# FreshBooks agent skills for Claude Code, Cursor and RevampKey

> Ready-made FreshBooks playbooks for AI agents: review a client's payment behaviour in FreshBooks with AI, clean up expenses and recover billable costs with AI, explain profit and loss changes in FreshBooks with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use FreshBooks with AI, safely and accurately](https://revampkey.com/marketplace/freshbooks/skills/essentials.md): 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.
- [Review a client's payment behaviour in FreshBooks with AI](https://revampkey.com/marketplace/freshbooks/skills/client-payment-behaviour-review.md): 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.
- [Clean up expenses and recover billable costs with AI](https://revampkey.com/marketplace/freshbooks/skills/expense-hygiene-and-billable-recovery.md): 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.
- [Explain profit and loss changes in FreshBooks with AI](https://revampkey.com/marketplace/freshbooks/skills/profit-and-loss-variance-review.md): 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.
- [Triage unpaid invoices into a collections list with AI](https://revampkey.com/marketplace/freshbooks/skills/receivables-aging-follow-up.md): 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.

## Install

- RevampKey: connect FreshBooks at https://revampkey.com/marketplace/freshbooks; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/freshbooks.md