Sevdesk

Tool 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.

Record a full or partial payment against a sevDesk voucher.

Cancel an invoice and return the automatically paid cancellation invoice.

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 create a new accounting contact in sevDesk. Use when you need to assign debitor or creditor numbers to existing contacts for accounting purposes.

Tool 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 transactions that need to be tracked in the accounting system.

Tool 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 accounts used for booking purposes.

Tool 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 existing 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.

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.

Tool 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.

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 credit note from an existing invoice in SevDesk. Use when you need to issue a credit note based on an already created invoice.

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.

Tool 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.

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 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 the same name already exists, it will be linked to the object instead of creating a duplicate.

Permanently 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 duplicate accounting contacts - Clean up test data - Delete accounting contacts that are no longer needed The accounting contact ID must be valid and the contact must exist, otherwise a 404 error will be raised. Example: "Delete accounting contact with ID 90804710"

Permanently 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 unused bank accounts - Clean up test data - Delete check accounts that are no longer needed The check account ID must be valid and the account must exist, otherwise a 404 error will be raised. Example: "Delete check account with ID 6158594"

Permanently 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.

Permanently 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 ID must be valid and exist, otherwise a 404 error will be raised.

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"

Tool 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.

Tool to permanently delete a contact custom field by its ID. Use when you need to remove a custom field value from a contact.

Tool to permanently delete a contact custom field setting by its ID. Use when you need to remove a custom field configuration from contacts.

Permanently 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 notes - Clean up draft credit notes that are no longer needed - Delete test data Note: The credit note must be in draft status to be deleted. Attempting to delete a non-draft credit note will result in a 409 Conflict error. The credit note ID must be valid and exist, otherwise a 404 error will be raised. Example: "Delete credit note with ID 2569269"

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.

Permanently 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 exist, otherwise a 404 error will be raised.

Tool to enshrine a check account transaction by its ID. Use when you need to permanently lock or finalize a transaction to prevent further modifications.

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 accounting contacts from sevDesk. Use when you need to fetch accounting contact information including debitor and creditor numbers.

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

Tool 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 23:59:59.

Tool 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.

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

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

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.

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.

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 communication ways from sevDesk. Use when you need to fetch contact information like phone numbers, emails, or web addresses for a contact.

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 contact addresses from sevdesk. Use when you need to fetch address information for contacts with optional pagination and embedded related objects.

Tool to retrieve details of a specific contact by ID. Use when you have a contact's UUID 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 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 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 a list of contacts. Use when you need to fetch contacts from sevdesk with optional filters.

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.