跳过安装。2 分钟内即可运行。
在 cloud.anythingmcp.com 开始免费试用,一键添加 Klardaten (DATEV),然后将你的 AI 客户端(Claude、ChatGPT、Copilot 或 Cursor)指向生成的 MCP 端点。无需 Docker,无需 git clone,无需任何工程经验。
AnythingMCP 已收录在 Claude 的连接器目录中:一键添加到 Claude (在新标签页中打开),然后登录并选择 Claude 可以使用哪些 MCP 服务器。
摘要
基于税务咨询事务所 DATEV 系统的 Klardaten API:客户主数据、个人所得税、企业所得税和营业税申报、记账(凭证、试算平衡表 SuSa、银行流水)、LODAS 薪资、事务所经营分析,以及只读的 DATEVconnect 直通访问。
试试这样问
Klardaten (DATEV) 的示例提示
点击任意提示即可复制,然后粘贴到 Claude、ChatGPT、Cursor、Gemini、Copilot 或 OpenClaw 中,在该连接器上运行。
Claude 是 AI,可能会出错。请核对回答。
💡 无需安装? 直接使用 cloud.anythingmcp.com。 登录、点击 Connectors → Klardaten (DATEV)、粘贴凭证、生成 MCP API key — 完成。无 Docker、无
git clone、无本地服务器。
Klardaten (DATEV) + Claude
基于税务咨询事务所 DATEV 系统的 Klardaten API:客户主数据、个人所得税、企业所得税和营业税申报、记账(凭证、试算平衡表 SuSa、银行流水)、LODAS 薪资、事务所经营分析,以及只读的 DATEVconnect 直通访问。
前提条件
完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:
KLARDATEN_API_KEY, KLARDATEN_INSTANCE_ID
步骤 1 — 获取凭证
敏感数据:请先阅读。 此连接器通过 Klardaten 读取税务咨询事务所的 DATEV 数据:事务所客户的主数据、税务申报、记账和薪资,包括个人和企业的工资、税号、出生日期和银行流水。这些数据受职业保密义务(§ 203 StGB、§ 57 StBerG)和 GDPR 保护。只把该连接器添加到其用户有权查看全部这些数据的服务器上,例如合伙人或在 DATEV 中已有相同权限的员工,绝不要添加到共享或全公司的服务器上。API key 以其背后的 DATEV 配置文件的权限运行,因此模型能看到该配置文件可读取的一切。
- 事务所的 DATEV 服务器上必须已安装并运行 Klardaten 自己的连接程序,并且 Klardaten 控制台中已有一个 DATEV 实例。
- 登录 https://dashboard.klardaten.com,为你的用户创建一个 API key。它以
uk-开头,填入KLARDATEN_API_KEY(以Authorization: Bearer发送)。 - 将 DATEV 实例的 ID(一个 UUID)复制到
KLARDATEN_INSTANCE_ID。每个 DATEV 请求都会在x-client-instance-id请求头中携带它;klardaten_list_instances列出该 key 能访问的实例。 - 先调用
klardaten_get_me检查访问权限,然后使用klardaten_list_clients(主数据)、klardaten_list_accounting_clients(记账)、klardaten_list_payroll_clients(LODAS 薪资)或klardaten_list_firm_clients(事务所经营分析)。
不同领域的 ID 不同:主数据使用 UUID,记账使用数字 client_id,会计年度格式为 YYYYMMDD,薪资和事务所分析使用 client_number。调用 klardaten_list_postings 时务必按 client_id 和 fiscal_year 过滤;跨事务所全部客户的查询可能超时。记账、薪资、税务和分析接口取决于 Klardaten 套餐,套餐外会返回 403。klardaten_search_documents 需要 Klardaten 的文档搜索附加功能,安装时默认关闭。如果 klardaten_get_me 正常但 DATEV 调用失败,请查看 klardaten_get_datevconnect_health。
步骤 2 — 安装 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
步骤 3 — 在 Claude 中添加连接器
你的服务器 URL: 在 AnythingMCP 中打开 MCP Servers → 此连接器所在的服务器,复制它的 URL(
https://cloud.anythingmcp.com/mcp/…)。本指南中出现YOUR_SERVER_ID的地方都用它替换。
推荐路径 — 在 claude.ai web 上工作,无需触碰任何配置文件。
- 在 Claude 中打开 Customize → Connectors。
- 点击 +,然后点击 Add custom connector。
- 输入名称(例如
Klardaten (DATEV))和远程 MCP 服务器 URLhttps://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID,然后点击 Add。 - 点击 Connect,登录 AnythingMCP(OAuth)并允许访问。
下面所有工具都会出现在你的聊天中 — 开始输入提示。
可用工具
| 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)
FAQ
Claude Code 和 Claude Desktop 一样工作吗? 是的 — 两者都指向 https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID。
下一步
这份指南对你有帮助吗?