> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect to your FreeAgent app for OAuth.

To setup your FreeAgent app in Refold for OAuth, you will need the following credentials from your [FreeAgent Developer account](https://dev.freeagent.com/apps):

* Client ID
* Client Secret

### Pre-requisites

1. FreeAgent Developer account. You can create one [here](https://dev.freeagent.com/signup).

<Info>If you haven't already created an app in FreeAgent, you'd need to create one.</Info>

### Creating an app in FreeAgent

To create a FreeAgent app and acquire the above mentioned credentials, please follow the steps mentioned below:

1. Log in to your [FreeAgent Developer account](https://dev.freeagent.com/apps).
2. Click on the `My Apps` icon in the top nav bar and select `Create New App` button.

<img height="200" src="https://mintcdn.com/cobalt-55/h1VL7v_8HaANGLZ5/images/Freeagent/freeagent_navigation.png?fit=max&auto=format&n=h1VL7v_8HaANGLZ5&q=85&s=4dd1d6b6ab4be1143017217f4a9f561e" alt="Navigation for App setup" data-path="images/Freeagent/freeagent_navigation.png" />

3. Enter the App `Name` and `Description` for your application.

4. Go to your [`Apps catalog`](https://app.gocobalt.io/apps) in **Refold** > Search for `FreeAgent` > `Settings` > `Use your credentials` > `Callback Url` > Copy it.

5. Paste the Callback URL under `OAuth Redirect URIs` during app creation and click on the `Create App` button.

6. Copy the `OAuth identifier`**(Client ID)** and `Secret`**(Client Secret)** from the **OAuth secrets** section.

<Note>
  Ensure that the Secret is copied as it will be displayed only once.
</Note>

<img height="200" src="https://mintcdn.com/cobalt-55/h1VL7v_8HaANGLZ5/images/Freeagent/freeagent_credentials.png?fit=max&auto=format&n=h1VL7v_8HaANGLZ5&q=85&s=80534d214587dbaf9a1bca9a05cc419b" alt="Getting Credentials" data-path="images/Freeagent/freeagent_credentials.png" />

#### Configuring credentials in Refold

App settings page lets you configure the authentication settings for an `OAuth 2.0` based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.

<img height="200" src="https://mintcdn.com/cobalt-55/h1VL7v_8HaANGLZ5/images/Freeagent/freeagent_cobalt.png?fit=max&auto=format&n=h1VL7v_8HaANGLZ5&q=85&s=83dcb5108e98b1e61e40e691d587199c" alt="Setting up application client credentials" data-path="images/Freeagent/freeagent_cobalt.png" />

Provide the acquired Client ID and Client Secret under Settings of the app and save it.

#### Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using FreeAgent actions and triggers. Following are the set of FreeAgent actions and triggers
supported by Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Accounts">
        1. **List Bank Accounts** - List all bank accounts in FreeAgent.
        2. **Create Bank Account** - Create a new bank account in FreeAgent.
        3. **Update Account** - Update an account in FreeAgent.
        4. **Delete Account** - Delete an account in FreeAgent.
      </Accordion>

      <Accordion title="Bills">
        5. **Create Bill** - Create a new bill in FreeAgent.
        6. **List Bills** - List all bills in FreeAgent.
        7. **Update Bill** - Update a bill in FreeAgent.
        8. **Delete Bill** - Delete a bill in FreeAgent.
      </Accordion>

      <Accordion title="Invoice">
        9. \*\* List Invoice\*\* - List all invoices in FreeAgent.
        10. **Create Invoice** - Create an invoice in FreeAgent.
        11. **Update Invoice** - Update an invoice in FreeAgent.
      </Accordion>

      <Accordion title="Transaction">
        12. **List Transactions** - List all transactions in FreeAgent.
      </Accordion>

      <Accordion title="Balance Sheet">
        13. **Get Balance Sheet** - Get a balance sheet in FreeAgent.
      </Accordion>

      <Accordion title="Company">
        14. **Get a Company** - Get a company in FreeAgent.
      </Accordion>

      <Accordion title="Others">
        15. **HTTP Request** - Make HTTP API calls to any FreeAgent documented REST APIs.
        16. **List Projects** - List all projects in FreeAgent.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    There are no triggers in this application.
  </Tab>
</Tabs>