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AI in Klardaten DATEV

Klardaten connects DATEV to AI applications via the DATEVconnect Gateway. With amber, you let AI agents retrieve master, accounting, payroll and order data as well as DMS documents and create posting batches, in the chat or in automations.

EU AI ActMade in EuropeISO 27001 certifiedGDPR compliant

Practical AI use cases

Review client data

Retrieve a client's master data and account balances as a compact summary.

“Summarize master data and current account balances for Becker GmbH.”

Provide documents

Find documents in DATEV DMS and make them available for download.

“Find the 2025 annual financial statements for Becker GmbH in the DMS.”

Prepare postings

Create posting batches in DATEV that are then reviewed and finalized there.

“Create a posting batch for the incoming invoices from March.”

Action

Through an MCP Server operated in Europe, you can work in Klardaten DATEV directly with amber.

amber
klardaten-datev

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AI in Klardaten DATEV

Available actions via MCP

Read

Provide DATEV attachmentdatev_prepare_attachment
Makes a file attachment from DATEV available for download.
Provide DMS documentdatev_dms_prepare_attachment
Makes a document from DATEV DMS available for download.
List DMS recordsdatev_dms_list
Lists documents, folders and file details from DATEV DMS, optionally filtered.
Get DMS recorddatev_dms_get
Retrieves a specific document or its details from DATEV DMS.
List master datadatev_master_data_list
Lists clients, employees and other master data from DATEV.

Write

Create posting batchdatev_accounting_create_sequence
Creates a posting batch in DATEV accounting that is not yet finalized.
FAQ

Frequently asked questions

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