Can I limit what agents can do in FreshBooks?

Yes, twice over. The connection itself has an access level (Standard access), and on top of that you can allow, scope, or deny each individual agent from the Integrations page.

Can I connect more than one FreshBooks account?

Yes. Connect additional accounts from the same card and mark one as primary; agents use the primary unless a mission names a specific account.

How do I disconnect FreshBooks?

Open Integrations, choose the account under FreshBooks, and revoke it. Agents lose access immediately; nothing keeps working in the background.

Finance & Time

📗 FreshBooks integration

Verified July 15, 2026

Connect FreshBooks once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in FreshBooks

Look things up, get business users; list businesses; list clients, and more.
Do real work, create webhook; update webhook, and more.
Run it on a schedule: any of the 10 available tools below can be part of a scheduled task or a mission.

How to connect

In your dashboard, open Integrations and find FreshBooks.
Click Connect.
Sign in to FreshBooks in the window that opens and approve. You land back on the Integrations page with the account live.

If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

This app connects with standard access. Every agent can still be individually allowed, scoped, or denied from the Integrations page.

Every tool, in plain terms

The 10 tools agents use in FreshBooks through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

Tool	What it does	Access level
Create webhook `FRESHBOOKS_CREATE_WEBHOOK`	Register a new webhook callback for a FreshBooks account.	All levels
Delete webhook `FRESHBOOKS_DELETE_WEBHOOK`	Delete a webhook callback from a FreshBooks account.	All levels
Get business users `FRESHBOOKS_GET_BUSINESS_USERS`	Retrieves staff identities and members for a specific FreshBooks business.	All levels
List businesses `FRESHBOOKS_LIST_BUSINESSES`	List all businesses associated with the authenticated user.	All levels
List clients `FRESHBOOKS_LIST_CLIENTS`	Retrieves all clients for a FreshBooks account.	All levels
List journal entries2 `FRESHBOOKS_LIST_JOURNAL_ENTRIES2`	Retrieves all journal entries for a FreshBooks business account.	All levels
List projects `FRESHBOOKS_LIST_PROJECTS`	Retrieves all projects associated with a FreshBooks business account.	All levels
List webhooks `FRESHBOOKS_LIST_WEBHOOKS`	List all webhook callbacks registered for a FreshBooks account.	All levels
Register as a new user `FRESHBOOKS_REGISTER_AS_A_NEW_USER`	Register a new user account in FreshBooks.	All levels
Update webhook `FRESHBOOKS_UPDATE_WEBHOOK`	Update or verify a FreshBooks webhook callback.	All levels

What agents can't do in FreshBooks (yet)

Anything not in the table above. The tools mirror what FreshBooks makes available to connected apps. If FreshBooks doesn't expose an operation, agents can't perform it either.
If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check FreshBooks for …”, “create … in FreshBooks”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent says	What's happening	Fix
"FreshBooks isn't connected"	No active connection (or this agent is denied)	Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"	FreshBooks ended the authorization (they all do periodically)	Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"	The action is above the account's access level, or the agent is scoped down	Raise the level under Manage, or adjust that agent's policy
It did something unexpected	The ask was ambiguous (e.g. matched an existing item)	Be explicit, "create a NEW …", and give agents a working folder where relevant

How to connect

In your dashboard, open Integrations and find FreshBooks.

Click Connect.

Sign in to FreshBooks in the window that opens and approve. You land back on the Integrations page with the account live.