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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“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.

154 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_accountChanges dataCreate a new account. Required: company id, name or account category id. API summary: 決算書表示名の作成.
create_approval_requestChanges dataCreate a new approval request. Required: company id, approval flow route id, form id, draft or request items. API summary: 各種申請の作成.
create_approval_request_actionChanges dataCreate a new action for a approval request. Required: company id, approval action, target step id or target round. API summary: 各種申請の承認操作.
create_currencyChanges dataCreate a new currency. Required: company id, name, code or search status. Search currencies first to avoid duplicates. API summary: 経費精算の外貨の作成.
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_deal_create_deal_renewChanges dataCreate a new deal for a deal. Required: company id, update date, renew target id or details. API summary: 取引（収入・支出）の+更新の作成.
create_expense_applicationChanges dataCreate a new expense application. Required: company id or title. API summary: 経費申請の作成.
create_expense_application_actionChanges dataCreate a new action for a expense application. Required: company id, approval action, target step id or target round. API summary: 経費申請の承認操作.
create_expense_application_line_templateChanges dataCreate a new expense application line template. Required: company id, name, account item id or tax code. API summary: 経費科目の作成.
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_orderChanges dataCreate a new order. Required: company id, purchase request form id or status. API summary: 購買申請の作成.
create_order_create_purchase_request_actionChanges dataCreate a new order for a order. Required: company id or do action. API summary: 購買申請の承認操作.
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.
create_paymentChanges dataCreate a new payment. Required: company id, title, payment request lines, approval flow route id, draft or issue date. API summary: 支払依頼の作成.
create_payment_update_payment_request_actionChanges dataCreate a new payment for a payment. Required: company id, approval action, target step id or target round. API summary: 支払依頼の承認操作.
create_productChanges dataCreate a new product. Required: company id or account item. Search products first to avoid duplicates. API summary: 勘定科目の作成.
create_product_create_itemChanges dataCreate a new product. Required: company id or name. Search products first to avoid duplicates. API summary: 品目の作成.
create_sectionChanges dataCreate a new section. Required: company id or name. API summary: 部門の作成.
create_segment_tagChanges dataCreate a new tag for a segment. Required: company id or name. API summary: セグメントタグの作成.
create_tagChanges dataCreate a new tag. Required: company id or name. API summary: メモタグの作成.
create_transferMoves moneyCreate a new transfer. Required: from walletable id, from walletable type, date or company id. Financial or irreversible action; may require approval. API summary: 取引（振替）の作成.
create_user_matcherChanges dataCreate a new user matcher. Required: company id, act, active, condition, description or entry side str. API summary: 自動登録ルールの作成.
create_wallet_txnChanges dataCreate a new wallet txn. Required: entry side, amount, walletable id, walletable type, date or company id. API summary: 口座明細の作成.
create_walletableChanges dataCreate a new walletable. Required: name, type or company id. API summary: 口座の作成.
delete_approval_requestDeletesPermanently delete a approval request by approval request id. Destructive action; may require approval. API summary: 各種申請の削除.
delete_currencyDeletesPermanently delete a currency by currency id. Destructive action; may require approval. API summary: 経費精算の外貨の削除.
delete_dealDeletesPermanently delete a deal (取引) by `deal_id` from the books. This cannot be undone.
delete_deal_delete_deal_renewDeletesPermanently delete a deal by renew id. Destructive action; may require approval. API summary: 取引（収入・支出）の+更新の削除.
delete_deal_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: 取引（収入・支出）の支払行の削除.
delete_expense_applicationDeletesPermanently delete a expense application by expense application id. Destructive action; may require approval. API summary: 経費申請の削除.
delete_expense_application_line_templateDeletesPermanently delete a expense application line template by expense application line template id. Destructive action; may require approval. API summary: 経費科目の削除.
delete_manual_journalDeletesPermanently delete a manual journal by manual journal id. Destructive action; may require approval. API summary: 振替伝票の削除.
delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: 購買申請の削除.
delete_partnerDeletesPermanently delete a partner by partner id. Destructive action; may require approval. API summary: 取引先の削除.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: 支払依頼の削除.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: 勘定科目の削除.
delete_product_destroy_itemDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: 品目の削除.
delete_receiptDeletesPermanently delete a receipt by receipt id. Destructive action; may require approval. API summary: ファイルボックス（証憑ファイル）の削除.
delete_sectionDeletesPermanently delete a section by section id. Destructive action; may require approval. API summary: 部門の削除.
delete_segment_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: セグメントタグの削除.
delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: メモタグの削除.
delete_transferMoves moneyPermanently delete a transfer by transfer id. Financial or irreversible action; may require approval. API summary: 取引（振替）の削除.
delete_user_matcherDeletesPermanently delete a user matcher by user matcher id. Destructive action; may require approval. API summary: 自動登録ルールの削除.
delete_wallet_txnDeletesPermanently delete a wallet txn by wallet txn id. Destructive action; may require approval. API summary: 口座明細の削除.
delete_walletableDeletesPermanently delete a walletable by walletable id. Destructive action; may require approval. API summary: 口座の削除.
download_receiptDownload the document for a receipt. API summary: ファイルボックス（証憑ファイル）のダウンロード.
download_reportDownload the document for a report. API summary: 仕訳帳のダウンロード.
get_approval_flow_routeGet one approval flow route by approval flow route id. API summary: 申請経路の取得.
get_approval_requestGet one approval request by approval request id. API summary: 各種申請の取得.
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_bankGet one bank by bank id. API summary: 連携サービスの取得.
get_codeGet one code by code code. API summary: 税区分の取得.
get_companyGet one company by company id. API summary: 事業所の取得.
get_company_get_taxes_companiesGet one company by company id. API summary: 指定した事業所の税区分一覧の取得.
get_currencyGet one currency by currency id. API summary: 経費精算の外貨の取得.
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_expense_application_line_templateGet one expense application line template by expense application line template id. API summary: 経費科目の取得.
get_invoiceGet one invoice (請求書) by `invoice_id`, with its lines, amounts and status.
get_manual_journalGet one manual journal by manual journal id. API summary: 振替伝票の取得.
get_orderGet one order by order id. API summary: 各種申請の申請フォームの取得.
get_order_get_purchase_requestGet one order by order id. API summary: 購買申請の取得.
get_order_get_purchase_requests_formGet one order by order id. API summary: 購買申請の申請フォーム詳細の取得.
get_partnerGet one partner (取引先) by `partner_id`, with contact, address, payment terms and bank details.
get_paymentGet one payment by payment id. API summary: 支払依頼の取得.
get_productGet one product by product id. API summary: 勘定科目の取得.
get_product_get_itemGet one product by product id. API summary: 品目の取得.
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.
get_quoteGet one quote by quote id. API summary: 見積書の取得.
get_receiptGet one receipt by receipt id. API summary: ファイルボックス（証憑ファイル）の取得.
get_report_statusGet the current status of a report by report id. API summary: 仕訳帳のステータスの取得.
get_sectionGet one section by section id. API summary: 部門の取得.
get_tagGet one tag by tag id. API summary: メモタグの取得.
get_transferGet one transfer by transfer id. API summary: 取引（振替）の取得.
get_user_matcherGet one user matcher by user matcher id. API summary: 自動登録ルールの取得.
get_wallet_txnGet one wallet txn by wallet txn id. API summary: 口座明細の取得.
get_walletableGet one walletable by walletable id. API summary: 口座の取得.
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_approval_flow_routesList approval flow routes. Optional filters: company id, included user id, usage or request form id. API summary: 申請経路一覧の取得.
list_approval_requestsList approval requests. Optional filters: company id, status, application number, title, form id or start application date. Results are paginated. API summary: 各種申請一覧の取得.
list_banksList banks. Optional filters: type. Results are paginated. API summary: 連携サービス一覧の取得.
list_capabilitiesList capabilities. Optional filters: company id. API summary: ログインユーザーの権限の取得.
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_application_line_templatesList expense application line templates. Optional filters: company id or section ids. Results are paginated. API summary: 経費科目一覧の取得.
list_expense_applicationsList expense applications (経費申請), filtered by status, applicant, approver, amount or date range.
list_fixed_assetsList fixed assets. Optional filters: company id or target date. Results are paginated. API summary: 固定資産一覧の取得.
list_general_ledgersList general ledgers. Optional filters: company id, start date, end date, account item name, tax name or tax rate. API summary: 総勘定元帳一覧の取得（β版）.
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_journalsList journals. Optional filters: download type, encoding, company id, visible tags, visible ids or start date. API summary: 仕訳帳のダウンロード要求.
list_manual_journalsList manual journal entries (振替伝票), filtered by issue date range, account item, partner, section or amount. Paginated.
list_ordersList orders. Optional filters: company id. API summary: 経費申請フォームの取得.
list_orders_get_approval_request_formsList orders. Optional filters: company id. API summary: 各種申請の申請フォーム一覧の取得.
list_orders_get_purchase_requestsList orders. Optional filters: company id. Results are paginated. API summary: 購買申請一覧の取得.
list_orders_get_purchase_requests_formsList orders. Optional filters: company id or status. Results are paginated. API summary: 購買申請の申請フォーム一覧の取得.
list_paymentsList payments. Optional filters: company id, status, start application date, end application date, start issue date or end issue date. Results are paginated. API summary: 支払依頼一覧の取得.
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_segment_tagsList tags for a segment. Optional filters: company id, start update date or end update date. Results are paginated. API summary: セグメントタグ一覧の取得.
list_selectablesList selectables. Optional filters: company id or includes. API summary: フォーム用選択項目情報の取得.
list_tagsList tags. Optional filters: company id, start update date or end update date. Results are paginated. API summary: メモタグ一覧の取得.
list_tax_codesList freee tax codes (税区分) with their codes and names, needed for deal and journal lines.
list_transfersList transfers. Optional filters: company id, start date or end date. Results are paginated. API summary: 取引（振替）一覧の取得.
list_trial_bs_three_yearsList trial bs three years. Optional filters: company id, fiscal year, start month, end month, start date or end date. API summary: 貸借対照表(３期間比較)の取得.
list_trial_bs_two_yearsList trial bs two years. Optional filters: company id, fiscal year, start month, end month, start date or end date. API summary: 貸借対照表(前年比較)の取得.
list_trial_cr_sectionsList trial cr sections. Optional filters: company id, section ids, fiscal year, start month, end month or start date. API summary: 製造原価報告書(部門比較)の取得.
list_trial_cr_segment_1_tagsList trial cr segment 1 tags. Optional filters: company id, segment 1 tag ids, fiscal year, start month, end month or start date. API summary: 製造原価報告書(セグメント１比較)の取得.
list_trial_cr_segment_2_tagsList trial cr segment 2 tags. Optional filters: company id, segment 2 tag ids, fiscal year, start month, end month or start date. API summary: 製造原価報告書(セグメント２比較)の取得.
list_trial_cr_segment_3_tagsList trial cr segment 3 tags. Optional filters: company id, segment 3 tag ids, fiscal year, start month, end month or start date. API summary: 製造原価報告書(セグメント３比較)の取得.
list_trial_cr_three_yearsList trial cr three years. Optional filters: company id, fiscal year, start month, end month, start date or end date. API summary: 製造原価報告書(３期間比較)の取得.
list_trial_cr_two_yearsList trial cr two years. Optional filters: company id, fiscal year, start month, end month, start date or end date. API summary: 製造原価報告書(前年比較)の取得.
list_trial_crsList trial crs. Optional filters: company id, fiscal year, start month, end month, start date or end date. API summary: 製造原価報告書の取得.
list_trial_pl_sectionsList trial pl sections. Optional filters: company id, section ids, fiscal year, start month, end month or start date. API summary: 損益計算書(部門比較)の取得.
list_trial_pl_segment_1_tagsList trial pl segment 1 tags. Optional filters: company id, segment 1 tag ids, fiscal year, start month, end month or start date. API summary: 損益計算書(セグメント１比較)の取得.
list_trial_pl_segment_2_tagsList trial pl segment 2 tags. Optional filters: company id, segment 2 tag ids, fiscal year, start month, end month or start date. API summary: 損益計算書(セグメント２比較)の取得.
list_trial_pl_segment_3_tagsList trial pl segment 3 tags. Optional filters: company id, segment 3 tag ids, fiscal year, start month, end month or start date. API summary: 損益計算書(セグメント３比較)の取得.
list_trial_pl_three_yearsList trial pl three years. Optional filters: company id, fiscal year, start month, end month, start date or end date. API summary: 損益計算書(３期間比較)の取得.
list_trial_pl_two_yearsList trial pl two years. Optional filters: company id, fiscal year, start month, end month, start date or end date. API summary: 損益計算書(前年比較)の取得.
list_user_matchersList user matchers. Optional filters: company id, walletable, description, active, act or created by. Results are paginated. API summary: 自動登録ルール一覧の取得.
list_usersList users. Optional filters: company id. Results are paginated. API summary: 事業所に所属するユーザー一覧の取得.
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_currenciesSearch currencies by company id or search status. Use this to find existing currencies before creating a new currency. API summary: 経費精算の外貨一覧の取得.
search_partnersSearch partners (取引先, customers and suppliers) by `keyword`, or list them page by page. Use this to find a partner ID.
submit_partner_by_codeDeletesUpsert a partner. Destructive action; may require approval. API summary: 取引先の更新（存在しない場合は作成）.
update_accountsVisible to othersUpdate an existing account. Has effects visible outside this system. API summary: 勘定科目の更新（存在しない場合は作成）.
update_approval_requestChanges dataUpdate an existing approval request identified by approval request id. API summary: 各種申請の更新.
update_codeChanges dataUpdate an existing code identified by code code. API summary: 取引先コードでの取引先の更新.
update_currencyChanges dataUpdate an existing currency identified by currency id. API summary: 経費精算の外貨の更新.
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_deal_paymentChanges dataUpdate an existing payment identified by payment id. API summary: 取引（収入・支出）の支払行の更新.
update_deal_update_deal_renewChanges dataUpdate an existing deal identified by renew id. API summary: 取引（収入・支出）の+更新の更新.
update_expense_applicationChanges dataUpdate an existing expense application identified by expense application id. API summary: 経費申請の更新.
update_expense_application_line_templateChanges dataUpdate an existing expense application line template identified by expense application line template id. API summary: 経費科目の更新.
update_expense_application_parent_approvable_requestsVisible to othersUpdate an existing parent approvable request identified by expense application id. Has effects visible outside this system. API summary: 経費申請に関連付ける各種申請の更新.
update_manual_journalChanges dataUpdate an existing manual journal identified by manual journal id. API summary: 振替伝票の更新.
update_orderChanges dataUpdate an existing order identified by order id. API summary: 購買申請の更新.
update_ordersVisible to othersUpdate an existing order. Has effects visible outside this system. API summary: 経費申請フォームの更新.
update_partnerChanges dataUpdate a partner (取引先) by `partner_id`. `name` is required; other fields you pass replace the stored values.
update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: 支払依頼の更新.
update_productChanges dataUpdate an existing product identified by product id. API summary: 勘定科目の更新.
update_product_update_itemChanges dataUpdate an existing product identified by product id. API summary: 品目の更新.
update_receiptChanges dataUpdate an existing receipt identified by receipt id. API summary: ファイルボックス（証憑ファイル）の更新.
update_sectionChanges dataUpdate an existing section identified by section id. API summary: 部門の更新.
update_segment_tagChanges dataUpdate an existing tag identified by tag id. API summary: セグメントタグの更新.
update_tagChanges dataUpdate an existing tag identified by tag id. API summary: メモタグの更新.
update_transferMoves moneyUpdate an existing transfer identified by transfer id. Financial or irreversible action; may require approval. API summary: 取引（振替）の更新.
update_user_matcherChanges dataUpdate an existing user matcher identified by user matcher id. API summary: 自動登録ルールの更新.
update_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: ログインユーザーの更新.
update_walletableChanges dataUpdate an existing walletable identified by walletable id. API summary: 口座の更新.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose freee Accounting from the app list.
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://heymyapps.com/oauth/callback and allow accounting read and write permissions. The list_companies tool shows your company ID after you connect.
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 HeyMyApps 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 HeyMyApps Pro plan or above. HeyMyApps 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.