claude Code

Use Freeagent MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Freeagent MCP with Claude Cowork

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Freeagent MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Freeagent MCP with Claude Agent SDK

Grok Bot logo

Grok Bot

Use Freeagent MCP with Grok Bot

Codex logo

Codex

Use Freeagent MCP with Codex

OpenClaw logo

OpenClaw

Use Freeagent MCP with OpenClaw

Atomic Agent logo

Atomic Agent

Use Freeagent MCP with Atomic Agent

Google ADK logo

Google ADK

Use Freeagent MCP with Google ADK

LangChain logo

LangChain

Use Freeagent MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Freeagent MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Freeagent MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Freeagent MCP with LlamaIndex

CrewAI logo

CrewAI

Use Freeagent MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Freeagent MCP with Pydantic AI

AutoGen logo

AutoGen

Use Freeagent MCP with AutoGen

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. Hermes 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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