Finance & Accounting · freee + Claude
freee MCP with Claude: Automate Accounting and HR Workflows Securely
The short answer
Claude works with freee through the Model Context Protocol, an open standard that lets Claude securely read and act within the tool. Once connected with OAuth sign-in, Claude can read accounting data, inspect HR records, manage accounting partners and organise HR groups using plain-language requests, with permissions the organisation controls.
What is freee?
freee is a Japanese cloud platform for accounting and human resources management. It brings financial records, accounting partners and HR organisation data into one place. Finance teams, bookkeepers, accountants, HR administrators and business owners, particularly those working with Japanese businesses, typically use it to keep books, manage vendor and customer records, and maintain employee and department structures without spreadsheets.
How Claude connects to freee through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter between Claude and the tool. freee provides an MCP server, and the consultancy can also use a direct API route where that suits the workflow better. Either way, Claude reaches freee through a defined, controlled channel.
Once connected, Claude can read accounting data, inspect HR records, look up accounting partners and review HR groups. Staff can ask questions in natural language, such as which partner invoices are still open or which department a team member belongs to. Claude can also prepare changes, for example organising HR groups or updating partner details, depending on the permissions granted.
Access is set up with least-privilege permissions, so Claude only sees and changes what the business has approved. Sign-in uses OAuth, so no shared passwords are stored. Consequential actions can require a named person to approve before anything is written to freee, and every action is recorded in audit logs.
What you can automate
Accounts receivable follow-up
A finance team asks Claude which customer invoices are overdue and by how much. Claude reads the accounting records, groups the results by partner, and drafts a reminder list. The credit controller reviews the list and sends the reminders, keeping collection work organised without manual filtering.
Partner master data clean-up
Over time, accounting partner records accumulate duplicates and outdated details. Claude can scan partner records, flag likely duplicates and inconsistent names, and propose a clean-up list. An accountant approves each merge or edit before it is applied, so the records stay accurate.
Month-end close support
Before closing the books, a bookkeeper asks Claude to summarise unreconciled entries and uncategorised transactions. Claude reads the records and produces a checklist by category. This shortens the time spent hunting for gaps and gives the reviewing accountant a clear starting point.
HR organisation updates
When a team restructures, an HR administrator can describe the change in plain language. Claude reviews the current HR groups and employee assignments, then prepares the proposed changes for approval. The administrator confirms the update, reducing manual edits across several screens.
Employee record queries
HR staff often need quick answers about headcount by department or recent joiners. Claude can inspect HR records and return a summary in seconds, with only the fields the HR team is permitted to see. This saves time on routine reporting requests.
An end-to-end workflow: Vendor payment review with approvals
TriggerEach Monday, a finance manager asks Claude to review new supplier invoices recorded in freee.
Claude reads recent accounting entries and identifies supplier invoices awaiting payment.
Claude checks each supplier against the partner records in freee to confirm the details are complete.
Claude compares the invoices with purchase approvals held in Microsoft 365 to flag any without a matching approval.
Claude produces a payment review summary and flags exceptions for attention.
The finance manager approves or rejects each flagged item before any record is updated in freee.
OutcomeTypically, the payment review takes less time, exceptions are caught earlier, and every change to freee is traceable to a named approver.
How we set it up
Free automation audit
We review your accounting and HR workflows with you and identify the tasks worth automating with freee, such as receivables follow-up or HR updates.
Secure connection
We connect Claude to freee using OAuth sign-in, with a direct API route where it suits your workflow. Access is limited to the permissions your business approves.
Workflow design
We design the end-to-end workflow across freee and your other systems, such as Microsoft 365, CRM or ERP, and define which actions need human approval.
Testing against real cases
We test the workflow using past invoices, partner records and HR data, checking accuracy before anything goes live.
Launch and training
We launch with monitoring and audit logs in place, then train your finance and HR teams to use Claude confidently and safely.
Who benefits
- Finance director
- Gains faster visibility of receivables and payables, with approvals built into every change.
- Bookkeeper or accountant
- Spends less time searching for gaps and more time on review and judgement.
- HR administrator
- Answers routine employee and department questions quickly, with access limited to approved fields.
- Business owner
- Gets clearer, more timely financial and staffing information without waiting for manual reports.
Security and control
- Least-privilege access so Claude only reads and changes approved data.
- OAuth sign-in, so shared passwords are not stored.
- Human approval required for consequential changes to accounting and HR records.
- Audit logs recording what Claude accessed and changed, with the approving person named.
- Regular review of permissions as roles and staff change.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can host the solution in their chosen region, supporting their data protection obligations. Businesses in India must consider the Digital Personal Data Protection Act, 2023, when handling employee and partner data. Organisations in the UAE and Saudi Arabia must meet local data protection laws, and we select the hosting region to match these requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the freee MCP server do?
The freee MCP server gives Claude a secure, standardised way to work with freee data. It lets Claude read accounting records, inspect HR information, manage accounting partners and organise HR groups through natural language requests, within the permissions you set.
Is connecting freee to Claude secure?
Security depends on how the connection is configured. We use OAuth sign-in, least-privilege access and audit logs, and we require human approval for consequential changes. We do not guarantee compliance outcomes, so we design controls to suit your regulatory obligations.
What can Claude actually do in freee?
Typically, Claude can read accounting data, review HR records, look up and manage accounting partners and organise HR groups. It can also prepare proposed changes for your team to approve. The exact actions depend on the permissions granted during setup.
How long does setup take?
Timescales vary with the number of workflows and systems involved. A focused single-workflow project is often quicker than a multi-system rollout. The free automation audit gives you a clearer estimate once we understand your requirements.
Which plan or permissions are needed?
In general, you need an active freee account with permission to authorise the connection and the access level your chosen workflows require. We confirm the exact requirements during the audit so the setup matches your existing arrangements.