Sevdesk

Tool to export check account transactions as CSV file. Use when you need to download or retrieve transaction data in CSV format for reporting or analysis.

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Tool to check if an invoice is already partially paid. Use when you need to determine the partial payment status of a specific invoice.

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Tool to retrieve all line items (positions) for a specific invoice. Use when you need detailed information about products, services, quantities, and prices on an invoice.

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Tool to retrieve invoice positions from sevDesk. Use when you need to fetch line items or positions associated with invoices.

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Retrieves a list of invoices from sevDesk with optional filtering and pagination. Use this tool to: - Get all invoices or filter by status (DRAFT, CONFIRMED, PAID, CANCELLED) - Search invoices by contact, date range, or invoice number - Paginate through large invoice lists using limit and offset - Include related obje…

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Tool to retrieve all available letterpapers with thumbnails from sevDesk. Use when you need to view or select letterpapers for documents.

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Tool to retrieve the next free customer number from sevDesk. Use when you need to get the next available customer number for creating a new contact.

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Tool to retrieve details of a specific order by ID. Use when you have an order's ID and need its detailed information including customer, amounts, status, and line items.

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Tool to retrieve discounts applied to a specific order in sevDesk. Use when you need to find all discount entries associated with an order.

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Tool to retrieve details of a specific order position by ID. Use when you have an order position's ID and need its detailed information including quantity, price, tax rate, and discounts.

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Tool to retrieve order positions from SevDesk. Use when you need to fetch line items or positions associated with orders.

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Retrieve a paginated list of orders from sevDesk. This action fetches orders with support for filtering by status, customer, search text, and pagination. All parameters are optional - calling without parameters returns all orders. Use 'embed' to include related data like contact information or addresses in a single re…

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Tool to retrieve details of a specific part by ID. Use when you have a part's ID and need its detailed information including pricing, stock levels, and metadata.

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Tool to retrieve a list of part contact prices. Use when you need to fetch pricing details for parts linked to contacts, with optional filters, pagination, and embedding of related objects.

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Tool to retrieve a list of all parts. Use when you need to list available products or services for selection.

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Tool to retrieve the current stock level of a specific part. Use when you need to check inventory availability for a product or service.

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Retrieves a list of part unities (units of measurement) from SevDesk. Part unities represent units of measurement used for products/parts in the system (e.g., pieces, meters, kilograms, hours). Use this action to list all available units, with optional pagination and filtering for deleted entries.

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Retrieves all available payment methods from sevDesk. Payment methods define how customers pay invoices (e.g., SEPA bank transfer, cash, check, online payment like PayPal). Use this to list payment methods before creating invoices or to display payment options. Supports pagination via limit and offset parameters.

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Retrieve a list of places (cities/locations with geographic data) from sevDesk. Places contain location information including city names, coordinates (latitude/longitude), postal codes, and location IDs. Useful for address validation, geographic lookups, or populating location dropdowns in your application. Use pagina…

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Tool to list existing private transaction rules in SevDesk. Use when you need to retrieve all rules that automatically mark transactions as private based on counterpart name or payment purpose. This is useful for reviewing configured rules for separating personal transactions from business ones.

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Tool to retrieve the progress of an export operation. Use when you need to check the status of a running export by its hash identifier.

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Tool to retrieve receipt guidance for a specific Datev account number. Use when you need to understand what receipt types and tax rules are allowed for a particular account in the accounting system.

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Tool to retrieve receipt guidance for all accounts. Provides guidance on which booking accounts can be used with which tax rules and receipt types. Use when you need to determine compatible tax rates and tax rules for specific booking accounts in voucher processing.

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Tool to retrieve guidance for expense accounts from sevDesk. Use when you need to determine which expense accounts are available and which tax rules and receipt types are compatible with them. This helps ensure correct account selection based on client settings and tax requirements.

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Tool to retrieve guidance for revenue accounts from sevDesk. Use when you need to determine which revenue accounts are available and which tax rules and receipt types are compatible with them. This helps ensure correct account selection based on client settings and tax requirements.

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Tool to get guidance by tax rule from sevDesk. Use when you need to determine which booking accounts are compatible with a specific tax rule. This helps ensure proper account selection for vouchers and invoices, preventing validation errors. Returns a list of accounts with allowed receipt types and tax rules.

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Tool to export invoice list report from sevDesk. Use when you need to get an invoice list report, typically as a PDF. The response contains base64-encoded content when download parameter is false.

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Tool to export the order list report from sevDesk. Use when you need to generate a report of orders. The report is typically returned as a base64-encoded PDF file that can be decoded and saved.

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Retrieves the sevClient configuration settings from sevDesk. This endpoint returns comprehensive configuration information including taxation settings, decimal precision for prices/quantities, payment integrations (PayPal, Stripe), document printing preferences, and various system settings. Use this to understand the…

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Tool to retrieve details of a specific tag by ID. Use when you have a tag's ID and need its detailed information.

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