About FreeAgent

FreeAgent is a UK-focused cloud accounting platform designed for freelancers, contractors, and small limited companies. It handles invoicing, expense tracking, payroll, self-assessment tax returns, and VAT filing directly with HMRC. Customers of NatWest, Royal Bank of Scotland, Ulster Bank, and Mettle can access FreeAgent free as part of their business banking. A 30-day free trial is available for all new users.

AI Agent Use Cases

- Automated invoicing and payment reminders

- Bank transaction import and reconciliation

- Self-assessment and corporation tax estimates

- VAT return filing directly with HMRC via Making Tax Digital

- Payroll and auto-enrolment pension management

- Real-time cashflow and profit dashboards

Available Actions

These are the specific actions that AI agents can perform with this tool

Company Details

1 input

Retrieve detailed information about a specific company using its unique identifier

Inputs

company_id

Unique identifier for the company whose details are being retrieved

Contacts Management

5 inputs

Manage and update contact information for an account holder

Inputs

contact_id

Unique identifier for the contact being managed

name

The name of the contact

Email of the contact

phone

Phone number of the contact

access_token

OAuth 2.0 Access token for authorization

Create Task

4 inputs

Create a new task in the user's account.

Inputs

project_id

The ID of the project for which the task is being created.

name

The name of the task to be created.

due_date

Optional due date for the task.

status

Optional status of the task, such as 'open' or 'completed'.

List Account Managers

Get a list of all account managers.