FreeAgent
BUSINESS · COMMERCE & FINANCE
Contacts, invoices, bills, expenses and bank transactions for their own business.
Acts as the person, not as itself
Each user connects their own account. Every call carries both identities — the agent and the person it is acting for — so the agent can never reach past what that individual can already do.
Credentials never touch the agent
Tokens live in the vault and attach server-side at call time. The agent holds a session, not a secret, and revoking access does not mean rotating a key.
Every call on the record
Who asked, which agent acted, which action ran, and the verdict that let it through — one audit trail across every integration, not one per vendor.
What an agent can do
Each action is granted on its own. An agent allowed to read is not thereby allowed to write, and the scope beside each row is what the acting user must have connected for it to run at all.
freeagent_delete_v2_attachments_by_idWRITEDelete attachment via DELETE /v2/attachments/{id}
freeagent_delete_v2_bank_accounts_by_idWRITEDelete bank account via DELETE /v2/bank_accounts/{id}
freeagent_delete_v2_bank_transaction_explanations_by_idWRITEDelete a bank transaction explanation via DELETE /v2/bank_transaction_explanations/{id}
freeagent_delete_v2_bills_by_idWRITEDelete bill via DELETE /v2/bills/{id}
freeagent_delete_v2_capital_asset_types_by_idWRITEDelete capital asset type via DELETE /v2/capital_asset_types/{id}
freeagent_delete_v2_categories_by_nominal_codeWRITEDelete category via DELETE /v2/categories/{nominal_code}
freeagent_delete_v2_contacts_by_idWRITEDelete contact via DELETE /v2/contacts/{id}
freeagent_delete_v2_credit_note_reconciliations_by_idWRITEDelete credit note reconciliation via DELETE /v2/credit_note_reconciliations/{id}
freeagent_delete_v2_credit_notes_by_idWRITEDelete credit notes via DELETE /v2/credit_notes/{id}
freeagent_delete_v2_estimate_items_by_idWRITEDelete estimate item via DELETE /v2/estimate_items/{id}
freeagent_delete_v2_estimates_by_idWRITEDelete estimate via DELETE /v2/estimates/{id}
freeagent_delete_v2_expenses_by_idWRITEDelete expense via DELETE /v2/expenses/{id}
freeagent_delete_v2_invoices_by_idWRITEDelete invoice via DELETE /v2/invoices/{id}
freeagent_delete_v2_journal_sets_by_idWRITEDelete a journal set via DELETE /v2/journal_sets/{id}
freeagent_delete_v2_notes_by_idWRITEDelete a note via DELETE /v2/notes/{id}
freeagent_delete_v2_projects_by_idWRITEDelete project via DELETE /v2/projects/{id}
freeagent_delete_v2_properties_by_idWRITEDelete a property via DELETE /v2/properties/{id}
freeagent_delete_v2_sales_tax_periods_by_idWRITEDelete a sales tax period via DELETE /v2/sales_tax_periods/{id}
freeagent_delete_v2_tasks_by_idWRITEDelete task via DELETE /v2/tasks/{id}
freeagent_delete_v2_timeslips_by_idWRITEDelete a timeslip via DELETE /v2/timeslips/{id}
freeagent_delete_v2_timeslips_by_id_timerWRITEStop a timer via DELETE /v2/timeslips/{id}/timer
freeagent_delete_v2_users_by_idWRITEDelete a user via DELETE /v2/users/{id}
freeagent_get_v2_accounting_profit_and_loss_summaryREADGet the p l summary via GET /v2/accounting/profit_and_loss/summary
freeagent_get_v2_accounting_trial_balance_summaryREADGet the trial balance summary via GET /v2/accounting/trial_balance/summary
freeagent_get_v2_accounting_trial_balance_summary_opening_balancesREADGet the opening balances via GET /v2/accounting/trial_balance/summary/opening_balances
freeagent_get_v2_attachments_by_idREADShow attachment via GET /v2/attachments/{id}
freeagent_get_v2_bank_accountsREADList bank accounts via GET /v2/bank_accounts
freeagent_get_v2_bank_accounts_by_idREADShow bank account via GET /v2/bank_accounts/{id}
freeagent_get_v2_bank_transaction_explanationsREADList all bank transaction explanations via GET /v2/bank_transaction_explanations
freeagent_get_v2_bank_transaction_explanations_by_idREADGet a single bank transaction explanation via GET /v2/bank_transaction_explanations/{id}
freeagent_get_v2_bank_transactionsREADList all bank transactions under a certain bank account via GET /v2/bank_transactions
freeagent_get_v2_bank_transactions_by_idREADGet a single bank transaction via GET /v2/bank_transactions/{id}
freeagent_get_v2_bill_itemsREADList bill items via GET /v2/bill_items
freeagent_get_v2_bill_items_by_bill_item_idREADShow bill item via GET /v2/bill_items/{bill_item_id}
freeagent_get_v2_billsREADList bills via GET /v2/bills
freeagent_get_v2_bills_by_idREADShow bill via GET /v2/bills/{id}
freeagent_get_v2_capital_asset_typesREADList all capital asset types via GET /v2/capital_asset_types
freeagent_get_v2_capital_asset_types_by_idREADGet a single capital asset type via GET /v2/capital_asset_types/{id}
freeagent_get_v2_capital_assetsREADList all capital assets via GET /v2/capital_assets
freeagent_get_v2_capital_assets_by_idREADGet a single capital asset via GET /v2/capital_assets/{id}
freeagent_get_v2_cashflowREADCashflow summary for a given date range via GET /v2/cashflow
freeagent_get_v2_categoriesREADList categories via GET /v2/categories
freeagent_get_v2_categories_by_nominal_codeREADGet a single category via GET /v2/categories/{nominal_code}
freeagent_get_v2_cis_bandsREADList all cis bands for a company via GET /v2/cis_bands
freeagent_get_v2_companyREADCompany details via GET /v2/company
freeagent_get_v2_company_business_categoriesREADList business categories via GET /v2/company/business_categories
freeagent_get_v2_company_tax_timelineREADShow tax timeline via GET /v2/company/tax_timeline
freeagent_get_v2_contactsREADList contacts via GET /v2/contacts
freeagent_get_v2_contacts_by_idREADShow contact via GET /v2/contacts/{id}
freeagent_get_v2_credit_note_reconciliationsREADList credit note reconciliations via GET /v2/credit_note_reconciliations
freeagent_get_v2_credit_note_reconciliations_by_idREADShow credit note reconciliation via GET /v2/credit_note_reconciliations/{id}
freeagent_get_v2_credit_notesREADList credit notes via GET /v2/credit_notes
freeagent_get_v2_credit_notes_by_idREADShow credit note via GET /v2/credit_notes/{id}
freeagent_get_v2_credit_notes_by_id_pdfREADShow credit note as pdf via GET /v2/credit_notes/{id}/pdf
freeagent_get_v2_email_addressesREADGet a list of verified sender email addresses via GET /v2/email_addresses
freeagent_get_v2_estimatesREADList estimates via GET /v2/estimates
freeagent_get_v2_estimates_by_idREADShow estimate via GET /v2/estimates/{id}
freeagent_get_v2_estimates_by_id_pdfREADShow estimate as pdf via GET /v2/estimates/{id}/pdf
freeagent_get_v2_expensesREADList all expenses via GET /v2/expenses
freeagent_get_v2_expenses_by_idREADGet a single expense via GET /v2/expenses/{id}
freeagent_get_v2_expenses_mileage_settingsREADGet mileage settings via GET /v2/expenses/mileage_settings
freeagent_get_v2_invoicesREADList invoices via GET /v2/invoices
freeagent_get_v2_invoices_by_idREADShow invoice via GET /v2/invoices/{id}
freeagent_get_v2_invoices_by_id_pdfREADShow invoice as pdf via GET /v2/invoices/{id}/pdf
freeagent_get_v2_invoices_timelineREADGet invoice timeline via GET /v2/invoices/timeline
freeagent_get_v2_journal_setsREADList all journal sets via GET /v2/journal_sets
freeagent_get_v2_journal_sets_by_idREADGet a single journal set via GET /v2/journal_sets/{id}
freeagent_get_v2_journal_sets_opening_balancesREADGet the opening balances via GET /v2/journal_sets/opening_balances
freeagent_get_v2_notesREADList notes via GET /v2/notes
freeagent_get_v2_notes_by_idREADGet a single note via GET /v2/notes/{id}
freeagent_get_v2_payroll_by_yearREADList all periods for a given tax year via GET /v2/payroll/{year}
freeagent_get_v2_payroll_by_year_by_periodREADList all payslips for a given period via GET /v2/payroll/{year}/{period}
freeagent_get_v2_payroll_profiles_by_yearREADList all profiles for a given tax year via GET /v2/payroll_profiles/{year}
freeagent_get_v2_price_list_itemsREADList all price list items via GET /v2/price_list_items
freeagent_get_v2_price_list_items_by_idREADGet a single price list item via GET /v2/price_list_items/{id}
freeagent_get_v2_projectsREADList projects via GET /v2/projects
freeagent_get_v2_projects_by_idREADShow project via GET /v2/projects/{id}
freeagent_get_v2_propertiesREADList all properties via GET /v2/properties
freeagent_get_v2_properties_by_idREADGet a single property via GET /v2/properties/{id}
freeagent_get_v2_recurring_invoicesREADList all recurring invoices via GET /v2/recurring_invoices
freeagent_get_v2_recurring_invoices_by_idREADShow recurring invoice via GET /v2/recurring_invoices/{id}
freeagent_get_v2_sales_tax_periodsREADList all sales tax periods for a company via GET /v2/sales_tax_periods
freeagent_get_v2_sales_tax_periods_by_idREADGet a single sales tax period via GET /v2/sales_tax_periods/{id}
freeagent_get_v2_stock_itemsREADList all stock items via GET /v2/stock_items
freeagent_get_v2_stock_items_by_idREADGet a single stock item via GET /v2/stock_items/{id}
freeagent_get_v2_tasksREADList all tasks via GET /v2/tasks
freeagent_get_v2_tasks_by_idREADGet a single task via GET /v2/tasks/{id}
freeagent_get_v2_timeslipsREADList all timeslips via GET /v2/timeslips
freeagent_get_v2_timeslips_by_idREADGet a single timeslip via GET /v2/timeslips/{id}
freeagent_get_v2_usersREADList all users via GET /v2/users
freeagent_get_v2_users_by_idREADGet a single user via GET /v2/users/{id}
freeagent_get_v2_users_meREADGet personal profile via GET /v2/users/me
freeagent_post_v2_bank_accountsWRITECreate bank account via POST /v2/bank_accounts
freeagent_post_v2_bank_transaction_explanationsWRITECreate a bank transaction explanation via POST /v2/bank_transaction_explanations
freeagent_post_v2_bank_transactions_statementWRITEUpload a bank statement via POST /v2/bank_transactions/statement
freeagent_post_v2_billsWRITECreate bill via POST /v2/bills
freeagent_post_v2_capital_asset_typesWRITECreate capital asset type via POST /v2/capital_asset_types
freeagent_post_v2_categoriesWRITECreate category via POST /v2/categories
freeagent_post_v2_contactsWRITECreate contact via POST /v2/contacts
freeagent_post_v2_credit_note_reconciliationsWRITECreate credit note reconciliation via POST /v2/credit_note_reconciliations
freeagent_post_v2_credit_notesWRITECreate credit note via POST /v2/credit_notes
freeagent_post_v2_credit_notes_by_id_send_emailWRITESend credit note email via POST /v2/credit_notes/{id}/send_email
freeagent_post_v2_estimate_itemsWRITECreate estimate item via POST /v2/estimate_items
freeagent_post_v2_estimatesWRITECreate estimate via POST /v2/estimates
freeagent_post_v2_expensesWRITECreate expense via POST /v2/expenses
freeagent_post_v2_invoice_itemsWRITECreate invoice item via POST /v2/invoice_items
freeagent_post_v2_invoicesWRITECreate invoice via POST /v2/invoices
freeagent_post_v2_invoices_by_id_direct_debitWRITETake payment using go cardless direct debit mandate via POST /v2/invoices/{id}/direct_debit
freeagent_post_v2_invoices_by_id_send_emailWRITESend invoice email via POST /v2/invoices/{id}/send_email
freeagent_post_v2_journal_setsWRITECreate a journal set via POST /v2/journal_sets
freeagent_post_v2_notesWRITECreate a note via POST /v2/notes
freeagent_post_v2_projectsWRITECreate project via POST /v2/projects
freeagent_post_v2_propertiesWRITECreate a new property via POST /v2/properties
freeagent_post_v2_sales_tax_periodsWRITECreate a sales tax period via POST /v2/sales_tax_periods
freeagent_post_v2_tasksWRITECreate a task under a certain project via POST /v2/tasks
freeagent_post_v2_timeslipsWRITECreate a timeslip via POST /v2/timeslips
freeagent_post_v2_timeslips_by_id_timerWRITEStart a timer via POST /v2/timeslips/{id}/timer
freeagent_post_v2_usersWRITECreate a user via POST /v2/users
freeagent_put_v2_bank_accounts_by_idWRITEUpdate bank account via PUT /v2/bank_accounts/{id}
freeagent_put_v2_bank_transaction_explanations_by_idWRITEUpdate a bank transaction explanation via PUT /v2/bank_transaction_explanations/{id}
freeagent_put_v2_bills_by_idWRITEUpdate bill via PUT /v2/bills/{id}
freeagent_put_v2_capital_asset_types_by_idWRITEUpdate capital asset type via PUT /v2/capital_asset_types/{id}
freeagent_put_v2_categories_by_nominal_codeWRITEUpdate category via PUT /v2/categories/{nominal_code}
freeagent_put_v2_contacts_by_idWRITEUpdate contact via PUT /v2/contacts/{id}
freeagent_put_v2_credit_note_reconciliations_by_idWRITEUpdate credit note reconciliation via PUT /v2/credit_note_reconciliations/{id}
freeagent_put_v2_credit_notes_by_idWRITEUpdate credit note via PUT /v2/credit_notes/{id}
freeagent_put_v2_credit_notes_by_id_transitions_mark_as_cancelledWRITEMark credit note as cancelled via PUT /v2/credit_notes/{id}/transitions/mark_as_cancelled
freeagent_put_v2_credit_notes_by_id_transitions_mark_as_draftWRITEMark credit notes as draft via PUT /v2/credit_notes/{id}/transitions/mark_as_draft
freeagent_put_v2_credit_notes_by_id_transitions_mark_as_sentWRITEMark credit note as sent via PUT /v2/credit_notes/{id}/transitions/mark_as_sent
freeagent_put_v2_estimate_items_by_idWRITEUpdate estimate item via PUT /v2/estimate_items/{id}
freeagent_put_v2_estimates_by_idWRITEUpdate estimate via PUT /v2/estimates/{id}
freeagent_put_v2_estimates_by_id_transitions_mark_as_approvedWRITEMark estimate as approved via PUT /v2/estimates/{id}/transitions/mark_as_approved
freeagent_put_v2_estimates_by_id_transitions_mark_as_draftWRITEMark estimate as draft via PUT /v2/estimates/{id}/transitions/mark_as_draft
freeagent_put_v2_estimates_by_id_transitions_mark_as_rejectedWRITEMark estimate as rejected via PUT /v2/estimates/{id}/transitions/mark_as_rejected
freeagent_put_v2_estimates_by_id_transitions_mark_as_sentWRITEMark estimate as sent via PUT /v2/estimates/{id}/transitions/mark_as_sent
freeagent_put_v2_invoices_by_idWRITEUpdate invoice via PUT /v2/invoices/{id}
freeagent_put_v2_invoices_by_id_transitions_mark_as_cancelledWRITEMark invoice as cancelled via PUT /v2/invoices/{id}/transitions/mark_as_cancelled
freeagent_put_v2_invoices_by_id_transitions_mark_as_draftWRITEMark invoice as draft via PUT /v2/invoices/{id}/transitions/mark_as_draft
freeagent_put_v2_invoices_by_id_transitions_mark_as_scheduledWRITEMark invoice as scheduled via PUT /v2/invoices/{id}/transitions/mark_as_scheduled
freeagent_put_v2_invoices_by_id_transitions_mark_as_sentWRITEMark invoice as sent via PUT /v2/invoices/{id}/transitions/mark_as_sent
freeagent_put_v2_journal_sets_by_idWRITEUpdate a journal set via PUT /v2/journal_sets/{id}
freeagent_put_v2_notes_by_idWRITEUpdate a note via PUT /v2/notes/{id}
freeagent_put_v2_projects_by_idWRITEUpdate project via PUT /v2/projects/{id}
freeagent_put_v2_properties_by_idWRITEUpdate a property via PUT /v2/properties/{id}
freeagent_put_v2_sales_tax_periods_by_idWRITEUpdate a sales tax period via PUT /v2/sales_tax_periods/{id}
freeagent_put_v2_tasks_by_idWRITEUpdate a task via PUT /v2/tasks/{id}
freeagent_put_v2_timeslips_by_idWRITEUpdate a timeslip via PUT /v2/timeslips/{id}
freeagent_put_v2_users_by_idWRITEUpdate a user via PUT /v2/users/{id}
Often connected alongside
Put FreeAgent behind one governed endpoint.
Same permissions, same audit trail, whatever else you connect next.