sevdesk MCP by usefulapi

Return whether the account runs sevdesk bookkeeping 1.0 or 2.0 (2.0 uses taxRule instead of taxType on invoices). Also a cheap way to confirm the API token works. sevdesk: GET /Tools/bookkeepingSystemVersion.

Takes no parameters.

List contacts (customers, suppliers, partners, prospects). By default sevdesk returns only organisations; set include_persons to also get individual persons. sevdesk: GET /Contact.

Fetch a single contact by id. sevdesk: GET /Contact/{contactId}.

List communication ways (email addresses, phone and mobile numbers, websites), optionally for one contact. sevdesk: GET /CommunicationWay.

List the labels a communication way can carry (1 Privat, 2 Arbeit, 3 Fax, 4 Mobil, 6 Autobox, 7 Newsletter, 8 Rechnungsadresse). Needed for sevdesk_add_communication_way. sevdesk: GET /CommunicationWayKey.

Takes no parameters.

List invoices, filterable by status, number, date range and contact. Status: 50 deactivated recurring, 100 draft, 200 open/due, 750 partially paid, 1000 paid. sevdesk: GET /Invoice.

Fetch a single invoice by id — totals, status, dates, contact and contact person. sevdesk: GET /Invoice/{invoiceId}.

List the positions (line items) of one invoice: name, quantity, price, tax rate, sums. sevdesk: GET /Invoice/{invoiceId}/getPositions.

List vouchers — receipts and incoming/outgoing bills. Status: 50 draft, 100 unpaid/due, 1000 paid. credit_debit C = credit (revenue), D = debit (expense). sevdesk: GET /Voucher.

Fetch a single voucher (receipt) by id. sevdesk: GET /Voucher/{voucherId}.

List credit notes (Gutschriften), filterable by status, number, date range and contact. Status: 100 draft, 200 open/delivered, 750 partially paid, 1000 paid. sevdesk: GET /CreditNote.

List orders — quotes (Angebote), order confirmations and delivery notes — filterable by status, number, date range and contact. Status: 100 draft, 200 delivered, 300 rejected, 500 accepted, 750 partially calculated, 1000 calculated. sevdesk: GET /Order.

List parts — the products and services in the sevdesk inventory, with prices, tax rate and stock. sevdesk: GET /Part.

List check accounts — the bank accounts, cash registers and clearing accounts sevdesk tracks payments on, with IBAN, type and sync status. sevdesk: GET /CheckAccount.

Balance of one check account as the sum of every transaction sevdesk knows up to and including the given date. May differ from the real bank balance if older transactions were never imported. sevdesk: GET /CheckAccount/{checkAccountId}/getBalanceAtDate.

List check-account transactions (bank payments in and out), filterable by account, booking state, date range, payee/payer and purpose. sevdesk: GET /CheckAccountTransaction.

Create a contact. Give `name` for an organisation, or `surename`/`familyname` for a person. Addresses and emails are separate (use sevdesk_add_communication_way). sevdesk: POST /Contact.

Update fields on an existing contact; only the fields you pass are sent. sevdesk: PUT /Contact/{contactId}.

Attach an email address, phone/mobile number or website to a contact. key_id labels it (2 Arbeit/work is a good default; see sevdesk_list_communication_way_keys). sevdesk: POST /CommunicationWay.

Create a normal invoice (type RE) with its line items, ALWAYS saved as a DRAFT (status 100): it is not sent, not booked and stays editable in sevdesk. contact_person_id is the sevdesk USER responsible for it — copy contactPerson.id from any existing invoice (sevdesk_get_invoice). Bookkeeping 2.0 accounts use tax_rule_id (1 = taxable sales in Germany, the usual choice); 1.0 accounts pass tax_type instead (check sevdesk_get_bookkeeping_system_version). sevdesk: POST /Invoice/Factory/saveInvoice.