Connect FreshBooks to Copilot
Send FreshBooks invoices, accounts, users and 7 more data types to Copilot on a schedule. Refresh as often as every 15 minutes.
Copilot
Which FreshBooks customers have invoices more than 30 days overdue, and what is the total?
Querying the FreshBooks data set in Coupler.io
How to connect FreshBooks and Copilot
4 steps. You can preview the FreshBooks data in Coupler.io before anything reaches Copilot.
Step 1 of 4
Connect FreshBooks
Sign in to FreshBooks and authorize Coupler.io. There's no API key to copy.
Sign in with FreshBooks
Step 2 of 4
Choose what to export
Pick the FreshBooks data you want in Copilot.
Show 2 more data types Show fewer data types
Step 3 of 4
Connect Copilot
In Copilot Studio, add a Model Context Protocol tool to your agent with the Coupler.io MCP server URL from the destination step. Each user signs in to Coupler.io once.
Step 4 of 4
Set a schedule
Copilot sees the data as of the last run. Run it as often as every 15 minutes.
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10 data types, including Invoices, Accounts, Users, Clients and Expenses.
You sign in to FreshBooks and authorize Coupler.io. There's no API key to copy.
No. The data stays in Coupler.io, and Copilot queries it read-only when you ask a question. It can't edit or delete FreshBooks rows.
Microsoft Copilot Studio. Add Coupler.io to your agent as an MCP tool, and the agent can query your FreshBooks data.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches Copilot.
