--- title: "Connect Daftra and Lexware Office - APIANT.ai" description: "When \"Client Created\" fires in Daftra, your agent runs \"Create a contact\" in Lexware Office." canonical: "https://apiant.ai/connect/daftra-to-lexware-office" --- # Connect Daftra and Lexware Office When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), your agent runs **Create a contact** in [Lexware Office](https://apiant.ai/connections/lexware-office), or **Contact updated (instant)** in Lexware Office to **Add Invoice** in Daftra. Describe the whole flow and it is built, tested on every scenario and kept running. Daftra **9** triggers Daftra **38** actions Lexware Office **10** triggers Lexware Office **40** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Daftra and Lexware Office to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Daftra and Lexware Office can do together ### From Daftra to Lexware Office - When **Client Created** in Daftra then **Create a contact** in Lexware Office - When **Client Updated** in Daftra then **Create an invoice** in Lexware Office ### From Lexware Office to Daftra - When **Contact updated (instant)** in Lexware Office then **Add Invoice** in Daftra - When **Invoice status changed (instant)** in Lexware Office then **Add Invoice Payment** in Daftra Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Daftra and Lexware Office ## Triggers and actions 19 triggers · 78 actions - Trigger **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **List products** Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. - Trigger **Contact updated (instant)** Fires when a contact changes in Lexware Office. Event type: contact.changed. - Trigger **Invoice status changed (instant)** Fires when an invoice's status changes in Lexware Office. Event type: invoice.status.changed. - Trigger **New article (instant)** Fires when a new article is created in Lexware Office. Event type: article.created. - Trigger **New contact (instant)** Fires when a new contact is created in Lexware Office. Event type: contact.created. - Trigger **New credit note (instant)** Fires when a new credit note is created in Lexware Office. Event type: credit-note.created. - Trigger **New invoice (instant)** Fires when a new invoice is created in Lexware Office. Event type: invoice.created. - Trigger **New order confirmation (instant)** Fires when a new order confirmation is created in Lexware Office. Event type: order-confirmation.created. - Trigger **New quotation (instant)** Fires when a new quotation is created in Lexware Office. Event type: quotation.created. - Trigger **New voucher (instant)** Fires when a new bookkeeping voucher is created in Lexware Office. Event type: voucher.created. - Trigger **Payment changed (instant)** Fires when the payment status of a sales voucher changes in Lexware Office. Event type: payment.changed. - Action **Create a contact** Creates a contact in Lexware Office as a person or a company, with optional billing address, email, phone and note, and returns the new contact's ID. - Action **Create a credit note** Creates a credit note in Lexware Office for an existing contact or a typed-in address, with your line items. Saves it as a draft unless you choose to finalize it. - Action **Create a delivery note** Creates a delivery note in Lexware Office for an existing contact or a typed-in address, with your delivered line items. Saves it as a draft unless you choose to finalize it. - Action **Create a dunning** Creates a dunning (payment reminder) in Lexware Office, normally chasing an unpaid invoice. Saves it as a draft unless you choose to finalize it. - Action **Create an article** Creates a product or service article in Lexware Office with its unit, price and tax rate, and returns the new article's ID. - Action **Create an invoice** Creates an invoice in Lexware Office for an existing contact or a typed-in address, with your line items and payment terms. Saves it as a draft unless you choose to finalize it. - Action **Create an order confirmation** Creates an order confirmation in Lexware Office for an existing contact or a typed-in address, with your confirmed line items. Saves it as a draft unless you choose to finalize it. - Action **Create a quotation** Creates a quotation in Lexware Office for an existing contact or a typed-in address, with your quoted line items and an expiry date. Saves it as a draft unless you choose to finalize it. - Action **Create a voucher** Books a voucher (an incoming or outgoing document) into Lexware Office with its booking lines, and returns the new voucher's ID. - Action **Delete an article** Deletes an article from Lexware Office by its ID. - Action **Download a credit note file** Returns the PDF file ID and download URL for a finalized credit note in Lexware Office. - Action **Download a delivery note file** Returns the PDF file ID and download URL for a finalized delivery note in Lexware Office. - Action **Download a dunning file** Returns the PDF file ID and download URL for a finalized dunning in Lexware Office. - Action **Download a file** Downloads the actual bytes of a file stored in Lexware Office by its file ID — for example the PDF that "Download an invoice file" reports. Returns the file so a later step can email, upload or attach it. - Action **Download an invoice file** Returns the PDF file ID and download URL for a finalized invoice in Lexware Office. - Action **Download an order confirmation file** Returns the PDF file ID and download URL for a finalized order confirmation in Lexware Office. - Action **Download a quotation file** Returns the PDF file ID and download URL for a finalized quotation in Lexware Office. - Action **Find articles** Searches the Lexware Office article list by article number, barcode or type, and returns the matching articles a page at a time. - Action **Find contacts** Searches Lexware Office contacts by email, name, number or role, and returns the matching contacts a page at a time. - Action **Find voucher list** Lists Lexware Office documents (invoices, credit notes, quotations and the rest) filtered by type, status, contact and date, a page at a time. - Action **Find vouchers** Finds booked vouchers in Lexware Office by their document number and returns the full voucher records. - Action **Get a contact** Returns one Lexware Office contact by its ID, with its roles, person or company details, addresses, emails and phone numbers. - Action **Get a credit note** Returns one Lexware Office credit note by its ID, with its recipient, line items, totals and status. - Action **Get a delivery note** Returns one Lexware Office delivery note by its ID, with its recipient, delivered lines and delivery date. - Action **Get a dunning** Returns a single dunning (payment reminder) by its ID, including its addressee, line items, totals and PDF file reference. - Action **Get an article** Returns a single article (product or service) by its ID, including its name, article number, unit and pricing. - Action **Get an invoice** Returns a single invoice by its ID, including its addressee, line items, totals, payment terms and PDF file reference. - Action **Get an order confirmation** Returns a single order confirmation by its ID, including its addressee, line items, totals and PDF file reference. - Action **Get a quotation** Returns a single quotation by its ID, including its addressee, line items, totals, expiry date and PDF file reference. - Action **Get a voucher** Returns a single bookkeeping voucher by its ID, including its type, contact, amounts, line items and attached files. - Action **Get payment information** Returns the payment status of a voucher, such as an invoice: how much is still open, when it was paid, and the individual payments booked against it. - Action **Pursue to a credit note** Creates a credit note that follows on from an existing invoice, linking the two in Lexware Office. Copies the invoice's recipient, lines and tax settings unless you supply your own lines. - Action **Pursue to a delivery note** Creates a delivery note that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines. - Action **Pursue to a dunning** Creates a dunning (payment reminder) that follows on from an unpaid invoice, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines. - Action **Pursue to an invoice** Creates an invoice that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines. - Action **Pursue to an order confirmation** Creates an order confirmation that follows on from an existing quotation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines. - Action **Update a contact** Updates an existing contact in Lexware Office. Reads the contact first and changes only the details you fill in, leaving everything else as it was. - Action **Update an article** Updates an existing article in Lexware Office. Reads the article first and changes only the details you fill in, leaving everything else as it was. - Action **Update a voucher** Updates an existing bookkeeping voucher in Lexware Office. Reads the voucher first and changes only the details you fill in, leaving everything else as it was. - Action **Upload Document for Bookkeeping Purposes** Uploads a receipt or other document to Lexware Office for bookkeeping and returns its file ID, which you can attach to a voucher. ## Each app on its own - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) - [ **Lexware Office** Lexware Office is a cloud app for german accounting.](https://apiant.ai/connections/lexware-office) Reviews ## What our customers say ## More from Daftra - [ **Daftra to Zenvoices** Zenvoices is an application for tracking, processing, and documenting finance-related administrative tasks.](https://apiant.ai/connect/daftra-to-zenvoices) - [ **Daftra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/daftra-to-hubspot) - [ **Daftra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/daftra-to-salesforce) - [ **Daftra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/daftra-to-slack) - [ **Daftra to Google Sheets** Google Sheets](https://apiant.ai/connect/daftra-to-google-sheets) - [ **Daftra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/daftra-to-gmail) ## More into Lexware Office - [ **Keygen to Lexware Office** Keygen is a key generation service that makes it easy for businesses to license and distribute their software.](https://apiant.ai/connect/keygen-to-lexware-office) - [ **HubSpot to Lexware Office** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lexware-office) - [ **Google Drive to Lexware Office** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lexware-office) - [ **Pipedrive to Lexware Office** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-lexware-office) - [ **ActiveCampaign to Lexware Office** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lexware-office) - [ **Airtable to Lexware Office** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-lexware-office) Questions ## Daftra and Lexware Office, answered ### ### What can start an automation from Daftra? Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lexware Office when something happens in Daftra? Any of Lexware Office's 40 actions, including Create a contact, Create a credit note, Create a delivery note and Create a dunning. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lexware Office to Daftra? Yes. When something happens in Lexware Office, your agent can act in Daftra too. This page covers both directions: Lexware Office's triggers and Daftra's actions are listed here as well. ### ### Do I have to build a connector for Daftra or Lexware Office? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Daftra and Lexware Office without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.