Guided workflows for the FreshBooks MCP server. These skills turn raw API tools into conversational business workflows for freelancers and small business owners.
- FreshBooks MCP server connected and authenticated
| Skill | Description |
|---|---|
invoice-client |
Create and send an invoice using client/item names |
log-and-bill |
Convert tracked time entries into an invoice |
business-pulse |
Get a plain-English financial health summary |
month-end-close |
Guided month-end bookkeeping checklist |
expense-capture |
Quickly log an expense with smart categorization |
client-onboard |
Set up a new client with optional project and estimate |
- Read-only actions (reports, lookups): Run automatically
- Write actions (create, send, delete): Always confirm first
MIT