📦 deps(thirdparty): update snapshots
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---
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name: FreshBooks Automation
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description: "FreshBooks Automation: manage businesses, projects, time tracking, and billing in FreshBooks cloud accounting"
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requires:
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mcp: [rube]
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---
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# FreshBooks Automation
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Automate FreshBooks operations including listing businesses, managing projects, tracking time, and monitoring budgets for small and medium-sized business accounting.
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**Toolkit docs:** [composio.dev/toolkits/freshbooks](https://composio.dev/toolkits/freshbooks)
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---
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## Setup
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This skill requires the **Rube MCP server** connected at `https://rube.app/mcp`.
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Before executing any tools, ensure an active connection exists for the `freshbooks` toolkit. If no connection is active, initiate one via `RUBE_MANAGE_CONNECTIONS`.
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---
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## Core Workflows
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### 1. List Businesses
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Retrieve all businesses associated with the authenticated user. The `business_id` from this response is required for most other FreshBooks API calls.
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**Tool:** `FRESHBOOKS_LIST_BUSINESSES`
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**Parameters:** None required.
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**Example:**
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```
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Tool: FRESHBOOKS_LIST_BUSINESSES
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Arguments: {}
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```
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**Output:** Returns business membership information including all businesses the user has access to, along with their role in each business.
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> **Important:** Always call this first to obtain a valid `business_id` before performing project-specific operations.
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---
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### 2. List and Filter Projects
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Retrieve all projects for a business with comprehensive filtering and sorting options.
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**Tool:** `FRESHBOOKS_LIST_PROJECTS`
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**Key Parameters:**
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- `business_id` (required) -- Business ID obtained from `FRESHBOOKS_LIST_BUSINESSES`
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- `active` -- Filter by active status: `true` (active only), `false` (inactive only), omit for all
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- `complete` -- Filter by completion: `true` (completed), `false` (incomplete), omit for all
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- `sort_by` -- Sort order: `"created_at"`, `"due_date"`, or `"title"`
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- `updated_since` -- UTC datetime in RFC3339 format, e.g., `"2026-01-01T00:00:00Z"`
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- `include_logged_duration` -- `true` to include total logged time (in seconds) per project
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- `skip_group` -- `true` to omit team member/invitation data (reduces response size)
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**Example:**
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```
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Tool: FRESHBOOKS_LIST_PROJECTS
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Arguments:
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business_id: 123456
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active: true
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complete: false
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sort_by: "due_date"
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include_logged_duration: true
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```
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**Use Cases:**
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- Get all projects for time tracking or invoicing
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- Find projects by client, status, or date range
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- Monitor project completion and budget tracking
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- Retrieve team assignments and project groups
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---
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### 3. Monitor Active Projects
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Track project progress and budgets by filtering for active, incomplete projects.
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**Steps:**
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1. Call `FRESHBOOKS_LIST_BUSINESSES` to get `business_id`
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2. Call `FRESHBOOKS_LIST_PROJECTS` with `active: true`, `complete: false`, `include_logged_duration: true`
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3. Analyze logged duration vs. budget for each project
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---
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### 4. Review Recently Updated Projects
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Check for recent project activity using the `updated_since` filter.
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**Steps:**
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1. Call `FRESHBOOKS_LIST_BUSINESSES` to get `business_id`
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2. Call `FRESHBOOKS_LIST_PROJECTS` with `updated_since` set to your cutoff datetime
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3. Review returned projects for recent changes
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**Example:**
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```
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Tool: FRESHBOOKS_LIST_PROJECTS
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Arguments:
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business_id: 123456
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updated_since: "2026-02-01T00:00:00Z"
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sort_by: "created_at"
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```
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---
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## Recommended Execution Plan
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1. **Get the business ID** by calling `FRESHBOOKS_LIST_BUSINESSES`
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2. **List projects** using `FRESHBOOKS_LIST_PROJECTS` with the obtained `business_id`
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3. **Filter as needed** using `active`, `complete`, `updated_since`, and `sort_by` parameters
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---
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## Known Pitfalls
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| Pitfall | Detail |
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|---------|--------|
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| **business_id required** | Most FreshBooks operations require a `business_id`. Always call `FRESHBOOKS_LIST_BUSINESSES` first to obtain it. |
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| **Date format** | The `updated_since` parameter must be in RFC3339 format: `"2026-01-01T00:00:00Z"`. Other formats will fail. |
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| **Paginated results** | Project list responses are paginated. Check for additional pages in the response. |
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| **Empty results** | Returns an empty list if no projects exist or match the applied filters. This is not an error. |
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| **Logged duration units** | When `include_logged_duration` is true, the duration is returned in seconds. Convert to hours (divide by 3600) for display. |
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---
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## Quick Reference
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| Tool Slug | Description |
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|-----------|-------------|
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| `FRESHBOOKS_LIST_BUSINESSES` | List all businesses for the authenticated user |
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| `FRESHBOOKS_LIST_PROJECTS` | List projects with filtering and sorting for a business |
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---
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*Powered by [Composio](https://composio.dev)*
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