DATEV Document Upload Integration

Digitize your document capture through mid-call actions and enable your AI assistant to record documents directly in DATEV during business conversations.

Configuration in the Famulor Interface

Tool Details
Request Body

| Name* | DATEV Beleg hochladen | | Function Name* | upload_datev_document | | HTTP Method | POST | | Endpoint* | https://api.datev.de/data/v1/clients/{client_id}/documents | | Timeout (ms) | 10000 |

{
  "document_type": "{document_type}",
  "document_date": "{document_date}",
  "vendor": {
    "name": "{vendor_name}",
    "tax_id": "{vendor_tax_id}"
  },
  "amounts": {
    "gross_amount": "{gross_amount}",
    "net_amount": "{net_amount}",
    "tax_amount": "{tax_amount}",
    "tax_rate": "{tax_rate}"
  },
  "booking_text": "{description}",
  "cost_center": "{cost_center}"
}

Parameter Schema

{
  "type": "object",
  "properties": {
    "client_id": {
      "type": "string",
      "description": "DATEV client number"
    },
    "document_type": {
      "type": "string",
      "enum": ["invoice", "receipt", "credit_note", "expense"],
      "description": "Type of document"
    },
    "document_date": {
      "type": "string",
      "format": "date",
      "description": "Document date"
    },
    "vendor_name": {
      "type": "string",
      "description": "Supplier/Recipient"
    },
    "gross_amount": {
      "type": "number",
      "description": "Gross amount"
    },
    "tax_rate": {
      "type": "integer",
      "enum": [0, 7, 19],
      "description": "Tax rate"
    },
    "description": {
      "type": "string", 
      "description": "Booking text"
    },
    "cost_center": {
      "type": "string",
      "description": "Cost center"
    }
  },
  "required": ["client_id", "document_type", "document_date", "vendor_name", "gross_amount"]
}

Practical Usage

Agent Message: "I am recording the document in DATEV..." Success Template:

"Document recorded. Document number: {{bookingNumber}}. The document has been forwarded to your tax advisor for posting."

Related pages: Introduction and Building Flows, and Debugging Runs.

Need a whole toolset instead of building HTTP actions one by one? Connect an external MCP server — tools are discovered automatically. See MCP Servers.

Mid-Call Tools

Mid-Call Tool Integrations

Upload DATEV Document

DATEV Document Upload Integration

Configuration in the Famulor Interface

Parameter Schema

Practical Usage

​DATEV Document Upload Integration

​Configuration in the Famulor Interface

​Parameter Schema

​Practical Usage

DATEV Document Upload Integration

Configuration in the Famulor Interface

Parameter Schema

Practical Usage