Awesome-claude-skills-cn FreshBooks Automation
FreshBooks 自动化:在 FreshBooks 云会计中管理企业、项目、时间跟踪和账单。
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composio-skills/freshbooks-automation/SKILL.mdFreshBooks Automation
Automate FreshBooks operations including listing businesses, managing projects, tracking time, and monitoring budgets for small and medium-sized business accounting.
Toolkit docs: composio.dev/toolkits/freshbooks
设置
This skill requires the Rube MCP server connected at
https://rube.app/mcp.
Before executing any tools, ensure an active connection exists for the
freshbooks toolkit. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.
Core Workflows
1. List Businesses
Retrieve all businesses associated with the authenticated user. The
business_id from this response is required for most other FreshBooks API calls.
Tool:
FRESHBOOKS_LIST_BUSINESSES
Parameters: None required.
Example:
Tool: FRESHBOOKS_LIST_BUSINESSES Arguments: {}
Output: Returns business membership information including all businesses the user has access to, along with their role in each business.
Important: Always call this first to obtain a valid
before performing project-specific operations.business_id
2. List and Filter Projects
Retrieve all projects for a business with comprehensive filtering and sorting options.
Tool:
FRESHBOOKS_LIST_PROJECTS
Key Parameters:
(required) -- Business ID obtained frombusiness_idFRESHBOOKS_LIST_BUSINESSES
-- Filter by active status:active
(active only),true
(inactive only), omit for allfalse
-- Filter by completion:complete
(completed),true
(incomplete), omit for allfalse
-- Sort order:sort_by
,"created_at"
, or"due_date""title"
-- UTC datetime in RFC3339 format, e.g.,updated_since"2026-01-01T00:00:00Z"
--include_logged_duration
to include total logged time (in seconds) per projecttrue
--skip_group
to omit team member/invitation data (reduces response size)true
Example:
Tool: FRESHBOOKS_LIST_PROJECTS Arguments: business_id: 123456 active: true complete: false sort_by: "due_date" include_logged_duration: true
Use Cases:
- Get all projects for time tracking or invoicing
- Find projects by client, status, or date range
- Monitor project completion and budget tracking
- Retrieve team assignments and project groups
3. Monitor Active Projects
Track project progress and budgets by filtering for active, incomplete projects.
Steps:
- Call
to getFRESHBOOKS_LIST_BUSINESSESbusiness_id - Call
withFRESHBOOKS_LIST_PROJECTS
,active: true
,complete: falseinclude_logged_duration: true - Analyze logged duration vs. budget for each project
4. Review Recently Updated Projects
Check for recent project activity using the
updated_since filter.
Steps:
- Call
to getFRESHBOOKS_LIST_BUSINESSESbusiness_id - Call
withFRESHBOOKS_LIST_PROJECTS
set to your cutoff datetimeupdated_since - Review returned projects for recent changes
Example:
Tool: FRESHBOOKS_LIST_PROJECTS Arguments: business_id: 123456 updated_since: "2026-02-01T00:00:00Z" sort_by: "created_at"
Recommended Execution Plan
- Get the business ID by calling
FRESHBOOKS_LIST_BUSINESSES - List projects using
with the obtainedFRESHBOOKS_LIST_PROJECTSbusiness_id - Filter as needed using
,active
,complete
, andupdated_since
parameterssort_by
已知陷阱
| Pitfall | Detail |
|---|---|
| business_id required | Most FreshBooks operations require a . Always call first to obtain it. |
| Date format | The parameter must be in RFC3339 format: . Other formats will fail. |
| Paginated results | Project list responses are paginated. Check for additional pages in the response. |
| Empty results | Returns an empty list if no projects exist or match the applied filters. This is not an error. |
| Logged duration units | When is true, the duration is returned in seconds. Convert to hours (divide by 3600) for display. |
快速参考
| Tool Slug | Description |
|---|---|
| List all businesses for the authenticated user |
| List projects with filtering and sorting for a business |
由 Composio 提供支持