FreeAgent MCP for Claude — API Setup and Tools

A FreeAgent MCP server connects Claude to a FreeAgent account through FreeAgent's REST API — invoices, estimates, bills, expenses, bank accounts and transactions, contacts and the accounting reports. FreeAgent (owned by NatWest) is widely used by UK freelancers, contractors and small limited companies, and by the accountants who support them. There is no first-party MCP server; you connect with a community server or a thin one built on the API.

How a FreeAgent MCP connects

1. Create an app in the FreeAgent developer dashboard for an OAuth identifier and secret and a redirect URI. Sandbox and production are separate environments with separate credentials.
2. Run the OAuth 2.0 authorization-code flow once per FreeAgent account to get an access token and refresh token. Access tokens are short-lived; the server refreshes them.
3. Wrap the endpoints as MCP tools — invoices, bills, bank transactions, categories, and the /accounting report endpoints (trial balance, profit and loss). For an accountant supporting many clients, one app can hold tokens for each client account.
4. Add it to claude_desktop_config.json with the credentials as environment variables and restart Claude Desktop.

What you can do once connected

• "Pull the profit and loss from FreeAgent for this tax year to date and summarise income and the main expense categories."
• "List every unpaid invoice in FreeAgent, with the client, amount and how many days overdue, sorted by age."
• "Get the bank transactions for the last 30 days that are still unexplained and group them by likely category."
• "From the trial balance, draft a short set of management-accounts notes for the director covering profit, cash and the VAT position."

Where the MCP connector stops

The FreeAgent MCP returns FreeAgent data and, in write mode, creates records in it. FreeAgent already handles UK VAT return preparation and basic corporation-tax estimates internally. What it does not do — and what an analysis layer adds — is ASC 606 / IFRS 15 revenue recognition for more complex contracts, multi-entity or group reporting, depreciation modelling beyond the fixed-asset register, and forward-looking forecasts. Run ClaudeFinanceLab's Accounting MCP alongside it for that computation and the drafted commentary.

ClaudeFinanceLab's FreeAgent connector

ClaudeFinanceLab maintains an open, read-only reference FreeAgent MCP server (freeagent_mcp). It manages the OAuth 2.0 refresh lifecycle and exposes tools for the company profile, invoices (by view), bills, bank transactions across all accounts, a profit-and-loss summary, and contacts. Install it with pip install claudefinancelab-mcp (console script freeagent-mcp) and run it self-hosted with your own FreeAgent app credentials and refresh token in the environment; one app can hold tokens for many client accounts.

Related guides

• Xero MCP for Claude
• QuickBooks MCP for Claude
• Sage MCP for Claude
• Best MCP Servers for Accounting Firms (2026)

Frequently Asked Questions

Is there an official FreeAgent MCP server?

No. FreeAgent publishes a documented REST API with OAuth 2.0, but no first-party MCP server. You connect through a community server or a thin one built on the API.

What authentication does a FreeAgent MCP use?

OAuth 2.0 authorization-code flow. Create an app in the FreeAgent developer dashboard for an OAuth identifier and secret, then authorise once per FreeAgent account for an access and refresh token. Sandbox and production have separate credentials.

Can an accountant connect multiple client accounts?

Yes. One registered app can hold OAuth tokens for many FreeAgent accounts, so a practice can run a single MCP server that switches between client books.

What can't a FreeAgent MCP do?

It is a books-access layer. FreeAgent itself handles UK VAT returns and basic tax estimates; the connector will not do complex revenue recognition, group reporting, depreciation modelling, or forecasts — those sit on top of the data, which is what ClaudeFinanceLab's Accounting MCP adds.