# Lexware Office MCP for AI Agents AI Agent Connect

> Lexware Office (Accounting & Invoicing) MCP lets you manage your German bookkeeping and invoicing through your AI agent. You can create business contacts, track invoices, and audit accounting vouchers without leaving your favorite workspace. It connects directly to your Lexware Office account to handle the heavy lifting of financial data, helping you stay organized with your customers and vendors.

## Overview
- **Category:** finance-accounting
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_mYFhAugLgluYKnx9hp8aILLuBsDQbKqL8Ue9DY7b/ai-agent-connect
- **Tags:** bookkeeping, invoicing, tax-reporting, expense-tracking, financial-auditing, vat-management

## Description

Managing a business in Germany means staying on top of a mountain of paperwork. Between tracking down unpaid invoices and making sure every expense is categorized correctly for tax season, it is easy to get buried in browser tabs. This Connector changes that by letting you talk to your accounting data instead of digging for it. You can ask your agent to pull up a specific customer history or check the status of a recent delivery note. It is about moving from manual data entry to just asking questions and getting answers. When you connect this through the Vinkius catalog, your AI becomes a sort of financial co-pilot. You can quickly spot overdue payments or check global payment conditions to make sure your billing stays consistent. It handles the tedious parts of the Lexware Office platform, like looking at vouchers or inspecting quotations, so you can stay focused on running the actual business. You no longer have to worry about missing a payment or losing a quote in a sea of documents. Everything you need is just a chat away.

## Tools

### get_contact
Get the specific details for a customer or vendor. This helps you quickly verify contact info.

### create_contact
Add a new business record with a specific role like customer or supplier. It handles the formatting for you.

### list_contacts
Get a full list of all contacts currently in your system. Use this to manage your master data.

### list_invoices
See a chronological list of all your billed invoices. This is perfect for tracking recent billing activity.

### get_invoice
Pull up the specific amounts, tax status, and line items for one invoice. Use this to see exact totals.

### list_credit_notes
View the history of all credit notes in your account. It helps you track all financial corrections.

### list_quotations
See a list of both open and finished quotes. Use this to monitor your current sales pipeline.

### get_quotation
Look at the full details and pricing for a specific quote. It gives you a full breakdown of the offer.

### list_delivery_notes
See all your issued shipping and delivery documents. Use this to track where your goods are going.

### list_vouchers
See a combined stream of all recorded expenses, revenue, and notes. This provides a full audit trail.

### list_payment_conditions
Check your global payment terms and discount rules. This ensures your billing stays consistent.

### list_posting_categories
See the categories for your revenue and expense accounts. This helps with accurate account mapping.

### get_credit_note
See the exact positions and amounts for a specific credit note. This is useful for auditing specific refunds.

### list_order_confirmations
Access a structured register of all past order confirmations. This helps keep your sales history organized.

## Prompt Examples

**Prompt:** 
```
Show me the last 5 invoices I sent out.
```

**Response:** 
```
I've retrieved your last 5 invoices. Here is the summary:

| Invoice # | Amount | Status |
| :--- | :--- | :--- |
| RE-1001 | €1,200 | **Paid** |
| RE-1002 | €450 | **Open** |
| RE-1003 | €2,100 | **Overdue** |
| RE-1004 | €800 | **Open** |
| RE-1005 | €350 | **Paid** |

Would you like to see the line items for any of these?
```

**Prompt:** 
```
Who is our main supplier in Berlin?
```

**Response:** 
```
I found the primary supplier registered in Berlin:

**TechGmbH**
*   **Role:** Supplier
*   **Address:** Friedrichstraße 10, Berlin
*   **Email:** billing@techgmbh.de
*   **Total Invoices:** 12
*   **Outstanding Balance:** €0.00

Would you like me to list their recent invoices?
```

**Prompt:** 
```
What are my current payment terms for new customers?
```

**Response:** 
```
I've identified 3 active payment conditions in your account:

1. **Immediate** (Due on receipt)
2. **14 Days** (Standard)
3. **30 Days Net** (Standard)

I can provide the specific IDs for these if you need to create a new invoice with one of these terms.
```

## Capabilities

### Create new business contacts
Add new customers or suppliers to your records with specific roles.

### List and sort all outgoing invoices
View your entire billing history in a chronological list.

### View specific invoice line items
See the exact amounts, tax details, and payment statuses for a single bill.

### Browse the history of credit notes
Access all recorded financial adjustments and cancellations.

### Check open and closed quotations
Monitor your sales pipeline by viewing pending and finished quotes.

### Pull up delivery notes
Retrieve shipping documents and order confirmations instantly.

### Review global payment conditions
Query your standard payment terms and posting categories.

## Use Cases

### Checking payment status
A freelancer wants to see if a client paid last month's invoice. They ask the agent to list_invoices and check the status.

### Adding a new supplier
A business owner needs to add a new supplier. They tell the agent to create_contact with the company name and role.

### Auditing a specific refund
An accountant needs to check a specific refund. They ask the agent to get_credit_note for a specific ID to see the breakdown.

### Monitoring shipments
An ops manager wants to see all pending shipments. They ask the agent to list_delivery_notes to see what's gone out.

## Benefits

- Stop hunting for data by using list_invoices to see your entire billing history in one list.
- Save time on data entry by using create_contact to add new vendors directly from your chat.
- Improve audit accuracy by using list_vouchers to see every expense and revenue entry at once.
- Keep your sales pipeline organized by using list_quotations and list_order_confirmations to monitor progress.
- Ensure tax compliance by using list_posting_categories to verify your account mappings.
- Handle corrections faster by using list_credit_notes to track every financial adjustment.

## How It Works

The bottom line is you get a conversational interface for your entire Lexware Office accounting workflow.

1. Subscribe to the Connector and get your Lexware Office API Key.
2. Plug the key into your AI client settings.
3. Ask your agent to list invoices, create contacts, or audit vouchers.

## Frequently Asked Questions

**Can I use Lexware Office MCP to create new customers?**
Yes, you can use this Connector to add new customer or supplier records directly through your AI agent. It handles the naming and role assignments for you.

**Does Lexware Office MCP support German tax requirements?**
Yes, it helps you audit voucher categories and check posting mappings to ensure your records align with German accounting standards.

**Can I see my unpaid invoices with Lexware Office MCP?**
Yes, you can ask your agent to list your invoices and it will show you the status of each, including which ones are still open or overdue.

**Is Lexware Office MCP good for freelancers?**
It is excellent for freelancers who need to quickly check their expenses and billing history without having to keep the accounting software open all day.

**Can I check my credit notes with Lexware Office MCP?**
Yes, you can view the full history of credit notes or pull up the specific amounts and positions for a particular correction.

**Does Lexware Office MCP work with Claude?**
Yes, this Connector works with Claude and any other AI client that supports the Model Context Protocol.

**Can I create a new customer record through my agent?**
Yes. Use the `create_contact` tool by providing the company name, contact person, and email. Your agent will format the data according to Lexware Office standards and assign the correct role ('customer' or 'vendor') instantly.

**How do I check the payment status of an invoice?**
The `get_invoice` tool retrieves the complete document structure, including the current status (e.g., 'paid', 'open', or 'overdue'). Your agent can summarize these details for you directly in the conversation.

**Can my agent list all accounting categories available in my account?**
Absolutely. Use the `list_posting_categories` tool to retrieve the defined chart of accounts. This is essential for understanding how revenues and expenses are mapped to your financial reports and DATEV exports.