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Summary
Klardaten API over a tax advisory firm's DATEV system: client master data, income, corporate and trade tax returns, bookkeeping (postings, SuSa, bank transactions), LODAS payroll, practice management analytics and a read-only DATEVconnect passthrough.
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Klardaten (DATEV)
Klardaten API over a tax advisory firm's DATEV system: client master data, income, corporate and trade tax returns, bookkeeping (postings, SuSa, bank transactions), LODAS payroll, practice management analytics and a read-only DATEVconnect passthrough.
Setup
Sensitive data: read this first. This connector reads a tax advisory firm's DATEV data through Klardaten: master data, tax returns, bookkeeping and payroll of the firm's clients, including salaries, tax numbers, birth dates and bank transactions of private persons and companies. That data is covered by professional secrecy (§ 203 StGB, § 57 StBerG) and the GDPR. Add the connector only to servers whose users may see all of it, for example the partners or the staff who already have that access in DATEV, and never to a shared or company-wide server. The API key acts with the DATEV profile behind it, so the model sees whatever that profile can read.
- Klardaten's own connector must be installed and running on the firm's DATEV server, with a DATEV instance in the Klardaten dashboard.
- Sign in at https://dashboard.klardaten.com and create an API key for your user. It starts with
uk-; put it inKLARDATEN_API_KEY(sent asAuthorization: Bearer). - Copy the id of the DATEV instance (a UUID) into
KLARDATEN_INSTANCE_ID. Every DATEV request carries it in thex-client-instance-idheader;klardaten_list_instanceslists the instances the key can reach. - Call
klardaten_get_mefirst to check access, thenklardaten_list_clients(master data),klardaten_list_accounting_clients(bookkeeping),klardaten_list_payroll_clients(LODAS payroll) orklardaten_list_firm_clients(practice management analytics).
Ids differ per area: master data uses UUIDs, accounting a numeric client_id with fiscal years keyed as YYYYMMDD, payroll and firm analytics the client_number. Always filter klardaten_list_postings by client_id and fiscal_year; across all clients of a firm the query can time out. The accounting, payroll, tax and analytics endpoints depend on your Klardaten plan and answer 403 outside it. klardaten_search_documents needs Klardaten's document search add-on and is installed switched off. If DATEV calls fail while klardaten_get_me works, check klardaten_get_datevconnect_health.
Prerequisites: KLARDATEN_API_KEY, KLARDATEN_INSTANCE_ID
Install the connector locally
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
Open http://localhost:3000/connectors/store, pick Klardaten (DATEV) and paste in the env vars listed under Prerequisites.
Available tools
| Tool | What it does |
|---|---|
klardaten_get_me | Return the user the API key belongs to and the effective access for the configured DATEV instance |
klardaten_list_instances | List the DATEV instances (client instances) the account can reach, with id, name and consultant number |
klardaten_list_clients | List the advisory firm's DATEV clients (Mandanten) from master data: client_id, client_number, name, type, status, addresses, tax numbers… |
klardaten_get_client | Return one DATEV client's full master data record by client_id: names, legal form, addresses, tax numbers, responsibilities and status |
klardaten_list_client_services | Return the services (Leistungen) booked for one client, as recorded in DATEV master data |
klardaten_list_client_relationships | List the relationships of one client to other addressees: shareholders, managing directors, spouses, legal representatives, with validity… |
klardaten_list_addressees | List addressees (Adressaten): people and companies in DATEV master data, with names, contact data, tax numbers and role flags such as… |
klardaten_get_addressee | Return one addressee's full master data record by addressee_id: name, birth or foundation date, addresses, tax numbers and role flags |
klardaten_list_addressee_communications | List the communication entries of one addressee: phone numbers, e-mail addresses, fax and web, with flags for main and invoice contact |
klardaten_list_relationships | List all relationships between addressees across the firm's master data (shareholdings, representation, family links), with source, target… |
klardaten_get_relationship | Return one relationship by relationship_id, with source and target addressee, type, validity dates and share details |
klardaten_list_filing_standards | List the firm's filing standards (Ablage-Knigge): document classes with their standard folder and register, used to file documents in DATEV… |
klardaten_list_documents | List documents in DATEV DMS (metadata only, no file content): document number, client, folder, register, year, month, extension, creator… |
klardaten_list_income_tax_filings | List income tax (Einkommensteuer) returns in DATEV: id, client_number, year, status, ELSTER transmission status and dates, and notice status |
klardaten_get_income_tax_filing | Return one income tax return by id: year, status, ELSTER transmission and tax office arrival dates, objection status and client number |
klardaten_get_income_tax_data | Return the form data of one income tax return by id, as name and content pairs |
klardaten_list_corp_tax_filings | List corporate tax (Körperschaftsteuer) returns in DATEV: id, client_number, year, status, ELSTER transmission status and dates, and notice… |
klardaten_get_corp_tax_filing | Return one corporate tax return by id: year, status, ELSTER transmission and tax office arrival dates, objection status and client number |
klardaten_get_corp_tax_data | Return the form data of one corporate tax return by id, as name and content pairs |
klardaten_list_trade_tax_filings | List trade tax (Gewerbesteuer) returns in DATEV: id, client_number, year, status, ELSTER transmission status and dates, and notice status |
klardaten_get_trade_tax_filing | Return one trade tax return by id: year, status, ELSTER transmission and tax office arrival dates, objection status and client number |
klardaten_get_trade_tax_data | Return the form data of one trade tax return by id, as name and content pairs |
klardaten_list_tax_calculations | List the tax calculations DATEV holds for one client and tax application, with tax years and calculation ids |
klardaten_get_tax_calculation | Return the calculated tax values of one client, tax application and tax year from DATEV, e.g. assessed tax and prepayments |
klardaten_list_payroll_clients | List the payroll clients in DATEV LODAS: client_number, consultant number, short company name and billing status |
klardaten_list_payroll_employees | List the employees of one LODAS payroll client: personnel number, name, address, entry and exit dates, tax and social security data |
klardaten_get_payroll_employee | Return one employee's payroll master record from LODAS by client number and personnel number |
klardaten_list_payroll_salaries | List the fixed salary components of a LODAS payroll client: employee number, wage type, amount, interval and validity |
klardaten_list_payroll_transaction_data | List the standard transaction data (Bewegungsdaten) of a LODAS payroll client: billing period, employee, wage type, value, cost center |
klardaten_list_accounting_clients | List the clients that have DATEV accounting (Rechnungswesen) data: accounting client_id (numeric), client_number, name and the master data… |
(showing 30 of 49 tools — install the connector to see them all)
Next steps
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