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Klardaten MCP server scope

Which DATEV data does the MCP server provide?

The Klardaten MCP server exposes selected DATEVconnect data as standardized tools for AI applications and automation platforms. This overview shows the functional scope without listing individual tools or endpoints.

5 DATEV modules
More than 100 readable data areas
Read and write with controlled permissions
01

Master Data

Firm-wide client, addressee, and organizational data.

Available in MCP with: DATEV Master Data

Included data and functions

  • Clients

    Read

    Retrieve clients with numbers, names, status, responsibilities, categories, groups, and other master data.

  • Addressees

    Read

    Read people and organizations with addresses, communication channels, bank details, legal-form, and tax information.

  • Firm team and responsibilities

    Read

    Retrieve firm employees, areas of responsibility, and their assignments to clients.

  • Corporate structures

    Read

    Read companies, establishments, and branches with their organizational assignments.

  • Relationships, categories, and groups

    Read

    Evaluate relationships between addressees plus client categories, groups, and their definitions.

  • Reference and protocol data

    Read

    Retrieve banks, tax authorities, legal forms, countries, next free numbers, and logs of deleted clients or addressees.

02

Accounting

Master data, transactions, reporting, and one controlled write path for accounting sequences.

Available in MCP with: DATEV Kanzlei-Rechnungswesen or a supported DATEV accounting variant · Required license: DATEVconnect Kontobuchungen

Included data and functions

  • Clients and fiscal years

    Read

    Retrieve accounting clients and fiscal years with periods, account length, account system, and taxation information.

  • Open items

    Read

    Evaluate receivables and payables in detailed or condensed form with invoice, payment, dunning, tax, and document information.

  • Debtors, creditors, and other addresses

    Read

    Retrieve business-partner master data and the next available debtor and creditor numbers.

  • Accounts and posting rules

    Read

    Read general-ledger accounts, transaction keys, payment terms, and rules for incoming invoices, outgoing invoices, and cash entries.

  • Postings and reports

    Read

    Retrieve account postings, processed accounting sequences and records, sums and balances, and monthly posting statistics.

  • Cost accounting and assets

    Read

    Evaluate cost systems, cost centers, cost objects, cost sequences and records, stocktaking lists, and individual assets.

  • Create uncommitted accounting sequences

    Create

    Create an accounting sequence with records for one client, fiscal year, and accounting month in DATEV Accounting.

    Requires the separate OAuth permission for accounting-sequence creation. The sequence is never finalized and must be reviewed and processed further in DATEV.

03

Document Management

Documents, files, metadata, and filing structures from DATEV DMS or Document Storage.

Available in MCP with: DATEV DMS or Document Storage · Required license: DATEVconnect Dokumentenmanagement

Included data and functions

  • Filing structure and templates

    Read

    Retrieve domains, states, secure areas, property templates, and other structural information.

  • Search documents by metadata

    Read

    Find documents through supported properties and filters and page through large result sets.

  • Retrieve documents and files

    Read

    Read document metadata, structure items, and individual files and expose files through temporary downloads.

  • Individual properties and references

    Read

    Read individual DMS fields, references, and property templates used to classify documents.

  • Search document content

    Read

    Semantically search indexed DMS content and return relevant evidence with document and page references.

    Optional Klardaten add-on; DATEV metadata search remains available without the add-on.

04

Order Management (EO comfort)

Orders, invoices, fees, capacities, and commercial metrics from firm administration.

Available in MCP with: DATEV Eigenorganisation comfort

Included data and functions

  • Clients and client groups

    Read

    Retrieve order-management clients, self-accounting clients, and client groups as the basis for further queries.

  • Orders and order types

    Read

    Evaluate orders with type, status, deadlines, responsibilities, and billing context.

  • Invoices and fees

    Read

    Read invoices, fee items, fee plans, and charge rates.

  • Team, qualifications, and capacities

    Read

    Retrieve employee groups, qualifications, available capacities, and internal cost rates.

  • Time, costs, and monthly values

    Read

    Evaluate work and billing states, cost centers, cost items, expense postings, and monthly values.

05

Payroll

Employee, payroll, tax, and social-insurance data from supported payroll applications.

Available in MCP with: DATEV Lohn und Gehalt classic or comfort; LODAS subject to individual assessment

Included data and functions

  • Clients and employees

    Read

    Retrieve payroll clients, employees, accountable employees, and employment periods for a reference date.

  • Personal and organizational data

    Read

    Read personal, address, activity, department, group, training, and other individual information.

  • Compensation and working time

    Read

    Evaluate salaries, hourly wages, gross payments, salary types, working hours, and calendar data.

  • Absence and vacation

    Read

    Retrieve absences, reasons for absence, employment interruptions, and vacation entitlements.

  • Tax and social insurance

    Read

    Read taxation details plus statutory, voluntary, and private insurance data.

  • Financial and cost accounting

    Read

    Evaluate account assignments, cost centers, cost objects, and other payroll-related allocations.

Further information