bots.st/fynsight-mcp-server-for-datev
fynsight: MCP server for DATEV
DATEV P&L, KPI, budgets, reports
1964 ms
answered our call
- State
- Answered
- Protocol
- MCP 2024-11-05
- Tools listed
- 29
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://mcp.fynsight.de/mcp
What it can do
| Tool | What it says it does |
|---|---|
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 label… |
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). |
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 yearly/quarterly/overall figures set… |
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 comparisons… |
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 position's figures plus the… |
export-report | Generate a structured financial report as JSON. Supports P&L statement, KPI dashboard, and category breakdown report types. |
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 stays 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 run for it the… |
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 year of the period… |
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, account number… |
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 for plan AND… |
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 figures, but nobody… |
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 one bucket (revenue… |
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 order per category… |
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 target_type and state. READ… |
list-manual-adjustments | List manual correction bookings (proposals and approved) for the tenant. Filter by status (pending, approved, rejected) and/or period. |
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 names are rejected… |
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. |
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 holds the parent… |
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 written. It changes ONLY… |
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 on a specific… |
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 reversal of the original… |
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. |
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 for… |
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 status and a deeplink… |
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. |
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. |
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 sub_account parameter. The… |
withdraw-manual-adjustment | Withdraw (delete) a PENDING manual correction proposal that has not been approved yet. Approved bookings must be deleted in the app. |
In its maker's words
DATEV financial data for AI assistants: P&L, KPIs, bookings, budgets and monthly reporting.
- Website
- fynsight.de/ki-mcp
- Publisher
- fynsight.de
- Listed from
- the official MCP Registry as
de.fynsight/datev - Version
- 1.0.1, updated 5 Nov 2026
- Kinds of work
- Finance and markets, AI models and agent tools
The domain it lives on
- fynsight.de
- in our records
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 1964 ms | |
| Answered | 3303 ms | |
| Answered | 1652 ms |
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