# Freeagent AI integration on Definable

> Cloud-based accounting software for freelancers and small businesses

## What this connects

Cloud-based accounting software for freelancers and small businesses

Vendor: https://www.freeagent.com

## Tools available

**76** tools available. First 12:

- `FREEAGENT_CASHFLOW_SUMMARY_FOR_A_GIVEN_DATE_RANGE` — Cashflow summary for a date range — Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
- `FREEAGENT_COMPANY_DETAILS` — Get Company Details — Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
- `FREEAGENT_CREATE_A_JOURNAL_SET` — Create a Journal Set — Tool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal total credits).
- `FREEAGENT_CREATE_A_SALES_TAX_PERIOD` — Create Sales Tax Period — Tool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting.
- `FREEAGENT_CREATE_A_TASK_UNDER_A_CERTAIN_PROJECT` — Create Task Under Project — Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.
- `FREEAGENT_CREATE_A_TIMESLIP` — Create A Timeslip — Tool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date.
- `FREEAGENT_CREATE_A_USER` — Create a User — Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.
- `FREEAGENT_CREATE_BANK_ACCOUNT` — Create Bank Account — Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.
- `FREEAGENT_CREATE_BILL_WITH_ATTACHMENT` — Create Bill with Attachment — Tool to create a bill with optional attachment in FreeAgent. Use when you need to record a supplier bill with line items and optionally attach supporting documentation.
- `FREEAGENT_CREATE_CATEGORY` — Create Category — Tool to create a custom category in FreeAgent. Use when you need to add a new category for classifying income or costs. Note that tax_reporting_name is required for cost_of_sales, admin_expenses, current_assets, and liabilities. The allowable_for_tax field is required for cost_of_sales and admin_expenses.
- `FREEAGENT_CREATE_CONTACT` — Create Contact — Tool to create a new contact in FreeAgent. Use when you need to add a new client, supplier, or business contact with their details.
- `FREEAGENT_CREATE_CREDIT_NOTE` — Create Credit Note — Tool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status.

## Auth

Auth schemes: `OAUTH2`. Managed by Definable: `OAUTH2` — no client credentials required from the user.

## How agents use Freeagent

Inside a Definable workflow, Freeagent is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Freeagent** — the Researcher (GPT-5.5) pulls context from Freeagent (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Freeagent** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Freeagent (create record, post message, draft email).
- **Designer / Engineer → Distributor → Freeagent** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Freeagent (attach file, open PR comment, post status).

The Verifier checks every Freeagent call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- accounting — https://definable.ai/apps/category/accounting/

## Related

- HTML page: https://definable.ai/apps/freeagent/
- Same category (accounting): https://definable.ai/apps/category/accounting/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt