--- title: "Connect Lexware Office to Meisterplan - APIANT.ai" description: "When \"Contact updated (instant)\" fires in Lexware Office, your agent runs \"Create or Update a Project's Tool Link\" in Meisterplan." canonical: "https://apiant.ai/connect/lexware-office-to-meisterplan" --- # Connect Lexware Office to Meisterplan When **Contact updated (instant)** fires in [Lexware Office](https://apiant.ai/connections/lexware-office), your agent runs **Create or Update a Project's Tool Link** in [Meisterplan](https://apiant.ai/connections/meisterplan). Describe the whole flow and it is built, tested on every scenario and kept running. Lexware Office **10** triggers Lexware Office **40** actions Meisterplan **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Lexware Office and Meisterplan 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 Lexware Office can start in Meisterplan - When **Contact updated (instant)** in Lexware Office then **Create or Update a Project's Tool Link** in Meisterplan - When **Invoice status changed (instant)** in Lexware Office then **Add milestone** in Meisterplan 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 Lexware Office and Meisterplan ## Triggers and actions 10 triggers · 75 actions - 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. - Action **Add milestone** Creates a milestone on a Meisterplan project in the chosen scenario and returns the new milestone. - Action **Add risk** Creates a risk on a Meisterplan project and returns the new risk. - Action **Add team** Creates a team in Meisterplan and returns the new team. - Action **Create or Update Actual Time Worked** Records the hours a resource or role actually worked on a project for a given date, updating the existing entry if one is already there. Returns the stored entry. - Action **Create or Update Allocation** Allocates a resource or role to a project for a date range, updating the existing allocation if one is already there. Returns the allocation with its resulting segments. - Action **Create or Update a Project's Tool Link** Links a Meisterplan project to the matching project in a task management tool, updating the link if one already exists. Returns the stored link. - Action **Create or Update Part-Time Working Model** Sets a resource's part-time working model by replacing its calendar deviations (relative capacity) for a time period. Returns the resource's resulting deviations. - Action **Create or Update Resource Absence** Records an absence for a resource over a date range, so the time is taken out of their availability. Returns the stored absence. - Action **Create or Update Tasks of a Project's Tool Link** Pushes a task from a linked task management tool onto a Meisterplan project, updating it if the task key is already there. - Action **Create Project** Creates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project. - Action **Create Resource** Adds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource. - Action **Create Role** Creates a role in Meisterplan that resources can be assigned to and projects can be allocated against. Returns the new role. - Action **Delete project** Deletes a project from a Meisterplan scenario. - Action **Delete resource** Deletes a resource from Meisterplan. The run fails if no resource has the given id. - Action **Find a Resource or Role** Returns the resources and roles whose key, name or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them. - Action **Find a Team, Resource or Role** Returns the teams, resources and roles whose name, key or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them. - Action **Find Project by Key** Returns the project in a scenario that carries the project key you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects. - Action **Find Project by Name** Returns the projects in a scenario whose name contains the text you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects. - Action **Find Resource by Email** Returns the resource whose email address matches the one you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool. - Action **Find Resource by Key** Returns the resource carrying the resource key you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool. - Action **Find Role by Name** Returns the role carrying the name you supply. Meisterplan has no server-side role search, so the match is made after fetching the roles. - Action **Find Task by Key** Returns the task on a project's tool link that carries the task key you supply. Meisterplan has no server-side task search, so the match is made after fetching the project's tasks. - Action **Get project** Returns a single Meisterplan project in a scenario, including its custom fields. - Action **Get resource** Returns one Meisterplan resource by its id, including its role, calendar, skills, cost rates, team contributions and custom fields. - Action **List allocations** Returns every allocation of a project in a scenario, with the allocated role, resource or team and its time segments. - Action **List milestones** Returns all milestones of a Meisterplan project, including their custom fields. - Action **List programs** Returns the programs in a Meisterplan scenario, optionally narrowed to those matching a program key or name. - Action **List resources** Returns the resources (people) in your Meisterplan system, optionally narrowed by key, name, external id, email or address. - Action **List roles** Returns the roles in Meisterplan, optionally only those matching a name or external ID. - Action **List teams** Returns the teams in your Meisterplan system, optionally filtered by name or resource key. - Action **Update milestone** Updates an existing milestone on a Meisterplan project, changing only the details you supply. - Action **Update Project** Updates a project in a Meisterplan scenario — its dates, budgets, status and custom fields. Only the values supplied are changed. Returns the updated project. - Action **Update Resource** Updates a person in the Meisterplan resource pool — their name, role, calendar, cost rate and org placement. Only the values supplied are changed. Returns the updated resource. - Action **Update Role** Updates a role in Meisterplan — its name, cost rate and org placement. Only the values supplied are changed. Returns the updated role. - Action **Update team** Updates a team in Meisterplan, changing only the details you fill in. ## Each app on its own - [ **Lexware Office** Lexware Office is a cloud app for german accounting.](https://apiant.ai/connections/lexware-office) - [ **Meisterplan** Meisterplan is a project portfolio management tool that focuses on resource management at the portfolio...](https://apiant.ai/connections/meisterplan) Reviews ## What our customers say ## More from Lexware Office - [ **Lexware Office to Base44** Base44 is a platform that allows non-technical people to build their own Apps using AI.](https://apiant.ai/connect/lexware-office-to-base44) - [ **Lexware Office to Browserless** Browserless allows you to run Chrome instances in the cloud for Data Extraction, Automation, PDF &...](https://apiant.ai/connect/lexware-office-to-browserless) - [ **Lexware Office to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/lexware-office-to-salesforce) - [ **Lexware Office to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/lexware-office-to-slack) - [ **Lexware Office to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/lexware-office-to-google-sheets) - [ **Lexware Office to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/lexware-office-to-gmail) ## More into Meisterplan - [ **PyPI to Meisterplan** Package metadata, release history and download files for any Python package published on the Python Package...](https://apiant.ai/connect/pypi-to-meisterplan) - [ **HubSpot to Meisterplan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-meisterplan) - [ **Salesforce to Meisterplan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-meisterplan) - [ **Slack to Meisterplan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-meisterplan) - [ **Google Sheets to Meisterplan** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-meisterplan) - [ **Gmail to Meisterplan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-meisterplan) Questions ## Lexware Office and Meisterplan, answered ### ### What can start an automation from Lexware Office? Any of Lexware Office's 10 triggers in the catalog, including Contact updated (instant), Invoice status changed (instant), New article (instant) and New contact (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Meisterplan when something happens in Lexware Office? Any of Meisterplan's 35 actions, including Create or Update Actual Time Worked, Create or Update Allocation, Create or Update a Project's Tool Link and Create or Update Part-Time Working Model. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Meisterplan to Lexware Office? Meisterplan has no triggers in the catalog today, so automations start in Lexware Office. If you need the other direction, ask: your agent reads Meisterplan's API documentation and adds it. ### ### Do I have to build a connector for Lexware Office or Meisterplan? 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 Lexware Office and Meisterplan 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.