44 available actions

What your AI agent can do in Lexoffice

Lexoffice is a cloud-based accounting software designed for freelancers and small businesses, offering invoicing, expense management, and integration with banks This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get ContactTool to retrieve a specific contact by its ID.
Get InvoiceTool to retrieve a specific invoice by its UUID.
Create contactTool to create a new contact (customer or vendor) in Lexoffice.
Create InvoiceCreate a Lexware invoice as an editable draft by default, or set finalize=true to irreversibly create it as open and no longer editable; finalization generates its…
Update lexoffice contactTool to update an existing contact in lexoffice.
Update ArticleTool to update an existing article in Lexoffice with new data.

Browse all 44 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 28 actionsHide actions

Download FileDownload a file from lexoffice by its ID.
Get ArticleTool to retrieve an article by ID from Lexoffice.
Get ContactTool to retrieve a specific contact by its ID.
Get Credit NoteTool to retrieve a credit note by its UUID from Lexoffice.
Get Credit Note DocumentTool to render a credit note document (PDF).
Get Delivery NoteTool to retrieve a specific delivery note from Lexoffice by its ID.
Get Delivery Note DocumentTool to render a delivery note document (PDF) and retrieve its file ID.
Get DunningTool to retrieve a dunning document by its ID.
Get Dunning DocumentTool to render and retrieve a dunning document (PDF) reference.
Get Event SubscriptionTool to retrieve a specific event subscription by its ID.
Get InvoiceTool to retrieve a specific invoice by its UUID.
Get Invoice DocumentTool to render an Invoice Document (PDF) by invoice ID.
Get Order ConfirmationTool to retrieve a specific order confirmation by its ID.
Get Payment InformationTool to retrieve payment information for a specific voucher (invoice or credit note) from Lexoffice.
Get ProfileRetrieves the user and company profile information from Lexoffice.
Get QuotationTool to retrieve a quotation by its ID.
Get Quotation DocumentTool to render a quotation document as a PDF file.
Get VoucherTool to retrieve a specific voucher by its UUID.
List ArticlesTool to list articles from Lexoffice using filters and pagination.
List ContactsTool to retrieve all contacts from Lexoffice with optional filters.
List CountriesTool to retrieve the list of all available countries with tax classifications from Lexoffice.
List Event SubscriptionsTool to retrieve all event subscriptions for the current access token.
List Payment ConditionsTool to retrieve list of currently configured payment conditions from Lexoffice.
List Posting CategoriesTool to retrieve the list of posting categories for bookkeeping vouchers (revenue or expense) supported in lexoffice.
List Print LayoutsTool to retrieve all print layouts for invoices and other documents.
List Recurring TemplatesTool to retrieve all recurring templates from Lexoffice.
List VoucherlistTool to retrieve voucherlist from Lexoffice including bookkeeping vouchers (salesinvoices, salescreditnotes), invoices, credit notes, order confirmations, quotations…
List VouchersTool to filter vouchers by voucher number from Lexoffice.

Create & communicateCreate records or send supported messagesView 10 actionsHide actions

Create ArticleTool to create a new article (product or service) in Lexoffice.
Create contactTool to create a new contact (customer or vendor) in Lexoffice.
Create Credit NoteTool to create a credit note in Lexoffice.
Create Delivery NoteCreate a delivery note in lexoffice.
Create Event SubscriptionTool to register a new webhook for Lexoffice events.
Create InvoiceCreate a Lexware invoice as an editable draft by default, or set finalize=true to irreversibly create it as open and no longer editable; finalization generates its…
Create Order ConfirmationTool to create an Order Confirmation in Lexoffice/Lexware.
Create QuotationTool to create a quotation in Lexoffice.
Create VoucherTool to create a bookkeeping voucher in Lexoffice.
Upload Voucher FileTool to upload and assign files (PDF or image) to a specific voucher in lexoffice.

Update & manageChange and manage existing recordsView 3 actionsHide actions

Update ArticleTool to update an existing article in Lexoffice with new data.
Update lexoffice contactTool to update an existing contact in lexoffice.
Update VoucherUpdate a currently open voucher after checking its version, or finalize a currently unchecked voucher by explicitly transitioning it to open.

Remove & cancelRemove records or cancel supported workView 2 actionsHide actions

Delete ArticleTool to permanently delete an article by its ID.
Delete Event SubscriptionTool to delete an event subscription by its ID.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Render Order Confirmation DocumentTool to render an Order Confirmation Document as PDF.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Lexoffice

How does the agent connect to Lexoffice?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Lexoffice?

The page above lists the 44 actions currently available through the Lexoffice connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Lexoffice included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Lexoffice is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Lexoffice to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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