FreshBooks
for LuumenAI

FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.

Operate FreshBooks from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.

The FreshBooks toolbox

10 tools: 6 read, 4 write. Reads answer instantly. Writes require approval by default. Everything is logged.

  • ReadGet Business UsersRetrieves staff identities and members for a specific FreshBooks business.
  • ReadList BusinessesList all businesses associated with the authenticated user.
  • ReadList ClientsRetrieves all clients for a FreshBooks account.
  • ReadList Journal EntriesRetrieves all journal entries for a FreshBooks business account.
  • ReadList ProjectsRetrieves all projects associated with a FreshBooks business account.
  • ReadList WebhooksList all webhook callbacks registered for a FreshBooks account.
  • WriteCreate WebhookRegister a new webhook callback for a FreshBooks account. Approval by default
  • WriteDelete WebhookDelete a webhook callback from a FreshBooks account. Approval by default
  • WriteRegister as a New UserRegister a new user account in FreshBooks. Approval by default
  • WriteUpdate WebhookUpdate or verify a FreshBooks webhook callback. Approval by default

Questions

How does LuumenAI connect to FreshBooks?

Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.

Can LuumenAI change things in FreshBooks on its own?

Read actions answer immediately. Anything that writes — create webhook, delete webhook, register as a new user, update webhook — is shown as a plan and requires approval by default, including the 1 action classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.

Who gets access to the integration?

You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.

Is there an audit trail?

Every call to FreshBooks — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.

Put FreshBooks to work with Luumen

Connect in minutes. Every action scoped, approved, and audited from day one.