What the agent can do
Read invoices
See invoices and their status.
Read clients
Pull client details.
Create invoices
Add new invoices.
Track time
Read time entries and expenses.
Example agent tasks
What you share
During the connect flow you authorize what the agent can reach. It works only within what you grant. As with every connection, the underlying token is handled securely and never exposed to the model. See Permissioning.Connecting
1
Authorize FreshBooks for the agent
From the agent’s connections, choose FreshBooks and sign in.
2
Approve the access
Confirm what the agent can reach. You can change this later.
3
The agent gets to work
It works through the secure proxy, within what you granted.
Learn more
FreshBooks API docs
The full reference for what’s possible.
How credentials stay safe
The proxy model that keeps tokens out of the agent’s reach.