FreeAgent + Memtro

What you can do with FreeAgent in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right FreeAgent tool, reads what it needs, and answers with the source cited.

• Search contacts with their outstanding balance
• List invoices and bills by status, contact or date, with line items
• Bank balances and transactions, including the unexplained ones
• Profit and loss, trial balance, balance sheet and tax timeline
• Projects with timeslip summaries by user and task
• Hourly sync flags newly overdue invoices, bills due this week and tax deadlines

Ask it like this

Questions people ask once FreeAgent is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›Which invoices are overdue and by how much?
• ›What bills are due in the next two weeks?
• ›What was our profit this quarter?
• ›How many unbilled hours are on the Acme redesign project?
• ›Which bank transactions still need explaining?

Where it fits

Teams that get the most from FreeAgent in Memtro, with the rest of their stack attached.

• FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.

Questions

Can Memtro change anything in FreeAgent?

Not yet. Today every FreeAgent tool reads, searches or lists. When the connector gains actions, each is marked, granted by name per team and used only when a person asks for exactly that, so nothing is created, sent, updated or deleted until you say so.

Who can use a FreeAgent connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my FreeAgent data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed FreeAgent records into memory as entities.

How do I connect FreeAgent?

OAuth. Create an app at dev.freeagent.com and request production access.