• DATA
  • CLIENTS
  • LISTS
  • HUMAN

How to query invoice and client details with your AI

Connect sevDesk to your AI client once. After that, you can pull specific billing data or customer info just by asking.

Ask AI about this page

Short answer

Can I ask my AI for specific invoice or client data from sevDesk?

Yes. Your AI uses the connected tools to look up specific invoices, list your recent billing records, or pull contact details for your customers. You'll get exact line items and tax info without opening the sevDesk dashboard.

Data outcomes

What you get from your queries

The AI pulls the raw data from sevDesk and presents it in your chat window.

DATA

Instant invoice lookups

The AI pulls specific line items and tax breakdowns from any invoice you ask about. You get the exact numbers you need for reconciliation.

CLIENTS

Customer info retrieval

Ask for contact details or address information for any client in your system. It pulls the data directly from your contact list.

LISTS

Invoice summaries

Get a list of recent invoices or filter through your billing history. The AI scans your records to find exactly what you're looking for.

HUMAN

Manual verification

The AI provides the data, but you remain responsible for verifying tax calculations or making changes to the records in sevDesk.

The workflow

What your AI does when you ask a question.

The AI translates your question into specific tool calls to fetch your sevDesk data.

  1. Find the right record

    The AI searches through your account to find the specific invoice or client you mentioned.

    list_invoices

  2. Pull invoice details

    Once the invoice is identified, the AI grabs the specific line items and tax data.

    get_invoice

  3. Fetch customer info

    If you ask about a person or company, the AI pulls their saved contact information.

    get_contact

  4. Present the answer

    The AI organizes the raw data into a readable format in your chat interface.

    get_invoiceget_contact

Try it

Copy these to start.

Use these prompts to test the connection immediately.

Starting points

These are examples. Swap out the names and invoice numbers for your actual sevDesk data.

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

  • Show me the line items for invoice #12345.

  • What is the contact address for the client 'Acme Corp'?

  • List my last five invoices from this month.

  • How much tax was charged on the most recent invoice for Müller GmbH?

  • 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 credentials stay encrypted, and you can start querying your data immediately.

Connect sevDesk to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit my invoices?

    No. The current tools only allow the AI to read and list existing data. You must log in to sevDesk to make any changes.

  • 02

    Can I delete a contact through the AI?

    No. There are no tools available to delete or modify records in sevDesk.

  • 03

    Does the AI see all my data?

    The AI only accesses the specific data required to answer your prompt using the provided tools.

  • 04

    Can I ask for total revenue?

    Yes, if you ask the AI to list your invoices, it can then sum the totals from those specific records for you.

  • 05

    Will this work in Claude or Cursor?

    Yes, it works in any MCP-compatible client like Claude, Cursor, or Windsurf once you have connected the connector via Vinkius.

  • More questions about sevDesk? The Connector page answers them. See everything the sevDesk Connector can do

Connect sevDesk API to Claude, Cursor, ChatGPT & more