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How to connect Freshbooks to Claude

Connect Claude Web, Desktop and Cowork to Freshbooks MCP. Show all businesses linked to your account, list current projects for your consulting business, and more using natural language, with authentication handled for you.

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

10 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Freshbooks account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Freshbooks with

Claude CodeOpenAI Agents SDKClaude Agent SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Freshbooks to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Freshbooks account

Back in Claude, ask it to connect to Freshbooks or give it any Freshbooks-related task.

For example, ask Claude 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 Claude, and your Freshbooks account is ready to use.

What is the Freshbooks Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Freshbooks?

The connector can show as connected, but Claude must use it in each Freshbooks conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Freshbooks again.

2. Why does Claude show an MCP server error before Freshbooks connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Freshbooks.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Freshbooks.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Freshbooks authorization link not work?

The Composio connector is one server. Your Freshbooks account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Freshbooks connection.
  • Composio creates a fresh Freshbooks authorization link.
  • Open that link in your browser and finish the Freshbooks sign-in.

4. Why do Freshbooks actions fail after they worked before?

The Freshbooks connection can expire or lose permission.

  • Ask Claude to inspect the Freshbooks connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Freshbooks account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Freshbooks.
  • If the action still fails with a permission error, check that the connected account has that permission in Freshbooks itself.

5. How do I switch to a different Freshbooks account?

Claude can manage the Freshbooks connection for you.

  • Ask Claude to disconnect or delete the current Freshbooks account.
  • Ask Claude to connect Freshbooks again.
  • Open the new Composio authorization link for Freshbooks.
  • Sign in with the other Freshbooks account in the browser.
  • After the account connects, ask Claude to retry the Freshbooks task.

6. Why is my Freshbooks connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Freshbooks connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Freshbooks tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Freshbooks.
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.

FRAMEWORKS

How to build Freshbooks MCP Agent with another framework

Claude Code logo

Claude Code

Use Freshbooks MCP with Claude Code

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Freshbooks MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Freshbooks MCP with Claude Agent SDK

Codex logo

Codex

Use Freshbooks MCP with Codex

OpenClaw logo

OpenClaw

Use Freshbooks MCP with OpenClaw

Hermes logo

Hermes

Use Freshbooks MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Freshbooks MCP with Atomic Agent

Google ADK logo

Google ADK

Use Freshbooks MCP with Google ADK

LangChain logo

LangChain

Use Freshbooks MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Freshbooks MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Freshbooks MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Freshbooks MCP with LlamaIndex

CrewAI logo

CrewAI

Use Freshbooks MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Freshbooks MCP with Pydantic AI

AutoGen logo

AutoGen

Use Freshbooks MCP with AutoGen

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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