> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fyvel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Open items

> Read DATEV open items via MCP and maintain Fyvel workflow annotations.

# Open items

Open items (receivables and payables) come from **DATEV Connect**. MCP returns the synchronised balances and lines. **Write tools** change only Fyvel status, comments, and tags — not DATEV and not external systems (for example Stripe).

## Prerequisites

* DATEV Connect set up for the company
* Open items for debtors and/or creditors enabled in the DATEV company settings
* MCP user with permission **Open items → View** (read) or **Manage** (write)

Eligibility per company is on [`list_companies`](/en/mcp/companies): `openItemsEligible`, `openItemsReceivablesEnabled`, `openItemsPayablesEnabled`, `openItemsConnectAvailable`.

## Tools

### Read

* `list_open_items` — paginated list (**account** or **document** view), filters including kind, due date, and search
* `get_open_item` — detail for a `stableKey`, including lines, the effective annotation, and a short activity log
* `list_open_item_lines` — lines of a personal account, by default from the latest fiscal year (max. 500)
* `list_open_item_statuses` — valid status keys before write operations (archived keys are rejected on write)

### Write (Fyvel workflow only)

* `upsert_open_item_document_annotation` — status, comment, or tags at document level
* `upsert_open_item_partner_annotation` — partner default for a personal account
* `clear_open_item_document_annotation` — remove the document override (the partner default applies again)

## Typical flow

1. [`list_companies`](/en/mcp/companies) — check `companyUuid` and `openItemsEligible`
2. Optionally [`list_accounts`](/en/mcp/accounts) — personal-account names for account numbers
3. `list_open_items` with `itemKind` (`receivable` / `payable`) and the matching `viewMode`
4. If needed, `get_open_item` with the `stableKey` from the list
5. After reconciling with external data, optionally set an annotation (`list_open_item_statuses` → upsert)

## `fiscalYearId`

**Optional** in both list tools. For `list_open_items` with no value: every synchronised fiscal year. For `list_open_item_lines` with no value: the latest fiscal year that has lines for this personal account. The year that was actually read is in the `fiscalYearId` field of the response.

## Notes on reconciliation

* The document reference is often in `documentField1`. The open balance is in `openAmount` (lists) or in the line amounts in the detail
* Lists and lines return only **open** items by default. For cleared items, set `isCleared` explicitly
* Annotations belong on the primary document key: `stableKey` from `list_open_items` (document view) or `primaryStableKey` in the detail
* `newComment` replaces the displayed comment and also writes an entry to the activity log
* Tags suit external references (for example Stripe invoice IDs). `tags` replaces the entire list. Without `tags`, existing tags stay


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.