PrecisionBook a discovery call
Menu

Sevdesk for AI agents

Agents read Sevdesk at once. Changes and sends are held for a person's approval by default.

Book a discovery callBrowse all connectors

About Sevdesk

sevDesk is an online accounting software designed for small businesses and freelancers, offering features like invoicing, expense management, and financial reporting.

What an agent can do in Sevdesk

Every Sevdesk 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 Sevdesk without asking first. 66 actions.

  • Get Accounting ContactsTool to retrieve accounting contacts from sevDesk. Use when you need to fetch accounting contact information including debitor and creditor numbers.
  • Get Check Account Balance At DateTool to get the balance of a check account at a specific date. Use when you need to retrieve the historical balance of a bank account, considering only transactions up to the specified date at 23:59:5
  • Get Check Account By IDTool to retrieve details of a specific check account by ID. Use when you have a check account's ID and need its detailed information including balance, IBAN, currency, and status.
  • Get Check AccountsTool to retrieve a list of all check accounts. Use when you need to view or select available bank accounts in sevDesk.
  • Get Check Account TransactionsTool to retrieve list of check account transactions. Use when you need to fetch transactions with optional filters (e.g., account ID, date, status) after verifying the check account exists.
  • Get Communication WaysTool to retrieve communication ways from sevDesk. Use when you need to fetch contact information like phone numbers, emails, or web addresses for a contact.
  • Get Contact AddressesTool to retrieve contact addresses from sevdesk. Use when you need to fetch address information for contacts with optional pagination and embedded related objects.
  • Get Contact By IDTool to retrieve details of a specific contact by ID. Use when you have a contact's UUID and need its detailed information.
  • Get ContactsTool to retrieve a list of contacts. Use when you need to fetch contacts from sevdesk with optional filters.
  • Get Credit NotesTool to retrieve a list of credit notes. Use when you need to fetch multiple or filtered credit note records after confirming filters.
  • Get Invoice By IDRetrieve one invoice by ID, including its status, totals, and references.
  • Get Invoice Is Partially PaidTool to check if an invoice is already partially paid. Use when you need to determine the partial payment status of a specific invoice.
Show all 66
  • Get Invoice PositionsTool 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.
  • Get Next Customer NumberTool 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.
  • Get Order By IDTool 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.
  • Get OrdersRetrieve 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
  • Get Part By IDTool 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.
  • Get PartsTool to retrieve a list of all parts. Use when you need to list available products or services for selection.
  • Get TagsTool to retrieve tags from sevdesk. Use when you need to fetch tags for categorization or filtering purposes.
  • Get Voucher By IDRetrieve one sevDesk voucher by its ID.
  • Get VouchersRetrieve and filter a paginated list of sevDesk vouchers.
  • Check Customer Number AvailabilityTool 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.
  • Export Credit Note CSVTool 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 p
  • Fetch Dictionary Entries By TypeTool 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.
  • Find Contacts By Custom Field ValueTool to find contacts by custom field value. Use when you need to search for contacts that have a specific value in a custom field.
  • Generate Progress Download HashTool 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.
  • Get Accounting Contact By IDTool to retrieve accounting contact details by ID. Use when you need accounting information (debitor/creditor numbers) for a specific contact.
  • Get SevClient Account InvoicesRetrieves all sevDesk account invoices for the authenticated client. Returns a list of invoice objects or null if no invoices exist in the account.
  • Get Check Account Transaction By IDTool to retrieve a specific check account transaction by its ID. Use when you need detailed information about a specific transaction.
  • Get CommunicationWay By IDTool to retrieve details of a specific communication way by ID. Use when you have a communication way's ID and need its detailed information.
  • Get Communication Way KeysRetrieve 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, I
  • Get Contact Address By IDTool to retrieve details of a specific contact address by ID. Use when you have a contact address ID and need its detailed information.
  • Get Contact Custom Field By IDTool 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.
  • Get Contact Custom FieldsTool 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
  • Get Contact Custom Field Setting By IDTool to retrieve details of a specific contact custom field setting by ID. Use when you need information about a contact custom field configuration.
  • Get Contact Custom Field Setting Reference CountTool 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.
  • Get Contact Custom Field SettingsTool 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
  • Get Contact Tabs Item CountTool 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.
  • Get Credit Note PositionsTool to retrieve credit note positions from SevDesk. Use when you need to fetch line items or positions associated with credit notes.
  • Get Export Invoice CSVTool 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.
  • Get Export Transactions CSVTool 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.
  • Get Invoice PositionsTool to retrieve invoice positions from sevDesk. Use when you need to fetch line items or positions associated with invoices.
  • Get Letterpapers With ThumbnailsTool to retrieve all available letterpapers with thumbnails from sevDesk. Use when you need to view or select letterpapers for documents.
  • Get Order DiscountsTool to retrieve discounts applied to a specific order in sevDesk. Use when you need to find all discount entries associated with an order.
  • Get Order Position By IDTool 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.
  • Get Order PositionsTool to retrieve order positions from SevDesk. Use when you need to fetch line items or positions associated with orders.
  • Get Part Contact PricesTool 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.
  • Get Part StockTool to retrieve the current stock level of a specific part. Use when you need to check inventory availability for a product or service.
  • Get Part UnitiesRetrieves 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 th
  • Get Payment MethodsRetrieves 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 me
  • Get PlacesRetrieve 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 I
  • Get Private Transaction RulesTool 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 i
  • Get Export ProgressTool to retrieve the progress of an export operation. Use when you need to check the status of a running export by its hash identifier.
  • Get Receipt Guidance For Account NumberTool 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.
  • Get Receipt Guidance For All AccountsTool 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
  • Get Receipt Guidance For ExpenseTool 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 he
  • Get Receipt Guidance For RevenueTool 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 he
  • Get Receipt Guidance For Tax RuleTool 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 an
  • Get Report Invoice ListTool 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.
  • Get Report OrderlistTool 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.
  • Get SevClient ConfigRetrieves the sevClient configuration settings from sevDesk. This endpoint returns comprehensive configuration information including taxation settings, decimal precision for prices/quantities, payment
  • Get Tag By IDTool to retrieve details of a specific tag by ID. Use when you have a tag's ID and need its detailed information.
  • Get Tag RelationsTool to retrieve tag relations from sevDesk. Use when you need to fetch associations between tags and other objects like contacts, invoices, or orders.
  • Get Tax RulesRetrieves 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, descripti
  • Get Bookkeeping System VersionTool 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 fo
  • Get Voucher PositionsRetrieve voucher line items, optionally filtered to one voucher.

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. 59 actions.

  • Book Invoice AmountTool 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.
  • Book Voucher AmountRecord a full or partial payment against a sevDesk voucher.
  • Cancel InvoiceCancel an invoice and return the automatically paid cancellation invoice.
  • Create Accounting ContactTool to create a new accounting contact in sevDesk. Use when you need to assign debitor or creditor numbers to existing contacts for accounting purposes.
  • Create Check Account TransactionTool 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 transact
  • Create Communication WayTool 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 existin
  • Create ContactCreates 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 C
  • Create Contact (REST API)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.
  • Create Contact AddressTool 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.
  • Create Credit Note from InvoiceTool 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.
  • Create PartTool 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.
  • Create TagTool 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
Show all 59
  • Delete ContactPermanently 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
  • Delete Tag By IDPermanently deletes a tag from sevDesk by its unique identifier. Use this when you need to remove tags that are no longer needed or to clean up tag data. The tag ID must be valid and the tag must exis
  • Save InvoiceTool to create a new invoice in SevDesk using the Factory endpoint. Use when you need to create an invoice for a customer with line items, tax information, and optional discounts. This is the main end
  • Save OrderCreate a sevDesk draft order together with its line items.
  • Save VoucherCreate a voucher or update a draft voucher and its positions.
  • Send Invoice ByTool to mark an invoice as sent by specifying how it was sent to the customer. Use when you need to update an invoice's send status after it has been delivered via print, postal mail, email, or PDF do
  • Update Check AccountUpdates an existing check account (bank account) in sevDesk by ID. Use this tool to modify bank account details such as bank name, IBAN, BIC, account holder, account number, or status flags (active/de
  • Update ContactTool to update an existing contact's details. Use after confirming the contact ID. Example: "Update contact with ID 123e4567-e89b-12d3-a456-426614174000".
  • Update Order By IDTool to update an existing order in sevDesk by ID. Use when you need to modify order details like header, customer notes, or text fields.
  • Update Order PositionPartially update editable fields on an existing sevDesk order line item.
  • Update Part By IDTool to update an existing part (product/service) in sevDesk. Use when you need to modify part details like name, stock, price, tax rate, or status.
  • Update VoucherUpdate simple fields on an existing draft voucher.
  • Create Clearing AccountTool 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 ac
  • Create Contact Custom FieldTool 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
  • Create Contact Custom Field SettingCreates 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
  • Create File Import AccountTool 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 cr
  • Create Payment MethodCreates 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 payme
  • Create Private Transaction RuleTool 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
  • Delete Accounting Contact By IDPermanently 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 duplic
  • Delete Check Account By IDPermanently 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 un
  • Delete Check Account TransactionPermanently 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.
  • Delete Communication Way By IDPermanently 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
  • Delete Contact Address By IDTool 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.
  • Delete Contact Custom Field By IDTool to permanently delete a contact custom field by its ID. Use when you need to remove a custom field value from a contact.
  • Delete Contact Custom Field Setting By IDTool to permanently delete a contact custom field setting by its ID. Use when you need to remove a custom field configuration from contacts.
  • Delete Credit Note By IDPermanently 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 note
  • Delete Order By IDPermanently 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
  • Delete Order Position By IDPermanently 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
  • Delete Payment MethodDeletes 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
  • Delete Private Transaction Rule By IDPermanently deletes a private transaction rule from sevDesk by its unique identifier. Use when you need to remove a rule that is no longer needed.
  • Enshrine Check Account TransactionTool to enshrine a check account transaction by its ID. Use when you need to permanently lock or finalize a transaction to prevent further modifications.
  • Render InvoiceTool to render the PDF document of an invoice by its ID. Use when you need to generate or regenerate the PDF representation of an invoice.
  • Reset Credit Note To OpenTool 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.
  • Reset Voucher StateLower a voucher's state to open or draft. This mutates the voucher, unlinks linked payments, and resets created asset depreciation. It cannot increase draft to open or change an enshrined voucher.
  • Send Credit Note ByTool 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 send
  • Send Credit Note By PrintingTool 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.
  • Mark Order as SentTool to mark an order as sent in sevDesk. Use when you need to update an order's send status after delivering it to the customer. Specify the send type (print, postal, mail, or PDF download) and wheth
  • Update Accounting ContactTool to update an existing accounting contact in SevDesk. Use when you need to modify creditor or debitor numbers for a contact.
  • Update Check Account Transaction By IDTool 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 y
  • Update Communication Way By IDTool 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 Contact Address By IDTool 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.
  • Update Contact Custom FieldTool to update a contact custom field in SevDesk. Use when you need to modify the value of an existing custom field for a contact.
  • Update Contact Custom Field SettingTool 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.
  • Update Invoice ParameterTool 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.
  • Update Order TemplateTool 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.
  • Update SevClient Export ConfigTool 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 time
  • Update Tag By IDTool to update a tag's name in sevDesk by its ID. Use when you need to rename or modify an existing tag.

Changes wait in Needs you

Changes and sends in Sevdesk 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.

How approvals work

Sevdesk questions

Can an agent change data in Sevdesk on its own?

Not by default. Changes and sends in Sevdesk 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 Sevdesk?

This connector lists 66 read actions. Reads run at once, without waiting for approval.

How does Sevdesk connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Sevdesk to your agents.

Book a discovery call