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How to Connect Lexware Office to Microsoft Copilot — via MCP

Lexware Office (formerly lexoffice) — Germany's most-used SMB bookkeeping app. Read and create contacts, invoices, quotations, credit notes, vouchers and articles, and pull the voucher list that drives the Buchhaltung. Public REST API v1, bearer token.

HCBy HelpCode teamUpdated 5 min read Open-source on GitHub
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Lexware Office

Lexware Office

Lexware Office (formerly lexoffice) — Germany's most-used SMB bookkeeping app. Read and create contacts, invoices, quotations, delivery notes and articles, read credit notes, vouchers and document PDFs, and pull the voucher list that drives the Buchhaltung. Public REST API v1, bearer token.

tools

21

Region

DE

Category

Accounting

Authentication

Bearer Token

Required env vars

LEXWARE_API_KEY
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    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

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Summary

Lexware Office (formerly lexoffice) — Germany's most-used SMB bookkeeping app. Read and create contacts, invoices, quotations, credit notes, vouchers and articles, and pull the voucher list that drives the Buchhaltung. Public REST API v1, bearer token.

Try asking

Example prompts for Lexware Office

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

Lexware Office · live via MCP
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Opus 4.7

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

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Lexware Office, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

Lexware Office + Microsoft Copilot

Lexware Office (formerly lexoffice) — Germany's most-used SMB bookkeeping app. Read and create contacts, invoices, quotations, credit notes, vouchers and articles, and pull the voucher list that drives the Buchhaltung. Public REST API v1, bearer token.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

LEXWARE_API_KEY

Step 1 — Get credentials

Getting a token

  1. Sign in to Lexware Office (lexoffice) with an account on a paid plan — the API is not available on the free tier.
  2. Open Einstellungen → Erweiterungen → Öffentliche API and create a new access token. The token is shown once; store it immediately.
  3. Set LEXWARE_API_KEY to that value. It is a personal token scoped to the one company (Mandant) it was created in; a tax adviser handling several clients needs one connector per client.

…(continued in the in-app connector instructions)

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Microsoft Copilot

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

  1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
  2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
  3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
  4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
  5. Try it in the agent's Test pane: ask for something that needs the Lexware Office tools.
  6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

Available tools

ToolWhat it does
lexware_office_get_profileRead the connected company profile: company name, tax number, VAT id, the connection's user id and the small-business (Kleinunternehmer) fla
lexware_office_list_contactsList contacts (customers and vendors) with paging
lexware_office_get_contactRead one contact by its Lexware id, including all addresses, the customer/vendor roles, contact persons, e-mail addresses and phone numbers
lexware_office_list_vouchersSearch the voucher list — the bookkeeping view across sales invoices, purchase invoices, credit notes, down payments and receipts
lexware_office_get_invoiceRead one sales invoice in full: header, addressee, every line item with net/gross and tax rate, the total amounts, the payment terms and the
lexware_office_get_quotationRead one quotation (Angebot) in full, including its line items, totals, validity date and current status
lexware_office_get_credit_noteRead one credit note (Rechnungskorrektur) in full: the invoice it corrects, its line items and its totals
lexware_office_list_articlesList articles (Artikel) from the product catalogue, optionally narrowed by article number or type, so an invoice line can reference a real p
lexware_office_list_countriesList the country codes Lexware Office accepts in an address, with their tax classification (intra-community, third country)
lexware_office_create_contactCreate a new contact with the customer and/or vendor role
lexware_office_create_invoiceCreate a sales invoice
lexware_office_get_voucherRead one bookkeeping voucher (voucher-list voucherType salesinvoice, salescreditnote, purchaseinvoice or purchasecreditnote): contact…
lexware_office_get_sales_documentRead one down payment invoice, order confirmation, delivery note or dunning by id

FAQ

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

Next steps

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