Connect Sevdesk to AI agents

Connect Sevdesk to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

get_contact

Get Contact

Retrieve a specific contact by ID, including its addresses and communication ways (email, phone, etc.). Returns full contact details with embedded related data.

create_contact

Create Contact

Create a new contact (customer, supplier, or other) in sevDesk. Supports creating both person and company contacts with optional addresses and communication ways (email, phone, etc.).

search_invoices

Search Invoices

Search and list invoices in sevDesk. Filter by status, date range, contact, or invoice number. Supports pagination.

delete_contact

Delete Contact

Permanently delete a contact from sevDesk. This action cannot be undone.

create_voucher

Create Voucher

Create a new voucher (incoming invoice/receipt) in sevDesk using the Factory endpoint. Vouchers represent expenses and incoming bills.

list_check_accounts

List Check Accounts

List all check accounts (bank accounts, cash registers, etc.) in sevDesk. Check account IDs are needed when booking payments on invoices and vouchers.

get_receipt_guidance

Get Receipt Guidance

Query which booking accounts, tax rules, and tax rates are valid and compatible with each other based on the current sevDesk account settings. Essential for creating compliant invoices, vouchers, and credit notes in sevDesk 2.0.

search_vouchers

Search Vouchers

Search and list vouchers (incoming invoices/receipts) in sevDesk. Filter by status, supplier, or date range. Supports pagination.

search_credit_notes

Search Credit Notes

Search and list credit notes in sevDesk. Filter by status, contact, or credit note number. Supports pagination.

create_part

Create Part

Create a new part (product or service) in the sevDesk inventory. Parts can be used as line items in invoices and orders.

create_order

Create Order

Create a new order in sevDesk. Orders can later be converted to invoices using the Create Invoice from Order tool.

cancel_invoice

Cancel Invoice

Cancel an existing invoice in sevDesk. Creates a cancellation invoice and sets the original invoice status to cancelled. This is the GoBD-compliant way to void an invoice.

book_invoice

Book Invoice Payment

Record a payment on an invoice. Supports full and partial payments. The payment is booked against a check account (bank account) in sevDesk.

export_datev

Export DATEV

Export accounting data in DATEV CSV format for a given date range. Used for transferring data to tax advisors or external accounting systems (e.g., DATEV Unternehmen Online).

book_voucher

Book Voucher Payment

Record a payment on a voucher (incoming invoice/receipt). Books the payment against a check account (bank account).

manage_accounting_contact

Manage Accounting Contact

Create or update accounting-specific information for a contact, such as debitor/creditor numbers used in bookkeeping. If an accounting contact ID is provided, the existing record is updated; otherwise, a new one is created.

search_parts

Search Parts

Search and list parts (products/services) in the sevDesk inventory. Filter by name or part number. Supports pagination.

create_credit_note

Create Credit Note

Create a credit note from an existing invoice. The credit note inherits the invoice's contact, positions, and tax information.

update_contact

Update Contact

Update an existing contact's properties in sevDesk. Only the provided fields will be updated; omitted fields remain unchanged.

get_invoice

Get Invoice

Retrieve a specific invoice by ID, including its line items/positions. Returns full invoice details with contact info, amounts, dates, and status.

create_invoice_from_order

Create Invoice from Order

Convert an existing order into an invoice. The invoice inherits the order's contact, positions, and other data.

create_invoice

Create Invoice

Create a new invoice in sevDesk with line items. The invoice is created using the Factory endpoint which handles proper tax rule application and position creation.

search_contacts

Search Contacts

Search and list contacts in sevDesk. Filter by name, customer number, or category. Supports pagination for large result sets.

add_communication_way

Add Communication Way

Add a communication way (email, phone, website, fax, mobile) to an existing contact in sevDesk.

search_orders

Search Orders

Search and list orders in sevDesk. Filter by status, contact, date range, or order number. Supports pagination.

send_invoice

Send Invoice

Send an invoice via email with the invoice PDF attached. Also marks the invoice as sent. Optionally send copies to CC/BCC addresses.

get_invoice_pdf

Get Invoice PDF

Retrieve the PDF download URL for an invoice. The returned URL can be used to download the rendered invoice PDF.

More integrations teams use with Sevdesk

Zoho

Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.

Quickbooks

Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Timecamp

Track and manage time entries for tasks and projects. Start, stop, and check real-time timers. Create and organize projects and tasks in hierarchical structures. Manage users, groups, and team membership. Retrieve attendance and away time records for workforce management. Create and send invoices from billable time entries. Set billing rates for users, groups, and projects. Approve employee timesheets. Track project budgets against actual time spent. Assign tags to categorize time entries. Monitor computer activity and application usage. Manage client records associated with projects and invoices.

Technical notes for Sevdesk

Create, manage, and search invoices, credit notes, vouchers, orders, and contacts for cloud-based accounting. Send invoices via email with PDF attachments, book payments, and create dunning notices. Manage parts/inventory with stock tracking. Upload and attach receipt files to vouchers. Export accounting data in DATEV format for tax advisors. Query valid tax rules, booking accounts, and tax rates for GoBD-compliant German accounting. Create and manage accounting contacts with debitor/creditor numbers.

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Frequently asked questions

Common questions about connecting Sevdesk to AI agents with Metorial.

  1. Can Metorial connect Sevdesk to AI agents?
    Yes. Metorial connects AI agents to Sevdesk through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.