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DATEV Kontenumsätze Integration

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Konfiguration im Famulor Interface

  • Werkzeugdetails
| Name* | DATEV Kontenumsätze | | Funktionsname* | get_datev_account_movements | | HTTP-Methode | GET | | Endpoint* | https://api.datev.de/data/v1/clients/{client_id}/accounts/{account_number}/movements | | Timeout (ms) | 5000 |

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Parameter-Schema

{
  "type": "object",
  "properties": {
    "client_id": {
      "type": "string",
      "description": "Mandantennummer"
    },
    "account_number": {
      "type": "string",
      "description": "Kontonummer (z.B. 1000 für Kasse)"
    },
    "date_from": {
      "type": "string",
      "format": "date",
      "description": "Datum von"
    },
    "date_to": {
      "type": "string",
      "format": "date", 
      "description": "Datum bis"
    },
    "status": {
      "type": "string",
      "enum": ["all", "open", "cleared"],
      "description": "Status der Posten"
    }
  },
  "required": ["client_id", "account_number"]
}
Agent-Message: "Ich rufe die Kontoinformationen ab..." Success-Template: "Kontostand: {{balance}}€. {{#if openItems}}Offene Posten: {{openItems}}€.{{/if}} Bewegungen im Zeitraum: {{movements.length}}"