fynsight: MCP server for DATEV

Connect Remote server

claude mcp add --transport http datev https://mcp.fynsight.de/mcp

{
  "mcpServers": {
    "datev": {
      "url": "https://mcp.fynsight.de/mcp"
    }
  }
}

{
  "servers": {
    "datev": {
      "type": "http",
      "url": "https://mcp.fynsight.de/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://mcp.fynsight.de/mcp

Tools 29 found in our last check

• get_all_accounts

  Lists the tenant's accounts with label, category, sub_account, account_ref ("8400" or "8400/130", the notation of the accounts filters in other tools), is_pnl_account, is_revenue_account and knw_row_number. Each sub-account is its own row. Categories are the tenant's own P&L lab…

• compute_aggregates

  Aggregates bookings and account balances (sum, avg, mom, yoy, cumulative, share, count) by period, cost center, account or category. Amounts are ledger amounts (sign_convention "ledger", see sign_convention_note): revenue and expense are both positive as booked, a negative value…

• get_periodic_summaries

  P&L summaries per period: metrics (EBIT, EBITDA, margins, depreciation, financial, tax) and category_totals, as result effect (revenue +, expense −). Each summary's metrics.category_totals_sort_order gives the GuV-Explorer display order per category (lower sorts first). granular…

• search_cost_center_transactions

  Searches individual bookings. Each row has period, cost_center, account, sub_account, contra_account, contra_sub_account (null if none), amount, description, transaction_date (day-exact booking date), `id` (the transaction_id for propose-transaction-correction) and `source` ("up…

• get_cost_center_list

  Lists all cost centers of the tenant with id and name, plus total_count and hidden_count. Rows carry `hidden: true` when the tenant has hidden that cost center in the app; it still holds bookings and still counts towards company-wide figures, but is no longer selectable.

• aggregate_pnl_by_cost_center

  P&L metrics per cost center and period across the full history, paginated over cost_center via after_cost_center and pagination.next_cursor (with categories each row counts several times against the page budget; the response states the weight). Amounts are result effect (revenue…

• list_budget_plans

  Lists the tenant's budget plans with id (the plan_id that get_budget_vs_actual takes), name, year, version, status and type, optionally filtered by year and status.

• get_budget_vs_actual

  Budget (Soll) vs. actual (Ist) with variance and YTD summary for one plan (plan_id from list_budget_plans). detail=summary omits period_rows and row_count. Besides the per-category rows (period_rows, ytd_summary) the response carries derived P&L metrics for plan and actual: `met…

• query_kpis

  Calculates the values of the tenant's active KPIs for a period: value, unit, format_type, previous_value, change and change_percentage (month-over-month change) and positive_trend_is_good per KPI.

• get_metric_trend

  Time series of a single named metric across periods, with month-over-month and year-over-year change per point (value, change, change_percentage, yoy_change, yoy_change_percentage, compared_period). The metric is one bucket (revenue, other_income, cogs, opex, depreciation, finan…

• export-report

  Generates a structured financial report as JSON. Pass either period (one month) or date_from/date_to (a range), never both; invalid or contradictory values are rejected with an error. report_type=pnl: the P&L lines of the period or range as one list ordered by period, without a…

• create-budget-plan

  Creates a new budget plan. The version is incremented automatically for plans with the same name and year. A plan with type=forecast holds the ACTUAL values of the already closed months plus the forecast for the remaining months of the year; otherwise year and YTD comparisons ag…

• upload-budget-entries

  Inserts or updates budget entries (monthly values) of a plan; a value that already exists for the same entry and month is overwritten. Exactly one of category, account or knw_row_number is set per entry. An account entry may name one sub-account as part of the account, e.g. "840…

• propose-manual-adjustment

  Proposes a manual correction booking (Korrekturbuchung) for a month, e.g. an unbooked invoice or an anomaly correction on a specific account and cost center. This does NOT post to the ledger: it creates a PENDING proposal that a human approves in the web app.

• propose-transaction-correction

  Proposes a correction to an EXISTING ledger booking: wrong cost center, wrong account, wrong amount or wrong month. This does NOT change the original booking and does NOT post to the ledger: it creates a PENDING proposal that a human approves in the web app. On approval a revers…

• list-manual-adjustments

  Lists the tenant's manual correction bookings. status is one of pending, approved, rejected or superseded; period (YYYY-MM or YYYY-MM-DD) restricts the list to one month. Without filters all statuses are returned.

• update-manual-adjustment

  Edits a PENDING manual correction proposal (amount, account, cost center, description, note, period). Approved bookings cannot be edited; they are deleted in the app.

• withdraw-manual-adjustment

  Withdraws (deletes) a PENDING manual correction proposal that has not been approved yet. Approved bookings are deleted in the app.

• get-month-run-status

  Returns the status of a Monatsreporting run (month-end close): its phase plus the number of open anomaly cases, open clarification questions and open follow_up checks (follow_ups_open). period (YYYY-MM) selects the active run of that month (not superseded or failed); without a r…

• list-open-anomaly-cases

  Lists the anomaly cases of a Monatsreporting run: view summary (default) gives counts, sums and top cases, view cases lists single cases, filtered and paginated. status: open (default), decided (resolved/dismissed) or all. by_cost_center entries carry hidden (hidden in the app)…

• answer-clarification

  Records the answer to an open clarification question raised for an anomaly case. It does NOT approve any correction (corrections are approved in the app).

• list-comment-status

  For a Monatsreporting run, lists every P&L position and whether it is commented, has an AI draft, or is still open. Covers P&L lines, summary metrics, cost centers and the total, each with a shareable deeplink and the published/draft comment text (body). Optional filters target_…

• get-variance-bridge

  Result bridge for a month: EBITDA, EBIT and net income from a comparison value to actual, step by step per P&L category. READ ONLY. compare_to: previous_month, previous_quarter_month, previous_year or budget (plan_id optional, only with budget; default is the active plan of the…

• start-month-run

  Starts the Monatsreporting run (month-end close) for a month, only when that month has NO run yet (any status except failed/superseded counts, including signed-off months). Otherwise nothing is written and the existing run is returned with already_exists true, its status and a d…

• note-anomaly-case

  Writes the reporting note (Reporting-Vermerk) of an open anomaly case, e.g. "one-off consulting invoice". The month report shows explanations, not case notes: once the case is decided in the app, the note becomes material from which the explanation draft of the position is writt…

• generate-month-report

  Creates the first report draft of a run whose figures a person has already approved in the app (run status approved). Any other status is rejected with the status named; regenerating an existing report is not possible here (it can mark edited texts for review or drop them) and s…

• draft-report-comment

  Creates an AI DRAFT explanation (status ai_draft) for a position of the month report. The draft has a short form (`summary`: one sentence saying why the number deviates, no figures) and an optional `detail` (may name single amounts from the material). The material is the positio…

• list_organizations

  List every organisation the authenticated user is a member of. Each entry reports the user's role, whether the org is a holding (is_holding, derived from its holding entitlement), and which org is currently active for this MCP session (is_active=true). parent_organization_id hol…

• switch_organization

  Switch the active organisation for subsequent MCP tool calls (e.g. get_periodic_summaries, query_kpis). The user must be a member and the target org must have an active subscription. The switch applies to this MCP client only, for every agent that uses it. Agents that work in pa…

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