Create Article
Tool to create a new article (product or service) in Lexoffice. Use when you need to add items to the product/service catalog for invoicing or quotations. The leadingPrice field must be uppercase (NET or GROSS).
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Integrate Lexoffice
with your AI CRM
Lexoffice is a cloud-based accounting software designed for freelancers and small businesses, offering invoicing, expense management, and integration with banks
Explore Triggers and Actions
Create contact
Tool to create a new contact (customer or vendor) in Lexoffice. Use when you need to add a new business contact. Either company or person details must be provided, and at least one role (customer/vendor) must be assigned.
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Create Credit Note
Tool to create a credit note in Lexoffice. Credit notes are created in draft mode by default; set finalize=true to create with status 'open'. Use when you need to issue a refund or credit for an invoice. Maximum 300 line items per credit note.
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Create Delivery Note
Create a delivery note in lexoffice. Delivery notes are created in draft mode by default (set finalize=true for open status). Use when shipping goods or providing services and need to document what was delivered without prices/payment terms. Maximum 300 line items allowed per delivery note.
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Create Event Subscription
Tool to register a new webhook for Lexoffice events. Use when you need to receive real-time notifications for specific events like invoice creation, contact changes, or payment updates.
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Create Invoice
Create 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 document representation but does not email the invoice.
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Create Order Confirmation
Create a draft order confirmation in Lexoffice with line items, pricing, and shipping details.
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Create Quotation
Tool to create a quotation in Lexoffice. Quotations are created in draft mode by default. Use the finalize parameter to create a finalized quotation with status 'open'. Requires address with either contactId or name+countryCode, line items, total pricing, and tax conditions.
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Create Voucher
Tool to create a bookkeeping voucher in Lexoffice. Use when you need to create expense receipts, sales invoices, purchase invoices, or other accounting vouchers. The voucher requires line items with amounts, tax rates, and posting category IDs.
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Delete Article
Tool to permanently delete an article by its ID. Returns success confirmation on 204, or raises error if article not found (404).
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Delete Event Subscription
Tool to delete an event subscription by its ID. Use when you need to remove an existing event subscription from Lexoffice.
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Download File
Download a file by ID from Lexoffice, with the returned format depending on the requested Accept type. This endpoint is intended for bookkeeping voucher documents and is deprecated for sales voucher documents.
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Get Article
Tool to retrieve an article by ID from Lexoffice. Use when you need to fetch details of a specific article including its price, type, and other metadata.
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Get Contact
Tool to retrieve a specific contact by its ID. Use when you need to fetch detailed information about a contact.
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Get Credit Note
Tool to retrieve a credit note by its UUID from Lexoffice. Use when you need to fetch details of a specific credit note. Credit notes can be in draft or finalized (open) mode.
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Get Credit Note Document
Render a finalized credit note PDF and retrieve its document file ID using the deprecated credit note document endpoint. Draft credit notes cannot be rendered.
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Get Delivery Note
Retrieve a delivery note by ID from Lexoffice, including available address, line item and tax information.
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Get Delivery Note Document
Render a finalized delivery note PDF and retrieve its file ID using the deprecated delivery note document endpoint. Draft delivery notes cannot be rendered.
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Get Dunning
Tool to retrieve a dunning document by its ID. Use when you need to fetch details of a specific dunning from Lexoffice.
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Get Dunning Document
Render a dunning PDF by ID and retrieve its document file reference for downloading. The document-rendering endpoint is deprecated.
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Get Event Subscription
Tool to retrieve a specific event subscription by its ID. Use when you need to get details about an existing event subscription.
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Get Invoice
Tool to retrieve a specific invoice by its UUID. Use when you need to fetch detailed information about an invoice including line items, pricing, and payment terms.
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Get Invoice Document
Render an invoice PDF by invoice ID and retrieve its document file reference for downloading. The document-rendering endpoint is deprecated and does not support draft invoices.
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Get Order Confirmation
Retrieve an order confirmation by ID, including line items, pricing, recipient address, and payment terms.
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Get Payment Information
Tool to retrieve payment information for a specific voucher (invoice or credit note) from Lexoffice. Use when you need to check payment status, outstanding amounts, or view payment transaction details for bookkeeping or sales vouchers.
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Get Profile
Retrieves the user and company profile information from Lexoffice. Use this action to get account details, enabled features, subscription status, and company information.
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Get Quotation
Tool to retrieve a quotation by its ID. Use when you need to fetch details of a specific quotation including line items, pricing, and payment terms.
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Get Quotation Document
Tool to render a quotation document as a PDF file. Triggers the PDF document file rendering for newly created quotations in status open. Returns a document file ID that can be used to download the PDF.
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Get Voucher
Retrieve a bookkeeping voucher by UUID, including its financial and item details. This covers bookkeeping sales and purchase invoices and credit notes.
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List Articles
Tool to list articles from Lexoffice using filters and pagination. Use when you need to retrieve articles filtered by articleNumber, gtin, or type (PRODUCT/SERVICE). Supports pagination with page and size parameters.
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List Contacts
List a page of Lexoffice contacts with optional filters for number, email, name, vendor status, or customer status. Use pagination to retrieve additional pages.
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List Countries
Tool to retrieve the list of all available countries with tax classifications from Lexoffice. Use when you need to get country information for invoicing, tax calculations, or address validation.
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List Event Subscriptions
Tool to retrieve all event subscriptions for the current access token. Use when you need to inspect configured webhook subscriptions for events.
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List Payment Conditions
Tool to retrieve list of currently configured payment conditions from Lexoffice. Use when you need to view all payment terms and conditions set up in the organization.
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List Posting Categories
Tool to retrieve the list of posting categories for bookkeeping vouchers (revenue or expense) supported in lexoffice. Use when you need to get available posting categories for creating or updating vouchers.
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List Print Layouts
Tool to retrieve all print layouts for invoices and other documents. Use when you need to list available print layouts that can be referenced when creating sales vouchers (invoices, delivery notes, credit notes, etc.).
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List Recurring Templates
Tool to retrieve all recurring templates from Lexoffice. Use when you need to list recurring invoice templates with pagination and sorting options.
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List Voucherlist
Retrieve a page of Lexoffice voucher metadata, including bookkeeping vouchers, invoices, credit notes, order confirmations, quotations, and delivery notes. Filter by type, status, archive state, contact, dates, or voucher number, and control sorting and pagination. Pages are zero-indexed and contain up to 250 entries.
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List Vouchers
Tool to filter vouchers by voucher number from Lexoffice. Use when you need to retrieve vouchers with a specific voucher number.
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Render Order Confirmation Document
Render an order confirmation PDF by ID and return its document file reference for downloading. The document-rendering endpoint is deprecated and does not support draft order confirmations.
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Update Article
Tool to update an existing article in Lexoffice with new data. Use when you need to modify article details such as price, title, type, or other attributes. Requires the article ID and version number for optimistic locking.
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Update lexoffice contact
Tool to update an existing contact in lexoffice. Use when modifying customer or vendor information. Requires the contact ID and current version number for optimistic locking.
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Update Voucher
Update a currently open voucher after checking its version, or finalize a currently unchecked voucher by explicitly transitioning it to open. Other current statuses are non-writable. Files are preserved when omitted or null; supplying a full retention list permanently deletes every omitted attachment.
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Upload Voucher File
Upload and assign a PDF, image, or XML file to an existing bookkeeping voucher as a supporting document or receipt. File processing is asynchronous.
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How the Lexoffice integration works
The Lexoffice integration connects your Dench AI CRM directly to Lexoffice, so agents can read and act on your Lexoffice data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
44 actions are available for agents to invoke on your behalf. Every call runs through Lexoffice's own authorization, scoped to the account you connect.
Set up Lexoffice in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Lexoffice and click Connect — you'll authorize access through Lexoffice's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Lexoffice in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Lexoffice integration work with Dench?
The Dench Lexoffice integration connects your AI CRM to Lexoffice, so AI agents can work with your Lexoffice data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Lexoffice via Dench?
The Lexoffice integration currently exposes 44 actions, including Create Article, Create contact, Create Credit Note, Create Delivery Note, Create Event Subscription, and Create Invoice. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Lexoffice to Dench?
No. You connect Lexoffice from your Dench workspace using Lexoffice's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Lexoffice integration secure?
Connections are authorized through Lexoffice's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Lexoffice connection from your workspace settings at any time.