How to connect Sevdesk to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Sevdesk account to Cowork via Composio Connect, enabling it to generate and send a new invoice, list all unpaid customer invoices, add a new business expense entry, and more such actions on your behalf without compromising your account security.

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sevDesk is online accounting software for small businesses and freelancers. It streamlines invoicing, expense management, and reporting so you can focus on your business.

115 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Sevdesk account to Cowork via Composio Connect, enabling it to generate and send a new invoice, list all unpaid customer invoices, add a new business expense entry, and more such actions on your behalf without compromising your account security.

Also integrate Sevdesk with

Connecting Sevdesk to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Sevdesk account

Back in Cowork, ask the agent to connect to Sevdesk or give it any Sevdesk-related task.

For example, ask Cowork to:

  • "Generate and send a new invoice"
  • "List all unpaid customer invoices"
  • "Add a new business expense entry"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Sevdesk account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Sevdesk through MCP without you sharing account credentials directly with the agent.

What is the Sevdesk MCP server, and what's possible with it?

The Sevdesk MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Sevdesk account. It provides structured and secure access to your accounting workspace, so your agent can perform actions like managing invoices, tracking expenses, generating reports, organizing contacts, and handling payments on your behalf.

  • Invoice creation and management: Instantly generate, send, and track invoices for your clients, keeping your business cash flow streamlined.
  • Expense tracking and categorization: Let your agent record and organize expenses, ensuring your books are always up to date and categorized for tax time.
  • Financial reporting and insights: Request detailed reports and summaries—like profit and loss or balance sheets—so you can make informed business decisions quickly.
  • Contact and customer management: Effortlessly add, update, or retrieve customer details and supplier information to keep your records accurate.
  • Payment and transaction handling: Enable your agent to log payments, match transactions, and help reconcile your accounts, reducing manual entry and errors.
TOOLS

Supported Tools

Every Sevdesk action and event your agent gets out of the box.

Book Invoice Amount

Tool to book an invoice amount in SevDesk.

Check Customer Number Availability

Tool to check if a customer number is available in sevDesk.

Create Accounting Contact

Tool to create a new accounting contact in sevDesk.

Create Check Account Transaction

Tool to create a new check account transaction in SevDesk.

Create Clearing Account

Tool to create a new clearing account in sevDesk.

Create Communication Way

Tool to create a new contact communication way (email, phone, website, etc.

Create Contact

Creates a new contact (person or company) in SevDesk accounting system.

Create Contact (REST API)

Tool to create a new contact in sevDesk using the standard REST API endpoint.

Create Contact Address

Tool to create a new contact address in SevDesk.

Create Contact Custom Field

Tool to create a custom field for a contact in sevDesk.

Create Contact Custom Field Setting

Creates a new contact custom field setting in sevDesk for tracking additional contact information.

Create Credit Note from Invoice

Tool to create a new credit note from an existing invoice in SevDesk.

Create File Import Account

Tool to create a new file import account (check account) in sevDesk.

Create Part

Tool to create a new part (product or service) in SevDesk.

Create Payment Method

Creates a new payment method in sevDesk for tracking different payment types.

Create Private Transaction Rule

Tool to create a new private transaction rule in SevDesk.

Create Tag

Tool to create a new tag and attach it to an object (Invoice, Order, Voucher, or CreditNote) in sevDesk.

Delete Accounting Contact By ID

Permanently deletes an accounting contact from sevDesk by its unique identifier.

Delete Check Account By ID

Permanently deletes a check account from sevDesk by its unique identifier.

Delete Check Account Transaction

Permanently deletes a check account transaction from sevDesk by its unique identifier.

Delete Communication Way By ID

Permanently deletes a communication way from sevDesk by its unique identifier.

Delete Contact

Permanently deletes a contact from sevDesk by its unique identifier.

Delete Contact Address By ID

Tool to delete a contact address from sevDesk by its unique identifier.

Delete Contact Custom Field By ID

Tool to permanently delete a contact custom field by its ID.

Delete Contact Custom Field Setting By ID

Tool to permanently delete a contact custom field setting by its ID.

Delete Credit Note By ID

Permanently deletes a credit note from sevDesk by its unique identifier.

Delete Order By ID

Permanently deletes an order from sevDesk by its unique identifier.

Delete Order Position By ID

Permanently deletes an order position from sevDesk by its unique identifier.

Delete Payment Method

Deletes a payment method in sevDesk by its ID.

Delete Private Transaction Rule By ID

Permanently deletes a private transaction rule from sevDesk by its unique identifier.

Delete Tag By ID

Permanently deletes a tag from sevDesk by its unique identifier.

Enshrine Check Account Transaction

Tool to enshrine a check account transaction by its ID.

Export Credit Note CSV

Tool to export credit notes as CSV from SevDesk.

Fetch Dictionary Entries By Type

Tool to retrieve placeholders (dictionary entries) for a specific object type in sevDesk.

Find Contacts By Custom Field Value

Tool to find contacts by custom field value.

Generate Progress Download Hash

Tool to generate a download hash for an export job progress.

Get Accounting Contact By ID

Tool to retrieve accounting contact details by ID.

Get Accounting Contacts

Tool to retrieve accounting contacts from sevDesk.

Get SevClient Account Invoices

Retrieves all sevDesk account invoices for the authenticated client.

Get Check Account Balance At Date

Tool to get the balance of a check account at a specific date.

Get Check Account By ID

Tool to retrieve details of a specific check account by ID.

Get Check Accounts

Tool to retrieve a list of all check accounts.

Get Check Account Transaction By ID

Tool to retrieve a specific check account transaction by its ID.

Get Check Account Transactions

Tool to retrieve list of check account transactions.

Get CommunicationWay By ID

Tool to retrieve details of a specific communication way by ID.

Get Communication Way Keys

Retrieve a list of communication way keys from sevDesk.

Get Communication Ways

Tool to retrieve communication ways from sevDesk.

Get Contact Address By ID

Tool to retrieve details of a specific contact address by ID.

Get Contact Addresses

Tool to retrieve contact addresses from sevdesk.

Get Contact By ID

Tool to retrieve details of a specific contact by ID.

Get Contact Custom Field By ID

Tool to retrieve a contact custom field by its ID.

Get Contact Custom Fields

Tool to retrieve contact custom fields from sevDesk.

Get Contact Custom Field Setting By ID

Tool to retrieve details of a specific contact custom field setting by ID.

Get Contact Custom Field Setting Reference Count

Tool to receive the count of references for a contact custom field setting.

Get Contact Custom Field Settings

Tool to retrieve contact custom field settings from sevDesk.

Get Contacts

Tool to retrieve a list of contacts.

Get Contact Tabs Item Count

Tool to get the count of items across all tabs for a specific contact.

Get Credit Note Positions

Tool to retrieve credit note positions from SevDesk.

Get Credit Notes

Tool to retrieve a list of credit notes.

Get Export Invoice CSV

Tool to export invoices as CSV from sevDesk.

Get Export Transactions CSV

Tool to export check account transactions as CSV file.

Get Invoice Is Partially Paid

Tool to check if an invoice is already partially paid.

Get Invoice Positions

Tool to retrieve all line items (positions) for a specific invoice.

Get Invoice Positions

Tool to retrieve invoice positions from sevDesk.

Get Invoices

Retrieves a list of invoices from sevDesk with optional filtering and pagination.

Get Letterpapers With Thumbnails

Tool to retrieve all available letterpapers with thumbnails from sevDesk.

Get Next Customer Number

Tool to retrieve the next free customer number from sevDesk.

Get Order By ID

Tool to retrieve details of a specific order by ID.

Get Order Discounts

Tool to retrieve discounts applied to a specific order in sevDesk.

Get Order Position By ID

Tool to retrieve details of a specific order position by ID.

Get Order Positions

Tool to retrieve order positions from SevDesk.

Get Orders

Retrieve a paginated list of orders from sevDesk.

Get Part By ID

Tool to retrieve details of a specific part by ID.

Get Part Contact Prices

Tool to retrieve a list of part contact prices.

Get Parts

Tool to retrieve a list of all parts.

Get Part Stock

Tool to retrieve the current stock level of a specific part.

Get Part Unities

Retrieves a list of part unities (units of measurement) from SevDesk.

Get Payment Methods

Retrieves all available payment methods from sevDesk.

Get Places

Retrieve a list of places (cities/locations with geographic data) from sevDesk.

Get Private Transaction Rules

Tool to list existing private transaction rules in SevDesk.

Get Export Progress

Tool to retrieve the progress of an export operation.

Get Receipt Guidance For Account Number

Tool to retrieve receipt guidance for a specific Datev account number.

Get Receipt Guidance For All Accounts

Tool to retrieve receipt guidance for all accounts.

Get Receipt Guidance For Expense

Tool to retrieve guidance for expense accounts from sevDesk.

Get Receipt Guidance For Revenue

Tool to retrieve guidance for revenue accounts from sevDesk.

Get Receipt Guidance For Tax Rule

Tool to get guidance by tax rule from sevDesk.

Get Report Invoice List

Tool to export invoice list report from sevDesk.

Get Report Orderlist

Tool to export the order list report from sevDesk.

Get SevClient Config

Retrieves the sevClient configuration settings from sevDesk.

Get Tag By ID

Tool to retrieve details of a specific tag by ID.

Get Tag Relations

Tool to retrieve tag relations from sevDesk.

Get Tags

Tool to retrieve tags from sevdesk.

Get Tax Rules

Retrieves tax rules from SevDesk.

Get Bookkeeping System Version

Tool to retrieve the bookkeeping system version from sevDesk.

Render Invoice

Tool to render the PDF document of an invoice by its ID.

Reset Credit Note To Open

Tool to reset a credit note status to open.

Save Invoice

Tool to create a new invoice in SevDesk using the Factory endpoint.

Send Credit Note By

Tool to mark a credit note as sent by updating its send status and type.

Send Credit Note By Printing

Tool to send a credit note by printing and render it.

Send Invoice By

Tool to mark an invoice as sent by specifying how it was sent to the customer.

Mark Order as Sent

Tool to mark an order as sent in sevDesk.

Update Accounting Contact

Tool to update an existing accounting contact in SevDesk.

Update Check Account

Updates an existing check account (bank account) in sevDesk by ID.

Update Check Account Transaction By ID

Tool to update an existing check account transaction in sevDesk.

Update Communication Way By ID

Tool to update an existing communication way by ID in sevDesk.

Update Contact

Tool to update an existing contact's details.

Update Contact Address By ID

Tool to update an existing contact address by its unique identifier.

Update Contact Custom Field

Tool to update a contact custom field in SevDesk.

Update Contact Custom Field Setting

Tool to update an existing contact custom field setting in SevDesk.

Update Invoice Parameter

Tool to update an invoice parameter such as template, language, letterpaper, or PayPal settings.

Update Order By ID

Tool to update an existing order in sevDesk by ID.

Update Order Template

Tool to update an order parameter such as template, language, letterpaper, or PayPal settings.

Update Part By ID

Tool to update an existing part (product/service) in sevDesk.

Update SevClient Export Config

Tool to update the export configuration for a SevClient in sevDesk.

Update Tag By ID

Tool to update a tag's name in sevDesk by its ID.

FAQ

Frequently asked questions

With a standalone Sevdesk MCP server, the agents and LLMs can only access a fixed set of Sevdesk tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Sevdesk and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Sevdesk tools.

Yes, absolutely. You can configure which Sevdesk scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Sevdesk data and credentials are handled as safely as possible.

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