de.fynsight/datev

up checked 2026-11-10T17:37:30.914Z

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Publisher-provided title

fynsight: MCP server for DATEV

Publisher-provided description

DATEV financial data for AI assistants: P&L, KPIs, bookings, budgets and monthly reporting.

Summary by lookupd

Lets an agent query DATEV financial data for P&L, KPIs, bookings, budgets and month-end reporting runs.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add datev --url https://mcp.fynsight.de/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (29 tools)

Publisher-provided text

get_all_accounts Get all accounts with their labels and categories for this tenant. Filter by the 'category' field, NOT account numbers. Use the system prompt's tenant-specific
compute_aggregates Main calculation tool for sums, MoM, YoY, shares. Supports cost_centers, accounts, text_query filters. Use for ALL aggregations. Pages losslessly over groups vi
get_periodic_summaries P&L summaries per period: metrics (EBIT, EBITDA, margins) and category_totals. For a yearly or quarterly figure set granularity — the tool then sums the months
search_cost_center_transactions Search individual transactions. Returns period, cost_center, account, amount, description, transaction_date (day-exact booking date), contra_account, sub_accoun
get_cost_center_list Get list of all cost centers with their IDs and names. Use this to answer questions about what cost centers exist. Rows carry `hidden: true` when the tenant has
aggregate_pnl_by_cost_center P&L metrics per cost center and period across the full history, paginated. `revenue` is the sum of ALL labels in the tenant's revenue group — sales deductions a
list_budget_plans List all budget plans for the tenant. Returns id, name, year, version, status, type. Call this first before get_budget_vs_actual to find the plan_id.
get_budget_vs_actual Budget (Soll) vs actual (Ist) with variance and YTD summary. Requires plan_id from list_budget_plans. detail=summary omits period_rows and row_count (use it for
query_kpis Calculate KPI values for a given period. Returns each KPI with value, previous-period value, and month-over-month change. Use for KPI-specific questions.
get_metric_trend Time series for a SINGLE named metric across periods, with month-over-month AND year-over-year change already computed (value, change, change_percentage, yoy_ch
export-report Generate a structured financial report as JSON. Supports P&L statement, KPI dashboard, and category breakdown report types.
create-budget-plan Create a new budget plan. Version is auto-incremented for plans with the same name and year. FORECAST CONVENTION: a plan with type=forecast must contain the ACT
upload-budget-entries Insert or update budget entries (monthly values) for a plan. Exactly one of category, account, or knw_row_number must be set per entry. An account entry may nam
propose-manual-adjustment Propose a manual correction booking (Korrekturbuchung) for a month — e.g. an unbooked invoice or an anomaly correction. This does NOT post to the ledger: it cre
propose-transaction-correction Propose a correction to an EXISTING ledger booking — wrong cost center, wrong account, wrong amount, or wrong month. This does NOT change the original booking a
list-manual-adjustments List manual correction bookings (proposals and approved) for the tenant. Filter by status (pending, approved, rejected) and/or period.
update-manual-adjustment Edit a PENDING manual correction proposal (amount, account, cost center, description, note, period). Approved bookings cannot be edited — delete them in the app
withdraw-manual-adjustment Withdraw (delete) a PENDING manual correction proposal that has not been approved yet. Approved bookings must be deleted in the app.
get-month-run-status Get 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 chec
list-open-anomaly-cases Summarize anomaly cases of a Monatsreporting run by default (counts, sums, top cases); view cases lists single cases, filtered and paginated. status: open (defa
answer-clarification Answer an open clarification question raised for an anomaly case. Records the answer only; it does NOT approve any correction (corrections are approved by the u
list-comment-status For a Monatsreporting run, list every P&L position and whether it is commented, has an AI draft, or is still open. Covers P&L lines, summary metrics, cost cente
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,
start-month-run Start the Monatsreporting run (month-end close) for a month. It only starts when that month has NO run yet (any status except failed/superseded counts, includin
note-anomaly-case Write the reporting note (Reporting-Vermerk) of an open anomaly case: e.g. "one-off consulting invoice". The month report shows explanations, not case notes: on
generate-month-report Create 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 statu
draft-report-comment Create 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 d
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 ho
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 a

Details

Version: 1.0.1
Transports: streamable-http
Uptime (7 days): 100%
Median latency: 833 ms
First indexed: 2026-11-05T21:17:10.968Z
Last seen in registry: 2026-11-05T22:17:18.743Z
Website: https://fynsight.de/ki-mcp

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Last crawl: 2026-11-11T16:39:06.253Z
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MCP URL: https://api.lookupd.com/mcp