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Integration · Accounting

Connect Claude & ChatGPT to freee Accounting

Ask your AI which deals are still unsettled, how the profit and loss looks this fiscal year, or to record an expense in freee Accounting. It can read deals, invoices, quotations, manual journals, expense applications and bank statement lines, create and update deals and partners, record payments and pull trial balances. It uses freee's own terms, such as 取引 for deals and 取引先 for partners.

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Try asking

  • “Which income deals are still unsettled?”

    The AI lists income deals with status unsettled, with partner, due date and amount.

  • “Record a 5,500 yen expense for office supplies dated today.”

    It looks up the account item and tax code and creates an expense deal with one detail line. This writes to your books.

  • “What is our profit and loss for this fiscal year?”

    It gets the profit and loss trial balance for the fiscal year, and can break it down by partner, item or section.

What your AI can do

Deals and journals

List, create and update income and expense deals, record payments against them, and create manual journal entries.

Invoices and expenses

Read invoices, quotations and expense applications with their lines, amounts and status, and list File Box receipts.

Partners, banks and reports

Search, create and update partners, read bank and card statement lines, and get the balance sheet and profit and loss.

  • “Record that deal 12345 was paid from our main bank account today.”

    It finds the bank account among your wallets and records a payment line on the deal. This books the payment; it does not move money.

  • “Add Sakura Trading as a new partner with their invoice registration number.”

    It searches partners first to avoid a duplicate, then creates the partner with name and registration number.

  • “Show last month's lines on our company credit card.”

    It finds the card among your bank accounts and cards and lists its statement lines for that date range.

28 tools for freee Accounting

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • create_dealChanges dataRecord a new income or expense deal (取引) with `type`, `issue_date` and `details` lines (account item, tax code, amount), plus optional partner, due date and payments. This writes to the company's books.
  • create_manual_journalChanges dataCreate a manual journal entry (振替伝票) with an `issue_date` and balanced debit and credit `details` lines. This writes to the company's books.
  • create_partnerChanges dataCreate a partner (取引先) with a `name` and optional code, contact name, email, phone, address, invoice registration number and payment terms. Search first to avoid duplicates.
  • delete_dealDeletesPermanently delete a deal (取引) by `deal_id` from the books. This cannot be undone.
  • get_balance_sheetGet the balance sheet trial balance (貸借対照表) for a `fiscal_year` or month/date range, optionally broken down by partner, item or section.
  • get_current_userGet the signed-in freee user, and with `companies` set to true the companies (事業所) they can access.
  • get_dealGet one deal (取引) by `deal_id`, with its detail lines, payments and amounts.
  • get_expense_applicationGet one expense application (経費申請) by `expense_application_id`, with its lines and approval status.
  • get_invoiceGet one invoice (請求書) by `invoice_id`, with its lines, amounts and status.
  • get_partnerGet one partner (取引先) by `partner_id`, with contact, address, payment terms and bank details.
  • get_profit_and_lossGet the profit and loss trial balance (損益計算書) for a `fiscal_year` or month/date range, optionally broken down by partner, item or section.
  • list_account_itemsList account items (勘定科目), optionally filtered by `keyword`. Use it to find the account item IDs that deal and journal lines need.
  • list_companiesList the freee companies (事業所) this login can access, with their IDs and names.
  • list_dealsList deals (取引, income and expense transactions), filtered by `type` (income or expense), `status` (settled or unsettled), partner, account item or issue/due date range. Paginated with `offset` and `limit`.
  • list_expense_applicationsList expense applications (経費申請), filtered by status, applicant, approver, amount or date range.
  • list_invoicesList invoices (請求書) filtered by partner, issue or due date range, invoice number, invoice status or payment status.
  • list_itemsList items (品目) used to tag deal and journal lines. Paginated.
  • list_manual_journalsList manual journal entries (振替伝票), filtered by issue date range, account item, partner, section or amount. Paginated.
  • list_quotationsList quotations (見積書) filtered by partner, issue date range, quotation number or status.
  • list_receiptsList files in the File Box (ファイルボックス, receipts and vouchers) uploaded between `start_date` and `end_date`.
  • list_sectionsList the company's sections (部門) with their IDs.
  • list_tax_codesList freee tax codes (税区分) with their codes and names, needed for deal and journal lines.
  • list_wallet_txnsList bank and card statement lines (明細) for a wallet by `walletable_type` and `walletable_id`, filtered by date range or entry side.
  • list_walletablesList the company's bank accounts, credit cards and wallets (口座), optionally with balances (`with_balance`).
  • record_deal_paymentChanges dataRecord a payment (支払行) against a deal by `deal_id` with `date`, `amount` and the wallet it went through (`from_walletable_type`, `from_walletable_id`). This only books the payment; it does not move money.
  • search_partnersSearch partners (取引先, customers and suppliers) by `keyword`, or list them page by page. Use this to find a partner ID.
  • update_dealChanges dataUpdate a deal (取引) by `deal_id`. `type`, `issue_date` and the full list of `details` lines are required and replace the existing ones.
  • update_partnerChanges dataUpdate a partner (取引先) by `partner_id`. `name` is required; other fields you pass replace the stored values.

Set up in three steps

  1. 1

    Pick the app

    Create a free PipMCP account and choose freee Accounting from the app list.

  2. 2

    Paste your key

    Paste the Client ID and Client Secret from your own freee app and your company ID (事業所ID), then sign in to freee once. On the freee developer app management page (app.secure.freee.co.jp/developers/applications), create a new app. In its basic settings (基本設定), set the callback URL to https://pipmcp.com/oauth/callback and allow accounting read and write permissions. The list_companies tool shows your company ID after you connect.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in freee Accounting?

The AI can read deals, invoices, quotations, manual journals, expense applications, partners, account items, tax codes, items, sections, bank accounts and cards with their statement lines, File Box receipts, and the balance sheet and profit and loss. It can create and update deals and partners, record deal payments, create manual journal entries and delete deals.

Does the AI see my freee credentials?

No. Your freee Client ID and Client Secret are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only with reports and lists. Creating deals and journal entries writes to your books, and deleting a deal is permanent, so those can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

freee connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own freee account.

Can the AI move money in freee?

No. record_deal_payment only books a payment line on a deal; it does not move money between accounts. The AI can read bank and card statement lines, but it cannot make transfers.

Let your AI work in freee Accounting today.

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PipMCP is not affiliated with freee Accounting. Product names are trademarks of their owners.