lexoffice

What this skill does

# Lexoffice

Lexoffice is a German SaaS application for accounting and financial management. It's primarily used by freelancers, startups, and small businesses in Germany to handle invoices, bookkeeping, and payroll.

Official docs: https://developers.lexoffice.io/

## Lexoffice Overview

- **Invoice**
  - **Draft Invoice**
- **Credit Note**
- **Contact**
- **Product**
- **Revenue**
- **Expense**
- **Voucher**
- **Tax Payment**
- **Reminder**
- **Recurring Invoice Template**
- **Delivery Note**
- **Order Confirmation**
- **Offer**
- **Payment**
- **Absence**
- **Project**
- **Task**
- **Time Tracking**
- **User**
- **Company**
- **Document**
- **Booking Category**
- **Event**
- **Deposit**
- **Driving Report**
- **Receipt**
- **Lump Sum Regulation**
- **Travel Expense**
- **Wage**
- **Wage Type**
- **Workflow**
- **Checklist**
- **Subscription**
- **Accounting Export**
- **Banking Transaction**
- **Financial Report**
- **Master Data**
- **Account**
- **Cost Center**
- **Cost Unit**
- **Fixed Asset**
- **Opening Balance**
- **Private Post**
- **Tax Report**
- **Revenue Recognition**
- **Safe**
- **Settlement**
- **Stocktaking**
- **Tax Office**
- **Tax Rate**
- **Template**
- **Trace**
- **Transaction**
- **Trial Balance**
- **Vat Return**
- **Dashboard**
- **List**
- **Profile**
- **Role**
- **Setting**
- **Support**
- **Timeline**
- **Update**
- **Notification**
- **Contract**
- **Process**
- **Goal**
- **Budget**
- **Forecast**
- **Inventory**
- **Production**
- **Purchase Order**
- **Quotation**
- **Shipment**
- **Statement**
- **Bill**
- **Calendar**
- **Chat**
- **Comment**
- **File**
- **Forum**
- **Help**
- **Image**
- **Link**
- **Map**
- **News**
- **Page**
- **Question**
- **Report**
- **Search**
- **Video**
- **Alert**
- **Backup**
- **Batch**
- **Campaign**
- **Case**
- **Change**
- **Claim**
- **Data**
- **Device**
- **Error**
- **Feedback**
- **Group**
- **History**
- **Issue**
- **Job**
- **Log**
- **Meeting**
- **Note**
- **Plan**
- **Policy**
- **Request**
- **Risk**
- **Scan**
- **Session**
- **Sign**
- **Survey**
- **Test**
- **Ticket**
- **Todo**
- **Visit**
- **Warning**
- **Access**
- **Approval**
- **Assignment**
- **Association**
- **Attachment**
- **Attribute**
- **Award**
- **Balance**
- **Benefit**
- **Bonus**
- **Bookmark**
- **Call**
- **Card**
- **Certificate**
- **Channel**
- **Charge**
- **Check**
- **Code**
- **Configuration**
- **Connection**
- **Contact Information**
- **Content**
- **Control**
- **Cookie**
- **Cost**
- **Country**
- **Coupon**
- **Credential**
- **Currency**
- **Customer**
- **Dashboard Item**
- **Deal**
- **Decision**
- **Definition**
- **Delivery**
- **Department**
- **Description**
- **Discount**
- **Discussion**
- **Domain**
- **Download**
- **Draft**
- **E-Mail**
- **Education**
- **Employee**
- **Entry**
- **Equipment**
- **Event Series**
- **Expense Report**
- **Extension**
- **Feature**
- **Field**
- **Filter**
- **Finance**
- **Firm**
- **Flag**
- **Form**
- **Function**
- **Gallery**
- **Gift**
- **Grade**
- **Grant**
- **Guide**
- **Headline**
- **Holiday**
- **Hook**
- **Hour**
- **ID**
- **Import**
- **Incident**
- **Index**
- **Industry**
- **Information**
- **Installation**
- **Instruction**
- **Integration**
- **Interface**
- **Invoice Item**
- **Item**
- **Key**
- **Label**
- **Language**
- **Layout**
- **Lead**
- **License**
- **Limit**
- **Location**
- **Machine**
- **Mail**
- **Maintenance**
- **Marketing**
- **Material**
- **Measure**
- **Mechanism**
- **Member**
- **Message**
- **Method**
- **Mileage**
- **Minute**
- **Model**
- **Module**
- **Money**
- **Month**
- **Name**
- **Number**
- **Object**
- **Option**
- **Order**
- **Organization**
- **Owner**
- **Package**
- **Parameter**
- **Participant**
- **Partner**
- **Password**
- **Path**
- **Payroll**
- **Permission**
- **Person**
- **Phone**
- **Picture**
- **Place**
- **Point**
- **Position**
- **Post**
- **Price**
- **Priority**
- **Problem**
- **Procedure**
- **Product Category**
- **Program**
- **Promotion**
- **Property**
- **Proposal**
- **Provider**
- **Publication**
- **Purpose**
- **Quality**
- **Range**
- **Rating**
- **Reason**
- **Record**
- **Reference**
- **Region**
- **Registration**
- **Relation**
- **Release**
- **Reply**
- **Requirement**
- **Resource**
- **Response**
- **Result**
- **Review**
- **Revision**
- **Reward**
- **Rule**
- **Salary**
- **Sale**
- **Sample**
- **Schedule**
- **School**
- **Screen**
- **Script**
- **Section**
- **Security**
- **Segment**
- **Selection**
- **Seller**
- **Service**
- **Shift**
- **Shop**
- **Skill**
- **Solution**
- **Source**
- **Space**
- **Specification**
- **Speech**
- **Staff**
- **Standard**
- **Start**
- **State**
- **Status**
- **Step**
- **Store**
- **Story**
- **String**
- **Structure**
- **Style**
- **Subject**
- **Success**
- **Suggestion**
- **Summary**
- **Supply**
- **System**
- **Table**
- **Tag**
- **Target**
- **Team**
- **Technology**
- **Term**
- **Territory**
- **Text**
- **Theme**
- **Thing**
- **Thread**
- **Threshold**
- **Time**
- **Title**
- **Tool**
- **Topic**
- **Training**
- **Transfer**
- **Translation**
- **Trend**
- **Trip**
- **Trouble**
- **Type**
- **Unit**
- **Upload**
- **URL**
- **Usage**
- **User Interface**
- **Value**
- **Variable**
- **Version**
- **View**
- **Volume**
- **Vote**
- **Website**
- **Week**
- **Widget**
- **Window**
- **Word**
- **Year**
- **Zone**

Use action names and parameters as needed.

## Working with Lexoffice

This skill uses the Membrane CLI to interact with Lexoffice. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli@latest
```

### Authentication

```bash
membrane login --tenant --clientName=<agentType>
```

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.

**Headless environments:** The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:

```bash
membrane login complete <code>
```

Add `--json` to any command for machine-readable JSON output.

**Agent Types** : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness

### Connecting to Lexoffice

Use `membrane connection ensure` to find or create a connection by app URL or domain:

```bash
membrane connection ensure "https://www.lexoffice.de/" --json
```
The user completes authentication in the browser. The output contains the new connection id.

This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.

If the returned connection has `state: "READY"`, skip to **Step 2**.

#### 1b. Wait for the connection to be ready

If the connection is in `BUILDING` state, poll until it's ready:

```bash
npx @membranehq/cli connection get <id> --wait --json
```

The `--wait` flag long-polls (up to `--timeout` seconds, default 30) until the state changes. Keep polling until `state` is no longer `BUILDING`.

The resulting state tells you what to do next:

- **`READY`** — connection is fully set up. Skip to **Step 2**.
- **`CLIENT_ACTION_REQUIRED`** — the user or agent needs to do something. The `clientAction` object describes the required action:
  - `clientAction.type` — the kind of action needed:
    - `"connect"` — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections.
    - `"provide-input"` — more information is needed (e.g. which app to connect to).
  - `clientAction.description` — human-readable explanation of what's needed.
  - `clientAction.uiUrl` (optional) — URL to a pre-built UI wh