How to connect Freshbooks to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Freshbooks account to Cowork via Composio Connect, enabling it to show all businesses linked to your account, list current projects for your consulting business, find projects for your main business entity, and more such actions on your behalf without compromising your account security.

Freshbooks logoFreshbooks
Oauth2

FreshBooks is a cloud-based accounting software for small businesses. It streamlines invoicing, expense tracking, and time management in one place.

10 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Freshbooks account to Cowork via Composio Connect, enabling it to show all businesses linked to your account, list current projects for your consulting business, find projects for your main business entity, and more such actions on your behalf without compromising your account security.

Also integrate Freshbooks with

Connecting Freshbooks to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Freshbooks account

Back in Cowork, ask the agent to connect to Freshbooks or give it any Freshbooks-related task.

For example, ask Cowork to:

  • "Show all businesses linked to your account"
  • "List current projects for your consulting business"
  • "Find projects for your main business entity"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Freshbooks account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Freshbooks through MCP without you sharing account credentials directly with the agent.

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

The Freshbooks MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Freshbooks account. It provides structured and secure access to your Freshbooks businesses and projects, so your agent can perform actions like listing your companies, exploring business details, and managing project information on your behalf.

  • Business overview and management: Instantly list all businesses associated with your Freshbooks account to get a clear view of your company structures.
  • Project discovery across businesses: Ask your agent to retrieve all projects linked to a selected business, streamlining your workflow management.
  • Seamless business context switching: Effortlessly switch between multiple businesses to access relevant project data without manual navigation.
  • Centralized project insights: Quickly gather and summarize project lists for any business, making it easy to track ongoing work.
TOOLS

Supported Tools

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

Create Webhook

Register a new webhook callback for a FreshBooks account.

Delete Webhook

Delete a webhook callback from a FreshBooks account.

Get Business Users

Retrieves staff identities and members for a specific FreshBooks business.

List Businesses

List all businesses associated with the authenticated user.

List Clients

Retrieves all clients for a FreshBooks account.

List Journal Entries

Retrieves all journal entries for a FreshBooks business account.

List Projects

Retrieves all projects associated with a FreshBooks business account.

List Webhooks

List all webhook callbacks registered for a FreshBooks account.

Register as a New User

Register a new user account in FreshBooks.

Update Webhook

Update or verify a FreshBooks webhook callback.

FAQ

Frequently asked questions

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

Yes, you can. Claude Cowork 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 Freshbooks tools.

Yes, absolutely. You can configure which Freshbooks 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 Freshbooks data and credentials are handled as safely as possible.

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