Control freee Accounting and Attendance with AI ― freee-api-skill
機械翻訳 / Machine-translated
機械翻訳 / Machine-translated
Original article: Control freee Accounting and Attendance with AI ― freee-api-skill (cccskills)
Skill page: freee-api-skill
Key takeaways from this article
Installing freee-api-skill allows accounting and HR staff who use freee to ask an AI agent in natural Japanese to handle expense claims, transaction registration, attendance clock-ins, and trial balance checks.
This article explains the relationship with freee-mcp and the scope of supported tasks, then walks through installation steps, example prompts, and important points to verify before use.
You can ask for accounting checks in everyday language.
For example, at month-end you might send something like:
Show me this month's trial balance.
Also check whether any unapproved journal entries are still pending.
The agent first confirms the business entity to operate on via freee-mcp, which connects AI to freee.
It then reads the trial balance/general ledger recipe (a step-by-step guide for common operations), checks the API specifications, and retrieves the current month's trial balance.
Since this recipe also covers unapproved journal entry checks, you can handle pre-closing verification all in one request.
The prompt itself doesn't even mention "freee."
This skill is written with the assumption that it will be used for any request relating to accounting, HR & labor, invoicing, estimates, and similar tasks — even if freee isn't explicitly named.
The key use case for this skill is being able to request accounting and HR checks in everyday language without ever opening the freee interface.
When compiling results into charts, tables, or HTML, the color palette bundled with the skill is applied.
This makes it easy to maintain a consistent look when embedding output into internal documents.
freee-api-skill is a skill that provides the agent with detailed freee API references and usage guides.
The actual data retrieval and registration is handled by freee-mcp, an MCP server (a connector tool that links AI to external services).
The skill tells the agent "which API to call with what parameters," and freee-mcp executes the call — a clear division of responsibilities.
The skill covers a wide range of areas and handles all of freee's major services.
Here is a summary of what you can request, organized by area:
| Area | Examples of tasks you can request |
|---|---|
| Accounting | Expense claims, transaction (income/expense) registration, journal entries, payment requests, trial balance and general ledger retrieval |
| HR & Labor | Checking employee information and pay slips, registering clock-in/out, time punches, and break records |
| Invoicing | Creating and reviewing invoices, estimates, and delivery notes |
| Timesheet Management | Checking projects, registering actual time worked |
| Sales | Managing deals, orders, and revenue |
| IT Management | Managing members, SaaS accounts, apps, equipment, and departments |
| Fixed Assets | Listing, registering, updating, and deleting fixed assets |
| Outsourcing Management | Viewing outsourced business partner company users and departments |
| Surveys, Business Registration & HR Evaluation | Retrieving survey plans and sessions, viewing/updating business registration data, retrieving HR evaluation results |
| Tax Filing | Viewing corporate tax filing data and forms |
| Sign (Electronic Contracts) | Document management for electronic contracts (requires freee-sign-mcp separately) |
For common operations, there are 19 recipes available.
These summarize procedures and notes for expense claims, transactions, attendance, invoices, timesheets, fixed assets, and more.
They include steps for safely registering timesheets cross-referenced against HR information, as well as guidance on how much of fixed asset updates and deletions to delegate to AI.
The agent proceeds in the following order:
The reason the business entity is confirmed first is that freee data is separated by entity.
Getting this wrong could result in touching data from an unintended entity.
The skill is also well-suited for looking up API specifications.
The reference includes parameters, request bodies, and responses for each API.
Required fields are marked, and a mapping table between XML elements in corporate tax form files and fields on the printed forms is also included.
There are two ways to install: via a command, or by asking Claude to do it.
As a prerequisite, you need freee-mcp connected and authenticated.
Even if you haven't connected it yet, once this skill is installed the agent will guide you through the connection steps.
To install via command, run the following:
npx skills add https://github.com/freee/freee-mcp --skill freee-api-skill
To install by asking Claude, send the following message as-is:
次の Agent Skill をインストールしてください。
https://github.com/freee/freee-mcp/tree/main/skills/freee-api-skill
まず SKILL.md と付属ファイルの中身を確認し、不審な処理(外部への送信、認証情報の読み取りなど)がないことを確かめてから、~/.claude/skills/freee-api-skill/ に配置してください。
There are also two placement options.
To use the skill across all projects, place it in ~/.claude/skills/; to use it in a specific project only, place it in that project's .claude/skills/.
The distribution source is freee/freee-mcp on GitHub.
When writing a request, simply describe what you want to do.
Here are three representative examples.
Confirm the current business entity and register this expense as a transaction.
The agent confirms the business entity, consults the transaction recipe and specifications to gather the required fields, and then registers the expense transaction.
Register today's clock-in and clock-out.
Break was from 12:00 for one hour.
For this request, the agent registers clock-in/out and break times following the attendance recipe.
The attendance recipe covers registration of clock-in/out, time punches, and breaks.
I want to register time worked for this project — please look up the required fields.
In this case, the agent doesn't jump straight to registration; instead, it organizes and presents the fields you need to enter by consulting the timesheet management reference.
This is useful when you want to review the fields before proceeding with registration.
The features available depend on how freee-mcp is connected.
The differences between the remote and local versions are as follows:
| Connection type | Differences in available features |
|---|---|
| Remote version | APIs for surveys, business registration, and HR evaluation are only available in the remote version. Authentication is handled automatically. |
| Local version | File uploads to the document box are only available in the local version. Authentication must be performed manually at the start. |
If you request a remote-only feature while using the local version, the agent will not execute it and will instead guide you to switch versions.
To handle electronic contracts, freee-sign-mcp must be configured separately from freee-mcp.
Since this skill directly modifies accounting and HR data, always review the details before executing any registration, update, or deletion.
In particular, for transaction registration and attendance clock-ins, it is safer to have the agent show you the amount and date/time first, then instruct it to proceed.
If you switch business entities, also verify that the target entity is correct.
When things don't work as expected, there are three main causes.
The first is when the skill version is older than freee-mcp — in this case, update the skill to the latest version.
The second is persistent authentication errors.
For the remote version, delete and re-add the connector; for the local version, clear the credentials and re-authenticate.
The third cause is functional limitations within the freee API itself, which cannot be resolved through freee-mcp.
The license is Apache-2.0.
Before installing, read the contents of SKILL.md and any accompanying files to confirm there are no suspicious processes.
No.
This skill's role is to provide API specifications and procedures; the actual data operations are performed by freee-mcp.
If you make a request without freee-mcp connected, the agent will guide you through the connection steps.
Yes, but freee-sign-mcp must be configured separately.
Once the sign tools are available, the agent will operate on documents using the sign-specific guide.
It depends on the features you need.
If you need to handle surveys, business registration, or HR evaluation, use the remote version. If you need to upload supporting document files, the local version is required.
A step to confirm the business entity is built into the beginning of every operation.
If the specified entity does not match the current entity, an error occurs and you must switch before trying again.
freee-api-skill, used in combination with freee-mcp, is a skill that lets you delegate freee accounting, HR & labor, invoicing, timesheet management, and other tasks to an AI agent.
Expense claims, transaction registration, attendance clock-ins, and trial balance checks can all be handled through natural language requests instead of manual screen navigation.
It can also be used to look up required API fields, making research easier for anyone building integrations with freee.
Start by trying read-only requests, and proceed with registration while verifying the details along the way.
This article is a repost of "Control freee Accounting and Attendance with AI ― freee-api-skill" from cccskills.
Details about the skill and installation instructions can be found on the freee-api-skill page at cccskills.