FreshBooks MCP Server

An MCP (Model Context Protocol) server for the FreshBooks API. Connect Claude to your FreshBooks account to read invoices, clients, expenses, projects, services, and more, and to manage payments and time entries.

Supports two modes:

• stdio — for Claude Desktop and MCP Inspector (no server needed)
• HTTP + SSE — for claude.ai custom connectors (requires a public HTTPS URL)

Tools

| Tool | Description | |---|---| | get_current_user | Get the authenticated user's profile and account/business IDs | | list_team_members | List all team members in the business with their identity_id, name, email, and role | | get_team_member | Get a team member by their identity_id | | list_clients | List clients with optional search and filters | | get_client | Get a client by ID | | list_invoices | List invoices filtered by client, status, or date range | | get_invoice | Get an invoice by ID including line items | | list_expenses | List expenses filtered by client, project, or date range | | get_expense | Get an expense by ID | | list_payments | List payments filtered by invoice or date range | | get_payment | Get a payment by ID | | list_projects | List projects filtered by client or active status | | get_project | Get a project by ID | | list_time_entries | List time entries filtered by project, client, or date range | | get_time_entry | Get a time entry by ID | | create_time_entry | Log a time entry against a project; automatically associates the project's client and accepts an optional service_id | | update_time_entry | Update a time entry | | delete_time_entry | Delete a time entry | | list_items | List items (products/services) | | get_item | Get an item by ID | | list_services | List all services defined for the business | | get_service | Get a service by ID | | get_service_rate | Get the global billing rate for a service | | list_project_service_rates | List per-project billing rate overrides for all services on a project (undocumented endpoint) |

Prerequisites

• Node.js v20.6 or later
• A FreshBooks account
• A FreshBooks app (free) — create one at my.freshbooks.com/#/developer

Setup

git clone https://github.com/bitovi/freshbooks-mcp-server
cd freshbooks-mcp-server
npm install
npm run build
cp .env.example .env

Edit .env and set your FreshBooks app credentials:

FRESHBOOKS_CLIENT_ID=your_client_id
FRESHBOOKS_CLIENT_SECRET=your_client_secret

Claude Desktop (stdio)

This is the simplest way to use the server. Claude Desktop communicates with it directly over stdio — no HTTP server or public URL required.

1. Get a FreshBooks refresh token

Start the HTTP server to complete the OAuth flow once:

npm run dev:http

In a separate terminal, print the auth URL:

npm run auth-url

Open the printed URL in your browser and log in with FreshBooks. Your refresh_token and session_token are displayed in the browser. FreshBooks tokens are also saved to ~/.freshbooks-mcp/sessions.json.

Copy the refresh_token value and add it to .env:

FRESHBOOKS_REFRESH_TOKEN=your_refresh_token

The server exchanges this for an access token on startup and handles renewal automatically — you only need to do this once unless you revoke the app's access in FreshBooks.

2. Add to Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "freshbooks": {
      "command": "/path/to/node",
      "args": ["/path/to/freshbooks-mcp-server/dist/index.js"],
      "env": {
        "MODE": "stdio"
      }
    }
  }
}

Replace /path/to/node with the full path to your Node.js binary (which node) and /path/to/freshbooks-mcp-server with the absolute path to this repo.

nvm users: Claude Desktop doesn't inherit your shell environment. Use the full path to your node binary, e.g. /Users/you/.nvm/versions/node/v22.8.0/bin/node.

Restart Claude Desktop. The FreshBooks tools will appear in the hammer menu in the chat input.

claude.ai Custom Connector (HTTP + SSE)

Claude.ai custom connectors require a public HTTPS URL. You can test the connector with ngrok or by a deploy to AWS.

Testing locally

1. Start the server

npm run dev:http

2. Trust the self-signed certificate

Open https://localhost:3443 in your browser. Click Advanced → Proceed to localhost to accept the self-signed cert. You only need to do this once per browser session — otherwise the OAuth redirect will be blocked.

3. Add the callback URI to your FreshBooks app

In your FreshBooks developer console, add:

https://localhost:3443/oauth/callback

4. Get the auth URL

npm run auth-url

Open the printed URL in your browser, log in with FreshBooks, and you'll see your session token displayed on the page.

5. Test the SSE endpoint

curl -sk https://localhost:3443/sse -H "Authorization: Bearer <session_token>"

Setting up ngrok

If you want to test in claude.ai locally with a real certificate, use ngrok:

# Add to .env:
HTTPS=false
SERVER_URL=https://your-subdomain.ngrok-free.app

npm run dev:http   # Terminal 1
ngrok http 3000    # Terminal 2

Add https://your-subdomain.ngrok-free.app/oauth/callback to your FreshBooks app, then run npm run auth-url.

Adding to claude.ai

Go to Settings → Integrations → Add Integration and enter your SSE URL:

https://your-subdomain.ngrok-free.app/sse   # ngrok
https://freshbooks-mcp.yourdomain.com/sse   # production

Claude will prompt you to log in with FreshBooks. After authenticating, the tools are available in your conversations.

Deploying to AWS (EC2 + nginx)

The recommended setup is an EC2 instance running nginx as a reverse proxy, with Let's Encrypt for a free TLS certificate. Sessions are stored on disk so they survive restarts.

Architecture

claude.ai → ALB (or Elastic IP) → nginx (HTTPS/443) → Node.js (HTTP/3000)

You can skip the ALB and use nginx + Let's Encrypt directly on EC2 if you don't need auto-scaling.

1. Launch an EC2 instance

• AMI: Amazon Linux 2023 (or Ubuntu 22.04)
• Instance type: t3.micro (free tier) or t3.small
• Security group inbound rules:
• SSH (22) — your IP only
• HTTP (80) — anywhere (needed for Let's Encrypt verification)
• HTTPS (443) — anywhere
• Attach an Elastic IP so your DNS record stays stable across reboots

2. Point a domain at the instance

In Route 53 (or any DNS provider), create an A record pointing your domain to the Elastic IP:

freshbooks-mcp.yourdomain.com  →  <Elastic IP>

3. Install Node.js 22 and nginx

# Amazon Linux 2023
sudo dnf install -y nginx git
curl -fsSL https://rpm.nodesource.com/setup_22.x | sudo bash -
sudo dnf install -y nodejs

# Ubuntu 22.04
sudo apt update && sudo apt install -y nginx git
curl -fsSL https://deb.nodesource.com/setup_22.x | sudo bash -
sudo apt install -y nodejs

Install PM2 globally:

sudo npm install -g pm2

4. Deploy the app

git clone https://github.com/bitovi/freshbooks-mcp-server /srv/freshbooks-mcp
cd /srv/freshbooks-mcp
npm install
npm run build
mkdir -p logs

cp .env.example .env
nano .env   # fill in credentials (see Environment variables below)

Minimum .env for production:

FRESHBOOKS_CLIENT_ID=your_client_id
FRESHBOOKS_CLIENT_SECRET=your_client_secret
MODE=http
HTTPS=false
SERVER_URL=https://freshbooks-mcp.yourdomain.com

PORT defaults to 3000 when HTTPS=false, so no need to set it explicitly.

5. Configure nginx

Create /etc/nginx/conf.d/freshbooks-mcp.conf:

server {
    listen 80;
    server_name freshbooks-mcp.yourdomain.com;
    # Let's Encrypt challenge + redirect everything else to HTTPS
    location /.well-known/acme-challenge/ { root /var/www/certbot; }
    location / { return 301 https://$host$request_uri; }
}

server {
    listen 443 ssl;
    server_name freshbooks-mcp.yourdomain.com;

    ssl_certificate     /etc/letsencrypt/live/freshbooks-mcp.yourdomain.com/fullchain.pem;
    ssl_certificate_key /etc/letsencrypt/live/freshbooks-mcp.yourdomain.com/privkey.pem;

    location / {
        proxy_pass http://127.0.0.1:3000;
        proxy_http_version 1.1;

        proxy_set_header Host $host;
        proxy_set_header X-Real-IP $remote_addr;
        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
        proxy_set_header X-Forwarded-Proto $scheme;

        # Required for SSE — disable buffering so events stream immediately
        proxy_buffering off;
        proxy_cache off;
        proxy_set_header Connection '';
        # Keep SSE connections open for up to 24 hours
        proxy_read_timeout 86400s;
        chunked_transfer_encoding on;
    }
}

Test and reload:

sudo nginx -t && sudo systemctl reload nginx

6. Get a TLS certificate

sudo dnf install -y python3-certbot-nginx   # Amazon Linux 2023
# or: sudo apt install -y certbot python3-certbot-nginx   # Ubuntu

sudo certbot --nginx -d freshbooks-mcp.yourdomain.com

Certbot auto-configures nginx and sets up auto-renewal via a systemd timer.

7. Start the server with PM2

cd /srv/freshbooks-mcp
pm2 start ecosystem.config.cjs
pm2 save              # persist across reboots
pm2 startup           # follow the printed command to enable on boot

Useful commands:

pm2 logs freshbooks-mcp     # tail logs
pm2 reload freshbooks-mcp   # zero-downtime restart after code changes
pm2 status                  # check process health

8. Update FreshBooks and claude.ai

In your FreshBooks developer console, add the production redirect URI:

https://freshbooks-mcp.yourdomain.com/oauth/callback

In claude.ai → Settings → Integrations → Add Integration, enter:

https://freshbooks-mcp.yourdomain.com/sse

Claude will walk you through the FreshBooks OAuth flow. After that, all tools are live.

Updating the server

cd /srv/freshbooks-mcp
git pull
npm install
npm run build
pm2 reload freshbooks-mcp

Notes

• Sessions are stored in ~/.freshbooks-mcp/sessions.json on the EC2 instance. Since EC2 has a persistent filesystem, sessions survive restarts and deploys.
• ALB: If you later add an Application Load Balancer, set its idle timeout to 3600 seconds (default 60 will drop long-lived SSE connections). nginx's proxy_read_timeout handles this when going direct.
• Logs go to ./logs/ in the project directory and are managed by PM2.

Environment variables

| Variable | Required | Description | |---|---|---| | FRESHBOOKS_CLIENT_ID | Yes | Your FreshBooks app's client ID | | FRESHBOOKS_CLIENT_SECRET | Yes | Your FreshBooks app's client secret | | FRESHBOOKS_ACCESS_TOKEN | For stdio | A valid FreshBooks access token | | FRESHBOOKS_REFRESH_TOKEN | Optional | Refresh token — used to auto-renew the access token | | MODE | No | stdio (default) or http | | PORT | No | Listen port. Defaults to 3443 when HTTPS=true, 3000 when HTTPS=false | | SERVER_URL | For HTTP mode | Public base URL. Defaults to https://localhost:3443 | | HTTPS | No | true (default) — self-signed cert on the Node process; false — plain HTTP behind a proxy | | SESSIONS_FILE | No | Path for persisted sessions (default: ~/.freshbooks-mcp/sessions.json) | | FRESHBOOKS_API_BASE | No | Override the FreshBooks API base URL (default: https://api.freshbooks.com) |

Project structure

src/
  index.ts              Entry point — picks stdio or HTTP based on MODE
  load-env.ts           Minimal .env loader (no dotenv dependency)
  config.ts             Config from environment variables
  mcp-server.ts         Creates the McpServer and registers all tools
  http-server.ts        Express server with SSE transport and OAuth2 proxy
  stdio-server.ts       Stdio transport with token resolution
  freshbooks/
    client.ts           FreshBooks API client
    types.ts            TypeScript types for API responses
  tools/
    users.ts            get_current_user, list_team_members, get_team_member
    clients.ts          Client tools
    invoices.ts         Invoice tools
    expenses.ts         Expense tools
    payments.ts         Payment tools
    projects.ts         Project tools
    time-entries.ts     Time entry tools
    items.ts            Item tools
    services.ts         Service tools
  scripts/
    auth-url.ts         Prints the FreshBooks OAuth URL for local testing