Team
Shared credential for production and unattended runs.
Connect Sevdesk with Hookshot™ and your stack
sevDesk is an online accounting software designed for small businesses and freelancers, offering features like invoicing, expense management, and financial reporting.
Tools and triggers
What Agents can do in Sevdesk
Available tools and events after Sevdesk is connected.
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Book Invoice Amount
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.
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Check Customer Number Availability
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.
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Create Accounting Contact
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.
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Create Check Account Transaction
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…
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Create Clearing Account
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…
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Create Communication Way
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.
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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…
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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.
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Create Contact Address
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.
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Create Contact Custom Field
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.
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Create Contact Custom Field Setting
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…
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Create Credit Note From Invoice
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.
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Create File Import Account
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…
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Create Part
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.
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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…
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Create Private Transaction Rule
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…
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Create Tag
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…
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Delete Accounting Contact by ID
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…
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Delete Check Account by ID
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…
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Delete Check Account Transaction
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.
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Delete Communication Way by ID
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…
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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 -…
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Delete Contact Address by ID
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.
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Delete Contact Custom Field by ID
Tool to permanently delete a contact custom field by its ID. Use when you need to remove a custom field value from a contact.
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Delete Contact Custom Field Setting by ID
Tool to permanently delete a contact custom field setting by its ID. Use when you need to remove a custom field configuration from contacts.
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Delete Credit Note by ID
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…
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Delete Order by ID
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…
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Delete Order Position by ID
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…
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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…
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Delete Private Transaction Rule by ID
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.
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Delete Tag by ID
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…
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Enshrine Check Account Transaction
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.
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Export Credit Note CSV
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…
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Fetch Dictionary Entries by Type
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.
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Find Contacts by Custom Field Value
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.
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Generate Progress Download Hash
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.
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Get Accounting Contact by ID
Tool to retrieve accounting contact details by ID. Use when you need accounting information (debitor/creditor numbers) for a specific contact.
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Get Accounting Contacts
Tool to retrieve accounting contacts from sevDesk. Use when you need to fetch accounting contact information including debitor and creditor numbers.
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Get Bookkeeping System Version
Tool 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 for determining…
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Get Check Account Balance at Date
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.
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Get Check Account by ID
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.
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Get Check Account Transaction by ID
Tool to retrieve a specific check account transaction by its ID. Use when you need detailed information about a specific transaction.
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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.
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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.
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Get Communication Way Keys
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…
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Get 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.
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Get CommunicationWay by ID
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.
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Get Contact Address by ID
Tool to retrieve details of a specific contact address by ID. Use when you have a contact address ID and need its detailed information.
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Get Contact Addresses
Tool to retrieve contact addresses from sevdesk. Use when you need to fetch address information for contacts with optional pagination and embedded related objects.
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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.
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Get Contact Custom Field by ID
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.
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Get Contact Custom Field Setting by ID
Tool to retrieve details of a specific contact custom field setting by ID. Use when you need information about a contact custom field configuration.
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Get Contact Custom Field Setting Reference Count
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.
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Get Contact Custom Field Settings
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…
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Get Contact Custom Fields
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…
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Get Contact Tabs Item Count
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.
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Get Contacts
Tool to retrieve a list of contacts. Use when you need to fetch contacts from sevdesk with optional filters.
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Get Credit Note Positions
Tool to retrieve credit note positions from SevDesk. Use when you need to fetch line items or positions associated with credit notes.
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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.
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Get Export Invoice CSV
Tool 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.
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Get Export Progress
Tool to retrieve the progress of an export operation. Use when you need to check the status of a running export by its hash identifier.
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Get Export Transactions CSV
Tool 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.
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Get Invoice Is Partially Paid
Tool to check if an invoice is already partially paid. Use when you need to determine the partial payment status of a specific invoice.
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Get Invoice Positions
Tool 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.
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Get Invoice Positions
Tool to retrieve invoice positions from sevDesk. Use when you need to fetch line items or positions associated with invoices.
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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…
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Get Letterpapers with Thumbnails
Tool to retrieve all available letterpapers with thumbnails from sevDesk. Use when you need to view or select letterpapers for documents.
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Get Next Customer Number
Tool 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.
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Get Order by ID
Tool 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.
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Get Order Discounts
Tool to retrieve discounts applied to a specific order in sevDesk. Use when you need to find all discount entries associated with an order.
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Get Order Position by ID
Tool 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.
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Get Order Positions
Tool to retrieve order positions from SevDesk. Use when you need to fetch line items or positions associated with orders.
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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…
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Get Part by ID
Tool 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.
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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.
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Get Part Stock
Tool to retrieve the current stock level of a specific part. Use when you need to check inventory availability for a product or service.
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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…
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Get Parts
Tool to retrieve a list of all parts. Use when you need to list available products or services for selection.
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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…
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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…
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Get Private Transaction Rules
Tool 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 is useful for…
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Get Receipt Guidance for Account Number
Tool 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.
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Get Receipt Guidance for All Accounts
Tool 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 and tax rules for…
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Get Receipt Guidance for Expense
Tool 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 helps ensure correct…
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Get Receipt Guidance for Revenue
Tool 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 helps ensure correct…
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Get Receipt Guidance for Tax Rule
Tool 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 and invoices…
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Get Report Invoice List
Tool 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.
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Get Report Orderlist
Tool 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.
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Get SevClient 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.
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Get SevClient Config
Retrieves the sevClient configuration settings from sevDesk. This endpoint returns comprehensive configuration information including taxation settings, decimal precision for prices/quantities, payment integrations…
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Get Tag by ID
Tool to retrieve details of a specific tag by ID. Use when you have a tag's ID and need its detailed information.
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Get Tag Relations
Tool to retrieve tag relations from sevDesk. Use when you need to fetch associations between tags and other objects like contacts, invoices, or orders.
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Get Tags
Tool to retrieve tags from sevdesk. Use when you need to fetch tags for categorization or filtering purposes.
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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…
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Mark Order as Sent
Tool 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 whether to create a…
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Render Invoice
Tool 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.
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Reset Credit Note to Open
Tool 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.
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Save Invoice
Tool 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 endpoint for invoice…
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Send Credit Note By
Tool 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 sendDraft to false to…
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Send Credit Note by Printing
Tool 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.
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Send Invoice By
Tool 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 download.
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Update Accounting Contact
Tool to update an existing accounting contact in SevDesk. Use when you need to modify creditor or debitor numbers for a contact.
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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…
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Update Check Account Transaction by ID
Tool 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 you want to update…
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Update Communication Way by ID
Tool 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.
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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".
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Update Contact Address by ID
Tool 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.
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Update Contact Custom Field
Tool to update a contact custom field in SevDesk. Use when you need to modify the value of an existing custom field for a contact.
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Update Contact Custom Field Setting
Tool 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.
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Update Invoice Parameter
Tool 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.
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Update Order by ID
Tool to update an existing order in sevDesk by ID. Use when you need to modify order details like header, customer notes, or text fields.
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Update Order Template
Tool 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.
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Update Part by ID
Tool 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.
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Update SevClient Export Config
Tool 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 timestamp. This…
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Update Tag by ID
Tool to update a tag's name in sevDesk by its ID. Use when you need to rename or modify an existing tag.
Setup
Connect Sevdesk in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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