--- name: freshbooks-automation-4e1a4a01151c description: "FreshBooks Automation: manage businesses, projects, time tracking, and billing in FreshBooks cloud accounting" requires: mcp: [rube] --- # FreshBooks Automation Automate FreshBooks operations including listing businesses, managing projects, tracking time, and monitoring budgets for small and medium-sized business accounting. **Toolkit docs:** [composio.dev/toolkits/freshbooks](https://composio.dev/toolkits/freshbooks) --- ## Setup This skill requires the **Rube MCP server** connected at `https://rube.app/mcp`. Before executing any tools, ensure an active connection exists for the `freshbooks` toolkit. If no connection is active, initiate one via `RUBE_MANAGE_CONNECTIONS`. --- ## Core Workflows ### 1. List Businesses Retrieve all businesses associated with the authenticated user. The `business_id` from this response is required for most other FreshBooks API calls. **Tool:** `FRESHBOOKS_LIST_BUSINESSES` **Parameters:** None required. **Example:** ``` Tool: FRESHBOOKS_LIST_BUSINESSES Arguments: {} ``` **Output:** Returns business membership information including all businesses the user has access to, along with their role in each business. > **Important:** Always call this first to obtain a valid `business_id` before performing project-specific operations. --- ### 2. List and Filter Projects Retrieve all projects for a business with comprehensive filtering and sorting options. **Tool:** `FRESHBOOKS_LIST_PROJECTS` **Key Parameters:** - `business_id` (required) -- Business ID obtained from `FRESHBOOKS_LIST_BUSINESSES` - `active` -- Filter by active status: `true` (active only), `false` (inactive only), omit for all - `complete` -- Filter by completion: `true` (completed), `false` (incomplete), omit for all - `sort_by` -- Sort order: `"created_at"`, `"due_date"`, or `"title"` - `updated_since` -- UTC datetime in RFC3339 format, e.g., `"2026-01-01T00:00:00Z"` - `include_logged_duration` -- `true` to include total logged time (in seconds) per project - `skip_group` -- `true` to omit team member/invitation data (reduces response size) **Example:** ``` Tool: FRESHBOOKS_LIST_PROJECTS Arguments: business_id: 123456 active: true complete: false sort_by: "due_date" include_logged_duration: true ``` **Use Cases:** - Get all projects for time tracking or invoicing - Find projects by client, status, or date range - Monitor project completion and budget tracking - Retrieve team assignments and project groups --- ### 3. Monitor Active Projects Track project progress and budgets by filtering for active, incomplete projects. **Steps:** 1. Call `FRESHBOOKS_LIST_BUSINESSES` to get `business_id` 2. Call `FRESHBOOKS_LIST_PROJECTS` with `active: true`, `complete: false`, `include_logged_duration: true` 3. Analyze logged duration vs. budget for each project --- ### 4. Review Recently Updated Projects Check for recent project activity using the `updated_since` filter. **Steps:** 1. Call `FRESHBOOKS_LIST_BUSINESSES` to get `business_id` 2. Call `FRESHBOOKS_LIST_PROJECTS` with `updated_since` set to your cutoff datetime 3. Review returned projects for recent changes **Example:** ``` Tool: FRESHBOOKS_LIST_PROJECTS Arguments: business_id: 123456 updated_since: "2026-02-01T00:00:00Z" sort_by: "created_at" ``` --- ## Recommended Execution Plan 1. **Get the business ID** by calling `FRESHBOOKS_LIST_BUSINESSES` 2. **List projects** using `FRESHBOOKS_LIST_PROJECTS` with the obtained `business_id` 3. **Filter as needed** using `active`, `complete`, `updated_since`, and `sort_by` parameters --- ## Known Pitfalls | Pitfall | Detail | |---------|--------| | **business_id required** | Most FreshBooks operations require a `business_id`. Always call `FRESHBOOKS_LIST_BUSINESSES` first to obtain it. | | **Date format** | The `updated_since` parameter must be in RFC3339 format: `"2026-01-01T00:00:00Z"`. Other formats will fail. | | **Paginated results** | Project list responses are paginated. Check for additional pages in the response. | | **Empty results** | Returns an empty list if no projects exist or match the applied filters. This is not an error. | | **Logged duration units** | When `include_logged_duration` is true, the duration is returned in seconds. Convert to hours (divide by 3600) for display. | --- ## Quick Reference | Tool Slug | Description | |-----------|-------------| | `FRESHBOOKS_LIST_BUSINESSES` | List all businesses for the authenticated user | | `FRESHBOOKS_LIST_PROJECTS` | List projects with filtering and sorting for a business | --- *Powered by [Composio](https://composio.dev)* --- Source attribution: EricGrill Original project: https://github.com/EricGrill/agents-skills-plugins/blob/43a037fd7952cc5205bafe146f33369e518e528b/plugins/awesome-claude-skills/composio-skills/freshbooks-automation/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice MIT License Copyright (c) 2025 EricGrill Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Mega AI Hub resource metadata Creator / publisher: EricGrill Original project: https://github.com/EricGrill/agents-skills-plugins/blob/43a037fd7952cc5205bafe146f33369e518e528b/plugins/awesome-claude-skills/composio-skills/freshbooks-automation/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting, Sales Roles: Accountant, Business Development, Customer Success Manager Specialties: API Tools: Rube Mcp Server, Freshbooks Api Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: bc69ea3a1fa9a21e204762cbd59cf2882f5d84c7dbcd1575c499cd5b97c351be