dVersum MCP Server
OfficialProvides financial tools including preview of DATEV export data for accounting integration.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@dVersum MCP ServerShow me all my active projects"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
@dversum/mcp-server
Official Model Context Protocol (MCP) server for the dVersum business management API. Lets AI assistants like Claude Desktop, Cursor, and Windsurf interact with your dVersum workspace — managing clients, projects, tasks, invoices, time tracking, and more.
Quick Start
Claude Desktop
Add this to your Claude Desktop configuration (~/Library/Application Support/Claude/claude_desktop_config.json):
{
"mcpServers": {
"dversum": {
"command": "npx",
"args": ["-y", "@dversum/mcp-server"],
"env": {
"DVERSUM_API_URL": "https://api.dversum.com/api/v1",
"DVERSUM_API_TOKEN": "your-jwt-token"
}
}
}
}Cursor / Windsurf
Add to your MCP settings:
{
"mcpServers": {
"dversum": {
"command": "npx",
"args": ["-y", "@dversum/mcp-server"],
"env": {
"DVERSUM_API_URL": "https://api.dversum.com/api/v1",
"DVERSUM_API_TOKEN": "your-jwt-token"
}
}
}
}Related MCP server: TimePRO MCP Server
Docker (Production)
Quick start
cd mcp-server
# Create .env file
echo "DVERSUM_API_URL=https://api.dversum.com/api/v1" > .env
echo "DVERSUM_API_TOKEN=your-jwt-token" >> .env
# Run
docker compose up -dThe server starts on port 3100 with a health check at /health and the MCP endpoint at /mcp.
Build & run manually
docker build -t dversum-mcp .
docker run -d \
-p 3100:3100 \
-e DVERSUM_API_URL=https://api.dversum.com/api/v1 \
-e DVERSUM_API_TOKEN=your-jwt-token \
--name dversum-mcp \
--restart unless-stopped \
dversum-mcpConnect remote MCP to Claude Desktop
Once the Docker container is running, point Claude Desktop to the remote endpoint:
{
"mcpServers": {
"dversum": {
"url": "http://your-server:3100/mcp"
}
}
}Environment Variables
Variable | Required | Description |
| Yes | Base URL of your dVersum API (e.g. |
| Yes | Your JWT authentication token |
| No |
|
| No | HTTP port when using |
Available Tools (152)
Clients (5)
Tool | Description |
| List all clients with pagination |
| Get client details |
| Create a new client |
| Update client details |
| Delete a client |
Contacts (5)
Tool | Description |
| List all contacts |
| Get contact details |
| Create a new contact |
| Update contact details |
| Delete a contact |
Projects (12)
Tool | Description |
| List all projects |
| Get project details |
| Create a new project |
| Update project details |
| Delete a project |
| Get full kanban board (columns + tasks) |
| List project members |
| Add a member to a project |
| Remove a member from a project |
| Get project time statistics |
| Get Gantt chart data with dependencies |
| Create a kanban column |
Tasks (16)
Tool | Description |
| Get task details (assignees, subtasks, tags) |
| Create a task in a project column |
| Update task properties |
| Delete a task |
| Move task to a different column |
| Add an assignee to a task |
| Remove an assignee from a task |
| List comments on a task |
| Add a comment to a task |
| Create a subtask (checklist item) |
| Toggle task completion |
| Add a tag to a task |
| Remove a tag from a task |
| Archive a task |
| Restore an archived task |
| Move task to a different project |
Time Tracking (8)
Tool | Description |
| List time entries (filter by date, project) |
| Log a completed time entry |
| Update a time entry |
| Delete a time entry |
| Start a running timer |
| Stop a running timer |
| Get the currently running timer |
| Get time tracking statistics |
Calendar (5)
Tool | Description |
| List calendar events in a date range |
| Get event details |
| Create a calendar event |
| Update an event |
| Delete an event |
Invoices (14)
Tool | Description |
| List invoices (filter by status, client, type) |
| Get invoice with line items and totals |
| Create a draft invoice |
| Update a draft invoice |
| Delete a draft invoice |
| Change invoice status |
| Send invoice via email |
| Create invoice from tracked time |
| Add a line item |
| Update a line item |
| Delete a line item |
| Record a payment on an invoice |
| Create a credit note (Gutschrift) |
| Create a cancellation invoice (Stornorechnung) |
Quotes (12)
Tool | Description |
| List quotes/proposals |
| Get quote with line items |
| Create a draft quote |
| Update a quote |
| Delete a quote |
| Update quote status |
| Send quote via email |
| Duplicate a quote |
| Convert accepted quote to invoice |
| Add a line item |
| Update a line item |
| Delete a line item |
Recurring Invoices (8)
Tool | Description |
| List recurring invoice templates |
| Get recurring invoice details |
| Create a recurring invoice |
| Update a recurring invoice |
| Delete a recurring invoice |
| Pause auto-generation |
| Resume auto-generation |
| Generate an invoice now |
Payment Reminders (6)
Tool | Description |
| List payment reminders (Mahnungen) |
| Get reminder details |
| Get suggested reminder for overdue invoice |
| Create a payment reminder |
| Send reminder via email |
| Delete a reminder |
Finance (11)
Tool | Description |
| Monthly revenue vs expenses |
| USt-Voranmeldung (KZ 81/86/66/83) |
| List incoming invoices |
| Get received invoice details |
| Approve a received invoice |
| List all suppliers |
| Get supplier details |
| Create a supplier |
| Update supplier details |
| Delete a supplier |
| Preview DATEV export data |
Team Planning (5)
Tool | Description |
| List team absences |
| Create an absence entry |
| Update an absence |
| Delete an absence |
| Get vacation quota/usage stats |
Pages (7)
Tool | Description |
| List all pages |
| Get page with content |
| Create a new page |
| Update page metadata |
| Update page content |
| Delete a page and children |
| Get page tree hierarchy |
Whiteboards (6)
Tool | Description |
| List all whiteboards |
| Get whiteboard with content |
| Create a whiteboard |
| Update whiteboard metadata |
| Delete a whiteboard |
| Duplicate a whiteboard |
File Storage (12)
Tool | Description |
| List files in a folder |
| Get file details |
| Delete a file |
| Get presigned download URL |
| List folders |
| Create a new folder |
| Update folder name/color |
| Delete a folder and contents |
| Get full folder hierarchy |
| Create a WeTransfer-style share link |
| List active share links |
| Revoke a share link |
Tags (4)
Tool | Description |
| List all tags |
| Create a tag |
| Update a tag |
| Delete a tag |
Areas (4)
Tool | Description |
| List project areas/groups |
| Create a project area |
| Update an area |
| Delete an area |
Notifications (4)
Tool | Description |
| List recent notifications |
| Get unread notification count |
| Mark a notification as read |
| Mark all as read |
Organization (8)
Tool | Description |
| Get organization details |
| Update organization settings |
| List team members |
| Invite a new member via email |
| Change a member's role |
| Remove a member |
| Search across all entities |
| Get recent activity feed |
Development
# Clone the repo
git clone https://github.com/dversum/dversum.git
cd dversum/mcp-server
# Install dependencies
npm install
# Build
npm run build
# Run locally
DVERSUM_API_URL=http://localhost:8080/api/v1 \
DVERSUM_API_TOKEN=your-jwt-token \
node dist/bin/dversum-mcp.jsLicense
MIT
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Maintenance
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