Accounting ledger
FreshBooks
Published by Bitovi (community)
Community MCP server for FreshBooks accounting, invoicing, expenses and reports.
Local
API key
Community
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Trailing 12-month revenue
Drives: Revenue Multiple, Comparable Transactions
EBITDA
Drives: EBITDA Multiple
What you approve
- 1.Create a FreshBooks API credential with read access to reports.
How your agent connects it
- 1.Install the FreshBooks MCP server locally and register it in your assistant.
- 2.Ask the agent for trailing revenue and EBITDA.
Figures, not records
Your agent reads FreshBooks directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.