Sevdesk

Tool to book an invoice amount in SevDesk. Use when you need to record a payment for an invoice, either full or partial. This creates an invoice log entry and updates the invoice status accordingly.

Untrusted display-only summary

Tool to check if a customer number is available in sevDesk. Use when you need to verify that a customer number can be assigned without conflicts.

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Tool to create a new accounting contact in sevDesk. Use when you need to assign debitor or creditor numbers to existing contacts for accounting purposes.

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Tool to create a new check account transaction in SevDesk. Use when you need to manually record a transaction for a payment account, such as bank transfers, cash movements, or other financial transactions that need to be tracked in the accounting system.

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Tool to create a new clearing account in sevDesk. Use when you need to set up accounts for tracking intermediate transactions like coupons, gift cards, or prepayments. Clearing accounts are offline accounts used for booking purposes.

Untrusted display-only summary

Tool to create a new contact communication way (email, phone, website, etc.) in SevDesk. Use when you need to add contact information like email addresses, phone numbers, or website URLs to an existing contact.

Untrusted display-only summary

Creates a new contact (person or company) in SevDesk accounting system. Required fields: - type: Must be 'PERSON' or 'COMPANY' - familyname: Required for PERSON type (last name) - name: Required for COMPANY type (company name) - category: Contact category reference (e.g., id=3 for Customer, id=2 for Supplier) Automati…

Untrusted display-only summary

Tool to create a new contact in sevDesk using the standard REST API endpoint. Use when you need to create a person or organization contact with category assignment.

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Tool to create a new contact address in SevDesk. Use when you need to add a new address for an existing contact with street, city, postal code, and country information.

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Tool to create a custom field for a contact in sevDesk. Use when you need to add custom field values to a contact. Requires references to both the contact and the custom field setting that defines the field type.

Untrusted display-only summary

Creates a new contact custom field setting in sevDesk for tracking additional contact information. Use this tool when you need to add custom fields to contacts to store information beyond the standard fields provided by sevDesk (e.g., customer type, lead source, industry classification, or other custom attributes). On…

Untrusted display-only summary

Tool to create a new credit note from an existing invoice in SevDesk. Use when you need to issue a credit note based on an already created invoice.

Untrusted display-only summary

Tool to create a new file import account (check account) in sevDesk. Use when you need to set up a new bank account that will receive transaction imports via CSV or MT940 files. The account will be created with type 'online' to support file imports.

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Tool to create a new part (product or service) in SevDesk. Use when you need to add inventory items, products, or services to the system for use in invoices and orders.

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Creates a new payment method in sevDesk for tracking different payment types. Use this tool when you need to add custom payment options (e.g., specific credit cards, digital wallets, or regional payment methods) that aren't already available in the system. The created payment method can then be used when creating invo…

Untrusted display-only summary

Tool to create a new private transaction rule in SevDesk. Use when you need to define rules that automatically mark transactions as private based on counterpart name or payment purpose. This is useful for separating personal transactions from business ones.

Untrusted display-only summary

Tool to create a new tag and attach it to an object (Invoice, Order, Voucher, or CreditNote) in sevDesk. Use when you need to categorize or label objects for organization and filtering. If a tag with the same name already exists, it will be linked to the object instead of creating a duplicate.

Untrusted display-only summary

Permanently deletes an accounting contact from sevDesk by its unique identifier. This action removes the accounting contact and cannot be undone. Use this when you need to: - Remove outdated or duplicate accounting contacts - Clean up test data - Delete accounting contacts that are no longer needed The accounting cont…

Untrusted display-only summary

Permanently deletes a check account from sevDesk by its unique identifier. This action removes the check account (bank account) and cannot be undone. Use this when you need to: - Remove outdated or unused bank accounts - Clean up test data - Delete check accounts that are no longer needed The check account ID must be…

Untrusted display-only summary

Permanently deletes a check account transaction from sevDesk by its unique identifier. Use when you need to remove a transaction that was created in error or is no longer needed.

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Permanently deletes a communication way from sevDesk by its unique identifier. Use when you need to remove phone numbers, email addresses, or other contact methods from contacts. The communication way ID must be valid and exist, otherwise a 404 error will be raised.

Untrusted display-only summary

Permanently deletes a contact from sevDesk by its unique identifier. This action removes the contact and cannot be undone. Use this when you need to: - Remove outdated or duplicate contacts - Clean up test data - Delete contacts that are no longer needed The contact ID must be valid and the contact must exist, otherwi…

Untrusted display-only summary

Tool to delete a contact address from sevDesk by its unique identifier. Use when you need to permanently remove a contact address that is no longer needed or is outdated.

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Tool to permanently delete a contact custom field by its ID. Use when you need to remove a custom field value from a contact.

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Tool to permanently delete a contact custom field setting by its ID. Use when you need to remove a custom field configuration from contacts.

Untrusted display-only summary

Permanently deletes a credit note from sevDesk by its unique identifier. This action removes the credit note and cannot be undone. Use this when you need to: - Remove outdated or incorrect credit notes - Clean up draft credit notes that are no longer needed - Delete test data Note: The credit note must be in draft sta…

Untrusted display-only summary

Permanently deletes an order from sevDesk by its unique identifier. Use this when you need to remove orders from the system. Note that only draft orders can be deleted - attempting to delete orders in other states will result in a 409 conflict error.

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Permanently deletes an order position from sevDesk by its unique identifier. Use this when you need to remove line items or positions from orders. Note that deletion may fail with a 409 conflict error if the order is not in draft status.

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Deletes a payment method in sevDesk by its ID. Use this when you need to permanently remove a payment method from the system. Requires the payment method ID which can be obtained from the Get Payment Methods or Create Payment Method actions.

Untrusted display-only summary

Permanently deletes a private transaction rule from sevDesk by its unique identifier. Use when you need to remove a rule that is no longer needed.

Untrusted display-only summary