Social Integrations
Freshbooks
Connect your AI Agents to Freshbooks for accounting, invoicing, and financial management.
The Freshbooks integration allows your AI Agents to authenticate users with their Freshbooks accounts and access accounting data, invoices, and financial information on their behalf.
Overview
The Freshbooks integration is perfect for business and finance-focused AI applications that need to interact with accounting data, manage invoices, track expenses, or automate financial workflows. This integration provides access to Freshbooks’ comprehensive API for accounting and business management.Configuration
1
Set up app in Freshbooks
- Sign up for a Freshbooks Developer account
- Create a new app in the Freshbooks Developer Center
- Configure the app and add any scopes you may require
- Navigate to your newly created app and scroll to the bottom of the “App Settings” tab.
- Note your Client ID and Client Secret
2
Configure for Auth0
- Use the following settings when configuring your app:
- Website URL:
https://YOUR_AUTH0_DOMAIN - Redirect URI:
https://YOUR_AUTH0_DOMAIN/login/callback
You can find the Auth0 domain in the Auth0 Dashboard.You can find this under Applications > [Your Application] > Settings > Basic Information > Domain.If you are using the custom domains feature, your Auth0 domain is the custom domain. You can find this under Branding > Custom Domains.
Add Connection in Auth0
In the Auth0 Dashboard, navigate to Authentication > Social and select Create Connection. Then, choose the matching connection from the list of supported options to add and begin the configuration process. Follow the prompts to configure your selected provider.Enable Token Vault
At the bottom of the connection settings in the Advanced section enable the Enable Token Vault toggle. This will allow your connection to retrieve and store access tokens for third-party APIs.Account linking
If you want to use more than one connection for a user, you can link their accounts. This allows the user to log in with any of their linked accounts and have a single user profile in your application. This allows calling APIs from different providers with a single user profile. Learn more about Client-initiated account linking.Learn more
- Auth0’s Token Vault organizes the access and refresh tokens of federated connections in secure tokensets. Applications can then access the Token Vault to retrieve access tokens to call third-party APIs. To learn more, read Configure Token Vault.
- Learn how to get an access token to make a tool call by completing the Call other’s APIs on user’s behalf quickstart.