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Connect sevDesk to Microsoft Copilot via MCP

sevDesk cloud bookkeeping for German SMBs and freelancers: contacts, invoices, vouchers (Belege), orders, parts and bank accounts. REST API v1, API-key auth — the key goes in a bare Authorization header, with no Bearer prefix.

HCBy HelpCode teamUpdated 4 min read Open-source on GitHub
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sevDesk

sevDesk

sevDesk cloud bookkeeping for German SMBs and freelancers: contacts, invoices, vouchers (Belege), orders, parts and bank accounts. REST API v1, API-key auth — the key goes in a bare Authorization header, with no Bearer prefix.

tools

11

Region

DE

Category

Accounting

Authentication

API Key

Required env vars

SEVDESK_API_KEY
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    Any MCP-compatible client

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Summary

sevDesk cloud bookkeeping for German SMBs and freelancers: contacts, invoices, vouchers (Belege), orders, parts and bank accounts. REST API v1, API-key auth — the key goes in a bare Authorization header, with no Bearer prefix.

Try asking

Example prompts for sevDesk

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

sevDesk · 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 → sevDesk, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

sevDesk + Microsoft Copilot

sevDesk cloud bookkeeping for German SMBs and freelancers: contacts, invoices, vouchers (Belege), orders, parts and bank accounts. REST API v1, API-key auth — the key goes in a bare Authorization header, with no Bearer prefix.

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:

SEVDESK_API_KEY

Step 1 — Get credentials

Getting a key

  1. Sign in to sevDesk and open Einstellungen → Benutzer → (your user) → API-Token.
  2. Copy the token into SEVDESK_API_KEY. It belongs to one user in one client (Mandant) and inherits that user's permissions — create a dedicated API user with read rights if the agent should not be able to write.

The Authorization header has no scheme. sevDesk expects the raw token (Authorization: abc123…), not Bearer abc123…. This adapter sends it that way; if you build a custom connector against sevDesk by hand, that is the single most common reason for a 401.

…(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 sevDesk 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
sevdesk_list_usersList the sevDesk users in this client, with their names and e-mail addresses
sevdesk_list_contactsList contacts (customers, suppliers, partners)
sevdesk_get_contactRead one contact by its numeric sevDesk id, with its category, customer number, tax settings and default payment terms
sevdesk_list_invoicesList outgoing invoices, newest first
sevdesk_get_invoice_positionsRead the line items (Positionen) of one invoice: article, quantity, unit price, tax rate and the resulting net and gross sums
sevdesk_list_vouchersList vouchers (Belege) — incoming supplier invoices and receipts
sevdesk_list_ordersList orders and quotations (Aufträge und Angebote)
sevdesk_list_partsList parts (Artikel) from the sevDesk product catalogue with their price, stock level, unit and tax rate
sevdesk_list_check_accountsList the bank and cash accounts (Kassen und Bankkonten) configured in sevDesk, with their current balance and import type
sevdesk_list_transactionsList bank transactions on one check account, so unpaid invoices can be matched against money that actually arrived
sevdesk_create_contactCreate a new contact

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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