Sevdesk
sevDesk is an online accounting software designed for small businesses and freelancers, offering features like invoicing, expense management, and financial reporting.
Verdict
Common use cases
- Pull monthly revenue totals during budget reviews
- Check invoice payment status for overdue accounts
- Generate DATEV-ready reports for your accountant
- Lookup customer contact details mid-conversation
- Summarize outstanding receivables before quarter close
Integration
- Vendor
- Sevdesk
- Category
- finance
- Auth
- API_KEY
- Composio slug
sevdesk
Tools
Setup
Setup guide
- 11. Open your Switchy workspace and navigate to Settings > Integrations > Finance. 2. Click 'Connect Sevdesk' and you'll see a prompt for your API key. 3. Log into your Sevdesk account at sevdesk.de, go to Settings > API, and generate a new API token with read access to invoices, contacts, and accounting data. 4. Copy that token and paste it into the Switchy dialog, then click 'Authorize'. 5. Switchy will confirm the connection and show which Sevdesk account is linked. 6. To test, open any Space and type '@sevdesk list recent invoices'—you should see a table of your latest billing documents. 7. If the response is empty, verify your API token has the correct scopes and hasn't expired in the Sevdesk dashboard.
What teammates see: by default, memories from Sevdesk are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Revenue This Quarter
@sevdesk show me total revenue from paid invoices this quarter, broken down by month.Open in a Space →
Overdue Invoice List
@sevdesk list all invoices that are overdue, including customer name, amount, and days past due.Open in a Space →
Customer Account Summary
@sevdesk give me the full account summary for customer ID 12345, including contact info and last five invoices.Open in a Space →
Export for Accountant
@sevdesk export all transactions from last month in DATEV format and summarize the file contents.Open in a Space →
New Contact Lookup
@sevdesk search contacts for 'Müller GmbH' and show me their address, email, and tax ID.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@sevdesk show me all unpaid invoices from the last 30 days with amounts over €500
Based on your SevDesk account data, here are 7 unpaid invoices from the past 30 days exceeding €500: • Invoice #2024-0847 – Acme Corp – €1,240.00 (due 3 days ago) • Invoice #2024-0851 – Beta Industries – €890.50 (due today) • Invoice #2024-0855 – Gamma LLC – €2,100.00 (due in 5 days) • Invoice #2024-0862 – Delta Partners – €650.00 (due in 12 days) • Invoice #2024-0868 – Epsilon GmbH – €1,575.00 (due in 18 days) • Invoice #2024-0871 – Zeta Solutions – €820.00 (due in 21 days) • Invoice #2024-0873 – Theta Consulting – €3,400.00 (due in 26 days) Total outstanding: €10,675.50. Three invoices are overdue or due today.
This example demonstrates read access to invoice data with filtering by date range and amount. Requires API key with invoice read permissions. SevDesk's API returns invoices in the account's default currency; multi-currency accounts may need additional filtering logic.
@sevdesk create a new invoice for client 'Horizon Media' with line item: 'Q1 Consulting Services' for €4,500 plus 19% VAT, due in 14 days
Invoice created successfully in your SevDesk account: • Invoice number: #2024-0879 • Client: Horizon Media • Line item: Q1 Consulting Services – €4,500.00 • VAT (19%): €855.00 • Total: €5,355.00 • Due date: January 28, 2025 • Status: Draft The invoice is saved as a draft. You can review it in SevDesk and send it to the client when ready. Note that this action does not automatically email the invoice to Horizon Media.
This write operation creates an invoice record but leaves it in draft status for review. Requires API key with invoice write permissions. The MCP does not send invoices directly to clients — that step happens in SevDesk's UI or via a separate send action. Always verify client details and tax rates before finalizing.
@sevdesk pull all expenses from December 2024 and summarize them by category, highlighting any unusual spikes compared to November
December 2024 expenses by category (November comparison in parentheses): • Office Supplies: €1,240 (Nov: €890) — 39% increase, driven by year-end printer/toner purchases • Software Subscriptions: €3,200 (Nov: €3,150) — stable, annual renewals processed • Travel & Meals: €4,850 (Nov: €1,200) — 304% spike due to client meetings in Munich and Berlin • Professional Services: €2,100 (Nov: €2,100) — no change, recurring legal retainer • Marketing: €950 (Nov: €1,800) — 47% drop, ad campaigns paused for holiday period Total December spend: €12,340 vs. November: €9,140 (+35%). The travel spike is the primary driver; confirm these expenses align with Q4 client engagement plans.
This synthesis example pairs SevDesk's expense data with the AI's ability to calculate trends and flag anomalies. Requires read access to expense records. The AI's analysis depends on consistent category tagging in SevDesk — inconsistent labeling will produce unreliable comparisons. Rate limits may apply for large date ranges.
Use-case deep-dives
When Sevdesk MCP makes sense for billing cleanup
A 6-person agency bills 15-20 clients monthly and needs to match invoices against project hours in Notion or Linear. The Sevdesk MCP is the right call if your team already uses Sevdesk as the source of truth for invoicing and you want AI to pull invoice status, payment dates, and line items without opening the web UI. The API key auth means setup takes under two minutes. The trade-off: if your team splits billing across multiple tools (Stripe for subscriptions, Sevdesk for one-offs), the MCP only sees the Sevdesk side, so reconciliation stays manual. This works best when Sevdesk owns 80%+ of your invoicing and you need quick lookups during finance reviews or client check-ins.
Sevdesk MCP for year-end export and categorization
A solo consultant or 2-person studio needs to pull a year's worth of invoices, expenses, and receipts for their accountant by January 15th. The Sevdesk MCP is a good fit if you've been logging everything in Sevdesk all year and now need AI to filter by date range, export PDFs, or summarize totals by category. The MCP skips the manual CSV download and lets you ask natural-language questions like 'show me all software expenses over €500 in Q4'. The boundary: if your expense tracking is split between Sevdesk and personal credit cards, the MCP won't see the card data, so you'll still need a second pass. Use this when Sevdesk is your single ledger and you want to cut export time from an hour to five minutes.
When Sevdesk MCP speeds up payment lookups in real time
A 4-person SaaS support team fields 30-40 customer calls a week, and payment status questions come up in 20% of them. The Sevdesk MCP is the right tool if your billing lives in Sevdesk and you want support reps to check invoice status or payment dates without leaving Slack or the support ticket. The API key setup means every rep can authenticate in under a minute. The catch: if your payment flow involves Stripe or PayPal and Sevdesk only logs the invoice after payment clears, there's a lag window where the MCP shows 'unpaid' but the customer already paid. This works when Sevdesk is updated in near-real-time and your team needs sub-10-second lookups to keep calls moving.
Frequently asked
What does the Sevdesk MCP do in Switchy?
The Sevdesk MCP connects your German accounting data to Switchy's AI workspace. Your team can query invoices, expenses, and financial reports in natural language without switching tabs. Because Sevdesk is built for German tax compliance, the MCP respects those data structures — so you can ask about USt-IdNr., Kleinunternehmer status, or DATEV exports and get accurate answers grounded in your actual books.
Do I need admin access to connect Sevdesk?
You need a Sevdesk API key, which only account admins can generate from the Sevdesk settings panel. The key grants read access to invoices, contacts, and transactions by default. If your team uses Sevdesk's multi-user setup, confirm the key belongs to a user with visibility into the modules you want Switchy to query — otherwise the MCP will return incomplete data.
Can the Sevdesk MCP create invoices or book expenses?
Not yet. The current integration is read-only, so your team can surface and analyse financial data but can't write back to Sevdesk. If you need to draft invoices or log expenses, you'll still open Sevdesk directly. We're evaluating write permissions based on demand — most finance teams prefer AI stays read-only to avoid accidental postings.
Why use this instead of exporting a CSV from Sevdesk?
CSV exports freeze your data at export time and require manual re-runs. The MCP queries Sevdesk live, so answers reflect today's numbers. More importantly, your team can ask follow-up questions in plain language — "show unpaid invoices over 60 days", "compare Q1 revenue to last year" — without writing formulas or pivot tables. The MCP handles the query logic.
Who on the team should connect the Sevdesk MCP?
Whoever owns your Sevdesk account and understands which data is sensitive. Because the API key grants broad read access, you probably want your finance lead or controller to set it up, then decide which Switchy channels can use it. If junior team members only need high-level metrics, create a separate Switchy channel with restricted MCP access.