Lexoffice for AI agents
Agents read Lexoffice at once. Changes and sends are held for a person's approval by default.
About Lexoffice
Lexoffice is a cloud-based accounting software designed for freelancers and small businesses, offering invoicing, expense management, and integration with banks
What an agent can do in Lexoffice
Every Lexoffice action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Lexoffice without asking first. 27 actions.
- Get ContactTool to retrieve a specific contact by its ID. Use when you need to fetch detailed information about a contact.
- Get Credit NoteTool to retrieve a credit note by its UUID from Lexoffice. Use when you need to fetch details of a specific credit note. Credit notes can be in draft or finalized (open) mode.
- Get InvoiceTool to retrieve a specific invoice by its UUID. Use when you need to fetch detailed information about an invoice including line items, pricing, and payment terms.
- List ContactsTool to retrieve all contacts from Lexoffice with optional filters. Use when you need to list contacts with filtering options for number, email, name, vendor status, or customer status.
- List VoucherlistTool to retrieve voucherlist from Lexoffice including bookkeeping vouchers (salesinvoices, salescreditnotes), invoices, credit notes, order confirmations, quotations, and delivery notes. Use when you
- Get ArticleTool to retrieve an article by ID from Lexoffice. Use when you need to fetch details of a specific article including its price, type, and other metadata.
- Get Credit Note DocumentTool to render a credit note document (PDF). Use to trigger PDF document file rendering for credit notes in status 'open'. Note: This endpoint only works for credit notes that have been finalized (sta
- Get Delivery NoteTool to retrieve a specific delivery note from Lexoffice by its ID. Use when you need to fetch complete details of a delivery note including address, line items, and tax information.
- Get DunningTool to retrieve a dunning document by its ID. Use when you need to fetch details of a specific dunning from Lexoffice.
- Get Dunning DocumentTool to render and retrieve a dunning document (PDF) reference. Triggers the PDF document file rendering for newly created dunnings. Use when you need to get the document file ID for a specific dunnin
- Get Event SubscriptionTool to retrieve a specific event subscription by its ID. Use when you need to get details about an existing event subscription.
- Get Invoice DocumentTool to render an Invoice Document (PDF) by invoice ID. Use when you need to generate or retrieve the PDF document reference for an invoice that is in 'open' status. This triggers the PDF rendering pr
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- Get Order ConfirmationTool to retrieve a specific order confirmation by its ID. Use when you need to fetch the complete details of an order confirmation including line items, pricing, addresses, and payment terms.
- Render Order Confirmation DocumentTool to render an Order Confirmation Document as PDF. Use when you need to trigger PDF document rendering for a specific order confirmation by providing its ID. Returns a document file reference that
- Get Payment InformationTool to retrieve payment information for a specific voucher (invoice or credit note) from Lexoffice. Use when you need to check payment status, outstanding amounts, or view payment transaction details
- Get ProfileRetrieves the user and company profile information from Lexoffice. Use this action to get account details, enabled features, subscription status, and company information.
- Get QuotationTool to retrieve a quotation by its ID. Use when you need to fetch details of a specific quotation including line items, pricing, and payment terms.
- Get Quotation DocumentTool to render a quotation document as a PDF file. Triggers the PDF document file rendering for newly created quotations in status open. Returns a document file ID that can be used to download the PDF
- Get VoucherTool to retrieve a specific voucher by its UUID. Use when you need to fetch detailed information about vouchers such as sales invoices, credit notes, and other financial documents.
- List ArticlesTool to list articles from Lexoffice using filters and pagination. Use when you need to retrieve articles filtered by articleNumber, gtin, or type (PRODUCT/SERVICE). Supports pagination with page and
- List CountriesTool to retrieve the list of all available countries with tax classifications from Lexoffice. Use when you need to get country information for invoicing, tax calculations, or address validation.
- List Event SubscriptionsTool to retrieve all event subscriptions for the current access token. Use when you need to inspect configured webhook subscriptions for events.
- List Payment ConditionsTool to retrieve list of currently configured payment conditions from Lexoffice. Use when you need to view all payment terms and conditions set up in the organization.
- List Posting CategoriesTool to retrieve the list of posting categories for bookkeeping vouchers (revenue or expense) supported in lexoffice. Use when you need to get available posting categories for creating or updating vou
- List Print LayoutsTool to retrieve all print layouts for invoices and other documents. Use when you need to list available print layouts that can be referenced when creating sales vouchers (invoices, delivery notes, cr
- List Recurring TemplatesTool to retrieve all recurring templates from Lexoffice. Use when you need to list recurring invoice templates with pagination and sorting options.
- List VouchersTool to filter vouchers by voucher number from Lexoffice. Use when you need to retrieve vouchers with a specific voucher number.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 14 actions.
- Create contactTool to create a new contact (customer or vendor) in Lexoffice. Use when you need to add a new business contact. Either company or person details must be provided, and at least one role (customer/vend
- Create Credit NoteTool to create a credit note in Lexoffice. Credit notes are created in draft mode by default; set finalize=true to create with status 'open'. Use when you need to issue a refund or credit for an invoi
- Create Delivery NoteCreate a delivery note in lexoffice. Delivery notes are created in draft mode by default (set finalize=true for open status). Use when shipping goods or providing services and need to document what wa
- Create Order ConfirmationTool to create an Order Confirmation in Lexoffice/Lexware. Order confirmations are always created in draft mode and do not need to be finalized. Use when you need to confirm a customer order with line
- Create QuotationTool to create a quotation in Lexoffice. Quotations are created in draft mode by default. Use the finalize parameter to create a finalized quotation with status 'open'. Requires address with either co
- Create VoucherTool to create a bookkeeping voucher in Lexoffice. Use when you need to create expense receipts, sales invoices, purchase invoices, or other accounting vouchers. The voucher requires line items with a
- Update lexoffice contactTool to update an existing contact in lexoffice. Use when modifying customer or vendor information. Requires the contact ID and current version number for optimistic locking.
- Create ArticleTool to create a new article (product or service) in Lexoffice. Use when you need to add items to the product/service catalog for invoicing or quotations. The leadingPrice field must be uppercase (NET
- Create Event SubscriptionTool to register a new webhook for Lexoffice events. Use when you need to receive real-time notifications for specific events like invoice creation, contact changes, or payment updates.
- Create InvoiceCreate a Lexware invoice as an editable draft by default, or set finalize=true to irreversibly create it as open and no longer editable; finalization generates its document representation but does not
- Delete ArticleTool to permanently delete an article by its ID. Returns success confirmation on 204, or raises error if article not found (404).
- Delete Event SubscriptionTool to delete an event subscription by its ID. Use when you need to remove an existing event subscription from Lexoffice.
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- Update ArticleTool to update an existing article in Lexoffice with new data. Use when you need to modify article details such as price, title, type, or other attributes. Requires the article ID and version number f
- Update VoucherUpdate a currently open voucher after checking its version, or finalize a currently unchecked voucher by explicitly transitioning it to open. Other current statuses are non-writable. Files are preserv
Changes wait in Needs you
Changes and sends in Lexoffice are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Lexoffice questions
Can an agent change data in Lexoffice on its own?
Not by default. Changes and sends in Lexoffice are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Lexoffice?
This connector lists 27 read actions. Reads run at once, without waiting for approval.
How does Lexoffice connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.