FreshBooks invoicing for Claude — invoices, clients, estimates, and payments
About
FreshBooks invoicing for Claude — invoices, clients, estimates, and payments
Security Report
This is a well-architected FreshBooks MCP server with proper OAuth2 authentication, secure token handling, and good input validation through Zod. The codebase demonstrates strong security practices including path traversal protection, permission-aware error messages, and confirm-gated mutations. Minor code quality observations around broad exception handling do not materially impact security. Supply chain analysis found 2 known vulnerabilities in dependencies (0 critical, 1 high severity). Package verification found 1 issue.
5 files analyzed · 8 issues found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
Permissions Required
This plugin requests these system permissions. Most are normal for its category.
What You'll Need
Set these up before or after installing:
Environment variable: FRESHBOOKS_CLIENT_ID
Environment variable: FRESHBOOKS_CLIENT_SECRET
Environment variable: FRESHBOOKS_REFRESH_TOKEN
Environment variable: FRESHBOOKS_REDIRECT_URI
Environment variable: FRESHBOOKS_TOKEN_STORE
How to Install
Add this to your MCP configuration file:
{
"mcpServers": {
"io-github-chrischall-freshbooks-mcp": {
"env": {
"FRESHBOOKS_CLIENT_ID": "your-freshbooks-client-id-here",
"FRESHBOOKS_TOKEN_STORE": "your-freshbooks-token-store-here",
"FRESHBOOKS_REDIRECT_URI": "your-freshbooks-redirect-uri-here",
"FRESHBOOKS_CLIENT_SECRET": "your-freshbooks-client-secret-here",
"FRESHBOOKS_REFRESH_TOKEN": "your-freshbooks-refresh-token-here"
},
"args": [
"-y",
"@chrischall/freshbooks-mcp"
],
"command": "npx"
}
}
}Documentation
View on GitHubFrom the project's GitHub README.
freshbooks-mcp
MCP server for FreshBooks — invoices, clients, estimates and payments, exposed to Claude as typed tools.
This project was developed and is maintained by AI (Claude Code). Use at your own discretion.
Install
npm install -g @chrischall/freshbooks-mcp
Setup
FreshBooks is OAuth2 only — there is no API key and no personal access token, so a one-time browser authorization is required.
- Register an app at https://my.freshbooks.com/#/developer. The redirect URI must be
HTTPS with no query string;
https://localhostworks and never needs to resolve. - Note the Client ID and Client Secret.
- Run the one-time bootstrap to obtain a refresh token — see
skills/freshbooks-curl, which ships the bootstrap script. - Configure:
FRESHBOOKS_CLIENT_ID=...
FRESHBOOKS_CLIENT_SECRET=...
FRESHBOOKS_REFRESH_TOKEN=... # from the bootstrap
FRESHBOOKS_REDIRECT_URI=https://localhost # optional; must match what you registered
FRESHBOOKS_TOKEN_STORE=~/.freshbooks-mcp/session.json # optional
⚠️ Refresh tokens rotate
FreshBooks issues a new refresh token on every refresh and immediately invalidates the
old one. This server persists each rotation to FRESHBOOKS_TOKEN_STORE (mode 0600)
before the refresh is considered complete, and prefers the stored token over the
environment value — the stored one has rotated past it.
Two consequences worth knowing:
- Do not point two tools at the same store. The MCP server and the
freshbooks-curlskill keep separate state files on purpose; sharing one makes them spend each other's tokens and locks both out. - If the store is lost, re-run the bootstrap. A spent refresh token cannot be recovered.
Changing FRESHBOOKS_REFRESH_TOKEN to a freshly bootstrapped value is detected and
adopted, so re-bootstrapping is the supported recovery path.
Tools
| Tool | Purpose |
|---|---|
freshbooks_get_identity | Resolve accountId / businessId / businessUuid |
freshbooks_list_invoices / freshbooks_get_invoice | Browse and fetch invoices |
freshbooks_list_clients / freshbooks_get_client | Browse and fetch clients |
freshbooks_list_estimates / freshbooks_get_estimate | Browse and fetch estimates |
freshbooks_list_payments / freshbooks_get_payment | Browse and fetch payments |
freshbooks_list_items / freshbooks_get_item | Browse and fetch catalogue items |
freshbooks_create_client | Create a client — confirm-gated |
freshbooks_create_invoice | Create an invoice — confirm-gated |
freshbooks_update_invoice | Update an invoice — confirm-gated |
freshbooks_record_payment | Record a payment against an invoice — confirm-gated |
freshbooks_list_expenses / freshbooks_get_expense | Browse and fetch expenses |
freshbooks_list_expense_categories | Categories supplying categoryid for new expenses |
freshbooks_create_expense | Record an expense — confirm-gated |
freshbooks_list_projects / freshbooks_get_project | Projects (businessId-keyed) |
freshbooks_create_project | Create a project — confirm-gated |
freshbooks_list_time_entries | Tracked time, with total_logged / total_unbilled |
freshbooks_create_time_entry | Log time in seconds — confirm-gated |
freshbooks_list_services | Billable work types for projects and time entries |
freshbooks_list_records / freshbooks_get_record | Generic accessor for the accounting long tail (taxes, credit notes, invoice profiles, tasks, staff, gateways, bills, bill vendors, bill payments, other income) |
Confirm-gated means the tool makes no network call unless confirm: true is passed;
without it you get a dry-run preview of exactly what would be sent.
Writes require an owner/admin accounting account
FreshBooks separates the role you hold on a business from the role you hold on an
accounting account. You can own a business that has no accounting account
(account_id: null) while being only a client on the account you can actually see —
in which case reads succeed and every write returns 403 Permission Denied, even though
your OAuth token carries all the :write scopes.
freshbooks_get_identity reports accountRole and businessRole so this is visible up
front. If accountRole is client, the invoicing write tools will not work against that
account — that is an account permission, not a configuration problem.
Two things the API reports misleadingly
totalcounts records you may not be able to read. Expenses reportedtotal: 16while returning zero rows. List results attach anotewhen that happens, so it reads as a permission boundary rather than an empty account.- Projects and time tracking are keyed by
businessId, notaccountId, and paginate under ametablock instead of flatpage/pages/total. They also work on a business with no accounting account at all.
The three identifiers
FreshBooks hands out three non-interchangeable ids, and using the wrong one returns a bare 404 that reads like a missing record:
| Identifier | Used by |
|---|---|
accountId (alphanumeric) | /accounting/account/…, /payments/account/… |
businessId (integer) | /projects/business/…, /timetracking/business/… |
businessUuid (UUID) | /accounting/businesses/… |
Call freshbooks_get_identity first. Full API notes, including the four different error
envelopes, are in docs/FRESHBOOKS-API.md.
Shell access without the server
skills/freshbooks-curl covers the same API from a
shell with curl + jq, including the OAuth bootstrap and rotation-safe token handling.
Development
npm install
npm run build
npm test
License
MIT
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