Freshbooks

Connect your AI agent to a user’s FreshBooks account to create invoices, track expenses, and manage client information.

Connect your AI agent to a user’s FreshBooks account to create and send invoices, track expenses from receipts, and manage client information.

Connect Freshbooks to Auth0

1. Freshbooks setup

   1. Visit the Freshbooks Developer account page and sign up.

   2. Create a new app in the Freshbooks Developer Center

   3. Configure the app details:

      • Set an Application Name.
      • Set the Redirect URI: https://YOUR_AUTH0_DOMAIN/login/callback
      • Note: FreshBooks requires HTTPS for redirect URIs (except for local development).
      You can find the Auth0 domain in the Auth0 Dashboard.

      You can find this under Applications > [Your Application] > Settings > Basic Information > Domain.

      If you are using the custom domains feature, your Auth0 domain is the custom domain. You can find this under Branding > Custom Domains.

   4. Select the necessary Scopes (e.g., user:profile:read, user:clients:read, user:invoices:read, etc.)

   5. Save and copy the Client ID and Client Secret

   To learn more about setting up Freshbooks, read the Login with Freshbooks documentation.

2. Auth0 setup

Token Vault configuration example

To configure the Token Vault for your FreshBooks connection, you can use the following code snippet in your application:

JavaScript

const auth0AI = new Auth0AI();

export const withFreshbooksConnection = auth0AI.withTokenVault({
  connection: "freshbooks",
  scopes: [
      // required scopes for Token Vault
      "user:profile:read",
      // optional scopes specific to your app
      ...
  ],
  refreshToken: getAuth0RefreshToken(),
  authorizationParams: {
    prompt: "login",
  },
});

Python

auth0_ai = Auth0AI()

with_freshbooks_connection = auth0_ai.with_token_vault(
    connection="freshbooks",
    scopes=[
        # required scopes for Token Vault
        "user:profile:read",
        # optional scopes specific to your app
        ...
    ],
    refresh_token=get_auth0_refresh_token,
    authorization_params={
        "prompt": "login",
    },
)

Next steps

• To learn how to configure applications to access Token Vault, read Configure Token Vault.
• If your application uses Organizations, authenticate the user with the target organization before initiating the Connected Accounts flow. Connected accounts remain linked to the individual user profile.
• To learn how to get an access token to make a tool call, complete the Call other’s APIs on user’s behalf Quickstart.