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Automate Your DATEV Workflow with AI — Mandanten, Documents, Tax Queries

Steuerberater spend hours clicking through DATEV. Let Claude, ChatGPT or Copilot list Mandanten, query DUO document types, check an invoice's status — in plain German. The DATEV MCP connector exposes 6 read tools across every major AI client.

HCBy HelpCode teamUpdated 3 min read Open-source on GitHub

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DATEV Online APIs

DATEV Online APIs

Read accounting Mandanten (clients), document types and DATEV Unternehmen online (DUO) version metadata from DATEV's official Online APIs. OAuth2 Authorization Code + PKCE bound to a real DATEV-Konto. Required by virtually every German tax consultant (Steuerberater).

tools

6

Region

DE

Category

Accounting

Authentication

OAuth 2.0

Required env vars

DATEV_CLIENT_IDDATEV_CLIENT_SECRET
Install in one click on Cloud

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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the DATEV Online APIs in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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Summary

Steuerberater spend hours clicking through DATEV. Let Claude, ChatGPT or Copilot list Mandanten, query DUO document types, check an invoice's status — in plain German. The DATEV MCP connector exposes 6 read tools across every major AI client.

Try asking

Example prompts for DATEV Online APIs

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

DATEV Online APIs · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

DATEV

Run DATEV from your AI assistant

DATEV is the German accounting standard — every Steuerberater (tax advisor) lives in it. It's also famously click-heavy: Mandantenliste, dann Belegart, dann Filter, dann Export. Five clicks for any answer.

With the DATEV connector for AnythingMCP, every AI assistant can read DATEV's Online APIs directly. Ask in German or English, get structured answers in seconds.

Pick your client:

What you can ask

Real prompts that replace 10 clicks each:

NeedSample prompt
Mandant lookup"Welche Mandanten betreuen wir mit Anfangsbuchstabe M?" / "Show me all Mandanten starting with M."
Belegart-check"Welche Belegarten sind für Mandant 1234 in DUO konfiguriert?"
Document hunt"Find all incoming invoices > €1,000 for Mandant Müller GmbH in March 2026."
DUO version"Which DUO version is currently active for Mandant 7890?"
Cross-Mandant report"How many Mandanten have unprocessed Kreditorenrechnungen older than 14 days?"
Onboarding"What's the standard chart-of-accounts setup for a new GmbH Mandant?"
Compliance"List Mandanten where the last successful sync from DUO was more than 7 days ago."

(All read-only — the connector cannot post bookings or edit documents.)

Why this beats clicking through DATEV

DATEV web UIDATEV + AI assistant
Cross-Mandant questionOne Mandant at a timeAll Mandanten in one query
Filter on multiple criteriaMultiple screensOne sentence
Recurring monthly reportManual export + ExcelCron + prompt
New employee onboardingSlow tour of the UIDemo prompts in German
Mobile/voice accessCompromisedFirst-class

Always-on mode

Schedule any prompt on a cron and you have a 24/7 Kanzlei monitor:

  • "Jeden Montag 8 Uhr: alle Mandanten mit offenen Belegen älter als 14 Tage."
  • "Jede Stunde: Mandanten, deren DUO-Sync gescheitert ist — Slack-Alert."
  • "Monatsanfang: Übersicht aller Mandanten mit Quartalsabschluss diesen Monat."

AnythingMCP rotates the DATEV OAuth 2.0 refresh token (~2-year lifetime) automatically. Scheduled queries never break.

DATEV-specific notes

DATEV's Online APIs are not plug-and-play. You need:

  1. An app registered on developer.datev.de — Confidential client, OIDC Authorization Code Flow.
  2. Subscriptions to accounting-clients v2.0 and accounting-documents v2.0.
  3. A real DATEV-Konto user with SmartLogin or SmartCard. DATEV does NOT expose client_credentials — every call is on-behalf-of a human.
  4. For production (*.api.datev.de) you must complete DATEV's review. Until then, the connector points at the sandbox.

The connector handles the OAuth dance + token refresh. You handle the one-time portal registration. See the DATEV-to-MCP technical guide for the full procedure.

Get started

  1. Pick your AI client.
  2. Follow the 3-step guide (DATEV portal registration is a one-time prerequisite).
  3. First prompt: "Liste mir alle Mandanten auf, sortiert nach Name."

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