--- title: "sevdesk Integration" description: "sevdesk is the German accounting and invoicing platform. Agents manage contacts with their addresses and custom fields, issue invoices, credit notes, and orders, book vouchers, and resolve the reference data every write depends on." url: https://flowrunner.ai/integrations/sevdesk date_modified: 2026-09-04T14:53:04-07:00 --- # sevdesk [Accounting](https://flowrunner.ai/integrations/category/finance-accounting) sevdesk is the German accounting and invoicing platform. Agents manage contacts with their addresses and custom fields, issue invoices, credit notes, and orders, book vouchers, and resolve the reference data every write depends on. 144 actions · API key · available [sevdesk website](https://sevdesk.local/) · [Platform Documentation](https://api.sevdesk.de/openapi.yaml) · Capability data verified 2026-08-24 1. A receipt or supplier invoice lands in the document inbox 2. Upload Voucher File stores the file and returns the internal filename the voucher will carry 3. Get Bookkeeping System Version decides whether the write carries a tax rule or a tax type and tax set 4. Get Expense Account Guidance confirms which booking accounts and tax rules may be used together for this receipt 5. Create Voucher records the voucher with its positions and the receipt attached 6. The agent posts the coded voucher and the receipt image for review 7. A bookkeeper approves the month-end export, because the sealing it applies cannot be reversed ## What This Integration Enables sevdesk is shaped by a requirement most accounting APIs do not have to carry: bookkeeping records have to become permanent. Enshrinement is that seal. An enshrined invoice, credit note, voucher, or transaction can never be changed again through any route, and there is no undo. Everything else in the platform arranges itself around that fact, which is why the document lifecycle here is a set of named routes rather than a status field you set. Book it, cancel it, reset it to draft, reset it to open, seal it: each is its own operation, and each says something different about what happened. FlowRunner agents work the whole surface. They maintain contacts with their addresses, communication ways, and custom fields, and the accounting contacts that carry the debtor and creditor numbers linking a contact to the DATEV chart of accounts. They issue invoices, credit notes, and orders with their positions, book payments against them, upload receipts and create vouchers, manage check accounts and bank transactions, and run the DATEV and list exports. Two things every flow does first. Get Bookkeeping System Version establishes whether writes carry a tax rule or a tax type and tax set, because that differs by account version and everything else follows from it. And the receipt guidance reads tell the agent which booking accounts and tax rules are valid together, so a voucher position is coded against what sevdesk will accept rather than against a guess. ### Without FlowRunner **Receipts coded from memory**: The booking account and tax treatment come from what someone remembers doing last month **Version differences discovered on failure**: A write fails because the account is on a different bookkeeping version than the one assumed **Sealing treated as a formality**: Documents get locked as part of a routine export before anyone has finished reviewing the period ### With FlowRunner **Coding checked against guidance**: The valid account and tax rule pairs are read from sevdesk before the voucher is written **Version read once, applied everywhere**: The account's bookkeeping version is established first, and every write follows from it **Sealing treated as the decision it is**: Every operation that makes a document permanent is proposed with its full scope and taken by a person ## Use Case Scenarios ### Receipts that arrive coded and attached Supplier invoices and card receipts land in a mailbox watched through [Gmail](https://flowrunner.ai/integrations/gmail-service). The agent calls Upload Voucher File first, because sevdesk returns the internal filename the voucher will reference. Get Expense Account Guidance then lists the booking accounts valid for expense receipts with the tax rules that go with each, and the agent codes the position against that list rather than inventing a combination. Create Voucher writes the voucher with its positions in one call. The coded result and the receipt image go to the bookkeeper in [Slack](https://flowrunner.ai/integrations/slack), and nothing is sealed. ### Storefront revenue invoiced and reconciled Orders complete in [Shopify](https://flowrunner.ai/integrations/shopify) and payouts arrive through [Stripe](https://flowrunner.ai/integrations/stripe). The agent resolves the buyer with List Contacts and Find Contacts By Custom Field Value, which is how an external store identifier is used to look a contact up rather than matching on name. Create Invoice issues the document with its positions, Send Invoice Via Email delivers it, and Book Invoice links the payment, the date, and the check account once the money arrives. Get Invoice PDF is called with the prevent-send option turned on whenever a flow only needs to read the document, because downloading it can otherwise count as sending it. ### Bank transactions matched without duplicating the feed Statement rows reach a file import account created with Create File Import Account. The agent posts them with Create Transaction, which the vendor intends for import accounts rather than for accounts connected to a bank, then matches each row against open invoices and vouchers. Confident matches are booked with Book Invoice or Book Voucher. Recurring personal items are handled once with Create Private Transaction Rule so they mark themselves private in future, and the remainder is written to a review list in [Google Sheets](https://flowrunner.ai/integrations/google-sheets). Nothing in this flow calls Enshrine Transaction, for the reason below. ## Human-in-Loop Highlight Enshrinement is permanent and it spreads, and that combination is what this gate is built on. Enshrine Transaction does not seal one bank line. It locks every invoice, credit note, and voucher linked to that transaction, none of which the caller named. Start DATEV Export with the enshrine option turned on does the same thing at period scale, sealing everything inside the export in a single call. After that there is no correction available to anyone: not to this agent, not to the bookkeeper, not to the accountant next quarter. The only path forward is Cancel Invoice, which issues a separate cancellation document, so an ordinary coding error stops being an edit and becomes a permanent pair of records with an explanation attached. So the agent runs the export process and stops before the seal. It calls Update Export Config with the accountant number, client number, and accounting year, starts the export, polls Get Export Progress with the hash from Generate Export Download Hash, and hands over the download from Get Export Job Download Info. What it presents alongside is the scope: the date range, the document counts by type, anything still sitting in draft, and any invoice that Check Invoice Partially Paid says is only part settled. The bookkeeper decides whether the period is genuinely finished. Running the export is a task. Deciding that a month can never be corrected again is not. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via preferred channel Human decides Agent resumes with decision ## Agent Capabilities 144 actions ### System and Reference 5 - **Get Bookkeeping System Version** Reads which bookkeeping version the account runs, which decides whether documents carry a tax rule or a tax type and tax set. The first call in any write flow. - **List Templates** Lists the document templates with their thumbnails, whose ids the template update operations take. - **List Letterpapers** Lists the letterpapers with their thumbnails, whose ids the template update operations take. - **List Placeholders** Lists the text placeholders available for a kind of document, which can be used in header, footer, and email texts. - **List Reference Objects** Lists a reference resource such as categories, countries, units, users, or booking accounts, whose ids the create operations require. ### Contacts 9 - **List Contacts** Lists the contacts, optionally narrowed to organizations or persons or to one customer number. - **Get Contact** Reads a single contact. - **Create Contact** Creates a contact. Addresses and phone numbers are separate resources added afterwards. - **Update Contact** Updates a contact. Only the fields you pass are changed. - **Delete Contact** Deletes a contact. One still referenced by documents cannot be removed. - **Get Next Customer Number** Returns the next free customer number, which is how a flow avoids creating a contact with a duplicate one. - **Check Customer Number Availability** Checks whether a customer number is still available or already used by a contact. - **Find Contacts By Custom Field Value** Finds contacts whose custom field holds a given value, which is how an external identifier is used to look a contact up. - **Get Contact Item Counts** Returns how many invoices, orders, vouchers, and other items a contact has, which is what the tabs on its page show. ### Contact Addresses 5 - **List Contact Addresses** Lists the contact addresses in the account. - **Get Contact Address** Reads a single contact address. - **Create Contact Address** Adds an address to a contact, categorized as a billing, delivery, or main address. - **Update Contact Address** Updates a contact address. Only the fields you pass are changed. - **Delete Contact Address** Deletes an address from a contact. ### Communication Ways 6 - **List Communication Ways** Lists the email addresses, phone numbers, and websites of contacts, optionally for one contact or one type. - **Get Communication Way** Reads a single communication way. - **Create Communication Way** Adds an email address, phone number, or website to a contact. - **Update Communication Way** Updates a communication way. Only the fields you pass are changed. - **Delete Communication Way** Deletes an email address, phone number, or website from a contact. - **List Communication Way Keys** Lists the communication way keys, which say what role an address plays and are required when creating one. ### Contact Custom Fields 11 - **List Contact Custom Fields** Lists the contact custom field values, each one a contact's value for a custom field setting. - **Get Contact Custom Field** Reads a single contact custom field value. - **Create Contact Custom Field** Sets a contact's value for a custom field setting, which is how an external identifier is stored on a contact. - **Update Contact Custom Field** Updates a contact's value for a custom field. - **Delete Contact Custom Field** Deletes a contact's value for a custom field. The field setting itself is untouched. - **List Contact Custom Field Settings** Lists the contact custom field definitions, which is where the ids for setting a contact's values come from. - **Get Contact Custom Field Setting** Reads a single contact custom field definition. - **Create Contact Custom Field Setting** Creates a contact custom field definition, which every contact can then hold a value for. - **Update Contact Custom Field Setting** Updates the name or description of a contact custom field definition. - **Delete Contact Custom Field Setting** Deletes a contact custom field definition along with every contact's value for it. - **Get Contact Custom Field Setting Reference Count** Counts how many contacts hold a value for a custom field definition, which is what to check before deleting it. ### Accounting Contacts 5 - **List Accounting Contacts** Lists the accounting contacts, which carry the debtor and creditor numbers linking a contact to the DATEV chart of accounts. - **Get Accounting Contact** Reads a single accounting contact. - **Create Accounting Contact** Creates an accounting contact, giving a contact its debtor and creditor numbers. - **Update Accounting Contact** Updates an accounting contact. The vendor warns this can cause booking errors and that DATEV compatibility is no longer guaranteed afterwards, so a flow proposes rather than applies. - **Delete Accounting Contact** Deletes an accounting contact. The vendor warns this can cause booking errors and break the DATEV export. ### Invoices 19 - **List Invoices** Lists invoices, with filters for status, invoice number, contact, and date range. - **Get Invoice** Reads a single invoice. - **Create Invoice** Creates an invoice together with its positions and discounts, or updates an existing one when an invoice ID is given, because sevdesk uses one route for both. - **Create Invoice From Order** Creates an invoice from an existing order, optionally as a part or advance invoice for a share of the order value. - **Create Invoice Reminder** Creates a payment reminder for an unpaid invoice, which is itself an invoice of the reminder type. - **Book Invoice** Books a payment against an invoice by linking an amount, a date, and a check account to it, which is what marks it paid in the books. - **Cancel Invoice** Cancels an invoice by creating a cancellation invoice, which is booked as paid while the original becomes canceled. The correction path once an invoice is out. - **Enshrine Invoice** Seals an invoice so it can never be changed again. This cannot be undone and is only possible from the Open status upwards. - **Reset Invoice To Draft** Resets an invoice from Open back to Draft so it can be edited again. Not possible for a recurring invoice. - **Reset Invoice To Open** Resets a paid invoice back to Open and unlinks the transactions booked against it. Refused when the invoice or a transaction is enshrined. - **Mark Invoice As Sent** Records that an invoice was sent by a given route, without sending anything itself. - **Send Invoice Via Email** Emails an invoice to the customer, which also marks it as sent. A sent invoice may no longer be changed. - **Get Invoice PDF** Reads the PDF of an invoice with its metadata. Turn on the prevent-send option so that downloading does not count as sending. - **Get Invoice XML** Reads the XML of an e-invoice, which is the machine-readable form a public body or an e-invoicing network receives. - **Render Invoice** Renders the PDF of an invoice and returns where it is stored, optionally forcing a re-render of an already sent invoice. - **Get Invoice Positions** Reads the positions of a single invoice. - **Check Invoice Partially Paid** Answers whether an invoice is partially paid. A fully paid invoice answers false, because it is no longer partial. - **Update Invoice Template** Changes the template, letterpaper, language, or PayPal setting of an invoice. - **List Invoice Positions** Lists invoice positions across invoices, optionally narrowed to one invoice or one part. ### Credit Notes 17 - **List Credit Notes** Lists credit notes, with filters for status, number, contact, and date range. - **Get Credit Note** Reads a single credit note. - **Create Credit Note** Creates a credit note together with its positions, or updates an existing one when a credit note ID is given. - **Create Credit Note From Invoice** Creates a credit note from an existing invoice, taking its positions, contact, and tax treatment. - **Create Credit Note From Voucher** Creates a credit note from an existing voucher. Not supported on accounts running the newer bookkeeping version. - **Update Credit Note** Updates the simple fields of a credit note. Changes involving positions go through the create route with a credit note ID. - **Delete Credit Note** Deletes a credit note. An enshrined credit note cannot be deleted. - **Book Credit Note** Books a payment against a credit note by linking an amount, a date, and a check account to it. - **Enshrine Credit Note** Seals a credit note so it can never be changed again. This cannot be undone. - **Reset Credit Note To Draft** Resets a credit note from Open back to Draft so it can be edited again. - **Reset Credit Note To Open** Resets a paid credit note back to Open and unlinks the transactions booked against it. - **Mark Credit Note As Sent** Records that a credit note was sent by a given route, without sending anything itself. - **Send Credit Note Via Email** Emails a credit note to the customer, which also marks it as sent. A sent credit note may no longer be changed. - **Send Credit Note By Printing** Renders a credit note for printing and records the send. - **Get Credit Note PDF** Reads the PDF of a credit note with its metadata. - **Update Credit Note Template** Changes the template, letterpaper, language, or PayPal setting of a credit note. - **List Credit Note Positions** Lists credit note positions, optionally narrowed to one credit note. ### Orders 18 - **List Orders** Lists the offers, order confirmations, and packing lists, with filters for status, contact, and date range. - **Get Order** Reads a single order. - **Create Order** Creates an offer, order confirmation, or packing list together with its positions. - **Update Order** Updates the simple fields of an order. Changes involving positions go through the create route with an order ID. - **Delete Order** Deletes an order along with its positions. - **Create Contract Note From Order** Creates a contract note from an existing order, carrying its positions across. - **Create Packing List From Order** Creates a packing list from an existing order, carrying its positions across. - **Get Order PDF** Reads the PDF of an order with its metadata. - **Get Order Positions** Reads the positions of a single order. - **Get Order Discounts** Reads the discounts applied to an order. - **Get Order Related Objects** Finds the documents an order turned into, such as the order confirmations, packing lists, and invoices created from it. - **Mark Order As Sent** Records that an order was sent by a given route, without sending anything itself. - **Send Order Via Email** Emails an order to the customer, which also marks it as sent. - **Update Order Template** Changes the template, letterpaper, language, or PayPal setting of an order. - **List Order Positions** Lists order positions, optionally narrowed to one order. - **Get Order Position** Reads a single order position. - **Update Order Position** Updates a single order position in place, which is the only position type the API lets you edit directly. - **Delete Order Position** Deletes a single position from an order. ### Vouchers 10 - **List Vouchers** Lists the vouchers, which are the receipts behind expenses and revenue, with filters for status, direction, supplier, and date range. - **Get Voucher** Reads a single voucher. - **Create Voucher** Creates a voucher together with its positions, or updates an existing one when a voucher ID is given. - **Update Voucher** Updates the simple fields of a draft voucher. The status cannot be changed here and positions go through the create route. - **Upload Voucher File** Uploads a receipt file and returns the internal filename, which the create route then attaches to the voucher. The first step in any receipt capture flow. - **Book Voucher** Books a payment against a voucher by linking an amount, a date, and a check account to it. - **Enshrine Voucher** Seals a voucher so it can never be changed again. This cannot be undone. - **Reset Voucher To Draft** Resets a voucher back to Draft so it can be edited again. - **Reset Voucher To Open** Resets a paid voucher back to unpaid and unlinks the transactions booked against it. - **List Voucher Positions** Lists voucher positions, optionally narrowed to one voucher. ### Booking Guidance 5 - **Get All Account Guidance** Lists every booking account with the tax rules valid for it, which is what decides where a voucher position posts. - **Get Account Guidance By Number** Reads the booking guidance for one DATEV account number. - **Get Account Guidance By Tax Rule** Reads which booking accounts may be used with a given tax rule. - **Get Expense Account Guidance** Lists the booking accounts valid for expense receipts, with the tax rules that go with each. The read a receipt coding flow runs before writing. - **Get Revenue Account Guidance** Lists the booking accounts valid for revenue receipts, with the tax rules that go with each. ### Inventory 5 - **List Parts** Lists the articles in the inventory, optionally narrowed by part number or name. - **Get Part** Reads a single article from the inventory. - **Create Part** Creates an article, which invoice and order positions can then reference. - **Update Part** Updates an article. Only the fields you pass are changed. - **Get Part Stock** Reads the current stock of an article. ### Check Accounts 7 - **List Check Accounts** Lists the check accounts, which are the bank accounts, cash boxes, and clearing accounts every booking has to name. - **Get Check Account** Reads a single check account. - **Create Clearing Account** Creates a clearing account. Its booking account number must be unique across all check accounts. - **Create File Import Account** Creates a bank account that takes transactions from CSV or MT940 imports rather than a bank connection. - **Update Check Account** Updates a check account, such as its name, IBAN, or whether transactions on it are matched automatically. - **Delete Check Account** Deletes a check account. One with bookings against it cannot be removed. - **Get Check Account Balance** Reads a check account's balance at a date, calculated from the transactions sevdesk holds rather than from the bank. ### Transactions 9 - **List Transactions** Lists the bank transactions, with filters for the check account, booked state, direction, payee, and date range. - **Get Transaction** Reads a single bank transaction. - **Create Transaction** Creates a bank transaction on a check account. The vendor intends this for file import accounts rather than accounts connected to a bank. - **Update Transaction** Updates a bank transaction. An enshrined transaction cannot be changed. - **Delete Transaction** Deletes a bank transaction. An enshrined transaction cannot be deleted. - **Enshrine Transaction** Seals a bank transaction permanently, which also locks every invoice, credit note, and voucher linked to it. The spreading effect is why this page holds it behind a person. - **List Private Transaction Rules** Lists the rules that automatically mark matching bank transactions as private. - **Create Private Transaction Rule** Creates a rule that marks bank transactions matching a payment purpose or counterpart as private, so a recurring personal item is handled once rather than every month. - **Delete Private Transaction Rule** Deletes a private transaction rule. Transactions already marked private stay private. ### Tags 6 - **List Tags** Lists the tags, optionally narrowed by name or id. - **Get Tag** Reads a single tag. - **Create Tag** Tags an invoice, order, voucher, or credit note, creating the tag if it does not exist yet. - **Update Tag** Renames a tag everywhere it is used. - **Delete Tag** Deletes a tag and removes it from every document it was on. - **List Tag Relations** Lists the links between tags and the documents they are attached to. ### Exports 7 - **Export List** Exports a contact, invoice, credit note, voucher, or transaction list as CSV, or invoices and vouchers as a ZIP of documents. - **Start DATEV Export** Starts an asynchronous DATEV export job in CSV or XML form and returns its job id. Enshrining the exported documents is permanent, which is why this runs only on a person's word. - **Get Export Job Download Info** Reads where a finished export job's file can be downloaded from. - **Generate Export Download Hash** Generates the identifier an export job's progress is polled with, which is not the same as the job id. - **Get Export Progress** Reads how far an export job has got, polled with the hash from the generate operation. - **Update Export Config** Sets the accountant number, client number, and accounting year that DATEV exports require before they will run. - **Export Report** Exports a printable contact, invoice, order, or voucher list report. ## Frequently Asked Questions ### What can FlowRunner do with sevdesk? FlowRunner agents can run Get Bookkeeping System Version, List Templates, and List Letterpapers in sevdesk, plus 141 more actions. ### Does connecting sevdesk to FlowRunner require OAuth? No. sevdesk connects to FlowRunner with an API key, no OAuth flow required. ### Can sevdesk trigger a FlowRunner workflow automatically? sevdesk doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at sevdesk?** This integration exposes sevdesk to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/sevdesk. Site index: https://flowrunner.ai/llms.txt