Provides financial tools including preview of DATEV export data for accounting integration.
Click on "Deploy 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 Server Show 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.
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.
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"
}
}
}
}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: FutureSense MCP
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.
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-mcpOnce the Docker container is running, point Claude Desktop to the remote endpoint:
{
"mcpServers": {
"dversum": {
"url": "http://your-server:3100/mcp"
}
}
}Variable | Required | Description |
| Yes | Base URL of your dVersum API (e.g. |
| Yes | Your JWT authentication token |
| No |
|
| No | HTTP port when using |
Tool | Description |
| List all clients with pagination |
| Get client details |
| Create a new client |
| Update client details |
| Delete a client |
Tool | Description |
| List all contacts |
| Get contact details |
| Create a new contact |
| Update contact details |
| Delete a contact |
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 |
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 |
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 |
Tool | Description |
| List calendar events in a date range |
| Get event details |
| Create a calendar event |
| Update an event |
| Delete an event |
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) |
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 |
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 |
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 |
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 |
Tool | Description |
| List team absences |
| Create an absence entry |
| Update an absence |
| Delete an absence |
| Get vacation quota/usage stats |
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 |
Tool | Description |
| List all whiteboards |
| Get whiteboard with content |
| Create a whiteboard |
| Update whiteboard metadata |
| Delete a whiteboard |
| Duplicate a whiteboard |
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 |
Tool | Description |
| List all tags |
| Create a tag |
| Update a tag |
| Delete a tag |
Tool | Description |
| List project areas/groups |
| Create a project area |
| Update an area |
| Delete an area |
Tool | Description |
| List recent notifications |
| Get unread notification count |
| Mark a notification as read |
| Mark all as read |
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 |
# 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.jsMIT
Add a line item to an invoice.
Inputs: quantity (required), invoice_id (required), unit_price (required), description (required), +1 more.
Add a member to a project.
Inputs: user_id (required), project_id (required).
Add a line item to a quote.
Inputs: quantity (required), quote_id (required), unit_price (required), description (required), +1 more.
Add a tag to a task.
Inputs: tag_id (required), task_id (required).
Approve a received invoice.
Inputs: id (required).
Archive a task.
Inputs: id (required).
Add an assignee to a task.
Inputs: task_id (required), user_id (required).
Convert an accepted quote into a draft invoice.
Inputs: id (required).
Create a new absence entry (vacation, sick leave, etc.).
Inputs: type (required), end_date (required), start_date (required), note, +1 more.
Create a new project area/group.
Inputs: name (required), color.
Create a cancellation invoice (Stornorechnung) for an invoice.
Inputs: invoice_id (required).
Create a new client in the organization.
Inputs: name (required), zip, city, email, +6 more.
Create a new column in a project's kanban board.
Inputs: name (required), project_id (required).
Add a comment to a task.
Inputs: body (required), task_id (required).
Create a new contact.
Inputs: last_name (required), first_name (required), email, notes, +3 more.
Create a credit note (Gutschrift) for an invoice.
Inputs: invoice_id (required).
Create a new calendar event.
Inputs: title (required), end_time (required), start_time (required), color, +4 more.
Create a new folder.
Inputs: name (required), color, parent_id.
Create a new draft invoice for a client.
Inputs: client_id (required), notes, due_date, line_items, +1 more.
Create a new invoice from tracked time entries for a project.
Inputs: client_id (required), project_id (required), end_date, start_date.
Create a new page.
Inputs: title (required), icon, parent_id, project_id.
Create a new project.
Inputs: name (required), status, area_id, client_id, +1 more.
Create a new draft quote/proposal for a client.
Inputs: client_id (required), notes, line_items, valid_until.
Create a new recurring invoice template.
Inputs: interval (required), client_id (required), next_date (required), notes, +1 more.
Create a payment reminder (Mahnung) for an overdue invoice.
Inputs: invoice_id (required), fee, note, level, +1 more.
Create a subtask (checklist item) on a task.
Inputs: title (required), task_id (required).
Create a new supplier.
Inputs: name (required), zip, city, email, +4 more.
Create a new tag.
Inputs: name (required), color.
Create a new task in a project column.
Inputs: title (required), column_id (required), project_id (required), due_date, +3 more.
Log a completed time entry with start and end time.
Inputs: end_time (required), project_id (required), start_time (required), task_id, +2 more.
Create a new whiteboard.
Inputs: name (required), project_id.
Delete an absence entry.
Inputs: id (required).
Delete a project area/group.
Inputs: id (required).
Delete a client by ID. This cannot be undone.
Inputs: id (required).
Delete a contact. This cannot be undone.
Inputs: id (required).
Delete a calendar event.
Inputs: id (required).
Delete a file from storage.
Inputs: id (required).
Delete a folder and all its contents.
Inputs: id (required).
Delete a draft invoice. This cannot be undone.
Inputs: id (required).
Delete a line item from an invoice.
Inputs: item_id (required), invoice_id (required).
Delete a page and all its children. This cannot be undone.
Inputs: id (required).
Delete a project. This cannot be undone.
Inputs: id (required).
Delete a quote. This cannot be undone.
Inputs: id (required).
Delete a line item from a quote.
Inputs: item_id (required), quote_id (required).
Delete a recurring invoice template.
Inputs: id (required).
Delete a payment reminder.
Inputs: id (required).
Delete a supplier.
Inputs: id (required).
Delete a tag.
Inputs: id (required).
Delete a task. This cannot be undone.
Inputs: id (required).
Delete a time entry. This cannot be undone.
Inputs: id (required).
Delete a whiteboard.
Inputs: id (required).
Duplicate an existing quote.
Inputs: id (required).
Duplicate an existing whiteboard.
Inputs: id (required).
Manually generate an invoice from a recurring template now.
Inputs: id (required).
Get the recent activity feed.
Inputs: no named parameters.
Get detailed information about a specific client by ID.
Inputs: id (required).
Get detailed information about a specific contact.
Inputs: id (required).
Preview or download DATEV export data for tax advisor.
Inputs: year (required), month.
Get detailed information about a calendar event.
Inputs: id (required).
Get details about a specific file.
Inputs: id (required).
Get a presigned download URL for a file.
Inputs: id (required).
Get the financial overview — monthly revenue vs expenses breakdown for a given year.
Inputs: year.
Get the full folder hierarchy tree.
Inputs: no named parameters.
Get Gantt chart data for a project (tasks with dates and dependencies).
Inputs: id (required).
Get detailed information about an invoice including line items, payments, and totals.
Inputs: id (required).
Get details about an organization.
Inputs: id (required).
Get a page with its full content.
Inputs: id (required).
Get the full page tree hierarchy.
Inputs: no named parameters.
Get detailed information about a specific project.
Inputs: id (required).
Get the full kanban board for a project — all columns with their tasks, assignees, tags, subtask counts, and time tracked.
Inputs: id (required).
Get time tracking statistics for a specific project.
Inputs: id (required).
Get detailed information about a quote including line items and totals.
Inputs: id (required).
Get details of a received invoice (Eingangsrechnung).
Inputs: id (required).
Get details of a recurring invoice template.
Inputs: id (required).
Get details of a payment reminder.
Inputs: id (required).
Get a suggested reminder for an overdue invoice (auto-detects level and fees).
Inputs: invoice_id (required).
Get the currently running timer, if any.
Inputs: no named parameters.
Get detailed information about a supplier.
Inputs: id (required).
Get detailed information about a task including description, assignees, subtasks, tags, time tracked, and child tasks.
Inputs: id (required).
Get time tracking statistics (total hours, billable hours, etc.).
Inputs: end_date, project_id, start_date.
Get the count of unread notifications.
Inputs: no named parameters.
Get vacation quota and usage statistics for the team.
Inputs: no named parameters.
Get the VAT pre-return (USt-Voranmeldung) summary with Kennzahlen 81, 86, 66, 83.
Inputs: year (required), quarter.
Get whiteboard details including content.
Inputs: id (required).
Search across all entities (clients, projects, tasks, invoices, etc.).
Inputs: query (required).
Invite a new member to the organization via email.
Inputs: email (required), org_id (required), role.
List team absences (vacation, sick leave, home office, etc.).
Inputs: type, end_date, start_date.
List all project areas/groups.
Inputs: no named parameters.
List all clients in the organization. Returns clients with their associated projects. Supports pagination.
Inputs: page, per_page.
List all contacts in the organization.
Inputs: page, per_page.
List calendar events within a date range.
Inputs: end, start.
List files in a folder (or root if no folder specified).
Inputs: search, folder_id.
List folders (or subfolders of a parent folder).
Inputs: parent_id.
List invoices. Filter by status, client, or type (invoice, credit_note, cancellation).
Inputs: page, type, status, per_page, +1 more.
List all members of an organization.
Inputs: id (required).
List recent notifications.
Inputs: page, per_page.
List all pages (Notion-like documents).
Inputs: page, per_page.
List all members of a project.
Inputs: id (required).
List all projects in the organization. Returns projects grouped by area with status and member info.
Inputs: page, per_page.
List quotes/proposals. Filter by status or client.
Inputs: page, status, per_page, client_id.
List received invoices (Eingangsrechnungen) from suppliers.
Inputs: page, status, per_page.
List recurring invoice templates.
Inputs: page, per_page.
List payment reminders (Mahnungen).
Inputs: page, per_page.
List all suppliers (Lieferanten).
Inputs: page, per_page.
List all tags used in the organization.
Inputs: no named parameters.
List all comments on a task.
Inputs: task_id (required).
List time entries. Filter by date range, project, or user.
Inputs: page, end_date, per_page, project_id, +1 more.
List all whiteboards.
Inputs: no named parameters.
Mark all notifications as read.
Inputs: no named parameters.
Mark a notification as read.
Inputs: id (required).
Move a task to a different column (changes its status on the kanban board).
Inputs: id (required), column_id (required).
Move a task to a different project.
Inputs: id (required), column_id (required), project_id (required).
Pause a recurring invoice (stops auto-generation).
Inputs: id (required).
Record a payment on an invoice.
Inputs: amount (required), invoice_id (required), note, method, +1 more.
Remove an assignee from a task.
Inputs: task_id (required), user_id (required).
Remove a member from the organization.
Inputs: org_id (required), user_id (required).
Remove a member from a project.
Inputs: user_id (required), project_id (required).
Remove a tag from a task.
Inputs: tag_id (required), task_id (required).
Restore an archived task.
Inputs: id (required).
Resume a paused recurring invoice.
Inputs: id (required).
Send an invoice to the client via email.
Inputs: id (required), to, message, subject.
Send a quote to the client via email.
Inputs: id (required), to, message, subject.
Send a payment reminder via email.
Inputs: id (required), to, message, subject.
Start a running timer for time tracking.
Inputs: project_id (required), task_id, description.
Stop a currently running timer.
Inputs: id (required).
Toggle a task's completion status.
Inputs: id (required).
Update an existing absence entry.
Inputs: id (required), note, type, end_date, +2 more.
Update a project area/group.
Inputs: id (required), name, color.
Update an existing client's details.
Inputs: id (required), zip, city, name, +7 more.
Update an existing contact's details.
Inputs: id (required), email, notes, phone, +4 more.
Update an existing calendar event.
Inputs: id (required), color, title, all_day, +4 more.
Update a folder's name or color.
Inputs: id (required), name, color.
Update an existing invoice (only drafts can be edited).
Inputs: id (required), notes, due_date, invoice_date.
Update a line item on an invoice.
Inputs: item_id (required), invoice_id (required), quantity, tax_rate, +2 more.
Update the status of an invoice (e.g. mark as sent, paid, cancelled).
Inputs: id (required), status (required).
Update a member's role in the organization.
Inputs: role (required), org_id (required), user_id (required).
Update organization settings.
Inputs: id (required), name.
Update a page's metadata (title, icon, parent).
Inputs: id (required), icon, title, parent_id.
Update a page's content (Tiptap JSON format).
Inputs: id (required), content.
Update an existing project's details.
Inputs: id (required), name, status, area_id, +2 more.
Update an existing quote.
Inputs: id (required), notes, valid_until.
Update a line item on a quote.
Inputs: item_id (required), quote_id (required), quantity, tax_rate, +2 more.
Update the status of a quote.
Inputs: id (required), status (required).
Update a recurring invoice template.
Inputs: id (required), notes, interval, next_date.
Update an existing supplier.
Inputs: id (required), zip, city, name, +5 more.
Update a tag's name or color.
Inputs: id (required), name, color.
Update an existing task's properties.
Inputs: id (required), title, due_date, priority, +1 more.
Update an existing time entry.
Inputs: id (required), task_id, billable, end_time, +3 more.
Update whiteboard metadata.
Inputs: id (required), name.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Scored across 152 tools
Each tool targets a distinct resource and action, from CRUD operations on clients, projects, tasks, and invoices to specialized actions like converting quotes or generating DATEV exports. The entities are clearly differentiated, and even within overlapping areas (e.g., tasks vs. subtasks), descriptions make boundaries clear.
All tool names follow a consistent verb_noun pattern in lowercase snake_case (e.g., list_projects, create_time_entry, delete_page). There are no mixed conventions or vague verbs, making the naming predictable and easy to navigate.
With 152 tools, the surface is extremely large and unwieldy, far exceeding the typical 3-15 range for a well-scoped server. Even for an all-in-one business suite, this count creates significant cognitive load and likely causes agent misselection.
The server covers an impressively broad domain with full CRUD for most entities (clients, contacts, projects, tasks, invoices, quotes, pages, folders, tags, areas) plus specialized workflows like reminders and recurring invoices. Minor gaps exist (e.g., no create/update for received invoices, no file upload/update), but core business operations are well covered.
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