• LIQUIDITY
  • VOUCHERS
  • CREDITS
  • HUMAN

How to monitor cash flow and vouchers with your AI

Connect sevDesk to your AI client once. From then on, you can pull live financial data using simple chat commands.

Ask AI about this page

Short answer

How can I track my business liquidity with AI?

Your AI pulls live data from sevDesk to show you bank account statuses, recent vouchers, and credit notes. You get a clear view of your available cash without opening the accounting dashboard.

Financial visibility outcomes

What you'll see

Your AI pulls specific data points to give you a real-time view of your money.

LIQUIDITY

Current bank balances

The AI checks your bank accounts to report exactly how much cash you have on hand.

VOUCHERS

Recent transaction history

Get a summary of recent vouchers to see where money is moving in or out of your business.

CREDITS

Outstanding credit notes

The AI identifies credit notes so you can track what is owed or credited to your accounts.

HUMAN

Manual bookkeeping

The AI only reads your data. You still handle all actual entries and corrections inside sevDesk.

The workflow

What your AI does when the data arrives.

The AI acts as a direct window into your sevDesk records.

  1. Check bank status

    Your agent pulls a list of all connected bank accounts to show current balances.

    list_bank_accounts

  2. Scan vouchers

    The AI retrieves recent vouchers to help you review recent business activity.

    list_vouchers

  3. Find credit notes

    It pulls credit notes to help you reconcile your accounts and track credits.

    list_credit_notes

  4. Analyze liquidity

    The AI combines these different data points to answer your specific questions about cash flow.

    list_bank_accountslist_voucherslist_credit_notes

Try it

Copy these to start.

Paste these into your chat to begin.

Starting points

These are opening lines. Swap out the specific account names or timeframes to get the exact data you need.

sevDesk API Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_CnCmC0gBtVNFfOY4xNAqo3HCxGT2EdaukT70J31q/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — sevDesk API capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sevdesk-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_CnCmC0gBtVNFfOY4xNAqo3HCxGT2EdaukT70J31q/mcp"
    }
  }
}
Copy into chat04

  • What are the current balances for my main business bank account?

  • Show me the most recent vouchers from this month.

  • List all outstanding credit notes for my account.

  • How much cash do I have available based on my bank accounts and recent vouchers?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect sevDesk once, then ask.

Follow the link to authorize the connection. Your login stays encrypted, and the full setup details are on the Connector page.

Connect sevDesk to your AI

FAQ

How this task behaves

  • 01

    Can the AI create new vouchers?

    No. The AI can only list existing vouchers, credit notes, and bank accounts.

  • 02

    Can the AI change my bank account details?

    No. The AI has no capability to modify or delete any data in sevDesk.

  • 03

    Does the AI see my full bank login?

    No. The connection is handled through the API, so your login credentials are never exposed to the AI.

  • 04

    Can I ask about specific transaction amounts?

    Yes. Once the AI pulls the vouchers, you can ask for details on specific amounts or dates.

  • 05

    Can the AI delete credit notes?

    No. The tools are limited to reading and listing data only.

  • More questions about sevDesk? See everything the sevDesk Connector can do

Connect sevDesk API to Claude, Cursor, ChatGPT & more