# Sevdesk

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

- **Category:** accounting
- **Auth:** API_KEY
- **Tools:** 21
- **Triggers:** 0
- **Slug:** `SEVDESK`
- **Version:** 20260211_00

## Tools

### Create Contact

**Slug:** `SEVDESK_CREATE_CONTACT`

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) Automatically generates customerNumber if not provided. Supports optional fields like email, phone, address, bank details, tax information, and more.

### Create Payment Method

**Slug:** `SEVDESK_CREATE_PAYMENT_METHOD`

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.

### Delete Contact

**Slug:** `SEVDESK_DELETE_CONTACT`

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 Use this when you need to: - Remove outdated or duplicate contacts - Clean up test data - Delete contacts that are no longer needed The contact ID must be valid and the contact must exist, otherwise a 404 error will be raised. Example: "Delete contact with ID 12345"

### Delete Payment Method

**Slug:** `SEVDESK_DELETE_PAYMENT_METHOD`

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.

### Get SevClient Account Invoices

**Slug:** `SEVDESK_GET_ACCOUNT_INVOICES`

Retrieves 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 Accounts

**Slug:** `SEVDESK_GET_CHECK_ACCOUNTS`

Tool to retrieve a list of all check accounts. Use when you need to view or select available bank accounts in sevDesk.

### Get Check Account Transactions

**Slug:** `SEVDESK_GET_CHECK_ACCOUNT_TRANSACTIONS`

Tool 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 Contact By ID

**Slug:** `SEVDESK_GET_CONTACT_BY_ID`

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

### Get Contacts

**Slug:** `SEVDESK_GET_CONTACTS`

Tool to retrieve a list of contacts. Use when you need to fetch contacts from sevdesk with optional filters.

### Get Credit Notes

**Slug:** `SEVDESK_GET_CREDIT_NOTES`

Tool to retrieve a list of credit notes. Use when you need to fetch multiple or filtered credit note records after confirming filters.

### Get Invoices

**Slug:** `SEVDESK_GET_INVOICES`

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

### Get Orders

**Slug:** `SEVDESK_GET_ORDERS`

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.

### Get Part Contact Prices

**Slug:** `SEVDESK_GET_PART_CONTACT_PRICES`

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.

### Get Parts

**Slug:** `SEVDESK_GET_PARTS`

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

### Get Part Unities

**Slug:** `SEVDESK_GET_PART_UNITIES`

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.

### Get Payment Methods

**Slug:** `SEVDESK_GET_PAYMENT_METHODS`

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.

### Get Places

**Slug:** `SEVDESK_GET_PLACES`

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).

### Get SevClient Config

**Slug:** `SEVDESK_GET_SEV_CLIENT_CONFIG`

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.

### Get Tax Rules

**Slug:** `SEVDESK_GET_TAX_RULES`

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

### Update Check Account

**Slug:** `SEVDESK_UPDATE_CHECK_ACCOUNT`

Updates 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/default). All fields except 'id' are optional - only provide the fields you want to update. Returns the complete updated check account object. Common use cases: - Update banking information (IBAN, BIC, bank name) - Change account holder details - Set account as active/inactive or default/non-default - Add or modify account description

### Update Contact

**Slug:** `SEVDESK_UPDATE_CONTACT`

Tool to update an existing contact's details. Use after confirming the contact ID. Example: "Update contact with ID 123e4567-e89b-12d3-a456-426614174000".
