Freeagent
for LuumenAI
Cloud-based accounting software for freelancers and small businesses
Operate Freeagent from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Freeagent toolbox
75 tools: 40 read, 35 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadCashflow summary for a date rangeRetrieve cashflow summary for a given date range from FreeAgent.
- ReadGet Company DetailsRetrieve company details from FreeAgent.
- ReadGet Invoice TimelineRetrieve invoice timeline showing chronological record of invoice-related events.
- ReadGet Mileage SettingsRetrieve mileage settings including engine type/size options and reimbursement rates.
- ReadGet Opening BalancesRetrieve the Opening Balances journal set for a company.
- ReadGet Personal ProfileRetrieve the authenticated user's personal profile from FreeAgent.
- ReadGet the Opening BalancesRetrieve the opening balances from the trial balance summary.
- ReadGet the P&L summaryRetrieve the Profit and Loss summary for a specified period from FreeAgent.
- ReadGet Trial Balance SummaryGet the trial balance summary from FreeAgent.
- ReadGet Balance SheetRetrieve the balance sheet for a FreeAgent account.
- ReadList Accounting TransactionsList all accounting transactions from FreeAgent.
- ReadList All CIS BandsList all CIS (Construction Industry Scheme) bands for a company.
- ReadList All ExpensesList all expenses from FreeAgent.
- ReadList All Price List ItemsList all price list items from FreeAgent.
- ReadList All PropertiesList all properties in FreeAgent.
- ReadList All Recurring InvoicesRetrieve a list of recurring invoices from FreeAgent.
- ReadList All Sales Tax PeriodsList all sales tax periods for a company in FreeAgent.
- ReadList All Stock ItemsList all stock items from FreeAgent.
- ReadList All TasksList all tasks in FreeAgent.
- ReadList All TimeslipsList all timeslips from FreeAgent.
- ReadList All UsersList users in FreeAgent.
- ReadList Bank AccountsList bank accounts in FreeAgent.
- ReadList Bank FeedsList all bank feeds for a company.
- ReadList Bank TransactionsList all bank transactions under a certain bank account in FreeAgent.
- ReadList BillsRetrieve a list of bills from FreeAgent.
- ReadList Business CategoriesRetrieve all available business categories from FreeAgent.
- ReadList CategoriesRetrieve all categories for the current FreeAgent company.
- ReadList ContactsList contacts in FreeAgent.
- ReadList Credit Note ReconciliationsRetrieve all credit note reconciliations from FreeAgent.
- ReadList Credit NotesList credit notes from FreeAgent.
- ReadList EC MOSS Sales Tax RatesRetrieve EC VAT MOSS sales tax rates for a specific EU country and date.
- ReadList EstimatesList estimates in FreeAgent.
- ReadGet Default Estimates Additional TextRetrieve the default additional text for estimates.
- ReadList Final Accounts ReportsList final accounts reports for a company in FreeAgent.
- ReadList Hire PurchasesRetrieve all hire purchases for the authorized FreeAgent account.
- ReadGet Default Additional TextGet the default additional text shown on all invoices.
- ReadList NotesRetrieve a list of notes for a contact or project.
- ReadList ProjectsList projects in FreeAgent.
- ReadList VAT ReturnsList VAT returns for a company in FreeAgent.
- ReadShow Tax TimelineRetrieve the company's tax timeline showing upcoming tax events and deadlines.
- WriteCreate a Journal SetCreate a journal set in FreeAgent. Approval by default
- WriteCreate Sales Tax PeriodCreate a sales tax period in FreeAgent. Approval by default
- WriteCreate Task Under ProjectCreate a task under a specific project in FreeAgent. Approval by default
- WriteCreate A TimeslipCreate a new timeslip in FreeAgent. Approval by default
- WriteCreate a UserCreate a new user in FreeAgent. Approval by default
- WriteCreate Bank AccountCreate a bank account in FreeAgent. Approval by default
- WriteCreate Bill with AttachmentCreate a bill with optional attachment in FreeAgent. Approval by default
- WriteCreate CategoryCreate a custom category in FreeAgent. Approval by default
- WriteCreate ContactCreate a new contact in FreeAgent. Approval by default
- WriteCreate Credit NoteCreate a credit note in FreeAgent. Approval by default
- WriteCreate Credit Note ReconciliationCreate a credit note reconciliation in FreeAgent. Approval by default
- WriteCreate EstimateCreate a new estimate in FreeAgent. Approval by default
- WriteCreate Estimate ItemCreate an estimate item in FreeAgent. Approval by default
- WriteDuplicate EstimateDuplicate an existing estimate in FreeAgent. Approval by default
- WriteSend Estimate EmailEmail an estimate in FreeAgent. Approval by default
- WriteCreate InvoiceCreate an invoice in FreeAgent. Approval by default
- WriteCreate Invoice ItemCreate an invoice item in FreeAgent. Approval by default
- WriteDuplicate InvoiceDuplicate an existing invoice in FreeAgent. Approval by default
- WriteCreate NoteCreate a note for a contact or project in FreeAgent. Approval by default
- WriteCreate Price List ItemCreate a price list item in FreeAgent. Approval by default
- WriteCreate ProjectCreate a project in FreeAgent. Approval by default
- WriteDelete Bank Transaction ExplanationDelete a bank transaction explanation in FreeAgent. Approval by default
- WriteDelete Estimates Default Additional TextDelete default additional text for estimates in FreeAgent. Approval by default
- WriteDelete NoteDelete a note by its ID. Approval by default
- WriteUpdate Bank Transaction ExplanationUpdate a bank transaction explanation in FreeAgent. Approval by default
- WriteUpdate Estimates Default Additional TextUpdate the default additional text for estimates in FreeAgent. Approval by default
- WriteConvert Estimate to InvoiceConvert an estimate to an invoice in FreeAgent. Approval by default
- WriteUpdate ExpenseUpdate an existing expense in FreeAgent. Approval by default
- WriteUpdate Invoices Default Additional TextUpdate the default additional text shown on all invoices. Approval by default
- WriteConvert Invoice to Credit NoteConvert a draft negative invoice to a credit note in FreeAgent. Approval by default
- WriteUpdate a Journal SetUpdate a journal set in FreeAgent. Approval by default
- WriteUpdate NoteUpdate an existing note in FreeAgent. Approval by default
- WriteUpdate Price List ItemUpdate a price list item in FreeAgent. Approval by default
- WriteUpdate Personal ProfileUpdate the authenticated user's personal profile in FreeAgent. Approval by default
- WriteUpload a Bank StatementUpload a bank statement to FreeAgent. Approval by default
Questions
How does LuumenAI connect to Freeagent?
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Freeagent on its own?
Read actions answer immediately. Anything that writes — create a journal set, create sales tax period, create task under project, create a timeslip, and more — is shown as a plan and requires approval by default, including the 4 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Freeagent — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Freeagent to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.