freee Accounting FAQs

Question 1

Is freee-accounting-mcp customizable for specific business needs?

Accepted Answer

Yes, freee-accounting-mcp offers flexible configuration through YAML files. You can manage payment information, define invoice due date rules, and set up subject templates, allowing the tool to adapt to your specific operational preferences.

Question 2

What is freee-accounting-mcp?

Accepted Answer

freee-accounting-mcp is an MCP (Model Context Protocol) server specifically designed for Japanese sole proprietors using freee Accounting. It automates common daily accounting tasks like journaling, invoicing, and monthly reviews, accessible via tools such as Claude Code or Claude Desktop.

Question 3

Who can benefit from using freee-accounting-mcp?

Accepted Answer

This tool is tailored for sole proprietors (個人事業主) in Japan who utilize freee Accounting and seek to automate and simplify their routine financial management, especially those using AI assistants like Claude.

Question 4

What key accounting tasks can freee-accounting-mcp automate?

Accepted Answer

It automates essential tasks including registering journal entries (create_deal), creating draft invoices (create_invoice), listing pending bank transactions for categorization (pending_transactions), and generating monthly financial summaries (monthly_summary).

Question 5

How does freee-accounting-mcp simplify data entry in freee Accounting?

Accepted Answer

It simplifies data entry through 'name-based operation,' allowing you to specify accounts, partners, and bank accounts using their names, with automatic resolution to freee IDs. It also auto-normalizes full-width and half-width characters for accurate data matching.

freee Accounting

freee Accounting

Características Principales

Casos de Uso

Características Principales

Casos de Uso