◆PromptShop

FreshBooks Automation

This skill automates FreshBooks operations, enabling users to manage businesses, projects, and track time.

Install

npx promptshop add FreshBooks

Details

What This Skill Does

This skill automates FreshBooks operations, enabling users to manage businesses, projects, and track time. It is designed for small and medium-sized businesses looking to streamline their accounting processes. Users can list businesses, filter projects, and retrieve project details.

When to Use

  • List all businesses.
  • Filter projects by status.
  • Sort projects by due date.
  • Track project time.
  • Monitor project budgets.
  • Retrieve project details.

Key Features

  • Lists businesses via FRESHBOOKS_LIST_BUSINESSES.
  • Filters projects via FRESHBOOKS_LIST_PROJECTS.
  • Sorts projects by various criteria.
  • Requires Rube MCP connection.
  • Uses business_id for project operations.
  • Includes logged duration per project.

Manual Installation

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

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: Call FRESHBOOKS_LIST_BUSINESSES to get business_id Call FRESHBOOKS_LIST_PROJECTS with active: true, complete: false, include_logged_duration: true Analyze logged duration vs. budget for each project

4. Review Recently Updated Projects

Check for recent project activity using the updated_since filter.

Steps: Call FRESHBOOKS_LIST_BUSINESSES to get business_id Call FRESHBOOKS_LIST_PROJECTS with updated_since set to your cutoff datetime 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

Get the business ID by calling FRESHBOOKS_LIST_BUSINESSES List projects using FRESHBOOKS_LIST_PROJECTS with the obtained business_id Filter as needed using active, complete, updated_since, and sort_by parameters

Known Pitfalls

PitfallDetail
business_id requiredMost FreshBooks operations require a business_id. Always call FRESHBOOKS_LIST_BUSINESSES first to obtain it.
Date formatThe updated_since parameter must be in RFC3339 format: "2026-01-01T00:00:00Z". Other formats will fail.
Paginated resultsProject list responses are paginated. Check for additional pages in the response.
Empty resultsReturns an empty list if no projects exist or match the applied filters. This is not an error.
Logged duration unitsWhen include_logged_duration is true, the duration is returned in seconds. Convert to hours (divide by 3600) for display.

Quick Reference

Tool SlugDescription
FRESHBOOKS_LIST_BUSINESSESList all businesses for the authenticated user
FRESHBOOKS_LIST_PROJECTSList projects with filtering and sorting for a business

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

Recommended Execution Plan

Get the business ID by calling FRESHBOOKS_LIST_BUSINESSES List projects using FRESHBOOKS_LIS