create_quotation
Creates a new quotation (Angebot) in Lexoffice. Supports specifying a recipient by contact ID or inline address, adding line items with pricing, tax conditions, payment terms, and shipping conditions. The quotation can optionally be finalized immediately.
list_contacts
Lists and filters contacts in Lexoffice. Supports filtering by email, name, contact number, and role (customer or vendor). Returns paginated results with full contact details.
get_invoice
Retrieves a single invoice from Lexoffice by its ID. Returns comprehensive details including address, line items, totals, tax conditions, payment terms, shipping conditions, voucher status, and dates.
manage_voucher
Create, retrieve, or update bookkeeping vouchers in Lexoffice. Vouchers represent financial documents such as sales invoices, purchase invoices, credit notes, and their purchase counterparts.
manage_article
Create, retrieve, update, or delete articles (products or services) in Lexoffice. Articles represent goods or services that can be used on invoices and other vouchers.
create_contact
Creates a new contact in Lexoffice. A contact must be either a company or a person, not both. Assign customer and/or vendor roles to define the contact's relationship. The API allows a maximum of one billing address, one shipping address, and one contact person per API call.
update_contact
Updates an existing contact in Lexoffice. Requires the current version number for optimistic locking -- retrieve it first with get_contact. The full contact must be sent on update; any fields omitted will be cleared. A contact must remain either a company or a person, not both.
create_invoice
Creates a new invoice in Lexoffice. Supports specifying a recipient by contact ID or inline address, adding line items with pricing, tax conditions, payment terms, and shipping conditions. The invoice can optionally be finalized immediately or linked to a preceding sales voucher.
list_articles
Lists articles (products and services) from Lexoffice with optional filtering by article number, GTIN, or type. Results are paginated.
create_credit_note
Creates a new credit note (Gutschrift) in Lexoffice. Credit notes are used to partially or fully reverse an invoice. Supports specifying a recipient by contact ID or inline address, adding line items with pricing, tax conditions, payment terms, and shipping conditions. The credit note can optionally be finalized immediately or linked to a preceding sales voucher such as an invoice.
list_vouchers
Lists bookkeeping vouchers from the Lexoffice voucherlist endpoint. Returns all voucher types including invoices, credit notes, and purchase documents. Supports filtering by type, status, date ranges, contact, and voucher number.
get_payment
Retrieves payment information for a specific voucher from Lexoffice. Returns the open amount, payment status, payment items, and paid date. Use the voucher ID to look up its payment details.
get_contact
Retrieves the full details of a single Lexoffice contact by ID. Returns company or person information, roles, addresses, email addresses, phone numbers, and notes.
create_order_confirmation
Creates a new order confirmation (Auftragsbestätigung) in Lexoffice. Order confirmations are used to confirm an order to a customer, typically after receiving a quotation acceptance. Supports specifying a recipient by contact ID or inline address, adding line items with pricing, tax conditions, payment terms, and shipping conditions. The order confirmation can optionally be finalized immediately or linked to a preceding sales voucher such as a quotation.
get_profile
Retrieves the organization profile from Lexoffice, including company name, tax information, address, and contact details. Useful for understanding the connected account's configuration.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.
Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.
Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.
Manage accounting and bookkeeping data for German businesses. Create, retrieve, update, and filter contacts (customers and vendors). Create and manage sales documents including invoices, quotations, order confirmations, credit notes, delivery notes, and dunnings, with support for document chains and German e-invoicing formats (XRechnung, ZUGFeRD). Create and update bookkeeping vouchers with file attachments. Manage articles (products and services) for use in sales documents. Upload and download files such as receipts, PDFs, and e-invoice XML. Read payment status and history for vouchers and invoices. Access recurring invoice templates, organization profile, posting categories, payment conditions, and print layouts. Query across all voucher types with filtering by type, status, date, contact, and number. Subscribe to webhooks for real-time notifications on changes to contacts, invoices, quotations, vouchers, payments, and more.
Common questions about connecting Lexoffice to AI agents with Metorial.
