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Connect FreshBooks so your agents can work in your FreshBooks account.

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Access levels

FreshBooks has one level. The connect window shows it as Default and describes it as “Standard access.” Agents can use all 10 FreshBooks actions. You cannot choose a narrower level for FreshBooks. You can block single agents with No access under Per-agent access. The FreshBooks sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in, and standard access does not limit which FreshBooks actions agents can use.

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What agents can do

The summary below groups the FreshBooks actions into plain tasks. The full list after it names every action, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.
Find an action. Open the list and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my FreshBooks account?” The agent can search the FreshBooks actions for you.
Each action shows its name, a one-line description where the FreshBooks action catalog has one, and its slug. The slug is the ID that agents use when they call the action.
  • View, create, update, and delete webhooks
  • View clients
  • View entries
  • View projects
  • View users

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Connect FreshBooks

Before you start:
  • You need a FreshBooks account that you can sign in to.
  • Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
1

Open Integrations

Open Settings > Integrations.
2

Add an integration

On the Connected apps tab, click + Add integration.
3

Find FreshBooks

Find FreshBooks in the catalog and click it. You can type the name in Search the catalog….
4

Keep the default level

Under Default scope, keep Default. It is the only option.
5

Click Connect FreshBooks

Click Connect FreshBooks. The FreshBooks sign-in page opens in a new tab.
6

Sign in to FreshBooks

Sign in to FreshBooks and approve the request.
Check that it works: FreshBooks shows under YOUR CONNECTIONS, with a row for the account and its access level.

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Set access for one agent

Every agent can use the account unless you block it.
  1. Under YOUR CONNECTIONS, open the account menu (⋯) on the FreshBooks account.
  2. Click Manage scope.
  3. Under Per-agent access, find the agent.
  4. Choose No access to block the agent. Choose Default (Default) to allow it again.
  5. Click Save access.
Changes apply from the agent’s next call. An agent with No access does not see the account.

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Use more than one FreshBooks account

Click + Account on the FreshBooks card to connect another account. Agents use the primary account unless they are asked to use a specific one.
  • After you click + Account, follow the connect steps above.
  • The first account you connect becomes the primary account. It shows ★ PRIMARY.
  • To change the primary account, open the account menu (⋯) and click Make primary.
  • To tell accounts apart, open the account menu (⋯) and click Rename.

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Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the FreshBooks side:
  1. Open the account menu (⋯) and click Reconnect.
  2. Click Reauthorize on FreshBooks.
  3. Sign in to FreshBooks and approve the request.
Reconnect signs in to the same account again. It does not add a second connection. Open the account menu (⋯) on the FreshBooks account and click Disconnect. Agents lose access to that account at once.
Disconnect acts at once, with no confirmation step. If it was the primary account, another connected FreshBooks account becomes primary.

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Costs

FreshBooks actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

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Troubleshooting

An agent says it has no access to FreshBooks, or it does not see the account.
  • Cause: the agent is set to No access under Per-agent access, or the account is not connected.
  • Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.
Connecting or saving fails with “Your subscription isn’t active.” An agent says the FreshBooks connection has expired.
  • Cause: the sign-in for that account is no longer valid.
  • Fix: use Reconnect on the account.

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Common questions

You cannot choose a narrower level for FreshBooks. You can block single agents with No access under Per-agent access.
Click + Account on the FreshBooks card to connect another account. Agents use the primary account unless they are asked to use a specific one.
Open the account menu (⋯) on the FreshBooks account and click Disconnect. Agents lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.