FreshBooks Integration
API Key (Bearer)Connect your AI agent to FreshBooks. Create invoices, track time, manage expenses, and handle client records from conversations.
What your agent can do
With FreshBooks credentials, your agent gets access to invoicing, time tracking, expenses, and projects through the FreshBooks API.
Invoice creation
Create, send, and manage invoices. Set payment terms, add line items, and track payment status.
Time tracking
Log time entries, associate hours with projects and clients, and generate time reports.
Expense management
Record expenses, categorize spending, and attach receipts for bookkeeping.
Client management
Create and update client profiles, view outstanding balances, and manage contact information.
Project tracking
Create projects, assign team members, track budgets, and monitor progress against estimates.
Prerequisites
- ✓A FreshBooks account (Lite, Plus, or Premium)
- ✓An app registered in the FreshBooks Developer Portal
- ✓A ClawTrust agent on any plan (Starter, Pro, or Enterprise)
Step-by-step setup
Register an app in FreshBooks and add the OAuth2 token to your agent.
Open FreshBooks Developer Portal
Go to my.freshbooks.com/#/developer and sign in with your FreshBooks account.
Create an application
Click "Create New App". Name it (e.g., "ClawTrust Agent") and configure the redirect URI and scopes your agent needs.
Copy the OAuth2 token
Complete the OAuth2 authorization flow to obtain an access token. FreshBooks uses Bearer token authentication for all API requests.
Add to ClawTrust
In your agent's dashboard, go to Credentials > Add Credential. Select "API Key (Bearer)", paste your OAuth2 token, and set allowed domains to *.freshbooks.com and api.freshbooks.com.
Credential details
Type
Header
Authorization: Bearer eyJra...Allowed domains
*.freshbooks.comFields
OAuth2 access token (single field)Example actions
Once connected, you can ask your agent to perform actions like these.
"Create an invoice for $1,200 to client Acme Corp for 8 hours of consulting"
Creates a FreshBooks invoice with a line item and sends it to the client.
"Log 3 hours of design work on the Acme Corp project for today"
Creates a time entry linked to the specified project and client.
"Show me all unpaid invoices over 30 days old"
Queries invoices with overdue status and returns a filtered summary.
"Add a $45 expense for office supplies, attach to the Admin project"
Records the expense with the correct category and project association.
Ready to connect your agent to FreshBooks?
Add your OAuth2 token and your agent starts managing invoices and time tracking immediately.