Nextesy Mcp Accounting

Turn meeting notes into Nextesy quotes and timesheets into invoice drafts. Seven AI-agent workflows with OAuth setup and example prompts. Connector Pro sold separately. Nextesy holds your invoices, quotes and contacts. This skill gives your AI agent practical instructions for working with the actual records: check the company, find the right entries, prepare the change and verify the result. Built for freelancers, consultants and small teams already using Nextesy, the Swiss accounting software. SEVEN PRACTICAL WORKFLOWS • Review overdue invoices without sending reminders. • Turn meeting notes into a quote for the right customer. • Prepare invoice drafts from timesheets and check for duplicate billing. • Update specified contact details. • Amend quotes, extend their validity or convert them to invoices when requested. • Review and adjust recurring invoices. • Prepare or update bookkeeping rules using the company's actual records. WHAT'S INCLUDED A complete agent-skill folder with SKILL.md, README, OAuth setup instructions, seven workflow recipes, a tool-reference guide and seven German example prompts. The workflows distinguish a preview, a saved draft and a sent document. They cover company selection, gross/net amounts, currencies, tax inputs, permissions and checking the result after changes. WHAT YOU NEED Your own Nextesy account, access to the intended company and a compatible AI agent. The hosted Nextesy MCP connector offers free reading. Supported writes require a separate Pro subscription, currently CHF 19 per company per month, plus the necessary authorization and Nextesy permissions. Buying this skill does not activate Pro or include Nextesy or AI-client subscriptions. Independently provided by 3agenteers / Chestnut Innovation GmbH. Not an official product of nextesy AG.