Klardaten DATEV-Connector

Get DATEV Payroll data for the resource selected via resourceUri. The datev_describe tool provides filter fields, required ids, and per-resource notes when resourceUri is used as its topic; module guide: topic='payroll'. Product scope: DATEV Lohn und Gehalt only; LODAS is unsupported. EO Comfort actual postings use datev://order-management/expense_postings, not Payroll. Discovery workflow: referenceDate is required in yyyy-mm-dd format on every Payroll request. Listing datev://payroll/clients with referenceDate resolves clientId GUIDs; listing datev://payroll/employees with clientId and referenceDate returns personnel-number ids. Identifier formats: Client.id is a GUID; Employee.id is a zero-padded personnel-number string; resource-level ids such as salary_type_id, reason_for_absence_id, and cost_center_id are short codes. Payroll scoping: Resources have no filtering or paging; employee paths narrow results. Per-employee single objects use datev_payroll_get with clientId and employeeId.

datev_payroll_get

List DATEV Accounting data for the resource selected via resourceUri. The datev_describe tool provides filter fields, required ids, and per-resource notes when resourceUri is used as its topic; module guide: topic='accounting'. Accounting context: Listing datev://accounting/clients without IDs returns valid clientId GUIDs. For most other resources, listing datev://accounting/fiscal_years with clientId returns valid fiscalYearId values in YYYYMMDD format. Reporting workflow: Monthly Umsatz, revenue, sales, and account-balance questions use datev://accounting/accounting_sums_and_balances after resolving clientId and fiscalYearId. Relevant fields are id, account_number, caption, and accounting_sums_and_balances_month_values. Reporting safety: Accurate totals require full pagination and S/H direction on monthly values. SuSa movements/captions are neither BWA mappings nor OPOS. Unconfirmed mappings require preliminary labels and disclosure of inference; condensed open-item resources represent OPOS.

datev_accounting_list

List DATEV DMS data for the resource selected via resourceUri. The datev_describe tool provides filter fields, required ids, and per-resource notes when resourceUri is used as its topic; module guide: topic='dms'. Identifier types: document id, user ids, and correspondence_partner_guid are GUIDs. structure_item id, document_file_id, and domain, folder, register, and state ids are integers. Resource-specific filters: The selected resource accepts only its documented fields. For documents, gt/lt applies to numeric and date fields rather than GUID fields. datev://dms/structure_items accepts id plus optional top/skip, but no filter. Response shaping: DMS list resources do not support expand or select. Paging with top/skip is resource-specific. Document lookup: Names are resolved through datev://dms/domains and datev://dms/document_states before listing datev://dms/documents with their numeric ids. File download: Listing datev://dms/structure_items with the document GUID returns document_file_id values.

datev_dms_list

List DATEV LODAS Payroll data for the resource selected via resourceUri. The datev_describe tool provides filter fields, required ids, and per-resource notes when resourceUri is used as its topic; module guide: topic='lodas-payroll'. Availability: The LODAS Lohnaustauschdatenservice option must be enabled for the selected client. Client identity: A clientId GUID from datev://master-data/clients is the first choice because its name lookup is case-insensitive. The server uses the most recent Accounting fiscal year to resolve bnr and mnr. Explicit bnr plus mnr is the fallback; combining both forms is invalid. Payroll month: referenceDate is optional and uses yyyy-mm format; omission selects the client's current payroll month.

datev_lodas_payroll_list

List DATEV Master Data data for the resource selected via resourceUri. The datev_describe tool provides filter fields, required ids, and per-resource notes when resourceUri is used as its topic; module guide: topic='master-data'. The clientId parameter requires a GUID rather than a number. Valid client GUIDs are returned by datev://master-data/clients. Master-data list behavior: select and filter are available only when exposed by the selected context. Client-scoped client_groups, client_categories, and responsibilities do not accept filter. High-volume clients/addressees resources support bounded pages through top and iteration through skip. Filter syntax: contains(field, 'text') supports partial matches, startswith(field, 'text') supports prefixes, and field eq value supports exact matches; conditions can be combined with 'and'. contains() generally gives broader partial text/name matches than eq. Examples: contains(name, 'Muster') | number eq 10010004 | contains(current_company_name, 'Acme').

datev_master_data_list

List DATEV Order Management data for the resource selected via resourceUri. The datev_describe tool provides filter fields, required ids, and per-resource notes when resourceUri is used as its topic; module guide: topic='order-management'. Actual hours: datev://order-management/expense_postings. Names: exact employee_id=id join to unfiltered datev://master-data/employees; select=id,name,display_name,number. datev://order-management/employees_with_group may be empty; datev://order-management/employee_capacities is planning, not actual bookings. orders.client_id is primary; datev://master-data/clients broader; datev://accounting/clients is partial; self_clients is optional; order_types decodes it. Filters: eq/ne/gt/ge/lt/le with and/or. Strings are quoted; others unquoted. Fields occur once. Monthly rows send one work_date bound upstream and apply the other locally; employee/posting lists need full top/skip paging. orderId-scoped list paths do not accept filter/top/skip; client_group accepts only clientId.

datev_order_management_list

List DATEV Payroll data for the resource selected via resourceUri. The datev_describe tool provides filter fields, required ids, and per-resource notes when resourceUri is used as its topic; module guide: topic='payroll'. Product scope: DATEV Lohn und Gehalt only; LODAS is unsupported. EO Comfort actual postings use datev://order-management/expense_postings, not Payroll. Discovery workflow: referenceDate is required in yyyy-mm-dd format on every Payroll request. Listing datev://payroll/clients with referenceDate resolves clientId GUIDs; listing datev://payroll/employees with clientId and referenceDate returns personnel-number ids. Identifier formats: Client.id is a GUID; Employee.id is a zero-padded personnel-number string; resource-level ids such as salary_type_id, reason_for_absence_id, and cost_center_id are short codes. Payroll scoping: Resources have no filtering or paging; employee paths narrow results. Per-employee single objects use datev_payroll_get with clientId and employeeId.

datev_payroll_list

Stages an attachmentHandle returned by datev_dms_get and exposes the file through the stable DATEV attachment resource. The prepared resource is read immediately because only one attachment can be pending per authorized connection. Repeated preparation of the same pending attachmentHandle succeeds without extending its expiry. An attachment_slot_busy response means the stable resource still exposes the previously prepared file, not the requested file; reading it would return that previous file. A later preparation is possible after the previous file is consumed or expires.

datev_dms_prepare_attachment

Stages an attachmentHandle returned by a DATEV read tool and exposes the file through the stable DATEV attachment resource. The prepared resource is read immediately because only one attachment can be pending per authorized connection. Repeated preparation of the same pending attachmentHandle succeeds without extending its expiry. An attachment_slot_busy response means the stable resource still exposes the previously prepared file, not the requested file; reading it would return that previous file. A later preparation is possible after the previous file is consumed or expires.

datev_prepare_attachment

Optional Klardaten add-on for searching indexed DATEV DMS document content with a German or English natural-language query. Returns relevance-ranked documents and evidence; it retrieves documents and does not generate an answer. The highest-scoring chunk plus up to three adjacent chunks on each side is included by default. A concise retrieval phrase works best. The first search for a distinctive named entity uses the user's original spelling. Corrected spellings and synonyms are used only in separate follow-up searches and are not combined with generic document terms. One transient failure supports one retry with topK 2. A focused follow-up can search a returned dmsDocumentId with topK 1 when context lacks a requested fact. When the add-on is disabled, exact metadata remains available through datev_dms_list, but metadata search is not equivalent to content search.

datev_dms_search

Updates a addressee in DATEV Master Data. This direct, non-idempotent write requires datev:master-data:update. The full record is fetched before merging changes and clearFields. Omitted fields and items remain; historical edits include history and current value. Root immutable fields cannot change. When currently valid addresses exist, there is exactly one correspondence address, plus one management address for legal persons. Each present street or post-office-box type has one main address. DATEV may assign these flags on creation. Disabling the sole required flag requires another eligible address to take its role. Collection items are identified by their IDs. The PUT body preserves existing item order and appends new items; DATEV may reorder items in read-back responses. An undated {} history entry can represent an unset baseline. Verification reads follow the completed write response; a write and its read-back run sequentially. After a timeout or server error, read-only verification precedes another write.

datev_master_data_update_addressee

Updates a client in DATEV Master Data. This direct, non-idempotent write requires datev:master-data:update. The full record is fetched before merging changes and clearFields. Omitted fields and items remain; historical edits include history and current value. Root immutable fields cannot change. Verification reads follow the completed write response; a write and its read-back run sequentially. After a timeout or server error, read-only verification precedes another write.

datev_master_data_update_client

Upload an original ChatGPT attachment to DATEV DMS and return its temporary document file ID. This non-idempotent write requires datev:dms-documents:create. Pass the user's existing attachment through the file field. ChatGPT supplies its staged file reference after the model constructs the tool call; the model must not generate, optimize, resize, recompress, render, transcode, re-encode, or recreate the file. The server downloads at most 20971520 bytes (20 MiB) from the temporary URL and sends those exact bytes to DATEV. When ChatGPT omits file_name, the server derives a neutral attachment filename from the media type or original bytes. The returned fileName should be passed unchanged to datev_dms_create_document. The document file ID remains valid for 24 hours. After failure or timeout, DATEV must be checked for partial success before retrying.

datev_dms_upload_document_file