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.
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 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 and list invoices in sevDesk. Filter by status, date range, contact, or invoice number. Supports pagination.
delete_contact
Permanently delete a contact from sevDesk. This action cannot be undone.
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 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
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 and list vouchers (incoming invoices/receipts) in sevDesk. Filter by status, supplier, or date range. Supports pagination.
search_credit_notes
Search and list credit notes in sevDesk. Filter by status, contact, or credit note number. Supports pagination.
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 a new order in sevDesk. Orders can later be converted to invoices using the Create Invoice from Order tool.
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
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 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
Record a payment on a voucher (incoming invoice/receipt). Books the payment against a check account (bank account).
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 and list parts (products/services) in the sevDesk inventory. Filter by name or part number. Supports pagination.
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 an existing contact's properties in sevDesk. Only the provided fields will be updated; omitted fields remain unchanged.
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
Convert an existing order into an invoice. The invoice inherits the order's contact, positions, and other data.
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 and list contacts in sevDesk. Filter by name, customer number, or category. Supports pagination for large result sets.
add_communication_way
Add a communication way (email, phone, website, fax, mobile) to an existing contact in sevDesk.
search_orders
Search and list orders in sevDesk. Filter by status, contact, date range, or order number. Supports pagination.
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
Retrieve the PDF download URL for an invoice. The returned URL can be used to download the rendered invoice PDF.
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.
Common questions about connecting Sevdesk to AI agents with Metorial.