FreeAgent

Retrieve all bank accounts linked to the FreeAgent company, filterable by account type

Retrieve a single bank account by its unique ID

Create a new bank account in FreeAgent with a specified type, currency, and opening balance

Update an existing bank account’s name, bank name, or personal flag

Permanently delete a bank account from FreeAgent

Retrieve all bank transactions for a specific bank account, with optional date, status, and upload filters

Retrieve a single bank transaction by its unique ID, including full explanation details

Permanently delete a bank transaction from FreeAgent

Upload bank transactions as a JSON array to a specific bank account

Retrieve all bills (accounts payable) with optional filtering by contact, project, payment status, and date range

Retrieve a single bill by ID, including bill items, payment status, and attachment details

Create a new bill (accounts payable) in FreeAgent with one or more line items

Update an existing bill’s details, line items, or add/remove bill items

Permanently delete a bill and its associated bill items from FreeAgent

Retrieve all accounting categories grouped by type (admin expenses, cost of sales, income, general)

Retrieve a single accounting category by its nominal code

Create a custom accounting category in FreeAgent

Update a custom accounting category by nominal code

Delete a user-created accounting category by nominal code

Retrieve the authenticated company’s profile, settings, and tax configuration

Retrieve all available business category values for the company profile

Retrieve upcoming tax events and deadlines for the company

Retrieve all contacts (clients and suppliers) with optional filtering by type, status, and activity

Retrieve a single contact by ID with full profile, balance, and CIS details

Create a new contact (client or supplier) in FreeAgent

Update an existing contact’s details, address, invoice settings, or CIS configuration

Permanently delete a contact from FreeAgent

Retrieve all credit notes with optional filtering by contact, project, status, and date

Retrieve a single credit note by ID with full line item and payment details

Download a credit note as a base64-encoded PDF

Create a new credit note in Draft status for a specified contact

Update an existing credit note’s details, line items, or display settings

Permanently delete a credit note from FreeAgent

Send a credit note via email (credit note must be in Open status, not Draft)

Transition a credit note from Draft to Open status, or re-open a cancelled credit note

Transition a credit note back to Draft status

Retrieve all estimates with optional filtering by contact, project, invoice, status, and date range

Retrieve a single estimate by ID with full line items, status, and VAT details

Download an estimate as a base64-encoded PDF

Create a new estimate, quote, or proposal in FreeAgent for a specified contact

Update an existing estimate’s details, notes, or display settings

Permanently delete an estimate from FreeAgent (cannot delete estimates with Invoiced status)

Create a copy of an existing estimate with Draft status and today’s date

Send an estimate via email with optional attachments or using an email template

Transition an estimate to Sent status

Transition an estimate back to Draft status

Transition an estimate to Approved status

Transition an estimate to Rejected status

Convert an approved estimate to an invoice, setting estimate status to Invoiced

Add a new line item to an existing estimate

Update an existing estimate line item

Remove a line item from an estimate

Retrieve the default additional text shown on all estimates

Update the default additional text shown on all estimates

Remove the default additional text from all estimates

Retrieve all out-of-pocket expenses with optional filtering by user, project, status, and date range

Retrieve a single expense by ID with full category, tax, rebill, and attachment details

Create a new out-of-pocket expense or mileage claim in FreeAgent

Update an existing expense’s details, tax, rebill settings, or recurring schedule

Permanently delete an expense from FreeAgent

Retrieve mileage rates and engine type/size options for expense claims

Retrieve all invoices with optional filtering by contact, project, status, date range, and sort order

Retrieve a single invoice by ID with full line items, payment status, and payment methods

Download an invoice as a base64-encoded PDF

Create a new draft invoice in FreeAgent with line items and optional auto-billing of timeslips, expenses, or estimates

Update an existing invoice’s details, line items, payment methods, or display settings

Permanently delete an invoice from FreeAgent

Create a copy of an existing invoice with Draft status and today’s date

Send an invoice via email with optional attachments, expense receipts, or using a template

Transition an invoice from Draft to Open status, or re-open a cancelled invoice

Transition an invoice to Scheduled To Email status

Transition an invoice back to Draft status

Write off an invoice as unpaid (must be sent with due date in the past)

Convert a draft negative invoice to a credit note

Take payment for an invoice using a GoCardless Direct Debit Mandate

Retrieve a timeline of invoice payment events and activities

Retrieve the default additional text shown on all invoices

Update the default additional text shown on all invoices

Remove the default additional text from all invoices

Retrieve all projects with optional filtering by contact, status, sort order, and nested contact details

Retrieve a single project by ID with full budget, billing, and IR35 details

Create a new project in FreeAgent linked to a contact with budget, billing rate, and IR35 settings

Update an existing project’s name, status, budget, billing rate, or other settings

Permanently delete a project from FreeAgent

Retrieve all recurring invoice profiles with optional filtering by contact, project, and status

Retrieve a single recurring invoice by ID with full schedule, line items, and payment methods

Retrieve all tasks with optional filtering by project, status, date, and sort order

Retrieve a single task by ID with full billing rate, status, and deletability info

Create a new task under a specific project in FreeAgent

Update an existing task’s name, billing rate, status, or billable flag

Permanently delete a task from FreeAgent

Retrieve all timeslips (time entries) with optional filtering by user, project, task, status, and date range

Retrieve a single timeslip by ID with full hours, billing, and timer details

Create a new timeslip (time entry) in FreeAgent for a user, task, and project

Update an existing timeslip’s hours, date, task, project, user, or comment

Permanently delete a timeslip from FreeAgent

Start a running timer on a timeslip to track time in real-time

Stop a running timer on a timeslip and record the elapsed time

Retrieve all users with optional filtering by role type (staff, advisors, active)

Retrieve a single user by ID with full role, permissions, and tax details

Retrieve the authenticated user’s personal profile (minimum Time access)

Create a new user with a specified role and permission level in FreeAgent

Update an existing user’s details, role, or permissions

Update the authenticated user’s own profile (minimum Time access)

Permanently delete a user from FreeAgent