FreeAgent integration

Overview

FreeAgent is a UK-focused accounting platform popular with freelancers and small businesses. The Automize FreeAgent connector covers invoices, bills, expenses, contacts, bank accounts, and bank transactions.

• Regions: UK-headquartered, primarily UK accounting (MTD-compliant). Also supports IE, US, AU.
• Plans: Sole Trader, Partnership, Limited Company – all expose the API. Some features (bank feeds) require subscriptions to add-ons.

Setting up the connection

Auth type: OAuth 2.0 (Authorization Code).

1. Sign in at dev.freeagent.com → Create App.
2. Set OAuth Redirect URI to the one shown in the Automize FreeAgent connector dialog.
3. Copy OAuth Identifier (Client ID) + OAuth Secret.
4. In Automize, open Settings → Connectors → FreeAgent → Add connection. Paste credentials, click Connect, sign in, pick the company.

Find your credentials at https://dev.freeagent.com/.

Rate limits

FreeAgent enforces ~120 req/min. Connector retries 429 with backoff.

Data model

Accounting primitives:

    Company ─┬─ Contacts (customers + suppliers)
             ├─ Invoices ─── (sales)
             ├─ Bills ─── (purchases)
             ├─ Expenses
             ├─ Bank Accounts ─── Bank Transactions
             └─ Projects (optional)

Available operations

14 operations available. Click any row to jump to its detail.

Operations

Create Bill

Create a new bill

Tips

• bill: {contact, dated_on, due_on, category, total_value, currency_value}.

Create Contact

Create a new contact

Tips

• contact: {first_name, last_name OR organisation_name, email, contact_type}.

Create Expense

Create a new expense

Tips

• expense: {user, category, dated_on, gross_value, description, attachment(base64)}.

Create Invoice

Create a new invoice

Tips

• invoice: {contact: 'https://api.freeagent.com/v2/contacts/123', dated_on, payment_terms_in_days, invoice_items:[{description, quantity, price, sales_tax_rate}]}.

Get Company

Get company details

No input parameters.

Tips

• Returns company details + VAT registration + currency.

Get Contact

Get contact details

Tips

• Returns contact + account_balance + bank details if configured.

Get Invoice

Get invoice details

Tips

• invoice_id (URL form or numeric ID). Returns invoice + line items.

List Bank Accounts

List all bank accounts

No input parameters.

Tips

• Returns all bank accounts. Each has current_balance + transactions endpoint.

List Bank Transactions

List bank transactions

No input parameters.

Tips

• Filter by bank_account, from_date, to_date, view (unexplained, manually_uploaded).

List Bills

List all bills

No input parameters.

Tips

• Bills you owe suppliers. Filter by view (overdue_or_open_for_payment, settled, etc.).

List Contacts

List all contacts

No input parameters.

Tips

• Filter by view (active, recent_changes), contact_type (customer, supplier).

List Expenses

List all expenses

No input parameters.

Tips

• Expense claims. Filter by view, user, date range.

List Invoices

List all invoices

No input parameters.

Tips

• Filter by view (all, recent_open_or_overdue, last_30_days, etc.), contact, from_date, to_date.
• Pages 25 per call. Use per_page=100.

Send Invoice

Email an invoice to the contact

Tips

• Emails the invoice to the contact's email. Includes a PDF + payment link.

FAQ

Sandbox?

Yes – dev.freeagent.com has sandbox companies. Separate API URL (api-sandbox.freeagent.com). Set sandbox=true on the connection.

Why is my Contact URL form vs numeric?

FreeAgent's API uses full URLs as IDs (e.g. https://api.freeagent.com/v2/contacts/123). Pass the URL on Create Invoice etc. Numeric works in some places – URL is safer.

MTD VAT?

FreeAgent submits VAT to HMRC under Making Tax Digital. API exposes VAT returns metadata; actual submission flow runs through FreeAgent UI.

Related connectors

• Xero
• Quickbooks
• Sage
• Wafeq