# sevDesk MCP for AI Agents AI Agent Connect > sevDesk MCP gives your AI agent direct read and write access to your sevDesk account. It handles the heavy lifting of managing invoices, CRM contacts, sales orders, and vouchers so you don't have to jump between tabs. It turns your AI into a functional accounting clerk that can actually execute tasks in your ledger. ## Overview - **Category:** customer-relationship-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_CnCmC0gBtVNFfOY4xNAqo3HCxGT2EdaukT70J31q/ai-agent-connect - **Tags:** invoicing, bookkeeping, ledger-management, crm-sync, voucher-tracking, smb-accounting ## Description This Connector lets you stop acting as a manual data entry clerk for your own business. Instead of logging into a dashboard to create a new vendor or hunt down a past-due invoice, you just tell your AI client what needs to happen. It connects your conversational workspace directly to your sevDesk records, meaning your agent can fetch contact details, generate new parts in your catalog, or pull up a list of bank accounts on command. If you're looking for a way to keep your bookkeeping organized without the constant context switching, this is the way to do it. It's one of the many tools available in the Vinkius catalog that bridges the gap between your daily tasks and your actual financial software. You can ask your agent to summarize recent credit notes or check the status of a specific order, and it'll pull that data instantly. It moves the work from your browser into your chat window. ## Tools ### create_contact Registers a new customer or supplier in your account. Use this to add new vendors or clients quickly. ### list_orders Shows a full list of all your sales orders. Use this to get a high level view of your current sales activity. ### get_order Pulls the specific details for one of your sales orders. This helps you check the status of a specific customer purchase. ### list_contacts Shows all your current customers and suppliers. Use this to browse your entire CRM database. ### get_contact Pulls the specific details for a single contact. Use this to see the metadata for a specific vendor or client. ### list_invoices Shows all your invoices with the contact data included. Use this to get a list of bills and who they belong to. ### get_invoice Pulls the line items and tax details for a specific bill. This helps you check the exact breakdown of a payment. ### list_credit_notes Shows every credit note currently in your records. Use this to see all adjustments made to your accounts. ### get_credit_note Retrieves the specific details of a single credit note. Use this to check the details of a specific refund. ### list_vouchers Lists all incoming and outgoing receipts in your system. Use this to track physical receipts and adjustments. ### list_parts Shows every product and service in your catalog. Use this to see what you have available for sale. ### get_part Shows the specific details for a single part or service. Use this to check pricing or descriptions for a specific item. ### create_part Adds a new product or service to your catalog. Use this to update your inventory without leaving your chat. ### list_accounting_types Shows all the types in your chart of accounts. Use this to see how your categories are structured. ### list_bank_accounts Shows the bank accounts connected to your business. Use this to verify your active financial inlets. ## Prompt Examples **Prompt:** ``` Who are my top 3 suppliers and what's their current status? ``` **Response:** ``` Here are the primary suppliers currently in your sevDesk records: | Supplier Name | Status | | :--- | :--- | | **Global Tech** | Active | | **Acme Corp** | Pending | | **Logistics Inc** | Active | Would you like me to pull the full contact details for any of these? ``` **Prompt:** ``` Can you give me the total for invoice 5542 and tell me who it belongs to? ``` **Response:** ``` Invoice **#5542** belongs to **Stark Industries**. Here is the breakdown: * **Software Maintenance**: 1,200.00 EUR * **Tax**: 240.00 EUR * **Total Amount**: **1,440.00 EUR** The payment status is currently marked as outstanding. ``` **Prompt:** ``` List all the bank accounts we have connected right now. ``` **Response:** ``` I found 2 bank accounts connected to your account: 1. **Deutsche Bank GmbH** (Primary) 2. **Commerzbank Corporate Node** (Reserve) Both accounts are currently set to EUR. ``` ## Capabilities ### Create new customer records Register new customers or suppliers in your account automatically. ### Fetch specific invoice details Get line items and tax amounts for any specific bill. ### Pull credit note lists Retrieve all credit notes currently in your records. ### View order information Get the specific details for any sales order in your system. ### Monitor parts catalog See every product and service in your catalog at a glance. ### Add new products Introduce new parts or services to your catalog via chat. ### List bank accounts View all company bank accounts connected to your profile. ## Use Cases ### Registering a new client A freelancer needs to add a new client. They ask the agent to create a contact for 'Acme Corp' as a customer. The agent uses create_contact. ### Checking for refunds An auditor needs to check for refunds. They ask the agent to list all credit notes to see if a specific one exists. The agent uses list_credit_notes. ### Verifying bank connections A manager needs to see what's in the bank. They ask the agent to show the current bank accounts. The agent uses list_bank_accounts. ### Checking product pricing A shop owner needs to check a price. They ask the agent for the details of a specific part. The agent uses get_part. ## Benefits - Stop manual data entry by using create_contact to register new vendors or clients instantly. - Get faster answers on payments by pulling specific line items with get_invoice instead of searching a list. - Keep your inventory updated by using create_part to add new services to your catalog on the fly. - Audit your records more accurately by pulling all credit notes with list_credit_notes into one view. - See your full financial picture by listing bank accounts and accounting types without leaving your chat. - Save time on order tracking by using list_orders to get a high level view of your sales. ## How It Works The bottom line is you get a way to manage your entire ledger through plain English commands. 1. Add the Connector to your compatible client like Claude or Cursor. 2. Paste your 32-character sevDesk API Token into the configuration. 3. Ask your agent to perform a task like listing your latest invoices. ## Frequently Asked Questions **Can the sevDesk MCP create new customers for me?** Yes, it can register new customers or suppliers directly. You can just tell your agent who to add and what category they belong to. **Can I use the sevDesk MCP to check my invoices?** You can pull specific invoice details and line items. This is great for quickly checking totals or tax breakdowns without opening the dashboard. **Does the sevDesk MCP work with my bank accounts?** It can list the bank accounts connected to your sevDesk profile. This helps you see your active financial inlets in one place. **Can I add new products using the sevDesk MCP?** Yes, you can create new parts or services in your catalog via your AI client. It makes updating your inventory much faster. **Is the sevDesk MCP good for tracking credit notes?** It can list and retrieve details for all your credit notes. This is perfect for auditing adjustments and refunds quickly. **How do I connect sevDesk to my AI client?** You just need to provide your 32-character API token in your client settings. Once connected, your agent can access your records immediately. **Are API-created contacts exactly the same as UI-created ones?** Yes contextually. When you execute the `create_contact` function natively alongside `category` parameters (`3` stands for customer, `4` for typical suppliers), sevDesk anchors these entries officially inside the identical primary table. Be clear about whether it's an email-lead versus a firm. **Wait, does my generated API Token expire if left unused?** No. The verified 32-character hexadecimal key token possesses an infinite lifeline inherently tied directly, securely, and stubbornly to your primary login account. It decays or dies primarily upon deliberate manual revocation (regeneration) directly executed by you inside your dashboard user settings. **Can I fetch detailed line items from a single invoice ID using this agent?** Absolutely. Querying `list_invoices` outputs high-level paginated arrays, but invoking the precision extractor `get_invoice` fed deliberately with a target identifier ID unveils the core metadata array detailing isolated tax mappings, due-date boundaries, and intricate line items.