sevDesk MCP. Manage invoices, contacts, and orders with AI.
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…and any MCP-compatible client
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sevDesk MCP Server gives your AI agent direct read and write access to sevDesk's core data. You can manage contacts, create sales orders, draft invoices, and track accounting records—all without opening a browser dashboard.
It connects your LLM to CRM functions, parts catalogs, bank accounts, and the full ledger history for autonomous financial management.
What your AI agents can do
Create contact
Adds a new customer or supplier record to sevDesk.
Create part
Creates a brand-new product or service entry in the catalog.
Get contact
Retrieves all specific details about one contact ID.
The agent can list, read details for, or create new customer or supplier entries.
It retrieves full invoice line items, tax breakdowns, and order statuses needed for billing reports.
You can list existing parts or services and create entirely new entries in the product catalog.
The agent lists your bank accounts, views available accounting types, and checks vouchers/credit notes for reconciliation.
It pulls comprehensive, paginated lists of all contacts, invoices, orders, parts, and more.
Ask AI about this MCP
Supported MCP Clients
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sevDesk MCP Server: 15 Tools for Financial Management
These tools allow your AI client to read, write, and manage all core financial records in sevDesk, including contacts, invoices, parts, and bank accounts.
019d7606create contact
Adds a new customer or supplier record to sevDesk.
019d7606create part
Creates a brand-new product or service entry in the catalog.
019d7606get contact
Retrieves all specific details about one contact ID.
019d7606get credit note
Pulls the full data record for a single credit note.
019d7606get invoice
Gets detailed information about one invoice, including all line items and taxes.
019d7606get order
Retrieves the full details of a specific sales order.
019d7606get part
Gets detailed information for one part or service ID.
019d7606list accounting types
Displays the entire chart of accounts structure used by the company.
019d7606list bank accounts
Lists all bank accounts connected to the system for reference.
019d7606list contacts
Retrieves a complete list of every customer and supplier in sevDesk.
019d7606list credit notes
Lists all recorded credit notes for auditing purposes.
019d7606list invoices
Provides a comprehensive list of all invoices, including contact data.
019d7606list orders
Displays a full list of all sales orders placed.
019d7606list parts
Lists every product and service available in the catalog for sale.
019d7606list vouchers
Pulls a list of all incoming or outgoing physical receipts/vouchers.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with sevDesk, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
sevDesk MCP Server: Your AI Agent's Financial Copilot
This server gives your AI agent direct read and write access to sevDesk’s core financial records. You won't need to open a browser dashboard or fight through menus; your agent handles bookkeeping tasks—from generating invoices to tracking bank balances—by talking straight to the underlying API.
Managing Customer & Vendor Records
To handle client and vendor data, your agent first uses list_contacts to grab a complete list of every customer and supplier. If you need specifics on just one person or company, it pulls all the necessary details using get_contact. When a new client signs up or a new vendor drops in, your agent adds them instantly with create_contact, keeping your books current.
Generating Orders and Invoices
The agent handles everything related to billing. To generate reports or check payment status, it uses list_invoices for a comprehensive list of every invoice, including the contact details. For deep dives into any single bill, get_invoice retrieves detailed information, showing all line items and tax breakdowns. Similarly, if you need an order's history, list_orders provides a full roster of sales orders placed, and get_order pulls every detail for one specific sale.
Maintaining the Product Catalog
Need to keep track of what you sell? Your agent lists all existing parts or services using list_parts. If you find yourself with new inventory or a service offering, it creates a brand-new entry in the catalog via create_part, maintaining accurate pricing and descriptions. For checking specifics on an item already listed, it uses get_part to pull detailed information for any given part or service ID.
Auditing Accounting Data
When you gotta reconcile numbers, your agent has the tools. It lists all bank accounts connected to the system using list_bank_accounts, so you always know where the dough is sitting. To understand how your company classifies money, it displays the entire chart of accounts structure with list_accounting_types. For internal tracking and reconciliation, the server lets your agent check incoming or outgoing physical receipts/vouchers via list_vouchers or pull a full data record for any credit note using get_credit_note, while also listing all recorded notes with list_credit_notes.
Core Data Retrieval
For quick overviews, the agent can list everything: it pulls comprehensive, paginated lists of contacts (list_contacts), invoices (list_invoices), orders (list_orders), parts (list_parts), and vouchers (list_vouchers). This gives your AI client a complete picture without ever opening a browser.
How sevDesk MCP Works
- 1 Install this module directly into your MCP-compatible IDE or conversational context.
- 2 Inject your 32-character hexadecimal sevDesk API Token to establish a secure connection.
- 3 Prompt your agent with natural language instructions (e.g., "What's the total for invoice #123?").
The bottom line is, your AI client executes multiple required accounting actions through specific, named tools without you ever touching a dashboard.
Who Is sevDesk MCP For?
This is for the finance team member who gets frustrated trying to cross-reference data across five different sevDesk tabs. It's for the solopreneur whose AI agent needs to handle bookkeeping tasks automatically, or the auditor who has to reconcile physical receipts against digital records every month. Stop copy-pasting IDs; let your agent do it.
Uses the agent to draft new client records using create_contact and immediately query pending invoice tallies via list_invoices.
Instructs the AI to cross-reference registered parts (list_parts) against generated credit notes (list_credit_notes) for a quarterly audit check.
Asks their agent to list all connected bank accounts (list_bank_accounts) and verify the current accounting categories using list_accounting_types.
What Changes When You Connect
- Automated Data Retrieval: Instead of navigating to the invoicing tab, searching by customer name, and then downloading a PDF, you just ask your agent. The tool
get_invoicepulls all line items, taxes, and due dates directly into your chat window for immediate review. - Full Lifecycle Management: You can track an order from start to finish. First, check the sales order with
list_orders, then useget_orderto verify parts, and finally confirm billing by callingget_invoice. The agent manages this sequence automatically. - Zero-Click CRM Updates: Creating a new vendor used to mean logging into another system. Now, you just ask the AI to create the contact using
create_contact, and it handles the record creation in sevDesk for you. - Financial Audit Power: Reconciling receipts is tough. With
list_vouchersandget_credit_note, your agent can pull up a physical receipt, compare it against a formal credit note, and tell you if they match—all from one prompt. - System Transparency: Need to know what accounts you're using? Call
list_bank_accounts. You see exactly which bank nodes are active without having to manually check the core configuration settings.
Real-World Use Cases
A client needs a quick invoice summary.
The agent receives a query: "What's the net total on invoice #392911, and who is the attached client?" The system runs get_invoice to get the financials and then uses that data to reference the associated contact name. The result is an immediate, summarized answer for the user.
The team needs to reconcile a physical payment.
A voucher arrives showing 500 EUR. Instead of filing it manually and checking the ledger later, the agent uses list_vouchers to see recent entries and then runs get_credit_note against the voucher ID to confirm if that payment was already accounted for.
Setting up a new product line.
A sales manager doesn't know how to add a unique service. They ask the agent, "Add our new consulting package.". The agent uses create_part with the necessary details, making the item instantly available for use in future orders and invoices.
Auditing account setup.
The finance team wants to check if all required banking nodes are configured. They simply ask the agent to run list_bank_accounts. The system returns a list, confirming details like 'Deutsche Bank GmbH' and their current status.
The Tradeoffs
Trying to find one specific piece of data.
Writing five separate prompts: "Get contact 123.", "List invoices.", "What parts are available?", etc. This creates massive context overhead and requires manual stitching together of results.
→
Use the agent's conversational flow to chain calls. Start by calling list_contacts to identify a client, then pass that ID into an initial prompt asking for their latest invoice via get_invoice. The system handles the sequence.
Assuming data exists in memory.
Asking the agent about 'the last order' without providing any identifying number. The agent can't guess, and the query fails or returns nothing helpful.
→
Always start with a list tool to scope your search. Use list_orders first to get a range of IDs, then pass the target ID into get_order for specific details.
Manually comparing parts and orders.
Exporting an order list (CSV), opening the catalog (Excel), and cross-checking every part number manually to ensure pricing matches. This takes hours and is error-prone.
→
Instruct the agent to call get_order and then, within that single prompt, ask it to verify the price listed for each component against the current catalogue data using get_part. It does the comparison in one go.
When It Fits, When It Doesn't
Use this MCP server if your primary pain point is integrating accounting logic into your AI workflow. You need the agent to act like a virtual, knowledgeable bookkeeper who can perform multi-step transactions: find contacts (list_contacts), create items (create_part), and then generate billing documents (get_invoice).
Don't use this if you only need simple data visualization or document retrieval (e.g., reading a PDF attachment). For those tasks, a general file processing tool is better. Also, don't rely on it for complex regulatory advice; the tools provide raw data and state, but interpretation must come from your prompt. If you are building a system that needs to handle thousands of concurrent, high-velocity transactions per second (like a global payment processor), an event sourcing architecture might be required, which is beyond the scope of this current toolset.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by sevDesk API. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
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Zero-Trust Proxy
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Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 15 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually tracking invoices and contacts eats up half your workday.
Right now, processing even one client request means logging into sevDesk. You pull up the customer's contact record; you check their invoice history to see if they paid last month; then you have to manually verify which parts were included in the original order against your current catalog prices. It’s a cycle of tabs, copy-pasting IDs, and opening three separate windows just to get one answer.
With this MCP server, that entire sequence is done by talking to your agent. You tell it what you need—for instance, "Tell me the full financial picture for Client X.". The agent calls `get_contact`, then iterates through all relevant invoices using `list_invoices` and `get_invoice`. It compiles everything into a single, clean response.
sevDesk MCP Server: Get real-time financial data from sevDesk.
Before this, updating or even reading core business records required deep knowledge of the sevDesk UI and API endpoints. You had to know if you needed a 'contact ID' or an 'order number,' and where those fields were located—a huge hurdle for any new user.
Now, your AI client handles the schema mapping. It knows that when you say "customer," it needs to call `list_contacts`. When you say "billing details," it calls `get_invoice`. The complexity of sevDesk's architecture is hidden from you; you just talk business.
Common Questions About sevDesk MCP
How do I find out what accounts are available for billing using the list_accounting_types tool? +
You run list_accounting_types to see every valid chart of account code. This provides a comprehensive list, ensuring your agent uses only approved accounting categories when generating new invoices or orders.
Can I use the get_invoice tool to see old payments? +
The get_invoice tool pulls specific invoice data, which includes payment status. For a full audit of past adjustments and refunds, you should also run list_credit_notes for context.
What is the difference between list_contacts and get_contact? +
list_contacts gives you a massive directory listing of every single client/supplier. Use get_contact when you already have an ID and need all the deep details on that one specific record.
Do I need to use list_parts before creating a new product with create_part? +
No, you don't. The create_part tool allows you to bypass listing and write the new catalog entry directly using your agent.
What happens if I use the get_invoice tool with an ID that doesn't exist? +
The AI client receives a structured error message instead of crashing. The agent reports the specific API failure (e.g., 'Invoice Not Found') so you can adjust your prompt or check the invoice number.
Are there limits if I run list_orders repeatedly? How do I get all records? +
The system implements rate limiting to prevent overload, but it supports pagination. Your agent automatically handles this by requesting subsequent pages until the full dataset of sales orders is gathered.
How should I manage my API token for secure connections across all tools? +
The connection requires a 32-character hexadecimal sevDesk API Token. Treat this credential like a password; never share it and ensure your AI client securely injects it into the environment.
Can I reference a newly created contact ID when getting an order using get_order? +
Yes, you can pass the new contact's unique identifier. This allows the agent to link the recently created client record directly to existing sales orders for comprehensive reporting.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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