FreshBooks agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real FreshBooks work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect FreshBooks

Connect FreshBooks once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 FreshBooks skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only4 FreshBooks tools

Use FreshBooks with AI, safely and accurately

Guides Claude to confirm which FreshBooks business applies, pick the right tool for each question, and keep all access read-only. It asks before switching businesses and never changes your books.

Use it when

You want to ask Claude about your FreshBooks invoices, clients or expenses for the first time.
You have more than one business on your login and need the right one checked.
A FreshBooks answer looks incomplete or lower than expected.

Tools it uses

business-profile__list_businesses
accounting__list_credits_for_client
accounting__list_recurring_templates
accounting__get_recurring_template

Example

Using FreshBooks, how much did I bill last quarter, and which business is that for?

Your FreshBooks login has two active businesses, so I need to confirm which one you mean before I pull the figures. Once you choose, I'll use the quarterly report for that business and quote its total billed, with the exact dates I used. I won't change anything in FreshBooks.

Use in RevampKeyRead the full skill →

Read-only10 FreshBooks tools

Review a client's payment behaviour in FreshBooks with AI

Checks one client's payment history, including how long they take to pay, what they owe now and any credit on file, then recommends whether to extend terms or ask for a deposit. It reads your records and does not change them.

Use it when

Before offering a client longer payment terms
When a client's invoices keep arriving late
Before starting a large project with a client you have not billed before

Tools it uses

accounting__list_clients
accounting__get_client
business-profile__list_businesses
accounting__list_invoices
accounting__get_invoice
accounting__get_payment
accounting__list_payments
accounting__list_credits_for_client
accounting__list_estimates
accounting__list_recurring_templates

Example

Is Harbor Print a reliable payer? Should I give them net 60 terms?

Harbor Print has 14 paid invoices in the last 12 months. Of these, 11 were paid on or before the due date. Their worst gap was 41 days, on invoice 1047. Nothing is open right now and they have $0 in credit, so I'd extend terms to net 45 and keep an eye on the one late payment pattern.

Use in RevampKeyRead the full skill →

Read-only7 FreshBooks tools

Clean up expenses and recover billable costs with AI

Finds possible duplicate charges, expenses missing receipts before tax prep, and client costs not yet billed back, then sorts them into an action list. It asks before changing any expense or invoice.

Use it when

Before tax season, when you need to know which expenses are missing receipts
After a month where a card may have charged you twice
When you want to bill client costs you have not yet passed on

Tools it uses

business-profile__list_businesses
accounting__list_expenses
accounting__get_expense
accounting__list_invoices
accounting__list_clients
accounting__get_client
accounting__list_item_and_services

Example

Check my expenses for this year for possible duplicates, missing receipts, and costs I can still bill to clients.

Reviewed 212 expenses for this year. 3 possible duplicates to check, including two charges from the same software vendor two days apart. 17 expenses are missing receipts, 5 of them high-risk travel items. 4 client-linked costs, totalling $1,180, have not been added to any invoice yet. Nothing has been changed; say the word and I'll draft the invoice lines.

Use in RevampKeyRead the full skill →

Read-only5 FreshBooks tools

Explain profit and loss changes in FreshBooks with AI

Compares revenue and expenses between two periods using your FreshBooks profit and loss report, separates real change from timing and one-off items, and flags unusual expenses to verify. It reads your data and asks before changing anything.

Use it when

Profit dropped this month and you want to know why
You want this quarter compared with last quarter
You need to see whether growth is real or driven by one client

Tools it uses

accounting-reports__get_profit_and_loss_report
accounting__list_expenses
accounting__list_invoices
accounting__get_expense
accounting__get_invoice

Example

Why did my net profit fall this month compared with last month?

Net profit fell from $18,400 last month to $12,900 this month, a drop of $5,500 (30%). Revenue rose by $2,100, but expenses rose by $7,600. Most of that increase is in equipment, which accounts for $4,800 of the $7,600 and appears only this month, so it looks like a one-off purchase to confirm. The remaining $2,800 is spread across subcontractors and software. Excluding the equipment item, profit would have been roughly $17,300.

Use in RevampKeyRead the full skill →

Read-only5 FreshBooks tools

Triage unpaid invoices into a collections list with AI

Ranks your unpaid FreshBooks invoices and credits into an ordered list of who to chase first, grouped by how overdue they are. It asks before sending any reminder or changing an invoice.

Use it when

You want to know who owes you money right now and in what order to chase it.
Month-end is close and you need to see which invoices have slipped past due.
You suspect some clients are paying late and want to see the aging picture.

Tools it uses

business-profile__list_businesses
accounting__list_invoices
accounting__get_invoice
accounting__list_credits_for_client
accounting__list_payments

Example

Who owes me money right now, and who should I chase first?

Across 14 unpaid invoices from 9 clients, you are owed $18,450. Chase first: Harbor Studio, $6,000 on an invoice 35 days past due, which I'd call today. Second, Pinecrest Dental, $2,400 at 62 days past due, which needs a payment plan. Their $400 credit is netted in the figure already. Nothing has been sent; say the word and I'll draft the reminders.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect FreshBooks, updates them for you and removes them when you disconnect.

Download RevampKey

How FreshBooks skills work

Connect FreshBooks
The FreshBooks MCP server gives the agent its tools.
Ask in plain words
“Is Harbor Print a reliable payer? Should I give them net 60 terms?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install FreshBooks skills

In RevampKey the skills install themselves when you connect FreshBooks. In other tools each skill is one folder with a SKILL.md file, and you also need the FreshBooks MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect FreshBooks. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Is Harbor Print a reliable payer? Should I give them net 60 terms?”
Download RevampKeyConnect FreshBooks · 1 click
Get RevampKey to connect FreshBooks
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and FreshBooks is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials client-payment-behaviour-review expense-hygiene-and-billable-recovery profit-and-loss-variance-review receivables-aging-follow-up; do curl -fsSL --create-dirs -o .claude/skills/freshbooks-$s/SKILL.md https://revampkey.com/marketplace/freshbooks/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the FreshBooks MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials client-payment-behaviour-review expense-hygiene-and-billable-recovery profit-and-loss-variance-review receivables-aging-follow-up; do
  curl -fsSL --create-dirs -o .claude/skills/freshbooks-$s/SKILL.md https://revampkey.com/marketplace/freshbooks/skills/$s/SKILL.md
done

Ask in plain language, for example “Is Harbor Print a reliable payer? Should I give them net 60 terms?”

Into the shared .agents/skills folder

Connect the FreshBooks MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials client-payment-behaviour-review expense-hygiene-and-billable-recovery profit-and-loss-variance-review receivables-aging-follow-up; do
  curl -fsSL --create-dirs -o .agents/skills/freshbooks-$s/SKILL.md https://revampkey.com/marketplace/freshbooks/skills/$s/SKILL.md
done

Ask in plain language, for example “Is Harbor Print a reliable payer? Should I give them net 60 terms?”

Into the shared .agents/skills folder

Connect the FreshBooks MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials client-payment-behaviour-review expense-hygiene-and-billable-recovery profit-and-loss-variance-review receivables-aging-follow-up; do
  curl -fsSL --create-dirs -o .agents/skills/freshbooks-$s/SKILL.md https://revampkey.com/marketplace/freshbooks/skills/$s/SKILL.md
done

Ask in plain language, for example “Is Harbor Print a reliable payer? Should I give them net 60 terms?”

Into the shared .agents/skills folder

Connect the FreshBooks MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials client-payment-behaviour-review expense-hygiene-and-billable-recovery profit-and-loss-variance-review receivables-aging-follow-up; do
  curl -fsSL --create-dirs -o .agents/skills/freshbooks-$s/SKILL.md https://revampkey.com/marketplace/freshbooks/skills/$s/SKILL.md
done

Ask in plain language, for example “Is Harbor Print a reliable payer? Should I give them net 60 terms?”

RevampKey or copy the files?

In RevampKey

One click when you connect FreshBooks
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the FreshBooks MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

FreshBooks skills FAQ

What is a FreshBooks agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each FreshBooks skill describes one job, which FreshBooks tools to use in which order, what to check first and when to stop and ask you.

Do the FreshBooks skills change anything on their own?

5 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in FreshBooks.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect FreshBooks; elsewhere you copy the folders into your project or skills directory.

Do I need the FreshBooks MCP server too?

Yes. The skills tell the agent how to do the work; the FreshBooks MCP server gives it the tools to do it. The FreshBooks MCP setup guide covers every client.

FreshBooks MCP server setup · This page as Markdown

Put FreshBooks’s best workflows in your agent

Download RevampKey, connect FreshBooks and ask your first question in about a minute.

Download RevampKey Connect FreshBooks · 1 click

All 5 FreshBooks skills

Use FreshBooks with AI, safely and accurately

Use it when

Tools it uses

Review a client's payment behaviour in FreshBooks with AI

Use it when

Tools it uses

Clean up expenses and recover billable costs with AI

Use it when

Tools it uses

Explain profit and loss changes in FreshBooks with AI

Use it when

Tools it uses

Triage unpaid invoices into a collections list with AI

Use it when

Tools it uses

Get all 5 without copying a file

How FreshBooks skills work

How to install FreshBooks skills

RevampKey or copy the files?

In RevampKey

Copy into your project

FreshBooks skills FAQ

Put FreshBooks’s best workflows in your agent

Skills for related tools