How to integrate Sevdesk MCP with LlamaIndex

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Introduction

This guide walks you through connecting Sevdesk to LlamaIndex using the Composio tool router. By the end, you'll have a working Sevdesk agent that can generate and send a new invoice, list all unpaid customer invoices, add a new business expense entry through natural language commands.

This guide will help you understand how to give your LlamaIndex agent real control over a Sevdesk account through Composio's Sevdesk MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Sevdesk with

TL;DR

Here's what you'll learn:
  • Set your OpenAI and Composio API keys
  • Install LlamaIndex and Composio packages
  • Create a Composio Tool Router session for Sevdesk
  • Connect LlamaIndex to the Sevdesk MCP server
  • Build a Sevdesk-powered agent using LlamaIndex
  • Interact with Sevdesk through natural language

What is LlamaIndex?

LlamaIndex is a data framework for building LLM applications. It provides tools for connecting LLMs to external data sources and services through agents and tools.

Key features include:

  • ReAct Agent: Reasoning and acting pattern for tool-using agents
  • MCP Tools: Native support for Model Context Protocol
  • Context Management: Maintain conversation context across interactions
  • Async Support: Built for async/await patterns

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.

Supported Tools & Triggers

Tools
Book Invoice AmountTool to book an invoice amount in SevDesk.
Check Customer Number AvailabilityTool to check if a customer number is available in sevDesk.
Create Accounting ContactTool to create a new accounting contact in sevDesk.
Create Check Account TransactionTool to create a new check account transaction in SevDesk.
Create Clearing AccountTool to create a new clearing account in sevDesk.
Create Communication WayTool to create a new contact communication way (email, phone, website, etc.
Create ContactCreates 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 AddressTool to create a new contact address in SevDesk.
Create Contact Custom FieldTool to create a custom field for a contact in sevDesk.
Create Contact Custom Field SettingCreates a new contact custom field setting in sevDesk for tracking additional contact information.
Create Credit Note from InvoiceTool to create a new credit note from an existing invoice in SevDesk.
Create File Import AccountTool to create a new file import account (check account) in sevDesk.
Create PartTool to create a new part (product or service) in SevDesk.
Create Payment MethodCreates a new payment method in sevDesk for tracking different payment types.
Create Private Transaction RuleTool to create a new private transaction rule in SevDesk.
Create TagTool to create a new tag and attach it to an object (Invoice, Order, Voucher, or CreditNote) in sevDesk.
Delete Accounting Contact By IDPermanently deletes an accounting contact from sevDesk by its unique identifier.
Delete Check Account By IDPermanently deletes a check account from sevDesk by its unique identifier.
Delete Check Account TransactionPermanently deletes a check account transaction from sevDesk by its unique identifier.
Delete Communication Way By IDPermanently deletes a communication way from sevDesk by its unique identifier.
Delete ContactPermanently deletes a contact from sevDesk by its unique identifier.
Delete Contact Address By IDTool to delete a contact address from sevDesk by its unique identifier.
Delete Contact Custom Field By IDTool to permanently delete a contact custom field by its ID.
Delete Contact Custom Field Setting By IDTool to permanently delete a contact custom field setting by its ID.
Delete Credit Note By IDPermanently deletes a credit note from sevDesk by its unique identifier.
Delete Order By IDPermanently deletes an order from sevDesk by its unique identifier.
Delete Order Position By IDPermanently deletes an order position from sevDesk by its unique identifier.
Delete Payment MethodDeletes a payment method in sevDesk by its ID.
Delete Private Transaction Rule By IDPermanently deletes a private transaction rule from sevDesk by its unique identifier.
Delete Tag By IDPermanently deletes a tag from sevDesk by its unique identifier.
Enshrine Check Account TransactionTool to enshrine a check account transaction by its ID.
Export Credit Note CSVTool to export credit notes as CSV from SevDesk.
Fetch Dictionary Entries By TypeTool to retrieve placeholders (dictionary entries) for a specific object type in sevDesk.
Find Contacts By Custom Field ValueTool to find contacts by custom field value.
Generate Progress Download HashTool to generate a download hash for an export job progress.
Get Accounting Contact By IDTool to retrieve accounting contact details by ID.
Get Accounting ContactsTool to retrieve accounting contacts from sevDesk.
Get SevClient Account InvoicesRetrieves all sevDesk account invoices for the authenticated client.
Get Check Account Balance At DateTool to get the balance of a check account at a specific date.
Get Check Account By IDTool to retrieve details of a specific check account by ID.
Get Check AccountsTool to retrieve a list of all check accounts.
Get Check Account Transaction By IDTool to retrieve a specific check account transaction by its ID.
Get Check Account TransactionsTool to retrieve list of check account transactions.
Get CommunicationWay By IDTool to retrieve details of a specific communication way by ID.
Get Communication Way KeysRetrieve a list of communication way keys from sevDesk.
Get Communication WaysTool to retrieve communication ways from sevDesk.
Get Contact Address By IDTool to retrieve details of a specific contact address by ID.
Get Contact AddressesTool to retrieve contact addresses from sevdesk.
Get Contact By IDTool to retrieve details of a specific contact by ID.
Get Contact Custom Field By IDTool to retrieve a contact custom field by its ID.
Get Contact Custom FieldsTool to retrieve contact custom fields from sevDesk.
Get Contact Custom Field Setting By IDTool to retrieve details of a specific contact custom field setting by ID.
Get Contact Custom Field Setting Reference CountTool to receive the count of references for a contact custom field setting.
Get Contact Custom Field SettingsTool to retrieve contact custom field settings from sevDesk.
Get ContactsTool to retrieve a list of contacts.
Get Contact Tabs Item CountTool to get the count of items across all tabs for a specific contact.
Get Credit Note PositionsTool to retrieve credit note positions from SevDesk.
Get Credit NotesTool to retrieve a list of credit notes.
Get Export Invoice CSVTool to export invoices as CSV from sevDesk.
Get Export Transactions CSVTool to export check account transactions as CSV file.
Get Invoice Is Partially PaidTool to check if an invoice is already partially paid.
Get Invoice PositionsTool to retrieve all line items (positions) for a specific invoice.
Get Invoice PositionsTool to retrieve invoice positions from sevDesk.
Get InvoicesRetrieves a list of invoices from sevDesk with optional filtering and pagination.
Get Letterpapers With ThumbnailsTool to retrieve all available letterpapers with thumbnails from sevDesk.
Get Next Customer NumberTool to retrieve the next free customer number from sevDesk.
Get Order By IDTool to retrieve details of a specific order by ID.
Get Order DiscountsTool to retrieve discounts applied to a specific order in sevDesk.
Get Order Position By IDTool to retrieve details of a specific order position by ID.
Get Order PositionsTool to retrieve order positions from SevDesk.
Get OrdersRetrieve a paginated list of orders from sevDesk.
Get Part By IDTool to retrieve details of a specific part by ID.
Get Part Contact PricesTool to retrieve a list of part contact prices.
Get PartsTool to retrieve a list of all parts.
Get Part StockTool to retrieve the current stock level of a specific part.
Get Part UnitiesRetrieves a list of part unities (units of measurement) from SevDesk.
Get Payment MethodsRetrieves all available payment methods from sevDesk.
Get PlacesRetrieve a list of places (cities/locations with geographic data) from sevDesk.
Get Private Transaction RulesTool to list existing private transaction rules in SevDesk.
Get Export ProgressTool to retrieve the progress of an export operation.
Get Receipt Guidance For Account NumberTool to retrieve receipt guidance for a specific Datev account number.
Get Receipt Guidance For All AccountsTool to retrieve receipt guidance for all accounts.
Get Receipt Guidance For ExpenseTool to retrieve guidance for expense accounts from sevDesk.
Get Receipt Guidance For RevenueTool to retrieve guidance for revenue accounts from sevDesk.
Get Receipt Guidance For Tax RuleTool to get guidance by tax rule from sevDesk.
Get Report Invoice ListTool to export invoice list report from sevDesk.
Get Report OrderlistTool to export the order list report from sevDesk.
Get SevClient ConfigRetrieves the sevClient configuration settings from sevDesk.
Get Tag By IDTool to retrieve details of a specific tag by ID.
Get Tag RelationsTool to retrieve tag relations from sevDesk.
Get TagsTool to retrieve tags from sevdesk.
Get Tax RulesRetrieves tax rules from SevDesk.
Get Bookkeeping System VersionTool to retrieve the bookkeeping system version from sevDesk.
Render InvoiceTool to render the PDF document of an invoice by its ID.
Reset Credit Note To OpenTool to reset a credit note status to open.
Save InvoiceTool to create a new invoice in SevDesk using the Factory endpoint.
Send Credit Note ByTool to mark a credit note as sent by updating its send status and type.
Send Credit Note By PrintingTool to send a credit note by printing and render it.
Send Invoice ByTool to mark an invoice as sent by specifying how it was sent to the customer.
Mark Order as SentTool to mark an order as sent in sevDesk.
Update Accounting ContactTool to update an existing accounting contact in SevDesk.
Update Check AccountUpdates an existing check account (bank account) in sevDesk by ID.
Update Check Account Transaction By IDTool to update an existing check account transaction in sevDesk.
Update Communication Way By IDTool to update an existing communication way by ID in sevDesk.
Update ContactTool to update an existing contact's details.
Update Contact Address By IDTool to update an existing contact address by its unique identifier.
Update Contact Custom FieldTool to update a contact custom field in SevDesk.
Update Contact Custom Field SettingTool to update an existing contact custom field setting in SevDesk.
Update Invoice ParameterTool to update an invoice parameter such as template, language, letterpaper, or PayPal settings.
Update Order By IDTool to update an existing order in sevDesk by ID.
Update Order TemplateTool to update an order parameter such as template, language, letterpaper, or PayPal settings.
Update Part By IDTool to update an existing part (product/service) in sevDesk.
Update SevClient Export ConfigTool to update the export configuration for a SevClient in sevDesk.
Update Tag By IDTool to update a tag's name in sevDesk by its ID.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before you begin, make sure you have:
  • Python 3.8/Node 16 or higher installed
  • A Composio account with the API key
  • An OpenAI API key
  • A Sevdesk account and project
  • Basic familiarity with async Python/Typescript

Getting API Keys for OpenAI, Composio, and Sevdesk

OpenAI API key (OPENAI_API_KEY)
  • Go to the OpenAI dashboard
  • Create an API key if you don't have one
  • Assign it to OPENAI_API_KEY in .env
Composio API key and user ID
  • Log into the Composio dashboard
  • Copy your API key from Settings
    • Use this as COMPOSIO_API_KEY
  • Pick a stable user identifier (email or ID)
    • Use this as COMPOSIO_USER_ID

Installing dependencies

pip install composio-llamaindex llama-index llama-index-llms-openai llama-index-tools-mcp python-dotenv

Create a new Python project and install the necessary dependencies:

  • composio-llamaindex: Composio's LlamaIndex integration
  • llama-index: Core LlamaIndex framework
  • llama-index-llms-openai: OpenAI LLM integration
  • llama-index-tools-mcp: MCP client for LlamaIndex
  • python-dotenv: Environment variable management

Set environment variables

bash
OPENAI_API_KEY=your-openai-api-key
COMPOSIO_API_KEY=your-composio-api-key
COMPOSIO_USER_ID=your-user-id

Create a .env file in your project root:

These credentials will be used to:

  • Authenticate with OpenAI's GPT-5 model
  • Connect to Composio's Tool Router
  • Identify your Composio user session for Sevdesk access

Import modules

import asyncio
import os
import dotenv

from composio import Composio
from composio_llamaindex import LlamaIndexProvider
from llama_index.core.agent.workflow import ReActAgent
from llama_index.core.workflow import Context
from llama_index.llms.openai import OpenAI
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec

dotenv.load_dotenv()

Create a new file called sevdesk_llamaindex_agent.py and import the required modules:

Key imports:

  • asyncio: For async/await support
  • Composio: Main client for Composio services
  • LlamaIndexProvider: Adapts Composio tools for LlamaIndex
  • ReActAgent: LlamaIndex's reasoning and action agent
  • BasicMCPClient: Connects to MCP endpoints
  • McpToolSpec: Converts MCP tools to LlamaIndex format

Load environment variables and initialize Composio

OPENAI_API_KEY = os.getenv("OPENAI_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not OPENAI_API_KEY:
    raise ValueError("OPENAI_API_KEY is not set in the environment")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment")

What's happening:

This ensures missing credentials cause early, clear errors before the agent attempts to initialise.

Create a Tool Router session and build the agent function

async def build_agent() -> ReActAgent:
    composio_client = Composio(
        api_key=COMPOSIO_API_KEY,
        provider=LlamaIndexProvider(),
    )

    session = composio_client.create(
        user_id=COMPOSIO_USER_ID,
        toolkits=["sevdesk"],
    )

    mcp_url = session.mcp.url
    print(f"Composio MCP URL: {mcp_url}")

    mcp_client = BasicMCPClient(mcp_url, headers={"x-api-key": COMPOSIO_API_KEY})
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    llm = OpenAI(model="gpt-5")

    description = "An agent that uses Composio Tool Router MCP tools to perform Sevdesk actions."
    system_prompt = """
    You are a helpful assistant connected to Composio Tool Router.
    Use the available tools to answer user queries and perform Sevdesk actions.
    """
    return ReActAgent(tools=tools, llm=llm, description=description, system_prompt=system_prompt, verbose=True)

What's happening here:

  • We create a Composio client using your API key and configure it with the LlamaIndex provider
  • We then create a tool router MCP session for your user, specifying the toolkits we want to use (in this case, sevdesk)
  • The session returns an MCP HTTP endpoint URL that acts as a gateway to all your configured tools
  • LlamaIndex will connect to this endpoint to dynamically discover and use the available Sevdesk tools.
  • The MCP tools are mapped to LlamaIndex-compatible tools and plug them into the Agent.

Create an interactive chat loop

async def chat_loop(agent: ReActAgent) -> None:
    ctx = Context(agent)
    print("Type 'quit', 'exit', or Ctrl+C to stop.")

    while True:
        try:
            user_input = input("\nYou: ").strip()
        except (KeyboardInterrupt, EOFError):
            print("\nBye!")
            break

        if not user_input or user_input.lower() in {"quit", "exit"}:
            print("Bye!")
            break

        try:
            print("Agent: ", end="", flush=True)
            handler = agent.run(user_input, ctx=ctx)

            async for event in handler.stream_events():
                # Stream token-by-token from LLM responses
                if hasattr(event, "delta") and event.delta:
                    print(event.delta, end="", flush=True)
                # Show tool calls as they happen
                elif hasattr(event, "tool_name"):
                    print(f"\n[Using tool: {event.tool_name}]", flush=True)

            # Get final response
            response = await handler
            print()  # Newline after streaming
        except KeyboardInterrupt:
            print("\n[Interrupted]")
            continue
        except Exception as e:
            print(f"\nError: {e}")

What's happening here:

  • We're creating a direct terminal interface to chat with your Sevdesk database
  • The LLM's responses are streamed to the CLI for faster interaction.
  • The agent uses context to maintain conversation history
  • You can type 'quit' or 'exit' to stop the chat loop gracefully
  • Agent responses and any errors are displayed in a clear, readable format

Define the main entry point

async def main() -> None:
    agent = await build_agent()
    await chat_loop(agent)

if __name__ == "__main__":
    # Handle Ctrl+C gracefully
    signal.signal(signal.SIGINT, lambda s, f: (print("\nBye!"), exit(0)))
    try:
        asyncio.run(main())
    except KeyboardInterrupt:
        print("\nBye!")

What's happening here:

  • We're orchestrating the entire application flow
  • The agent gets built with proper error handling
  • Then we kick off the interactive chat loop so you can start talking to Sevdesk

Run the agent

npx ts-node llamaindex-agent.ts

When prompted, authenticate and authorise your agent with Sevdesk, then start asking questions.

Complete Code

Here's the complete code to get you started with Sevdesk and LlamaIndex:

import asyncio
import os
import signal
import dotenv

from composio import Composio
from composio_llamaindex import LlamaIndexProvider
from llama_index.core.agent.workflow import ReActAgent
from llama_index.core.workflow import Context
from llama_index.llms.openai import OpenAI
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec

dotenv.load_dotenv()

OPENAI_API_KEY = os.getenv("OPENAI_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not OPENAI_API_KEY:
    raise ValueError("OPENAI_API_KEY is not set")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")

async def build_agent() -> ReActAgent:
    composio_client = Composio(
        api_key=COMPOSIO_API_KEY,
        provider=LlamaIndexProvider(),
    )

    session = composio_client.create(
        user_id=COMPOSIO_USER_ID,
        toolkits=["sevdesk"],
    )

    mcp_url = session.mcp.url
    print(f"Composio MCP URL: {mcp_url}")

    mcp_client = BasicMCPClient(mcp_url, headers={"x-api-key": COMPOSIO_API_KEY})
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    llm = OpenAI(model="gpt-5")
    description = "An agent that uses Composio Tool Router MCP tools to perform Sevdesk actions."
    system_prompt = """
    You are a helpful assistant connected to Composio Tool Router.
    Use the available tools to answer user queries and perform Sevdesk actions.
    """
    return ReActAgent(
        tools=tools,
        llm=llm,
        description=description,
        system_prompt=system_prompt,
        verbose=True,
    );

async def chat_loop(agent: ReActAgent) -> None:
    ctx = Context(agent)
    print("Type 'quit', 'exit', or Ctrl+C to stop.")

    while True:
        try:
            user_input = input("\nYou: ").strip()
        except (KeyboardInterrupt, EOFError):
            print("\nBye!")
            break

        if not user_input or user_input.lower() in {"quit", "exit"}:
            print("Bye!")
            break

        try:
            print("Agent: ", end="", flush=True)
            handler = agent.run(user_input, ctx=ctx)

            async for event in handler.stream_events():
                # Stream token-by-token from LLM responses
                if hasattr(event, "delta") and event.delta:
                    print(event.delta, end="", flush=True)
                # Show tool calls as they happen
                elif hasattr(event, "tool_name"):
                    print(f"\n[Using tool: {event.tool_name}]", flush=True)

            # Get final response
            response = await handler
            print()  # Newline after streaming
        except KeyboardInterrupt:
            print("\n[Interrupted]")
            continue
        except Exception as e:
            print(f"\nError: {e}")

async def main() -> None:
    agent = await build_agent()
    await chat_loop(agent)

if __name__ == "__main__":
    # Handle Ctrl+C gracefully
    signal.signal(signal.SIGINT, lambda s, f: (print("\nBye!"), exit(0)))
    try:
        asyncio.run(main())
    except KeyboardInterrupt:
        print("\nBye!")

Conclusion

You've successfully connected Sevdesk to LlamaIndex through Composio's Tool Router MCP layer. Key takeaways:
  • Tool Router dynamically exposes Sevdesk tools through an MCP endpoint
  • LlamaIndex's ReActAgent handles reasoning and orchestration; Composio handles integrations
  • The agent becomes more capable without increasing prompt size
  • Async Python provides clean, efficient execution of agent workflows
You can easily extend this to other toolkits like Gmail, Notion, Stripe, GitHub, and more by adding them to the toolkits parameter.

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FAQ

What are the differences in Tool Router MCP and Sevdesk MCP?

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.

Can I use Tool Router MCP with LlamaIndex?

Yes, you can. LlamaIndex 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.

Can I manage the permissions and scopes for Sevdesk while using Tool Router?

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.

How safe is my data with Composio Tool Router?

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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