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How to Connect DATEV to MCP for AI Agents

Integrate DATEV accounting software with AI agents via MCP. Access financial data and tax documents through the AnythingMCP dashboard.

DATEV with AI Agents

DATEV is the leading accounting and tax software for German-speaking markets. Connecting DATEV to MCP enables AI agents to query financial data, access client records, and interact with accounting workflows.

Step-by-Step Guide

Step 1: Deploy AnythingMCP

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

Step 2: Create a REST Connector

Open the AnythingMCP dashboard at http://localhost:3000 and create a new REST connector. Set the base URL to the DATEV API endpoint provided through the DATEV Developer Portal.

Step 3: Configure Authentication

In the connector settings, configure OAuth 2.0 with your DATEV application credentials from the DATEV Developer Portal.

Step 4: Import and Customize Tools

Configure endpoints for accounting documents, client data, tax records, and financial reports in the dashboard.

Step 5: Test and Connect

{
  "mcpServers": {
    "datev": {
      "url": "http://localhost:4000/mcp"
    }
  }
}

AI Agent Use Cases

  • "Show all open invoices for client Müller GmbH"
  • "What's the total revenue this fiscal year?"
  • "List all accounting entries from last month"
  • "How many clients have pending tax filings?"

Best Practices

  1. DATEV Developer Portal — Register your application for API access
  2. Data privacy — German tax data is subject to strict GDPR requirements
  3. Rate limits — DATEV APIs have specific rate limiting policies
  4. Fiscal year handling — Be aware of German fiscal year conventions

Next Steps