fynsight: MCP server for DATEV

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "fynsight-mcp-server-for-datev": {
      "type": "http",
      "url": "https://mcp.fynsight.de/mcp"
    }
  }
}

29 tools

• 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 category lists to identify revenue vs. cost accounts. Ignore: 'Bank', 'Cash', 'VAT'. Optional filters: exact category…

• 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 via after_group/next_cursor; use available_range and never claim 'no data' when it shows data. For…

• 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 and re-derives the metrics itself. Each summary's metrics.category_totals_sort_order gives the GuV-Explorer display…

• search_cost_center_transactions

  Search individual transactions. Returns period, cost_center, account, amount, description, transaction_date (day-exact booking date), contra_account, sub_account, contra_sub_account (sub-account of the account/contra account, null if none), plus `id` (use this as transaction_id…

• 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 hidden that cost center in the app (Issue #89) — it still holds bookings and still counts towards company-wide…

• 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 and penalties booked on revenue-group labels are already netted in; with include_categories=true you see the split per…

• 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 KPI-only questions). Besides the per-category rows (period_rows, ytd_summary) the response carries derived P&L metrics…

• 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_change, yoy_change_percentage, compared_period per point). Use this for 'how does X develop over time' questions about…

• 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 ACTUAL values of the already closed months PLUS the forecast for the remaining months of the year — otherwise year and YTD…

• 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 name one sub-account as part of the account, e.g. "8400/130" (slash, as shown in the app) — there is no separate…

• 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 creates a PENDING proposal that a human must approve in the web app. Use when the user wants to add a missing cost/revenue…

• 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 and does NOT post to the ledger: it creates a PENDING proposal that a human approves in the web app. On approval 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 instead.

• 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 checks (follow_ups_open). Pass period (YYYY-MM) to get the active run of that month (not superseded or failed); without a…

• 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 (default), decided (resolved/dismissed) or all. Filters for both views: kind, severity, category (label name; ambiguous…

• 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 user in the app).

• 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 centers and the total, each with a shareable deeplink and the published/draft comment text (body). Optional filters…

• 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

  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, including signed-off months): otherwise nothing is written and the existing run is returned with already_exists true, its…

• 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: once the case is decided in the app, the note becomes material from which the explanation draft of the position is…

• 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 status named; regenerating an existing report is not possible here (it can mark edited texts for review or drop them) and…

• 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 deviates, no figures) and an optional `detail` (may name single amounts from the material). The material is the…

• 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…

• 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.

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