Dversum

io.github.dversum由 GitHub 帳號 dversum 發布v2.0.0更新於 Oct 24, 2026

Manage clients, projects, tasks, invoices, time tracking & calendar in dVersum.

已驗證STDIO僅桌面效率與工作流金融商業與電商

概覽

AI 產生的概覽

dVersum 官方 MCP 伺服器，讓助理在 dVersum 工作區中管理客戶、專案、任務、工時、發票、報價與行事曆。

可以做什麼
  • 查詢、新增、修改與刪除客戶、聯絡人、專案、看板欄位、任務、子任務、留言、標籤與領域
  • 記錄、修改與刪除工時，啟動與停止計時器，查看工時統計
  • 建立、編輯、寄送與追蹤發票、報價、定期發票、催款單、貸項通知與取消發票
  • 登記收款，查看收入與營業稅彙總，核准收到的發票，管理供應商並預覽 DATEV 匯出資料
  • 管理行事曆事件、團隊缺勤與休假統計
  • 處理頁面、白板、資料夾、檔案與分享連結，以及通知、組織成員和全域搜尋
適用情境
適合以 dVersum 管理業務、希望助理代擬發票或報價、更新專案看板、記錄工時、查看財務資料或在各處檢索資訊而無須切換應用程式的情境。
執行需求
透過 npm 套件以 npx 在本機執行，或以 Docker 搭配 HTTP 傳輸在 3100 埠執行。需要 DVERSUM_API_URL 基礎位址與取自 dVersum 設定的 DVERSUM_API_TOKEN JWT，並能存取該 API。
安裝前請注意
此權杖可存取整個業務工作區，請勿放入共用設定。許多工具會寫入、寄送或刪除資料：發票與催款單可寄給客戶，可登記收款、邀請或移除成員，並刪除檔案、資料夾與頁面。執行前請先確認。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Dversum，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Desktop only，透過 STDIO。 STDIO 服務會啟動本機處理程序，因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

README

@dversum/mcp-server

Official Model Context Protocol (MCP) server for the dVersum business management API. Lets AI assistants like Claude Desktop, Cursor, and Windsurf interact with your dVersum workspace — managing clients, projects, tasks, invoices, time tracking, and more.

Quick Start

Claude Desktop

Add this to your Claude Desktop configuration (~/Library/Application Support/Claude/claude_desktop_config.json):

json
{  "mcpServers": {    "dversum": {      "command": "npx",      "args": ["-y", "@dversum/mcp-server"],      "env": {        "DVERSUM_API_URL": "https://api.dversum.com/api/v1",        "DVERSUM_API_TOKEN": "your-jwt-token"      }    }  }}

Cursor / Windsurf

Add to your MCP settings:

json
{  "mcpServers": {    "dversum": {      "command": "npx",      "args": ["-y", "@dversum/mcp-server"],      "env": {        "DVERSUM_API_URL": "https://api.dversum.com/api/v1",        "DVERSUM_API_TOKEN": "your-jwt-token"      }    }  }}

Docker (Production)

Quick start

bash
cd mcp-server
# Create .env fileecho "DVERSUM_API_URL=https://api.dversum.com/api/v1" > .envecho "DVERSUM_API_TOKEN=your-jwt-token" >> .env
# Rundocker compose up -d

The server starts on port 3100 with a health check at /health and the MCP endpoint at /mcp.

Build & run manually

bash
docker build -t dversum-mcp .docker run -d \  -p 3100:3100 \  -e DVERSUM_API_URL=https://api.dversum.com/api/v1 \  -e DVERSUM_API_TOKEN=your-jwt-token \  --name dversum-mcp \  --restart unless-stopped \  dversum-mcp

Connect remote MCP to Claude Desktop

Once the Docker container is running, point Claude Desktop to the remote endpoint:

json
{  "mcpServers": {    "dversum": {      "url": "http://your-server:3100/mcp"    }  }}

Environment Variables

VariableRequiredDescription
DVERSUM_API_URLYesBase URL of your dVersum API (e.g. https://api.dversum.com/api/v1)
DVERSUM_API_TOKENYesYour JWT authentication token
MCP_TRANSPORTNostdio (default) or http (for Docker/remote)
MCP_PORTNoHTTP port when using http transport (default: 3100)

Available Tools (152)

Clients (5)

ToolDescription
list_clientsList all clients with pagination
get_clientGet client details
create_clientCreate a new client
update_clientUpdate client details
delete_clientDelete a client

Contacts (5)

ToolDescription
list_contactsList all contacts
get_contactGet contact details
create_contactCreate a new contact
update_contactUpdate contact details
delete_contactDelete a contact

Projects (12)

ToolDescription
list_projectsList all projects
get_projectGet project details
create_projectCreate a new project
update_projectUpdate project details
delete_projectDelete a project
get_project_boardGet full kanban board (columns + tasks)
list_project_membersList project members
add_project_memberAdd a member to a project
remove_project_memberRemove a member from a project
get_project_time_statsGet project time statistics
get_gantt_dataGet Gantt chart data with dependencies
create_columnCreate a kanban column

Tasks (16)

ToolDescription
get_taskGet task details (assignees, subtasks, tags)
create_taskCreate a task in a project column
update_taskUpdate task properties
delete_taskDelete a task
move_taskMove task to a different column
assign_taskAdd an assignee to a task
remove_assigneeRemove an assignee from a task
list_task_commentsList comments on a task
create_commentAdd a comment to a task
create_subtaskCreate a subtask (checklist item)
toggle_task_doneToggle task completion
add_tag_to_taskAdd a tag to a task
remove_tag_from_taskRemove a tag from a task
archive_taskArchive a task
restore_taskRestore an archived task
move_task_to_projectMove task to a different project

Time Tracking (8)

ToolDescription
list_time_entriesList time entries (filter by date, project)
create_time_entryLog a completed time entry
update_time_entryUpdate a time entry
delete_time_entryDelete a time entry
start_timerStart a running timer
stop_timerStop a running timer
get_running_timerGet the currently running timer
get_time_statsGet time tracking statistics

Calendar (5)

ToolDescription
list_eventsList calendar events in a date range
get_eventGet event details
create_eventCreate a calendar event
update_eventUpdate an event
delete_eventDelete an event

Invoices (14)

ToolDescription
list_invoicesList invoices (filter by status, client, type)
get_invoiceGet invoice with line items and totals
create_invoiceCreate a draft invoice
update_invoiceUpdate a draft invoice
delete_invoiceDelete a draft invoice
update_invoice_statusChange invoice status
send_invoice_emailSend invoice via email
create_invoice_from_timeCreate invoice from tracked time
add_invoice_line_itemAdd a line item
update_invoice_line_itemUpdate a line item
delete_invoice_line_itemDelete a line item
record_paymentRecord a payment on an invoice
create_credit_noteCreate a credit note (Gutschrift)
create_cancellationCreate a cancellation invoice (Stornorechnung)

Quotes (12)

ToolDescription
list_quotesList quotes/proposals
get_quoteGet quote with line items
create_quoteCreate a draft quote
update_quoteUpdate a quote
delete_quoteDelete a quote
update_quote_statusUpdate quote status
send_quote_emailSend quote via email
duplicate_quoteDuplicate a quote
convert_quote_to_invoiceConvert accepted quote to invoice
add_quote_line_itemAdd a line item
update_quote_line_itemUpdate a line item
delete_quote_line_itemDelete a line item

Recurring Invoices (8)

ToolDescription
list_recurring_invoicesList recurring invoice templates
get_recurring_invoiceGet recurring invoice details
create_recurring_invoiceCreate a recurring invoice
update_recurring_invoiceUpdate a recurring invoice
delete_recurring_invoiceDelete a recurring invoice
pause_recurring_invoicePause auto-generation
resume_recurring_invoiceResume auto-generation
generate_recurring_invoice_nowGenerate an invoice now

Payment Reminders (6)

ToolDescription
list_remindersList payment reminders (Mahnungen)
get_reminderGet reminder details
get_reminder_suggestionGet suggested reminder for overdue invoice
create_reminderCreate a payment reminder
send_reminder_emailSend reminder via email
delete_reminderDelete a reminder

Finance (11)

ToolDescription
get_finance_overviewMonthly revenue vs expenses
get_vat_summaryUSt-Voranmeldung (KZ 81/86/66/83)
list_received_invoicesList incoming invoices
get_received_invoiceGet received invoice details
approve_received_invoiceApprove a received invoice
list_suppliersList all suppliers
get_supplierGet supplier details
create_supplierCreate a supplier
update_supplierUpdate supplier details
delete_supplierDelete a supplier
get_datev_exportPreview DATEV export data

Team Planning (5)

ToolDescription
list_absencesList team absences
create_absenceCreate an absence entry
update_absenceUpdate an absence
delete_absenceDelete an absence
get_vacation_statsGet vacation quota/usage stats

Pages (7)

ToolDescription
list_pagesList all pages
get_pageGet page with content
create_pageCreate a new page
update_pageUpdate page metadata
update_page_contentUpdate page content
delete_pageDelete a page and children
get_page_treeGet page tree hierarchy

Whiteboards (6)

ToolDescription
list_whiteboardsList all whiteboards
get_whiteboardGet whiteboard with content
create_whiteboardCreate a whiteboard
update_whiteboardUpdate whiteboard metadata
delete_whiteboardDelete a whiteboard
duplicate_whiteboardDuplicate a whiteboard

File Storage (12)

ToolDescription
list_filesList files in a folder
get_fileGet file details
delete_fileDelete a file
get_file_download_urlGet presigned download URL
list_foldersList folders
create_folderCreate a new folder
update_folderUpdate folder name/color
delete_folderDelete a folder and contents
get_folder_treeGet full folder hierarchy
create_share_linkCreate a WeTransfer-style share link
list_share_linksList active share links
revoke_share_linkRevoke a share link

Tags (4)

ToolDescription
list_tagsList all tags
create_tagCreate a tag
update_tagUpdate a tag
delete_tagDelete a tag

Areas (4)

ToolDescription
list_areasList project areas/groups
create_areaCreate a project area
update_areaUpdate an area
delete_areaDelete an area

Notifications (4)

ToolDescription
list_notificationsList recent notifications
get_unread_countGet unread notification count
mark_notification_readMark a notification as read
mark_all_notifications_readMark all as read

Organization (8)

ToolDescription
get_organizationGet organization details
update_organizationUpdate organization settings
list_membersList team members
invite_memberInvite a new member via email
update_member_roleChange a member's role
remove_memberRemove a member
global_searchSearch across all entities
get_activity_feedGet recent activity feed

Development

bash
# Clone the repogit clone https://github.com/dversum/dversum.gitcd dversum/mcp-server
# Install dependenciesnpm install
# Buildnpm run build
# Run locallyDVERSUM_API_URL=http://localhost:8080/api/v1 \DVERSUM_API_TOKEN=your-jwt-token \node dist/bin/dversum-mcp.js

License

MIT

來源：README.md，提交 48e0a39

工具

0
SourceWeft 尚未在沙箱中啟動過該軟體包，因此其工具未知。

版本歷史

1
  1. v2.0.0最新Sep 16, 2026

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