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.
Master Data
Firm-wide client, addressee, and organizational data.
Available in MCP with: DATEV Master Data
Included data and functions
Clients
ReadRetrieve clients with numbers, names, status, responsibilities, categories, groups, and other master data.
Addressees
ReadRead people and organizations with addresses, communication channels, bank details, legal-form, and tax information.
Firm team and responsibilities
ReadRetrieve firm employees, areas of responsibility, and their assignments to clients.
Corporate structures
ReadRead companies, establishments, and branches with their organizational assignments.
Relationships, categories, and groups
ReadEvaluate relationships between addressees plus client categories, groups, and their definitions.
Reference and protocol data
ReadRetrieve banks, tax authorities, legal forms, countries, next free numbers, and logs of deleted clients or addressees.
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
ReadRetrieve accounting clients and fiscal years with periods, account length, account system, and taxation information.
Open items
ReadEvaluate receivables and payables in detailed or condensed form with invoice, payment, dunning, tax, and document information.
Debtors, creditors, and other addresses
ReadRetrieve business-partner master data and the next available debtor and creditor numbers.
Accounts and posting rules
ReadRead general-ledger accounts, transaction keys, payment terms, and rules for incoming invoices, outgoing invoices, and cash entries.
Postings and reports
ReadRetrieve account postings, processed accounting sequences and records, sums and balances, and monthly posting statistics.
Cost accounting and assets
ReadEvaluate cost systems, cost centers, cost objects, cost sequences and records, stocktaking lists, and individual assets.
Create uncommitted accounting sequences
CreateCreate 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.
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
ReadRetrieve domains, states, secure areas, property templates, and other structural information.
Search documents by metadata
ReadFind documents through supported properties and filters and page through large result sets.
Retrieve documents and files
ReadRead document metadata, structure items, and individual files and expose files through temporary downloads.
Individual properties and references
ReadRead individual DMS fields, references, and property templates used to classify documents.
Search document content
ReadSemantically 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.
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
ReadRetrieve order-management clients, self-accounting clients, and client groups as the basis for further queries.
Orders and order types
ReadEvaluate orders with type, status, deadlines, responsibilities, and billing context.
Invoices and fees
ReadRead invoices, fee items, fee plans, and charge rates.
Team, qualifications, and capacities
ReadRetrieve employee groups, qualifications, available capacities, and internal cost rates.
Time, costs, and monthly values
ReadEvaluate work and billing states, cost centers, cost items, expense postings, and monthly values.
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
ReadRetrieve payroll clients, employees, accountable employees, and employment periods for a reference date.
Personal and organizational data
ReadRead personal, address, activity, department, group, training, and other individual information.
Compensation and working time
ReadEvaluate salaries, hourly wages, gross payments, salary types, working hours, and calendar data.
Absence and vacation
ReadRetrieve absences, reasons for absence, employment interruptions, and vacation entitlements.
Tax and social insurance
ReadRead taxation details plus statutory, voluntary, and private insurance data.
Financial and cost accounting
ReadEvaluate account assignments, cost centers, cost objects, and other payroll-related allocations.