freeagent-cli

---

name: freeagent-cli description: Helps you work with FreeAgent accounting software using the freeagent CLI. Use this when you need to manage invoices, expenses, contacts, projects, timeslips, bank transactions, or generate financial reports. Triggers: FreeAgent, invoice, expense, accounting, timeslip, bank transaction.

freeagent-cli: FreeAgent Accounting CLI

This skill helps you use the freeagent-cli to interact with FreeAgent accounting software.

Compatibility

• Skill version: 0.1.0
• freeagent-cli version: TODO
• Dependencies: TODO

Overview

freeagent-cli provides commands for:

• Invoices: Create, list, send, and manage invoices
• Expenses: Track and categorize business expenses
• Contacts: Manage clients and suppliers
• Projects: Project tracking and billing
• Timeslips: Time tracking for billable work
• Bank Transactions: Import and reconcile transactions
• Reports: Generate financial reports

Critical Concepts

Authentication

# Configure authentication
freeagent configure

# Verify connection
freeagent verify

Output Formats

freeagent <command> --format table    # Default
freeagent <command> --format json     # JSON output

Reference Files

Task Type	Reference File
Invoice management	reference/invoice-commands.md
Expense tracking	reference/expense-commands.md
Contact management	reference/contact-commands.md
Project and timeslip tracking	reference/project-commands.md
Bank reconciliation	reference/bank-commands.md
Financial reports	reference/report-commands.md

Workflow Files

Workflow	File
Monthly invoicing	workflows/monthly-invoicing.md
Expense reporting	workflows/expense-reporting.md
Bank reconciliation	workflows/bank-reconciliation.md

Common Commands Quick Reference

# Verify setup
freeagent verify

# List recent invoices
freeagent invoices list --limit 10

# Create a new invoice
freeagent invoices create --contact "Client Name" --items items.json

# List expenses
freeagent expenses list --from 2024-01-01 --to 2024-01-31

# Add an expense
freeagent expenses create --category "Travel" --amount 50.00 --description "Train fare"

# List contacts
freeagent contacts list

# Get bank transactions
freeagent bank transactions list --account "Main Account"

# Generate profit/loss report
freeagent reports profit-loss --year 2024

Best Practices

1. Verify authentication: Run freeagent verify before starting work
2. Use filters: Narrow down results with date ranges and status filters
3. Export for analysis: Use --format json for programmatic processing

Getting Help

freeagent --help                    # All commands
freeagent <command> --help          # Command help