Integration · Projects & tasks

Connect Claude & ChatGPT to Visma Severa

Ask your AI how many hours you logged this week, which projects a customer has, or to put three hours on a project phase. It can read customers, projects, phases, invoices, sales cases and work hours in Visma Severa. It can also create customers, contacts, projects, phases and activities, log and correct hours, and create draft invoices.

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Try asking

“Log 3 hours on the Acme website project, design phase, for today.”
The AI finds the project, its phase and a work type, and logs the hours with your description.
“How many hours did I log last week?”
It lists your work hours for the date range, with project phase, work type and description.
“Which open projects do we have for Nordic Foods?”
It finds the customer and lists its projects that are not closed, with owner, status and dates.

What your AI can do

Hours and activities

Log, update and list work hours on project phases, and create and list activities and tasks.

Customers and projects

Search, create and update customers, contacts, projects and phases, and see sales cases in the pipeline.

Invoices

List and read invoices with totals and status, download invoice PDFs, and create draft invoices for projects.

“Create a draft invoice for the Acme website project.”
It creates a draft invoice for the project. Nothing is sent to the customer.
“Which invoices for Nordic Foods are still open?”
It lists the customer's invoices with totals, status and dates, and can download the PDF of any of them.
“What is in the sales pipeline right now?”
It lists open sales cases with customer, sales person and sales status.

551 tools for Visma Severa

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_a_cost_exception_to_a_project_memberChanges dataCreate a new project. Required: user or project. Search projects first to avoid duplicates. API summary: Add a cost exception to a project member.
add_a_deputy_project_owner_to_a_projectChanges dataCreate a new project. Required: project or user. Search projects first to avoid duplicates. API summary: Add a deputy project owner to a project.
create_a_new_project_invoice_settingsChanges dataCreate a new invoice. Required: project. Search invoices first to avoid duplicates. API summary: Create a new project invoice settings.
create_access_tokenDeletesCreate a new access token. Destructive action; may require approval. API summary: Get OAuth2 access token (non standard response).
create_accountChanges dataCreate a new account. Required: name or number. Search accounts first to avoid duplicates. API summary: Insert a cost account.
create_account_sales_accounts_post_sales_accountChanges dataCreate a new account. Required: name or number. Search accounts first to avoid duplicates. API summary: Insert a sales account.
create_activityChanges dataCreate an activity or task with `name`, `owner_user`, `activity_type` and `start_date_time`, optionally linked to a customer or phase.
create_activitytypeChanges dataCreate a new activitytype. Required: category or name. API summary: Insert an Activity type.
create_allocationChanges dataCreate a new allocation. API summary: Get resource allocations (its POST because of being able to accommodate more filters).
create_communicationtypeChanges dataCreate a new communicationtype. Required: name. Search communicationtypes first to avoid duplicates. API summary: Insert a communication type.
create_contactChanges dataCreate a contact person under a customer with `customer` GUID, `first_name`, `last_name`, job title and role.
create_contact_2Changes dataCreate a new contact. Required: value, contact or communication type. Search contacts first to avoid duplicates. API summary: Insert a communication for a contact.
create_contact_contact_roles_post_contact_roleDeletesCreate a new contact. Required: name. Search contacts first to avoid duplicates. Destructive action; may require approval. API summary: Insert a contact role.
create_convertChanges dataCreate a new convert. API summary: Convert a batch of GUIDs format from legacy (SOAP) to new (REST).
create_costcenterChanges dataCreate a new costcenter. Required: name or identifier. Search costcenters first to avoid duplicates. API summary: Insert a cost center.
create_customChanges dataCreate a new custom. API summary: Create custom price list for a project. If project already has a custom price list returns existing price list.
create_customerChanges dataCreate a customer with `name` and optional email, website, VAT number, owner and address. Search first to avoid duplicates.
create_customer_2Changes dataCreate a new customer. Search customers first to avoid duplicates. API summary: Add a market segment for customer.
create_customer_addressChanges dataCreate a new address for a customer. API summary: Insert an address.
create_customer_customer_country_settings_post_customer_country_Changes dataCreate a new customer. Required: customer or country. Search customers first to avoid duplicates. API summary: Insert a customer country setting.
create_customer_customer_custom_property_selection_items_post_cuChanges dataCreate a new customer. Required: customer custom property. Search customers first to avoid duplicates. API summary: Insert a customer custom property selection item.
create_customer_documentChanges dataCreate a new document for a customer. API summary: Insert a customer file.
create_customer_sales_notes_post_customer_sales_notesChanges dataCreate a new customer. Required: user or customer. Search customers first to avoid duplicates. API summary: Insert a customer sales note.
create_deputyprogramownerChanges dataCreate a new deputyprogramowner. Required: program or user. API summary: Assign a user as a deputy manager of a program.
create_flatrateChanges dataCreate a new flatrate. Required: phase or billing schedule. API summary: Insert a flat rate.
create_flextimeadjustmentChanges dataCreate a new flextimeadjustment. Required: user, adjustment date or amount. API summary: Insert a flextime adjustment.
create_industryChanges dataCreate a new industry. Required: name. Search industries first to avoid duplicates. API summary: Insert an industry.
create_invoiceChanges dataCreate a draft invoice for one or more `projects`, optionally with invoice `date` and billing customer. Nothing is sent to the customer.
create_invoice_2Changes dataCreate a new invoice. Required: name. Search invoices first to avoid duplicates. API summary: Insert a invoice status.
create_keywordChanges dataCreate a new keyword. Required: keyword or category. Search keywords first to avoid duplicates. API summary: Insert a keyword.
create_leadChanges dataCreate a new lead. Required: name. Search leads first to avoid duplicates. API summary: Insert a lead source.
create_marketsegmentChanges dataCreate a new marketsegment. Required: name. Search marketsegments first to avoid duplicates. API summary: Insert a market segment.
create_overtimeChanges dataCreate a new overtime. Required: name or code. Search overtimes first to avoid duplicates. API summary: Insert an overtime.
create_phaseChanges dataCreate a phase with `name` under `parent_phase` (a project's root phase GUID), with optional start date, deadline and hours estimate.
create_phasememberChanges dataCreate a new phasemember. Required: phase guid. API summary: Adds a phase member.
create_phasestatustypeChanges dataCreate a new phasestatustype. Required: name. Search phasestatustypes first to avoid duplicates. API summary: Insert a phase status type.
create_productChanges dataCreate a new product. Required: name. Search products first to avoid duplicates. API summary: Insert a product category.
create_product_product_country_settings_post_product_country_setChanges dataCreate a new product. Required: country or product. Search products first to avoid duplicates. API summary: Insert a product country setting.
create_product_products_post_productChanges dataCreate a new product. Required: name. Search products first to avoid duplicates. API summary: Insert a product.
create_programChanges dataCreate a new program. Required: name, program owner user, start date, end date, currency or default customer. API summary: Insert a program.
create_programmemberChanges dataCreate a new programmember. Required: program or user. API summary: Add a user as a member of a program.
create_programstatustypeChanges dataCreate a new programstatustype. Required: name or icon name. API summary: Insert a program status type.
create_projectChanges dataCreate a project with `name`, `customer` and `project_owner`, plus optional start date, deadline, description and sales status.
create_project_2Changes dataCreate a new project. Required: name. Search projects first to avoid duplicates. API summary: Add a link to a project.
create_project_documentChanges dataCreate a new document for a project. API summary: Insert a project file.
create_project_project_billing_customers_post_project_billing_cuChanges dataCreate a new project. Required: project or billing customer. Search projects first to avoid duplicates. API summary: Insert a billing customer for a project.
create_project_project_custom_property_selection_items_post_projChanges dataCreate a new project. Required: project custom property. Search projects first to avoid duplicates. API summary: Insert a project custom property selection item.
create_project_project_fees_post_project_feeChanges dataCreate a new project. Required: project. Search projects first to avoid duplicates. API summary: Insert a project fee.
create_project_project_forecasts_post_forecastChanges dataCreate a new project. Required: project, month or year. Search projects first to avoid duplicates. API summary: Insert a project forecast.
create_project_project_products_post_project_productChanges dataCreate a new project. Required: project or product. Search projects first to avoid duplicates. API summary: Adds a product to a project.
create_project_project_recurring_fee_rules_post_project_recurrinChanges dataCreate a new project. Required: frequency or project. Search projects first to avoid duplicates. API summary: Insert a projectRecurringFeeRule.
create_project_project_status_types_post_project_status_typeChanges dataCreate a new project. Required: name. Search projects first to avoid duplicates. API summary: Insert a project status type.
create_project_project_task_statuses_post_project_task_statusChanges dataCreate a new project. Required: name. Search projects first to avoid duplicates. API summary: Insert a project task status.
create_project_project_travel_expenses_post_project_travel_expenChanges dataCreate a new project. Required: phase, project, quantity, travel expense or user. Search projects first to avoid duplicates. API summary: Insert a project travel expense.
create_project_project_work_hour_prices_post_project_work_hour_pChanges dataCreate a new project. Required: unit price or project. Search projects first to avoid duplicates. API summary: Insert a work hour price.
create_project_project_work_types_post_project_worktypeChanges dataCreate a new project. Required: project guid or worktype. Search projects first to avoid duplicates. API summary: Adds a work type to a project.
create_project_sales_notes_post_project_collaboration_notesChanges dataCreate a new project. Required: user or project. Search projects first to avoid duplicates. API summary: Insert a project collaboration note.
create_project_sales_notes_post_project_sales_notesChanges dataCreate a new project. Required: user or project. Search projects first to avoid duplicates. API summary: Insert a project sales note.
create_proposalChanges dataCreate a new proposal. Required: name or project. API summary: Insert a proposal.
create_proposalfeerowChanges dataCreate a new proposalfeerow. Required: name, proposal or quantity. API summary: Insert a proposal fee row.
create_proposalstatusChanges dataCreate a new proposalstatus. Required: name. API summary: Insert a proposal status.
create_proposalsubtotalChanges dataCreate a new proposalsubtotal. Required: name or proposal. API summary: Insert a proposal subtotal.
create_proposalworkrowChanges dataCreate a new proposalworkrow. Required: name, quantity, work type or proposal. API summary: Insert a proposal work row.
create_resourceallocationChanges dataCreate a new resourceallocation. Required: user or project. API summary: Insert a resource allocation.
create_roleDeletesCreate a new role. Required: name. Destructive action; may require approval. API summary: Insert a role.
create_roleallocationDeletesCreate a new roleallocation. Required: role, allocation hours or project. Destructive action; may require approval. API summary: Insert a role allocation.
create_salesstatustypeChanges dataCreate a new salesstatustype. Required: name or sales state. Search salesstatustypes first to avoid duplicates. API summary: Insert a sales status type.
create_taskChanges dataCreate a new task. Required: participant guid or activity guid. API summary: Adds an activity participant.
create_timeentryChanges dataCreate a new timeentry. Required: user, phase, time entry type or event date. API summary: Insert a time entry.
create_timeentrytypeChanges dataCreate a new timeentrytype. Required: name. Search timeentrytypes first to avoid duplicates. API summary: Insert a time entry type.
create_travelexpensetypeChanges dataCreate a new travelexpensetype. Required: name, expense class or unit cost. Search travelexpensetypes first to avoid duplicates. API summary: Insert a new travel expense type.
create_travelexpensetypecountrysettingChanges dataCreate a new travelexpensetypecountrysetting. Required: country or product. API summary: Insert a travel expense type country setting.
create_travelreimbursementChanges dataCreate a new travelreimbursement. Required: user. API summary: Add a travel reimbursement.
create_travelreimbursementstatusChanges dataCreate a new travelreimbursementstatus. Required: name. Search travelreimbursementstatuses first to avoid duplicates. API summary: Insert a travel reimbursement status.
create_unitChanges dataCreate a new unit. Required: name. Search units first to avoid duplicates. API summary: Insert a business unit.
create_userChanges dataCreate a new user. Required: custom property. Search users first to avoid duplicates. API summary: Insert a customer custom value.
create_user_customer_custom_properties_post_customer_custom_propChanges dataCreate a new user. Required: name or type. Search users first to avoid duplicates. API summary: Insert a customer custom property.
create_user_phase_members_post_phase_members_from_business_unit_Changes dataCreate a new user. Required: phase guid or business unit guid. Search users first to avoid duplicates. API summary: Adds business unit users to phase members.
create_user_project_custom_properties_post_project_custom_properChanges dataCreate a new user. Required: name or type. Search users first to avoid duplicates. API summary: Insert a project custom property.
create_user_project_custom_values_post_project_custom_valueChanges dataCreate a new user. Required: custom property. Search users first to avoid duplicates. API summary: Insert a project custom value.
create_user_user_custom_properties_post_user_custom_propertyChanges dataCreate a new user. Required: name or type. Search users first to avoid duplicates. API summary: Insert a user custom property.
create_user_user_custom_property_selection_items_post_user_custoChanges dataCreate a new user. Required: user custom property. Search users first to avoid duplicates. API summary: Insert a user custom property selection item.
create_user_user_custom_values_post_user_custom_valueChanges dataCreate a new user. Required: custom property or user. Search users first to avoid duplicates. API summary: Insert a user custom value.
create_user_users_post_userChanges dataCreate a new user. Required: first name or last name. Search users first to avoid duplicates. API summary: Insert an user.
create_vatrateChanges dataCreate a new vatrate. Required: percentage. API summary: Insert a vat rate.
create_workcontractChanges dataCreate a new workcontract. Required: title, start date, hour cost or user. API summary: Insert a work contract.
create_worktypeChanges dataCreate a new worktype. Required: name. Search worktypes first to avoid duplicates. API summary: Insert a work type.
delete_a_contact_roleDeletesPermanently delete a contact by guid. Destructive action; may require approval. API summary: Delete a contact role.
delete_a_deputy_project_ownerDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Delete a deputy project owner.
delete_a_keyword_from_the_contactDeletesPermanently delete a contact by guid. Destructive action; may require approval. API summary: Delete a keyword from the contact.
delete_a_keyword_from_the_fileDeletesPermanently delete a document by guid. Destructive action; may require approval. API summary: Delete a keyword from the file.
delete_a_keyword_from_the_projectDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Delete a keyword from the project.
delete_a_productDeletesPermanently delete a product by guid. Destructive action; may require approval.
delete_a_projectDeletesPermanently delete a project by guid. Destructive action; may require approval.
delete_a_project_forecastDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Delete a project forecast.
delete_a_project_task_statusDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Delete a project task status.
delete_a_projectstatustypeDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Delete a projectStatusType.
delete_a_sales_accountDeletesPermanently delete a account by guid. Destructive action; may require approval. API summary: Delete a sales account.
delete_accountDeletesPermanently delete a account by guid. Destructive action; may require approval. API summary: Delete a cost account.
delete_activitytypeDeletesPermanently delete a activitytype by guid. Destructive action; may require approval. API summary: Delete an activity type.
delete_addressDeletesPermanently delete a address by guid. Destructive action; may require approval. API summary: Delete an address.
delete_an_activityDeletesPermanently delete a task by guid. Destructive action; may require approval. API summary: Delete an activity.
delete_an_invoice_statusDeletesPermanently delete a invoice by guid. Destructive action; may require approval. API summary: Delete an invoice status.
delete_an_project_invoice_settingsDeletesPermanently delete a invoice by guid. Destructive action; may require approval. API summary: Delete an project invoice settings.
delete_an_userDeletesPermanently delete a user by guid. Destructive action; may require approval. API summary: Delete an user.
delete_communicationtypeDeletesPermanently delete a communicationtype by guid. Destructive action; may require approval. API summary: Deletes a communication type.
delete_contactDeletesPermanently delete a contact by guid. Destructive action; may require approval. API summary: Deletes contact's communication.
delete_contact_contacts_delete_contactDeletesPermanently delete a contact by guid. Destructive action; may require approval. API summary: Deletes a contact.
delete_costcenterDeletesPermanently delete a costcenter by guid. Destructive action; may require approval. API summary: Delete a cost center.
delete_customerDeletesPermanently delete a customer by guid. Destructive action; may require approval. API summary: Deletes a customer market segment.
delete_customer_customer_country_settings_delete_customer_countrDeletesPermanently delete a customer by guid. Destructive action; may require approval. API summary: Deletes a customer country setting.
delete_customer_customer_custom_property_selection_items_delete_DeletesPermanently delete a customer by guid. Destructive action; may require approval. API summary: Deletes a customer custom property selection item.
delete_customer_customers_delete_customerDeletesPermanently delete a customer by guid. Destructive action; may require approval. API summary: Deletes a customer.
delete_customer_sales_notes_delete_customer_sales_noteDeletesPermanently delete a customer by guid. Destructive action; may require approval. API summary: Deletes a customer sales note.
delete_deputyprogramownerDeletesPermanently delete a deputyprogramowner by guid. Destructive action; may require approval. API summary: Remove a deputy manager from a program.
delete_documentDeletesPermanently delete a document by guid. Destructive action; may require approval. API summary: Deletes a project file.
delete_document_customer_files_delete_customer_fileDeletesPermanently delete a document by guid. Destructive action; may require approval. API summary: Deletes a customer file.
delete_flatrateDeletesPermanently delete a flatrate by guid. Destructive action; may require approval. API summary: Delete a flat rate of a phase.
delete_flextimeadjustmentDeletesPermanently delete a flextimeadjustment by guid. Destructive action; may require approval. API summary: Delete an flextime adjustment.
delete_industryDeletesPermanently delete a industry by guid. Destructive action; may require approval. API summary: Delete an industry.
delete_invoiceDeletesPermanently delete a invoice by guid. Destructive action; may require approval. API summary: Delete an invoice.
delete_invoice_invoice_rows_delete_invoice_rowDeletesPermanently delete a invoice by guid. Destructive action; may require approval. API summary: Deletes an invoice row.
delete_invoice_projectDeletesPermanently delete a project by project guid. Destructive action; may require approval. API summary: Delete a project from invoice.
delete_keywordDeletesPermanently delete a keyword by guid. Destructive action; may require approval. API summary: Delete keyword by ID. It will also be deleted from any entity it is used in (Project, etc.).
delete_leadDeletesPermanently delete a lead by guid. Destructive action; may require approval. API summary: Delete a lead source.
delete_marketsegmentDeletesPermanently delete a marketsegment by guid. Destructive action; may require approval. API summary: Delete a market segment.
delete_overtimeDeletesPermanently delete a overtime by guid. Destructive action; may require approval. API summary: Delete an overtime.
delete_phaseDeletesPermanently delete a phase by guid. Destructive action; may require approval. API summary: Deletes a phase.
delete_phasememberDeletesPermanently delete a phasemember by user guid. Destructive action; may require approval. API summary: Deletes a phase member.
delete_phasestatustypeDeletesPermanently delete a phasestatustype by guid. Destructive action; may require approval. API summary: Delete a phase status type.
delete_productDeletesPermanently delete a product by guid. Destructive action; may require approval. API summary: Delete a product category.
delete_product_product_country_settings_delete_product_country_sDeletesPermanently delete a product by guid. Destructive action; may require approval. API summary: Deletes a product country setting.
delete_programDeletesPermanently delete a program by guid. Destructive action; may require approval.
delete_programmemberDeletesPermanently delete a programmember by guid. Destructive action; may require approval. API summary: Remove a user from a program's members.
delete_programstatustypeDeletesPermanently delete a programstatustype by guid. Destructive action; may require approval. API summary: Delete a program status type.
delete_projectDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a project work type.
delete_project_project_billing_customers_delete_project_billing_DeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a project billing customer.
delete_project_project_custom_property_selection_items_delete_prDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a project custom property selection item.
delete_project_project_fees_delete_project_freeDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a project fee.
delete_project_project_member_cost_exceptions_deleteDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a project member cost exception.
delete_project_project_products_delete_project_productDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a project product.
delete_project_project_recurring_fee_rules_delete_project_recurrDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a projectRecurringFeeRule.
delete_project_project_travel_expenses_delete_project_travel_expDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a project travel expense.
delete_project_project_work_hour_prices_delete_project_work_hourDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a work hour price.
delete_project_sales_notes_delete_project_collaboration_noteDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a project collaboration note.
delete_project_sales_notes_delete_project_sales_noteDeletesPermanently delete a project by guid. Destructive action; may require approval. API summary: Deletes a project sales note.
delete_projectsMoves moneyPermanently delete a project by project guid. Financial or irreversible action; may require approval. API summary: Deletes all project products of a project.
delete_projects_project_forecasts_delete_forecastsMoves moneyPermanently delete a project by project guid. Financial or irreversible action; may require approval. API summary: Delete the project forecasts from a month onward, including the given month.
delete_proposalDeletesPermanently delete a proposal by guid. Destructive action; may require approval.
delete_proposalfeerowDeletesPermanently delete a proposalfeerow by guid. Destructive action; may require approval. API summary: Delete a proposal fee row.
delete_proposalstatusDeletesPermanently delete a proposalstatus by guid. Destructive action; may require approval. API summary: Delete an proposal status.
delete_proposalsubtotalDeletesPermanently delete a proposalsubtotal by guid. Destructive action; may require approval. API summary: Delete a proposal subtotal.
delete_proposalworkrowDeletesPermanently delete a proposalworkrow by guid. Destructive action; may require approval. API summary: Delete a proposal work row.
delete_resourceallocationDeletesPermanently delete a resourceallocation by guid. Destructive action; may require approval. API summary: Delete an resource allocation.
delete_roleDeletesPermanently delete a role by guid. Destructive action; may require approval.
delete_roleallocationDeletesPermanently delete a roleallocation by guid. Destructive action; may require approval. API summary: Delete a role allocation.
delete_salesstatustypeDeletesPermanently delete a salesstatustype by guid. Destructive action; may require approval. API summary: Delete an sales status type.
delete_taskDeletesPermanently delete a task by activity participant guid. Destructive action; may require approval. API summary: Delete activity participant.
delete_task_exceptionsMoves moneyPermanently delete a exception by guid. Financial or irreversible action; may require approval. API summary: Resets exceptions from a recurring activity.
delete_timeentryDeletesPermanently delete a timeentry by guid. Destructive action; may require approval. API summary: Deletes a time entry.
delete_timeentrytypeDeletesPermanently delete a timeentrytype by guid. Destructive action; may require approval. API summary: Deletes a time entry type.
delete_travelexpensetypeDeletesPermanently delete a travelexpensetype by guid. Destructive action; may require approval. API summary: Deletes a travel expense type.
delete_travelexpensetypecountrysettingDeletesPermanently delete a travelexpensetypecountrysetting by guid. Destructive action; may require approval. API summary: Deletes a travel expense type country setting.
delete_travelreimbursementDeletesPermanently delete a travelreimbursement by guid. Destructive action; may require approval. API summary: Delete a travel reimbursement.
delete_travelreimbursementstatusDeletesPermanently delete a travelreimbursementstatus by guid. Destructive action; may require approval. API summary: Delete a travel reimbursement status.
delete_unitDeletesPermanently delete a unit by guid. Destructive action; may require approval. API summary: Delete a business unit.
delete_userDeletesPermanently delete a user by guid. Destructive action; may require approval. API summary: Delete a keyword from the user.
delete_user_customer_custom_properties_delete_customer_custom_prDeletesPermanently delete a user by guid. Destructive action; may require approval. API summary: Deletes a customer custom property.
delete_user_customer_custom_values_delete_customer_custom_valueDeletesPermanently delete a user by guid. Destructive action; may require approval. API summary: Deletes a customer custom value.
delete_user_project_custom_properties_delete_project_custom_propDeletesPermanently delete a user by guid. Destructive action; may require approval. API summary: Deletes a project custom property.
delete_user_project_custom_values_delete_project_custom_valueDeletesPermanently delete a user by guid. Destructive action; may require approval. API summary: Deletes a project custom value.
delete_user_user_custom_properties_delete_user_custom_propertyDeletesPermanently delete a user by guid. Destructive action; may require approval. API summary: Deletes a user custom property.
delete_user_user_custom_property_selection_items_delete_user_cusDeletesPermanently delete a user by guid. Destructive action; may require approval. API summary: Deletes a user custom property selection item.
delete_user_user_custom_values_delete_user_custom_valueDeletesPermanently delete a user by guid. Destructive action; may require approval. API summary: Deletes a user custom value.
delete_vatrateDeletesPermanently delete a vatrate by guid. Destructive action; may require approval. API summary: Delete a vat rate.
delete_work_hoursDeletesPermanently delete a work hour entry by `guid`. This cannot be undone.
delete_workcontractDeletesPermanently delete a workcontract by guid. Destructive action; may require approval. API summary: Delete a work contract.
delete_worktypeDeletesPermanently delete a worktype by guid. Destructive action; may require approval. API summary: Deletes a work type.
download_invoice_pdfDownload the PDF of an invoice by `guid`.
download_proposal_pdfDownload the pdf document for a proposal. API summary: Get a proposal PDF.
download_travelreimbursement_pdfDownload the pdf document for a travelreimbursement. API summary: Get a travel reimbursement PDF.
get_a_country_by_iso_alpha_2_codeGet one country by code2. API summary: Get a country by ISO Alpha-2 code.
get_a_country_by_iso_alpha_3_codeGet one country by code3. API summary: Get a country by ISO Alpha-3 code.
get_a_country_by_nameGet one country by country name. API summary: Get a country by name.
get_a_deputy_project_owner_by_guidGet one project by guid. API summary: Get a deputy project owner by GUID.
get_a_project_billing_customerGet one project by guid. API summary: Get a project billing customer.
get_accountGet one account by guid. API summary: Get cost account by Guid.
get_activity_by_idGet one task by guid. API summary: Get activity by ID.
get_activitytypeGet one activitytype by guid. API summary: Get Activity Type by ID.
get_addressGet one address by guid. API summary: Get address by ID.
get_all_bank_accounts_for_current_organizationSearch accounts by company guid, business unit guid, active, first row, row count or text to search. Use this to find existing accounts before creating a new account. API summary: Get all bank accounts for current organization.
get_all_reimbursed_hours_on_an_invoice_rowSearch reimbursedworkhours for a invoice by first row, row count, text to search, calculate row count or sortings. Use this to find existing reimbursedworkhours before creating a new reimbursedworkhour. API summary: Get all reimbursed hours on an invoice row.
get_all_the_billing_customers_for_a_projectList projects for a project. API summary: Get all the billing customers for a project.
get_all_the_country_settings_for_a_customerList customers for a customer. API summary: Get all the country settings for a customer.
get_all_the_country_settings_for_a_productList products for a product. API summary: Get all the country settings for a product.
get_all_the_keywords_for_contactList contacts for a contact. Optional filters: active or sortings. API summary: Get all the keywords for contact.
get_all_the_project_fees_for_a_projectList projects for a project. Optional filters: row count, product type, is billable, is billed, invoiceable date or include recurring rules. Results are paginated. API summary: Get all the project fees for a project.
get_all_the_project_fees_on_an_invoiceList projects for a invoice. Optional filters: row count. Results are paginated. API summary: Get all the project fees on an invoice.
get_all_the_projectfees_for_a_userList projects for a user. Optional filters: row count, product type, is billable, is billed, invoiceable date or has phase. Results are paginated. API summary: Get all the projectFees for a user.
get_all_the_projectstatustypesSearch projects by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing projects before creating a new project. API summary: Get all the ProjectStatusTypes.
get_all_the_work_hours_on_an_invoiceList workhours for a invoice. Optional filters: row count. Results are paginated. API summary: Get all the work hours on an invoice.
get_bank_account_by_idGet one account by guid. API summary: Get bank account by ID.
get_communicationtypeGet one communicationtype by guid. API summary: Get communication type by ID.
get_contactGet one contact by guid. API summary: Get contact communication by ID.
get_contact_by_idGet one contact by guid. API summary: Get contact by ID.
get_contact_role_by_idGet one contact by guid. API summary: Get contact role by ID.
get_contact_rolesSearch contacts by active, first row, row count, text to search or calculate row count. Use this to find existing contacts before creating a new contact. API summary: Get contact roles.
get_convertGet one convert by guid. API summary: Convert a GUID format from legacy (SOAP) to new (REST).
get_costcenterGet one costcenter by guid. API summary: Get cost center by ID.
get_countryGet one country by guid. API summary: Get country by ID.
get_countryregionGet one countryregion by guid. API summary: Get country region by ID.
get_currencyGet one currency by guid. API summary: Get currency by ID.
get_customerGet one customer by `guid`, with number, contact details, owner and invoicing settings.
get_customer_2Get one customer by guid. API summary: Get the customer market segment.
get_customer_custom_property_by_idGet one user by guid. API summary: Get customer custom property by ID.
get_customer_custom_property_selection_item_by_idGet one customer by guid. API summary: Get customer custom property selection item by ID.
get_customer_custom_value_by_idGet one user by guid. API summary: Get customer custom value by ID.
get_customer_file_by_idGet one document by guid. API summary: Get customer file by ID.
get_customer_sales_note_by_idGet one customer by guid. API summary: Get customer sales note by ID.
get_customers_einvoicing_informationList addresses for a customer. Optional filters: row count. Results are paginated. API summary: Get customers eInvoicing information.
get_deputy_project_owners_of_a_projectList projects for a project. Optional filters: first row, row count, calculate row count or sortings. API summary: Get deputy project owners of a project.
get_deputyprogramownerGet one deputyprogramowner by guid. API summary: Get a deputy program manager by ID.
get_documentGet one document by guid. API summary: Get file by ID.
get_einvoicing_information_by_idGet one address by guid. API summary: Get eInvoicing information by ID.
get_flatrateGet one flatrate by guid. API summary: Get flat rate.
get_flextimeadjustmentGet one flextimeadjustment by guid. API summary: Get Flextime Adjustment by ID.
get_formattingcultureGet one formattingculture by guid. API summary: Get formatting culture by ID.
get_industryGet one industry by guid. API summary: Get industry by ID.
get_invoiceGet one invoice by `guid`, with customer, totals, status and dates.
get_invoice_file_by_idGet one document by guid. API summary: Get invoice file by ID.
get_invoice_row_by_idGet one invoice by guid. API summary: Get invoice row by ID.
get_invoice_rowsList invoices. Optional filters: row count or changed since. Results are paginated. API summary: Get invoice rows.
get_invoice_rows_for_an_invoiceList invoices for a invoice. Optional filters: row count or row type. Results are paginated. API summary: Get Invoice rows for an invoice.
get_invoice_settings_by_invoice_guidList invoices for a invoice. API summary: Get invoice settings by invoice GUID.
get_invoice_status_by_idGet one invoice by guid. API summary: Get Invoice status by ID.
get_invoice_template_by_idGet one invoice by guid. API summary: Get invoice template by ID.
get_invoice_templatesSearch invoices by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing invoices before creating a new invoice. API summary: Get invoice templates.
get_keywordGet one keyword by guid. API summary: Get keyword by ID.
get_languageGet one language by guid. API summary: Get language by ID.
get_leadGet one lead by guid. API summary: Get lead source by ID.
get_marketsegmentGet one marketsegment by guid. API summary: Get Market Segment by ID.
get_organizationGet your Severa organization's details (name, address, currency). Use to confirm which organization you are working in.
get_overtimeGet one overtime by guid. API summary: Get overtime definition by ID.
get_overtimepriceGet one overtimeprice by guid. API summary: Get overtime price by ID.
get_permissionprofileGet one permissionprofile by guid. API summary: Get Permission Profile by ID.
get_phaseGet one phase by guid. API summary: Get phase by ID.
get_phasestatustypeGet one phasestatustype by guid. API summary: Get phase status type by GUID.
get_pricelistGet one pricelist by guid. API summary: Get price list by GUID.
get_pricelistversionGet one pricelistversion by guid. API summary: Get a price list version by guid.
get_productGet one product by guid. API summary: Get product category by ID.
get_product_by_idGet one product by guid. API summary: Get product by ID.
get_product_price_by_idGet one product by guid. API summary: Get product price by ID.
get_programGet one program by guid. API summary: Get a program by ID.
get_programmemberGet one programmember by guid. API summary: Get a program member by ID.
get_programstatustypeGet one programstatustype by guid. API summary: Get a program status type by ID.
get_projectGet one project by `guid`, with customer, owner, status, dates and billing details.
get_project_2Get one project by guid. API summary: Get project custom property selection item by ID.
get_project_collaboration_note_by_idGet one project by guid. API summary: Get project collaboration note by ID.
get_project_custom_property_by_idGet one user by guid. API summary: Get project custom property by ID.
get_project_custom_value_by_idGet one user by guid. API summary: Get project custom value by ID.
get_project_file_by_idGet one document by guid. API summary: Get project file by ID.
get_project_forecast_by_idGet one project by guid. API summary: Get project forecast by ID.
get_project_invoice_settings_by_idGet one invoice by guid. API summary: Get project invoice settings by ID.
get_project_member_cost_exception_by_idGet one project by guid. API summary: Get project member cost exception by ID.
get_project_productsList projects for a project. Optional filters: include products from registry, row count or active. Results are paginated. API summary: Get project products.
get_project_s_recurringfeerule_by_idGet one project by guid. API summary: Get project's RecurringFeeRule by ID.
get_project_sales_note_by_idGet one project by guid. API summary: Get project sales note by ID.
get_project_task_status_by_idGet one project by guid. API summary: Get Project task status by ID.
get_project_travel_expense_by_idGet one project by guid. API summary: Get project travel expense by ID.
get_project_work_hour_price_by_idGet one project by guid. API summary: Get project work hour price by ID.
get_projectfee_by_idGet one project by guid. API summary: Get projectFee by ID.
get_projectstatustype_by_idGet one project by guid. API summary: Get projectStatusType by ID.
get_proposalGet one proposal by guid. API summary: Get Proposal by ID.
get_proposalfeerowGet one proposalfeerow by guid. API summary: Get the proposal fee rows by guid.
get_proposalstatusGet one proposalstatus by guid. API summary: Get Proposal status by ID.
get_proposalsubtotalGet one proposalsubtotal by guid. API summary: Get Proposal subtotal by ID.
get_proposalworkrowGet one proposalworkrow by guid. API summary: Get the proposal work row by guid.
get_resourceallocationGet one resourceallocation by guid. API summary: Get resource allocation by ID.
get_roleGet one role by guid. API summary: Get role by GUID.
get_roleallocationGet one roleallocation by guid. API summary: Get role allocation by GUID.
get_sales_account_by_idGet one account by guid. API summary: Get sales account by ID.
get_sales_accountsSearch accounts by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing accounts before creating a new account. API summary: Get sales accounts.
get_salesstatustypeGet one salesstatustype by guid. API summary: Get sales status type by ID.
get_taskGet one task by guid. API summary: Get activity participant.
get_the_collaboration_notes_of_a_caseList projects for a project. Optional filters: row count or changed since. Results are paginated. API summary: Get the collaboration notes of a case.
get_the_customer_custom_valuesList users. Optional filters: row count, is active, targets or changed since. Results are paginated. API summary: Get the customer custom values.
get_the_customer_sales_notesList customers for a customer. Optional filters: row count or changed since. Results are paginated. API summary: Get the customer sales notes.
get_the_deleted_project_feesList projects. Optional filters: row count, project guids, user guids or deleted since. Results are paginated. API summary: Get the deleted project fees.
get_the_deleted_project_travel_expensesList projects. Optional filters: row count, project guid, user guid or deleted since. Results are paginated. API summary: Get the deleted project travel expenses.
get_the_project_custom_propertiesSearch users by first row, row count, active, text to search, is in use or calculate row count. Use this to find existing users before creating a new user. API summary: Get the project custom properties.
get_the_project_custom_valuesList users. Optional filters: row count, is active, targets or changed since. Results are paginated. API summary: Get the project custom values.
get_the_project_feesList projects. Optional filters: row count or changed since. Results are paginated. API summary: Get the project fees.
get_the_project_forecastsList projects for a project. Optional filters: start date or end date. API summary: Get the project forecasts.
get_the_project_task_statusesSearch projects by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing projects before creating a new project. API summary: Get the project task statuses.
get_the_project_travel_expensesList projects. Optional filters: row count or changed since. Results are paginated. API summary: Get the project travel expenses.
get_the_recurring_fee_rulesList projects. Optional filters: first row, row count, product type or changed since. API summary: Get the recurring fee rules.
get_the_sales_notes_of_a_caseList projects for a project. Optional filters: row count or changed since. Results are paginated. API summary: Get the sales notes of a case.
get_the_user_custom_propertiesList users. Optional filters: row count, is active, is in use or changed since. Results are paginated. API summary: Get the user custom properties.
get_the_user_custom_valuesList users for a user. Optional filters: row count, is active, targets or changed since. Results are paginated. API summary: Get the user custom values.
get_timeentryGet one timeentry by guid. API summary: Get time entry by ID.
get_timeentrytypeGet one timeentrytype by guid. API summary: Get time entry type by ID.
get_timezoneGet one timezone by guid. API summary: Get timezone by ID.
get_travel_expense_file_by_idGet one document by guid. API summary: Get travel expense file by ID.
get_travelexpensetypeGet one travelexpensetype by guid. API summary: Get travel expense type by guid.
get_travelpriceGet one travelprice by guid. API summary: Get travel price by ID.
get_travelreimbursementGet one travelreimbursement by guid. API summary: Get travel reimbursement by ID.
get_travelreimbursementstatusGet one travelreimbursementstatus by guid. API summary: Get the travel reimbursement statuses by guid.
get_uninvoiced_project_fees_available_for_invoiceList projects for a invoice. Optional filters: row count or is billable. Results are paginated. API summary: Get uninvoiced project fees available for invoice.
get_uninvoiced_project_travel_expenses_available_for_invoiceList projects for a invoice. Optional filters: is billable, row count or expense class. Results are paginated. API summary: Get uninvoiced project travel expenses available for invoice.
get_unitGet one unit by guid. API summary: Get businessUnit by ID.
get_userGet one user by guid. API summary: Get user custom property by ID.
get_user_by_idGet one user by guid. API summary: Get user by ID.
get_user_custom_property_selection_item_by_idGet one user by guid. API summary: Get user custom property selection item by ID.
get_user_custom_value_by_idGet one user by guid. API summary: Get user custom value by ID.
get_vatrateGet one vatrate by guid. API summary: Get a vat rate by GUID.
get_visma_net_financials_integration_company_informationList companies. API summary: Get Visma.net Financials integration company information.
get_workcontractGet one workcontract by guid. API summary: Get work contract by ID.
get_workhourGet one workhour by guid. API summary: Get work hour by ID.
get_workhourpriceGet one workhourprice by guid. API summary: Get work hour price by ID.
get_worktypeGet one worktype by guid. API summary: Get work type by ID.
list_activitiesList activities and tasks, filtered by `user_guids`, `project_guids`, `customer_guids`, `activity_type_guids` or date range.
list_activitytypesList activitytypes. Optional filters: active, row count, changed since or category. Results are paginated. API summary: Get the Activity Types.
list_addressesList addresses. Optional filters: first row, row count, calculate row count or changed since. API summary: Get the addresses.
list_allocationsList allocations. Optional filters: start date, end date, changed since, user license types, phase guid or project guid. Results are paginated. API summary: Get resource allocations for a user with required filters (startDate and endDate or changedSince, max 30 days to be fetched at once).
list_allocations_getList allocations. Optional filters: start date, end date, changed since, user license types, project guid or user guid. Results are paginated. API summary: Get resource allocations for a phase with required filters (startDate and endDate or changedSince, max 30 days to be fetched at once).
list_allocations_resource_allocations_get_resource_allocations_bList allocations. Optional filters: start date, end date, changed since, user license types, phase guid or user guid. Results are paginated. API summary: Get resource allocations for a project with required filters (startDate and endDate or changedSince, max 30 days to be fetched at once).
list_authorizedsList authorizeds. API summary: Returns http status code 204 for successful authentication.
list_companiesList companies. API summary: Get the settings of organization.
list_contact_addressesList addresses for a contact. API summary: Get contact person's address.
list_contactsList contacts for a contact. Optional filters: active. API summary: Get all communications for a contact.
list_countriesList countries. API summary: Get all the Countries.
list_country_countryregionsList countryregions for a country. API summary: Get all the Country regions for a country.
list_currentsList currents. API summary: Gets current work contract for the user.
list_customer_addressesList addresses for a customer. Optional filters: first row, row count or calculate row count. API summary: Get customer's addresses.
list_customer_documentsList documents for a customer. Optional filters: row count. Results are paginated. API summary: Get all files of customer.
list_customer_projectsList projects for a customer. Optional filters: row count, is billable, currency guids, project guids, project keyword guids or project status type guids. Results are paginated. API summary: Get customer's projects.
list_customer_salesnotesList salesnotes for a customer. Optional filters: row count or changed since. Results are paginated. API summary: Get the sales notes by customer guid.
list_customersList customers, filtered by `customer_names`, `email_addresses`, `numbers`, `vat_number` or `is_active`. Use to find a customer's GUID.
list_customers_2List customers for a customer. Optional filters: first row, row count or include market segments from registry. API summary: Get the Market Segments for a customer.
list_customers_customer_custom_values_get_customer_custom_valuesList customers for a customer. Optional filters: first row, row count, active, target, calculate row count or sortings. API summary: Get the customer custom values.
list_databasesList databases. API summary: Can be used to check the status of the database.
list_deletedphasemembersList deletedphasemembers. Optional filters: deleted since, row count or is user active. Results are paginated. API summary: Get all deleted phase members.
list_deletedworkhoursList deletedworkhours. Optional filters: row count, project guids, user guids or deleted since. Results are paginated. API summary: Get the deleted work hours.
list_deputyprogramownersList deputyprogramowners. Optional filters: row count or changed since. Results are paginated. API summary: Get the deputy program managers.
list_document_filedataList filedata for a document. API summary: Get file data by ID.
list_documentsList documents for a document. Optional filters: active or sortings. API summary: Get all the keywords for file.
list_flatratesList flatrates. Optional filters: row count, changed since or invoice guid. Results are paginated. API summary: Get all flat rates.
list_formattingculturesList formattingcultures. API summary: Get all the Formatting Cultures.
list_holidaysList holidays. Optional filters: year or country guid. API summary: Get holidays.
list_holidaysbytimeperiodsList holidaysbytimeperiods. Optional filters: start date, end date or country guid. API summary: Get holidays with start and end date.
list_invoice_documentsList documents for a invoice. Optional filters: first row or row count. API summary: Get all files of a invoice by its id.
list_invoice_finvoicesList finvoices for a invoice.
list_invoice_finvoices_finvoices_get_finvoice_by_invoice_guidList finvoices for a invoice.
list_invoice_projectsList projects for a invoice. Optional filters: row count or product type. Results are paginated. API summary: Get all the project fees on an invoice.
list_invoice_projects_project_fees_get_invoice_row_project_feesList projects for a invoice. Optional filters: row count or product type. Results are paginated. API summary: Get all the project fees on an invoice row.
list_invoice_projects_project_travel_expenses_get_invoice_projecList projects for a invoice. Optional filters: row count or expense class. Results are paginated. API summary: Get all the project travel expenses on an invoice.
list_invoice_projects_project_travel_expenses_get_invoice_row_prList projects for a invoice. Optional filters: row count or expense class. Results are paginated. API summary: Get all the project travel expenses on an invoice row.
list_invoice_projects_reimbursed_project_fees_get_invoice_row_reList projects for a invoice. Optional filters: row count. Results are paginated. API summary: Get all the project fees on an invoice row.
list_invoice_uninvoicedworkhoursList uninvoicedworkhours for a invoice. Optional filters: is billable or row count. Results are paginated. API summary: Get uninvoiced work hours available for invoice.
list_invoice_workhoursList workhours for a invoice. Optional filters: row count. Results are paginated. API summary: Get all the work hours on an invoice row.
list_invoicesList invoices, filtered by `customer_guids`, `project_guids`, date range, status or amount.
list_languagesList languages. Optional filters: is invoice language. API summary: Get all the languages.
list_phase_phasemembersList phasemembers for a phase. Optional filters: row count, is active or is user active. Results are paginated. API summary: Get phase members.
list_phase_worktypesList worktypes for a phase. Optional filters: row count or user guid. Results are paginated. API summary: Get all work types that are available for a phase (for work hour entry).
list_phasemembersList phasemembers. Optional filters: changed since, row count or is user active. Results are paginated. API summary: Get all active phase members.
list_phasesList project phases, filtered by `project_guids` or `code`. Hours are logged against a phase.
list_pricelist_pricelistversionsList pricelistversions for a pricelist. API summary: Get all price list versions of a price list.
list_pricelistversion_overtimepricesList overtimeprices for a pricelistversion. API summary: Get all the overtime prices for a price list version.
list_pricelistversion_workhourpricesList workhourprices for a pricelistversion. Optional filters: row count or changed since. Results are paginated. API summary: Get all the workHourPrices for a price list version.
list_productsList products. Optional filters: row count, type, is active, code or changed since. Results are paginated. API summary: Get all the Products.
list_program_deputyprogramownersList deputyprogramowners for a program. Optional filters: row count. Results are paginated. API summary: Get the deputy program managers of a program.
list_program_programmembersList programmembers for a program. Optional filters: row count. Results are paginated. API summary: Get the members of a program.
list_program_projectsList projects for a program. Optional filters: row count. Results are paginated. API summary: Get the projects linked to a program.
list_programmembersList programmembers. Optional filters: row count or changed since. Results are paginated. API summary: Get the program members.
list_programsList programs. Optional filters: row count, changed since, program owner guids, program status type guids, customer guids or business unit guids. Results are paginated. API summary: Get the programs.
list_programstatustypesList programstatustypes. Optional filters: row count or active. Results are paginated. API summary: Get the program status types.
list_project_documentsList documents for a project. Optional filters: first row, row count or sortings. API summary: Get all files of a project by its id.
list_project_documents_files_get_travel_expense_filesList documents for a project. Optional filters: first row or row count. API summary: Get all files of a travel expense by its id.
list_project_flatratesList flatrates for a project. API summary: Get project's flat rates.
list_project_invoicesList invoices for a project. API summary: Get project invoice settings by project ID.
list_project_overtimepricesList overtimeprices for a project. API summary: Get all the overtimePrices for a project.
list_project_phaseswithhierarchiesList phaseswithhierarchies for a project. API summary: Get project's phases as flat list.
list_project_proposalsList proposals for a project. Optional filters: row count or changed since. Results are paginated. API summary: Get all the proposals for a project.
list_project_salesstatushistoriesList salesstatushistories for a project. API summary: Get the sales status history for a project.
list_project_teamproductivitiesList teamproductivities for a project. API summary: Get team productivity of a project.
list_project_work_typesList the work types that can be used on a project by `project_guid`. Needed when logging hours.
list_project_workhoursList workhours for a project. Optional filters: is billable, is billed, start date, end date or row count. Results are paginated. API summary: Get all the work hours for phases of a project for invoicing.
list_projectsList projects, filtered by `customer_guids`, `project_owner_guids`, `is_closed`, `numbers` or status. Use to find a project's GUID.
list_projects_2List projects for a project. Optional filters: active or sortings. API summary: Get all the keywords for project.
list_projects_project_custom_values_get_project_custom_valuesList projects for a project. Optional filters: first row, row count, active, target, calculate row count or sortings. API summary: Get the project custom values.
list_projects_project_member_cost_exceptions_get_project_member_List projects for a project. Optional filters: user guid, first row or row count. API summary: Get all cost exceptions of project members for a project.
list_projects_project_recurring_fee_rules_get_project_recurring_List projects for a project. Optional filters: product type, first row, row count, is billable period in future or billable time period. API summary: Get all the Recurring Fee Rules for a project.
list_projects_project_travel_expenses_get_project_travel_expenseList projects for a project. Optional filters: is billable, is billed, invoiceable date, row count, is billable period in future or expense class. Results are paginated. API summary: Get all the project travel expenses for a project.
list_projects_project_work_hour_prices_get_work_hour_prices_for_List projects for a project. Optional filters: from pricelist only, is available or changed since. API summary: Get all the work hour prices for a project.
list_proposal_proposalfeerowsList proposalfeerows for a proposal. Optional filters: row count. Results are paginated. API summary: Get all the proposal fee rows for a proposal.
list_proposal_proposalsettingsList proposalsettings for a proposal. API summary: Get settings for a proposal.
list_proposal_proposalsubtotalsList proposalsubtotals for a proposal. Optional filters: row count. Results are paginated. API summary: Get all the proposal subtotals for a proposal.
list_proposal_proposalworkrowsList proposalworkrows for a proposal. Optional filters: row count. Results are paginated. API summary: Get all the proposal work rows.
list_proposalfeerowsList proposalfeerows. Optional filters: row count or changed since. Results are paginated. API summary: Get the proposal fee rows.
list_proposalsList proposals. Optional filters: row count or changed since. Results are paginated. API summary: Get all the proposals.
list_proposalstatus_usagesList usages for a proposalstatus. API summary: Get usage for an proposal status.
list_proposalstatusesList proposalstatuses. Optional filters: is active, row count or proposal status name. Results are paginated. API summary: Get all the proposal statuses.
list_proposalsubtotalsList proposalsubtotals. Optional filters: row count or changed since. Results are paginated. API summary: Get the proposal subtotals.
list_proposalworkrowsList proposalworkrows. Optional filters: row count or changed since. Results are paginated. API summary: Get the proposal work rows.
list_resourceallocationsList resourceallocations. Optional filters: row count or changed since. Results are paginated. API summary: Get resource allocations.
list_roleallocationsList roleallocations. Optional filters: start date, end date, row count, use sales probability, role guids or phase guids. Results are paginated. API summary: Get role allocations.
list_rolesList roles. Optional filters: is active, row count or changed since. Results are paginated. API summary: Get roles.
list_rootphaseswithhierarchiesList rootphaseswithhierarchies. Optional filters: row count, customer guids, project guids, project keyword guids, project status type guids or sales person guids. Results are paginated. API summary: Get a list of root phases with information about hierarchy.
list_sales_casesList sales cases (projects in the sales pipeline), filtered by customer, sales person, sales status or `is_closed`.
list_serversList servers. API summary: Can be used to check the status of the REST Api.
list_tasksList tasks for a task. API summary: Get participants for an activity.
list_timeentriesList timeentries. Optional filters: first row, phase guid, time entry type guid, row count or changed since. API summary: Get the time entries.
list_timezonesList timezones. API summary: Get all the timezones.
list_travelexpensetype_travelexpensetypecountrysettingsList travelexpensetypecountrysettings for a travelexpensetype. API summary: Get all country settings for a travel expense type.
list_travelreimbursement_projectsList projects for a travelreimbursement. Optional filters: row count or expense class. Results are paginated. API summary: Get all the project travel expenses for a travel reimbursement.
list_travelreimbursementsList travelreimbursements. Optional filters: row count, changed since or travel reimbursement status guids. Results are paginated. API summary: Get travel reimbursements.
list_user_customersList customers for a user. Optional filters: row count, is active or changed since. Results are paginated. API summary: Get the customer custom properties.
list_user_documentsList documents for a user. Optional filters: first row, row count, start date or end date. API summary: Get all files of all travel expenses of the user.
list_user_flextimeadjustmentsList flextimeadjustments for a user. Optional filters: row count. Results are paginated. API summary: Get the Flextime Adjustments.
list_user_flextimesList flextimes for a user. Optional filters: event date. API summary: Get the flextime balance for a user for a specified date. Total balance is returned for the given date.
list_user_projectsList projects for a user. Optional filters: row count, is active or changed since. Results are paginated. API summary: Get the project custom properties.
list_user_projects_project_travel_expenses_get_project_travel_exList projects for a user. Optional filters: start date, end date, row count, expense class, is reimbursed or is travel reimbursement required. Results are paginated. API summary: Get all the project travel expenses for a user.
list_user_timeentriesList timeentries for a user. Optional filters: start date, end date, phase guid, time entry type guid, first row or row count. API summary: Get all the time entries for a user.
list_user_work_hoursList a user's logged work hours by `user_guid`, filtered by `start_date`/`end_date`, `phase_guid` or `work_type_guid`.
list_user_workcontractsList workcontracts for a user. API summary: Get all the work contracts for the user.
list_user_workdaysList workdays for a user. Optional filters: start date or end date. API summary: Get workdays for a user.
list_usersList users (employees), filtered by `email`, `code` or `is_active`. Use to find a user's GUID for hours and activities.
list_users_2List users for a user. Optional filters: active or sortings. API summary: Get all the keywords for user.
list_users_project_member_cost_exceptions_get_project_member_cosList users for a user. Optional filters: is project closed, first row or row count. API summary: Get all cost exceptions of project members for user.
list_users_user_custom_property_selection_items_get_user_custom_List users for a user. Optional filters: row count, is active or changed since. Results are paginated. API summary: Get the user custom properties.
list_users_user_custom_values_get_users_custom_valuesList users. Optional filters: row count, is active, targets or changed since. Results are paginated. API summary: Get the user custom values.
list_vatratesList vatrates. Optional filters: country guid or active. API summary: Get all organization vat rates.
list_workdaysList workdays. Optional filters: start date, end date, user guids, is completed, changed since or row count. Results are paginated. API summary: Get all workdays for users.
list_workhoursList workhours. Optional filters: row count, changed since, billable status, event date start, event date end or business unit guid. Results are paginated. API summary: Get the work hours.
log_work_hoursChanges dataLog work hours for a `user` on a project `phase` with `work_type`, `event_date`, `quantity` (hours) and `description`.
search_accountsSearch accounts by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing accounts before creating a new account. API summary: Get cost accounts.
search_communicationtypesSearch communicationtypes by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing communicationtypes before creating a new communicationtype. API summary: Get all communication types.
search_contactsSearch contact persons by `text_to_search` (name, email, customer), optionally only active ones.
search_contacts_2Search contacts by active, first row, row count, text to search or changed since. Use this to find existing contacts before creating a new contact. API summary: Get all contact communications.
search_costcentersSearch costcenters by active, first row, row count, text to search, changed since or calculate row count. Use this to find existing costcenters before creating a new costcenter. API summary: Get cost centers.
search_currenciesSearch currencies by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing currencies before creating a new currency. API summary: Get all the Currencies.
search_customer_contactsSearch contacts for a customer by active, first row, row count or text to search. Use this to find existing contacts before creating a new contact. API summary: Get the contact persons for a customer.
search_customersSearch customers by first row, row count, text to search, parent market segment guid or include parent level. Use this to find existing customers before creating a new customer. API summary: Get all Customer Market Segments.
search_industriesSearch industries by active, first row, row count, text to search or calculate row count. Use this to find existing industries before creating a new industry. API summary: Get all the industries.
search_invoice_projectsSearch projects for a invoice by first row, row count, text to search, calculate row count or sortings. Use this to find existing projects before creating a new project. API summary: Get all the project travel expenses on an invoice.
search_invoice_projects_reimbursed_project_travel_expenses_get_iSearch projects for a invoice by first row, row count, text to search, calculate row count or sortings. Use this to find existing projects before creating a new project. API summary: Get all the project travel expenses on an invoice row.
search_invoice_reimbursedworkhoursSearch reimbursedworkhours for a invoice by first row, row count, text to search, calculate row count or sortings. Use this to find existing reimbursedworkhours before creating a new reimbursedworkhour. API summary: Get all reimbursed hours on an invoice.
search_invoicesSearch invoices by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing invoices before creating a new invoice. API summary: Get invoice statuses.
search_keywordsSearch keywords by category, active, first row, row count, text to search or changed since. Use this to find existing keywords before creating a new keyword. API summary: Get all the keywords.
search_kpiformulasSearch kpiformulas by category, is active, first row, row count, text to search or sortings. Use this to find existing kpiformulas before creating a new kpiformula. API summary: Get saved KPI formulas.
search_leadsSearch leads by active, first row, row count, text to search or calculate row count. Use this to find existing leads before creating a new lead. API summary: Get the lead sources.
search_marketsegmentsSearch marketsegments by active, first row, row count, text to search, calculate row count or include child segments. Use this to find existing marketsegments before creating a new marketsegment. API summary: Get the Market Segments.
search_overtimesSearch overtimes by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing overtimes before creating a new overtime. API summary: Get overtime definitions.
search_permissionprofilesSearch permissionprofiles by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing permissionprofiles before creating a new permissionprofile. API summary: Get the Permission Profiles.
search_phasestatustypesSearch phasestatustypes by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing phasestatustypes before creating a new phasestatustype. API summary: Get phase status types.
search_pricelistsSearch pricelists by active, first row, row count, text to search, currency guid or calculate row count. Use this to find existing pricelists before creating a new pricelist. API summary: Get all price lists.
search_pricelistversion_productsSearch products for a pricelistversion by from pricelist only, first row, row count, text to search, calculate row count or product code. Use this to find existing products before creating a new product. API summary: Get all the product prices for a price list version.
search_pricelistversion_travelpricesSearch travelprices for a pricelistversion by from pricelist only, expense classes, first row, row count, text to search or calculate row count. Use this to find existing travelprices before creating a new travelprice. API summary: Get all the travel prices for a price list version.
search_productsSearch products by active, first row, row count, text to search, changed since or calculate row count. Use this to find existing products before creating a new product. API summary: Get product categories.
search_project_productsSearch products for a project by from pricelist only, first row, row count, text to search, calculate row count or is available. Use this to find existing products before creating a new product. API summary: Get all the productPrices for a project.
search_project_travelexpensetypesSearch travelexpensetypes for a project by text to search, first row, row count, user guid or expense class. Use this to find existing travelexpensetypes before creating a new travelexpensetype. API summary: Search active travel expense types of project by part of the name or code.
search_project_travelpricesSearch travelprices for a project by from pricelist only, expense classes, first row, row count, text to search or calculate row count. Use this to find existing travelprices before creating a new travelprice. API summary: Get all the travel prices for a project.
search_projectsSearch projects for a project by include worktypes from registry, first row, row count, active, text to search or changed since. Use this to find existing projects before creating a new project. API summary: Get project work types.
search_projects_products_get_searched_productsSearch projects for a project by row count, type or include products from registry. Use this to find existing projects before creating a new project. Results are paginated. API summary: Gets available products for the given project where price information comes from projects price list.
search_salesstatustypesSearch salesstatustypes by active, sales state, first row, row count, text to search or calculate row count. Use this to find existing salesstatustypes before creating a new salesstatustype. API summary: Get all the sales status types.
search_timeentrytypesSearch timeentrytypes by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing timeentrytypes before creating a new timeentrytype. API summary: Get all time entry types.
search_travelexpensetypesSearch travelexpensetypes by active, first row, row count, text to search, code or calculate row count. Use this to find existing travelexpensetypes before creating a new travelexpensetype. API summary: Get all the travel expense types.
search_travelreimbursementstatusesSearch travelreimbursementstatuses by active, first row, row count, text to search, calculate row count or sortings. Use this to find existing travelreimbursementstatuses before creating a new travelreimbursementstatus. API summary: Get the travel reimbursement statuses.
search_unitsSearch units by active, company guid, company country guid, first row, row count or text to search. Use this to find existing units before creating a new unit. API summary: Get all the BusinessUnits.
search_usersSearch users by first row, row count, active, text to search, is in use or calculate row count. Use this to find existing users before creating a new user. API summary: Get the customer custom properties.
search_worktypesSearch worktypes by active, productive, first row, row count, text to search or code. Use this to find existing worktypes before creating a new worktype. API summary: Get all work types.
update_accountChanges dataUpdate an existing account identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a cost account or a part of it.
update_account_sales_accounts_patch_sales_accountChanges dataUpdate an existing account identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a sales account or a part of it.
update_activitytypeChanges dataUpdate an existing activitytype identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an Activity Type or a part of it.
update_addressChanges dataUpdate an existing address identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an address or a part of it.
update_communicationtypeChanges dataUpdate an existing communicationtype identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a communication type or a part of it.
update_companiesVisible to othersUpdate an existing company. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update (Patch) a organization details or a part of it.
update_contactChanges dataUpdate a contact person by `guid`. Pass the changes in `items` as JSON Patch operations, e.g. [{"op":"Replace","path":"/name","value":"New name"}].
update_contact_2Changes dataUpdate an existing contact identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a contact's communication or a part of it.
update_contact_contact_roles_patch_contact_roleDeletesUpdate an existing contact identified by guid. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update (Patch) a contact role or a part of it.
update_contact_keywords_link_keyword_to_contactChanges dataUpdate an existing contact identified by guid. API summary: Link existing keyword to contact.
update_costcenterChanges dataUpdate an existing costcenter identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a cost center or a part of it.
update_currencyChanges dataUpdate an existing currency identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an currency or a part of it.
update_customerChanges dataUpdate a customer by `guid`. Pass the changes in `items` as JSON Patch operations, e.g. [{"op":"Replace","path":"/name","value":"New name"}].
update_customer_2Changes dataUpdate an existing customer identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a customer country setting.
update_customer_customer_custom_property_selection_items_patch_cChanges dataUpdate an existing customer identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a customer custom property selection item or a part of it.
update_customer_sales_notes_patch_customer_sales_noteChanges dataUpdate an existing customer identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a customer sales note or a part of it.
update_documentChanges dataUpdate an existing document identified by guid. API summary: Link existing keyword to file.
update_flatrateChanges dataUpdate an existing flatrate identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a flat rate or a part of it.
update_flextimeadjustmentChanges dataUpdate an existing flextimeadjustment identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an Flextime Adjustment or a part of it.
update_industryChanges dataUpdate an existing industry identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an industry or a part of it.
update_invoiceChanges dataUpdate an existing invoice identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an invoice or a part of it.
update_invoice_invoice_rows_patch_invoice_rowChanges dataUpdate an existing invoice identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a invoice row or a part of it.
update_invoice_invoice_statuses_patch_invoice_statusChanges dataUpdate an existing invoice identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an Invoice status or a part of it.
update_keywordChanges dataUpdate an existing keyword identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a keyword or a part of it.
update_leadChanges dataUpdate an existing lead identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an lead source or a part of it.
update_marketsegmentChanges dataUpdate an existing marketsegment identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an Market Segment or a part of it.
update_overtimeChanges dataUpdate an existing overtime identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an overtime or a part of it.
update_patch_a_product_country_settingChanges dataUpdate an existing product identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a product country setting.
update_patch_a_project_billing_customerChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a project billing customer.
update_patch_invoice_settingChanges dataUpdate an existing invoice identified by guid. Only the fields you pass are changed. API summary: Update (Patch) invoice setting.
update_patch_project_invoice_settingsChanges dataUpdate an existing invoice identified by guid. Only the fields you pass are changed. API summary: Update (Patch) project invoice settings.
update_patch_project_member_cost_exceptionChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) project member cost exception.
update_phaseChanges dataUpdate an existing phase identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a phase or a part of it.
update_phasestatustypeChanges dataUpdate an existing phasestatustype identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a phase status type or a part of it.
update_productChanges dataUpdate an existing product identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a product category or a part of it.
update_product_products_patch_productChanges dataUpdate an existing product identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an product or a part of it.
update_programChanges dataUpdate an existing program identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a program or a part of it.
update_programstatustypeChanges dataUpdate an existing programstatustype identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a program status type or a part of it.
update_projectChanges dataUpdate a project by `guid`, e.g. name, deadline or status. Pass the changes in `items` as JSON Patch operations, e.g. [{"op":"Replace","path":"/name","value":"New name"}].
update_project_2Changes dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (patch) a project work type.
update_project_keywords_link_keyword_to_projectChanges dataUpdate an existing project identified by guid. API summary: Link existing keyword to project.
update_project_project_custom_property_selection_items_patch_proChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a project custom property selection item or a part of it.
update_project_project_fees_patch_project_feeChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a projectFee or a part of it.
update_project_project_forecasts_patch_forecastChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an project forecast or a part of it.
update_project_project_recurring_fee_rules_patch_project_recurriChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a projectRecurringFeeRule or a part of it.
update_project_project_status_types_patch_project_status_typeChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a projectStatusType or a part of it.
update_project_project_task_statuses_patch_project_task_statusChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an Project task status or a part of it.
update_project_project_travel_expenses_patch_project_travel_expeChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a project travel expense or a part of it.
update_project_project_work_hour_prices_patch_project_work_hour_Changes dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a work hour price or a part of it.
update_project_sales_notes_patch_project_collaboration_noteChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a project collaboration note or a part of it.
update_project_sales_notes_patch_project_sales_noteChanges dataUpdate an existing project identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a project sales note or a part of it.
update_proposalChanges dataUpdate an existing proposal identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a Proposal or a part of it.
update_proposal_proposalsettingsVisible to othersUpdate an existing proposalsetting identified by guid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update (Patch) proposal settings.
update_proposalfeerowChanges dataUpdate an existing proposalfeerow identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a proposal fee row or a part of it.
update_proposalstatusChanges dataUpdate an existing proposalstatus identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an Proposal status or a part of it.
update_proposalsubtotalChanges dataUpdate an existing proposalsubtotal identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a Proposal subtotal or a part of it.
update_proposalworkrowChanges dataUpdate an existing proposalworkrow identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a proposal work row or a part of it.
update_resourceallocationChanges dataUpdate an existing resourceallocation identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a resource allocation or a part of it.
update_roleDeletesUpdate an existing role identified by guid. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update (Patch) a role or a part of it.
update_roleallocationDeletesUpdate an existing roleallocation identified by guid. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update (Patch) a role allocation.
update_salesstatustypeChanges dataUpdate an existing salesstatustype identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an sales status type or a part of it.
update_taskChanges dataUpdate an existing task identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a activity participant or a part of it.
update_task_activities_patch_activityChanges dataUpdate an existing task identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a activity or a part of it.
update_timeentryChanges dataUpdate an existing timeentry identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a time entry or a part of it.
update_timeentrytypeChanges dataUpdate an existing timeentrytype identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a time entry type or a part of it.
update_travelexpensetypeChanges dataUpdate an existing travelexpensetype identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an travel expense type or a part of it.
update_travelexpensetypecountrysettingChanges dataUpdate an existing travelexpensetypecountrysetting identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a travel expense type country setting.
update_travelreimbursementChanges dataUpdate an existing travelreimbursement identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a travel reimbursement.
update_travelreimbursementstatusChanges dataUpdate an existing travelreimbursementstatus identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a travel reimbursement status or a part of it.
update_unitChanges dataUpdate an existing unit identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an businessUnit or a part of it.
update_userChanges dataUpdate an existing user identified by guid. API summary: Link existing keyword to user.
update_user_user_custom_properties_patch_user_custom_propertyChanges dataUpdate an existing user identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a user custom property or a part of it.
update_user_user_custom_property_selection_items_patch_user_custChanges dataUpdate an existing user identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a user custom property selection item or a part of it.
update_user_user_custom_values_patch_user_custom_valueChanges dataUpdate an existing user identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a user custom value or a part of it.
update_user_users_patch_userChanges dataUpdate an existing user identified by guid. Only the fields you pass are changed. API summary: Update (Patch) an user or a part of it.
update_user_workdayChanges dataUpdate an existing workday identified by date. Only the fields you pass are changed. API summary: Update (Patch) a workday or a part of it.
update_vatrateChanges dataUpdate an existing vatrate identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a vat rate or a part of it.
update_work_hoursChanges dataUpdate a work hour entry by `guid`, e.g. hours or description. Pass the changes in `items` as JSON Patch operations, e.g. [{"op":"Replace","path":"/name","value":"New name"}].
update_workcontractChanges dataUpdate an existing workcontract identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a work contract or a part of it.
update_worktypeChanges dataUpdate an existing worktype identified by guid. Only the fields you pass are changed. API summary: Update (Patch) a work type or a part of it.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Visma Severa from the app list.
2
Paste your key
Paste a Client ID and Client secret from Visma Severa. In Severa open the REST API settings section, create API credentials, and give the client the scopes you want the AI to use.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Visma Severa?

The AI can read your organization, users, customers, contacts, projects, phases, work types, sales cases, activities, work hours and invoices, and download invoice PDFs. It can create customers, contacts, projects, phases, activities and draft invoices, update customers, contacts, projects and work hours, log hours and delete work hour entries.

Does the AI see my Visma Severa credentials?

No. Your Visma Severa Client ID and Client secret are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting a work hour entry is permanent and can require your approval before it runs. Draft invoices are not sent to the customer. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Visma Severa account.

Why do I need a phase and work type to log hours?

In Severa, hours are logged against a project phase and a work type. The AI looks up the project's phases and the work types allowed on the project first, then logs the hours on the right one.