Sevdesk

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

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.

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 objects (contact, sevClient) using the embed parameter - Sort results by invoice date or other fields

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.

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.

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 request.

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.

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

Tool to retrieve tags from sevdesk. Use when you need to fetch tags for categorization or filtering purposes.

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.

Tool to export credit notes as CSV from SevDesk. Use when you need to retrieve credit note data in CSV format for reporting or data analysis. The export returns CSV content (either base64-encoded or plain text) along with file metadata.

Tool to retrieve placeholders (dictionary entries) for a specific object type in sevDesk. Use when you need to get available template placeholders for documents like invoices, emails, or letters.

Tool to find contacts by custom field value. Use when you need to search for contacts that have a specific value in a custom field.

Tool to generate a download hash for an export job progress. Use when you need to retrieve the progress status and download hash for an export job initiated through sevDesk's Export API.

Tool to retrieve accounting contact details by ID. Use when you need accounting information (debitor/creditor numbers) for a specific contact.

Tool to retrieve the bookkeeping system version from sevDesk. Use when you need to check which bookkeeping system version (1.0 or 2.0) is currently configured for the sevDesk client. This is useful for determining which features and endpoints are available based on the accounting system in use.

Tool to retrieve a specific check account transaction by its ID. Use when you need detailed information about a specific transaction.

Retrieve a list of communication way keys from sevDesk. Communication way keys define the available types for contact communication methods (e.g., ID 1: Private, ID 2: Work, ID 3: Fax, ID 4: Mobile, ID 5: Empty, ID 6: Autobox, ID 7: Newsletter, ID 8: Invoicing). Use this to get the valid key IDs and names for creating or updating communication ways.

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

Tool to retrieve details of a specific contact address by ID. Use when you have a contact address ID and need its detailed information.

Tool to retrieve a contact custom field by its ID. Use when you need to fetch details about a specific custom field associated with a contact.

Tool to retrieve details of a specific contact custom field setting by ID. Use when you need information about a contact custom field configuration.

Tool to receive the count of references for a contact custom field setting. Use when you need to check how many times a contact custom field is referenced before deleting it.

Tool to retrieve contact custom field settings from sevDesk. Contact custom field settings define the structure and configuration of custom fields that can be added to contacts. Use this when you need to fetch the list of available custom field configurations or understand what custom fields are defined for contacts.

Tool to retrieve contact custom fields from sevDesk. Contact custom fields store additional user-defined information about contacts beyond standard fields. Use this when you need to fetch custom field values for contacts or list all custom field data.

Tool to get the count of items across all tabs for a specific contact. Use when you need to retrieve statistics about documents, invoices, orders, and other items related to a contact.

Tool to retrieve credit note positions from SevDesk. Use when you need to fetch line items or positions associated with credit notes.

Tool to export invoices as CSV from sevDesk. Use when you need to get invoice data in CSV format. The response contains base64-encoded CSV content when download parameter is false.

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.

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.

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

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

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

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.

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

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.

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

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.

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.

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 pagination (limit/offset) to handle the large dataset efficiently (45,000+ places).

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.

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.

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.

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.

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.

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.

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.

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.

Retrieves all sevDesk account invoices for the authenticated client. Returns a list of invoice objects or null if no invoices exist in the account.

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 current configuration state of the sevDesk client. No parameters are required, but you can optionally use the 'embed' parameter to get additional embedded information like full sevClient details.

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

Tool to retrieve tag relations from sevDesk. Use when you need to fetch associations between tags and other objects like contacts, invoices, or orders.

Retrieves tax rules from SevDesk. Tax rules define the tax treatment for different types of transactions (e.g., domestic sales, EU sales, reverse charge, exports). Each rule includes a name, description, code, and country information. Use this action to: - Get available tax rules for invoice line items - Understand tax treatment codes (e.g., 'USTPFL_UMS_EINN', 'AUSFUHREN', 'INNERGEM_LIEF') - Determine applicable tax rules based on country and transaction type - Support pagination with limit/offset for large result sets

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.

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). Once created, these custom fields can be used when managing contacts.

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.

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 invoices or recording payments.

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.

Tool to reset a credit note status to open. Use when you need to revert a credit note from a higher status back to open status.

Tool to mark a credit note as sent by updating its send status and type. Use when you need to record that a credit note has been sent to the customer via print, postal, mail, or PDF download. Set sendDraft to false to actually mark it as sent.

Tool to send a credit note by printing and render it. Use when you need to print a credit note and get render information including document ID and page count.

Tool to update an existing accounting contact in SevDesk. Use when you need to modify creditor or debitor numbers for a contact.

Tool to update an existing check account transaction in sevDesk. Use when you need to modify transaction details such as amount, payment purpose, payee/payer name, or status. Only provide the fields you want to update - all fields except checkAccountTransactionId are optional. Common use cases include correcting transaction amounts, updating payment descriptions, or changing transaction status. Returns the complete updated transaction object.

Tool to update an existing communication way by ID in sevDesk. Use when you need to modify contact information such as email addresses, phone numbers, or websites. Only provide the fields you want to update.

Tool to update an existing contact address by its unique identifier. Use when you need to modify street, city, zip code, name, or other address details of an existing contact address.

Tool to update a contact custom field in SevDesk. Use when you need to modify the value of an existing custom field for a contact.

Tool to update an existing contact custom field setting in SevDesk. Use when you need to modify the name or description of a custom field configuration for contacts.

Tool to update an invoice parameter such as template, language, letterpaper, or PayPal settings. Use when you need to change the layout or configuration of an existing invoice.

Tool to update an order parameter such as template, language, letterpaper, or PayPal settings. Use when you need to change the layout or configuration of an existing order.

Tool to update the export configuration for a SevClient in sevDesk. Use when you need to configure export settings including accountant number, accountant client number, and accounting year begin timestamp. This endpoint requires the SevClient ID and all three configuration parameters.

Tool to update a tag's name in sevDesk by its ID. Use when you need to rename or modify an existing tag.

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.

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.

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.

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.