Bexio MCP

by PromptPartner

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About

Complete Swiss accounting integration for Bexio via MCP. Works with Claude Desktop, n8n, and any MCP client. 221 tools for invoices, contacts, projects & more.

Details

Author: PromptPartner
Downloads: 271
Categories: Productivity, Other, AI

- 221 tools covering all Bexio API domains
- Full invoice lifecycle (create, issue, send, cancel)
- Swiss QR-bill and ISO 20022 payment support
- Project management with milestones and timesheets
- Contact & CRM management with groups and relations
- Accounting: chart of accounts, journal entries, VAT
- File upload/download and document management

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Bexio MCP

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

From the repository

Install via the MCPB bundle (download from Releases and double-click) or via npm. For Claude Desktop, add a configuration entry in claude_desktop_config.json with your Bexio API token. For n8n or other HTTP clients, start the server in HTTP mode with --mode http --port 8000. The server runs on stdio by default.

`ping`

Test tool that returns pong - validates SDK integration

`list_contact_groups`

List all contact groups for categorizing contacts

`get_contact_group`

Get a specific contact group by ID

`create_contact_group`

Create a new contact group for categorizing contacts

`delete_contact_group`

Delete a contact group by ID

`update_contact_group`

Update a contact group's name

`search_contact_groups`

Search contact groups by name

`list_contact_sectors`

List all contact sectors (industry types for contacts)

`get_contact_sector`

Get a specific contact sector by ID

`create_contact_sector`

[NOT SUPPORTED] Create a new contact sector (industry type). Note: Bexio API does not support creating contact sectors. This resource is read-only.

`search_contact_sectors`

Search contact sectors by name

`list_salutations`

List all salutations (e.g., Mr., Mrs., Dr.)

`get_salutation`

Get a specific salutation by ID

`create_salutation`

Create a new salutation (e.g., Mr., Mrs., Dr.)

`delete_salutation`

Delete a salutation by ID

`update_salutation`

Update a salutation's name

`search_salutations`

Search salutations by name

`list_titles`

List all titles (e.g., CEO, Manager, Director)

`get_title`

Get a specific title by ID

`create_title`

Create a new title (e.g., CEO, Manager, Director)

`delete_title`

Delete a title by ID

`update_title`

Update a title's name

`search_titles`

Search titles by name

`list_countries`

List all countries available in Bexio

`get_country`

Get a specific country by ID

`create_country`

Create a new country entry

`delete_country`

Delete a country by ID

`list_languages`

List all languages available in Bexio

`get_language`

Get a specific language by ID

`create_language`

[NOT SUPPORTED] Create a new language entry. Note: Bexio API returns 501 Not Implemented for this endpoint. This resource is read-only.

`list_units`

List all units of measurement (e.g., hours, pieces, kg)

`get_unit`

Get a specific unit by ID

`create_unit`

Create a new unit of measurement

`delete_unit`

Delete a unit by ID

`get_company_profile`

Get the company profile including name, address, and settings

`update_company_profile`

Update company profile settings

`list_permissions`

List all available user permissions in the Bexio account (v3.0 API)

`list_payment_types`

List all payment types available for invoices and payments

`get_payment_type`

Get a specific payment type by ID

`create_payment_type`

Create a new payment type for invoices and payments

`list_bank_accounts`

List all configured bank accounts in Bexio. Returns account details including IBAN, bank name, and currency. Use this to get valid bank_account_id values before creating payments.

`get_bank_account`

Get details of a specific bank account by ID

`list_currencies`

List all currencies configured in Bexio. Returns currency codes (CHF, EUR, USD, etc.) with their rounding factors for invoicing.

`get_currency`

Get details of a specific currency by ID

`create_currency`

Create a new currency in Bexio. Swiss default: round_factor 0.05 (5 rappen). Common currencies: CHF, EUR, USD, GBP.

`update_currency`

Update an existing currency's settings

`delete_currency`

Delete a currency by ID. Cannot delete currencies in use by documents.

`get_currency_exchange_rates`

Get exchange rates for a specific currency (by ID, from list_currencies), optionally for a historical date. Useful for multi-currency reporting and conversions.

`list_currency_codes`

List all ISO currency codes Bexio supports (for use when creating currencies).

`create_iban_payment`

⚠️ Creates a STANDALONE bank payment that is NOT linked to any supplier bill. To pay a supplier bill (and have it marked paid), use `create_outgoing_payment` with a `bill_id` instead — that works for both IBAN and QR and records the payment against the bill. A standalone payment created here CANNOT be attached to a bill afterward. Use this tool only for ad-hoc payments that have no underlying bill. Create an IBAN payment (Swiss ISO 20022 standard). First use list_bank_accounts to get a valid bank_account_id. Only CHF and EUR currencies are supported. Recipient address must use structured format (street, house_number, zip, city, country_code).

`get_iban_payment`

Get details of an IBAN payment by ID

`update_iban_payment`

Update a pending IBAN payment. Only pending payments can be modified. Note: this cannot attach the payment to a supplier bill — Bexio returns 403. To pay a bill, create the payment via `create_outgoing_payment` with a `bill_id`.

`create_qr_payment`

⚠️ Creates a STANDALONE bank payment that is NOT linked to any supplier bill. To pay a supplier bill (and have it marked paid), use `create_outgoing_payment` with a `bill_id` instead — that works for both IBAN and QR and records the payment against the bill. A standalone payment created here CANNOT be attached to a bill afterward. Use this tool only for ad-hoc payments that have no underlying bill. Create a QR payment (Swiss QR-invoice standard per SIX Group spec v2.3). First use list_bank_accounts to get a valid bank_account_id. Only CHF and EUR currencies are supported. QR reference must be exactly 27 digits if provided. Recipient address must use structured format.

`get_qr_payment`

Get details of a QR payment by ID

`update_qr_payment`

Update a pending QR payment. Only pending payments can be modified.

`list_projects`

List all projects in Bexio with pagination support

`get_project`

Get a specific project by ID from Bexio

`create_project`

Create a new project in Bexio. Requires user_id (owner) and name.

`update_project`

Update an existing project in Bexio

`delete_project`

Delete a project from Bexio by ID. Consider using archive_project instead for data retention.

`archive_project`

Archive a project in Bexio. Archived projects are hidden but not deleted.

`unarchive_project`

Unarchive a previously archived project in Bexio, making it active again.

`search_projects`

Search for projects in Bexio using field-based criteria. Supports exact match and partial matching.

`list_project_types`

List all project types available in Bexio (e.g., Internal, Customer Project)

`get_project_type`

Get a specific project type by ID from Bexio

`list_project_statuses`

List all project statuses available in Bexio (e.g., Active, Completed, On Hold)

`get_project_status`

Get a specific project status by ID from Bexio

`list_milestones`

List milestones for a specific project in Bexio

`get_milestone`

Get a specific milestone by ID from a project in Bexio

`create_milestone`

Create a new milestone in a project. Milestones track key deadlines and deliverables.

`delete_milestone`

Delete a milestone from a project in Bexio

`list_work_packages`

List work packages for a specific project in Bexio

`get_work_package`

Get a specific work package by ID from a project in Bexio

`create_work_package`

Create a new work package in a project. Work packages organize deliverables and track estimated effort.

`update_work_package`

Update an existing work package in a project

`delete_work_package`

Delete a work package from a project in Bexio

`list_timesheets`

List all timesheet entries with pagination

`get_timesheet`

Get a specific timesheet entry by ID

`create_timesheet`

Create a new timesheet entry. Duration must be in HH:MM format (e.g., '02:30' for 2.5 hours)

`delete_timesheet`

Delete a timesheet entry by ID

`search_timesheets`

Search timesheets by criteria (field, value, criteria). Common fields: user_id, pr_project_id, date

`list_timesheet_statuses`

List all timesheet statuses (e.g., open, approved, locked)

`list_business_activities`

List business activities (service types for time tracking). Used to categorize work.

`get_business_activity`

Get a specific business activity by ID

`create_business_activity`

Create a new business activity (service type for time tracking)

`list_communication_types`

List all communication types (e.g., email, phone, meeting)

`get_communication_type`

Get a specific communication type by ID

`list_accounts`

List chart of accounts with pagination. Returns all accounts in the chart of accounts.

`get_account`

Get a specific account by ID from the chart of accounts

`create_account`

Create a new account in the chart of accounts

`search_accounts`

Search accounts by criteria. Use field/value/criteria pattern for flexible searching.

`list_account_groups`

List account groups (read-only hierarchy). Account groups organize the chart of accounts into categories.

`list_calendar_years`

List calendar years defined in the system

`get_calendar_year`

Get a specific calendar year by ID

`list_business_years`

List business/fiscal years (read-only). Business years define fiscal periods for accounting.

`list_manual_entries`

List manual journal entries

`get_manual_entry`

Get a specific manual entry by ID

`create_manual_entry`

Create a manual journal entry (double-entry bookkeeping). Provide flat params; the handler transforms to nested entries array internally. Bexio validates that debits equal credits.

`update_manual_entry`

Update a manual entry

`delete_manual_entry`

Delete a manual entry

`list_vat_periods`

List VAT periods (read-only). VAT periods define reporting periods for value-added tax.

`get_journal`

Query the accounting journal with optional date range. Returns journal entries for the specified period.

`get_account_balances`

Get account balances (Saldenliste) computed from the accounting journal. Bexio has no native balance endpoint, so balances are derived: balance = sum(debits) - sum(credits) per account over the date range. Defaults to the current business year, which includes opening/carry-forward entries and therefore reflects the current balance. Returns each account with account_no, name, debit/credit totals and balance.

`list_bills`

List all bills (creditor invoices) with optional pagination

`get_bill`

Get a specific bill (creditor invoice) by UUID

`create_bill`

Create a new bill (creditor invoice) from a supplier (Bexio v4.0). IMPORTANT field names: use supplier_id (NOT contact_id), line_items (NOT positions), and booking_account_id on each line (NOT account_id); 'address' is a structured object. The API also requires contact_partner_id, bill_date, due_date, currency_code, item_net and manual_amount (+ amount_calc when manual_amount is false). New bills are created as DRAFT — use issue_bill to book them, then create_outgoing_payment to mark them paid.

`update_bill`

Update an existing bill (creditor invoice). This is a SAFE PARTIAL update: the server fetches the current bill, merges your changes, and preserves untouched fields (including document_no), so you only need to send the fields you want to change. EXCEPTION: line_items is replaced wholesale — to change one line you must send the FULL line_items array, or omit line_items to leave them unchanged.

`delete_bill`

Delete a bill (creditor invoice)

`search_bills`

Search/filter bills (creditor invoices) by criteria. Uses GET with query params (Bexio v4.0 does not support POST /search for bills).

`issue_bill`

Finalize (book) a DRAFT bill (creditor invoice): transitions it from DRAFT to BOOKED so it posts to the ledger and can be paid. Bexio v4.0 books bills via PUT /purchase/bills/{id}/bookings/BOOKED (there is no POST /issue endpoint).

`mark_bill_as_paid`

Mark a bill as paid. NOTE: Bexio v4.0 has no mark-as-paid endpoint — a bill is marked paid by recording a payment against it. Use create_outgoing_payment with payment_data.bill_id set to this bill's UUID (that flips the bill to PAID). Calling this tool returns that guidance rather than performing a no-op request.

`list_expenses`

List all expenses with optional pagination

`get_expense`

Get a specific expense by UUID

`create_expense`

Create a new expense record

`update_expense`

Update an existing expense

`delete_expense`

Delete an expense

`list_purchase_orders`

List all purchase orders with optional pagination

`get_purchase_order`

Get a specific purchase order by ID

`create_purchase_order`

Create a new purchase order to a supplier

`update_purchase_order`

Update an existing purchase order

`delete_purchase_order`

Delete a purchase order

`list_outgoing_payments`

List outgoing payments for a specific bill. Bexio requires a bill_id (payments are listed per bill).

`get_outgoing_payment`

Get a specific outgoing payment by UUID

`create_outgoing_payment`

Create an outgoing payment for a supplier bill (Bexio v4.0). This is how you PAY/settle a bill: creating a payment linked via bill_id marks that bill PAID. Required fields: bill_id, payment_type (IBAN | QR | MANUAL), amount, currency_code, exchange_rate (1 for same currency), execution_date and is_salary_payment. For payment_type MANUAL, sender_bank_account_id is also required. QR payments carry reference_no (the QR reference); IBAN payments carry message (the remittance text). fee_type (e.g. 'NO_FEE' for domestic) and receiver_* address fields apply to real bank transfers.

`update_outgoing_payment`

Update an existing outgoing payment (Bexio v4.0). The update is a PUT to the collection with the id in the body (there is no per-id update URL). The API requires execution_date, amount and is_salary_payment, and also accepts fee_type, reference_no (QR) / message (IBAN) and receiver_* fields. NOTE: currency_code and exchange_rate are NOT updatable (they are set at creation) — they are ignored if sent. Omitting a required field returns a validation error. If you only need to change the amount or date, it is often simpler to delete_outgoing_payment and create a new one.

`delete_outgoing_payment`

Delete an outgoing payment

`list_files`

List files from Bexio with optional pagination

`get_file`

Get a specific file's metadata by ID

`upload_file`

Upload a file to Bexio. File content must be provided as base64 encoded string for MCP JSON transport.

`download_file`

Download a file's content from Bexio. Small files (<= 64 KB by default) are returned inline as a base64 string (`content_base64`). Larger files are written to a file on the server and the tool returns `file_path` instead of the base64 (this prevents context overflow). Pass `output_path` to control where the file is written, or set the BEXIO_DOWNLOAD_INLINE_MAX_BYTES env var to change the inline threshold. NOTE: in HTTP/n8n mode the returned path is on the SERVER host, not the MCP client machine.

`update_file`

Update a file's metadata in Bexio

`delete_file`

Delete a file from Bexio

`list_additional_addresses`

List additional addresses for a contact

`get_additional_address`

Get a specific additional address for a contact

`create_additional_address`

Create an additional address for a contact

`update_additional_address`

Update an additional address for a contact

`search_additional_addresses`

Search additional addresses for a contact by criteria

`delete_additional_address`

Delete an additional address from a contact

`list_employees`

List employees in the payroll system. Requires Bexio Payroll module subscription. Use to get employee IDs for timesheets and absences.

`get_employee`

Get a specific employee by ID. Requires Bexio Payroll module subscription.

`create_employee`

Create a new employee in the payroll system. Requires Bexio Payroll module subscription. Links a Bexio user to payroll.

`update_employee`

Update an existing employee. Requires Bexio Payroll module subscription.

`list_absences`

List a specific employee's absences (vacation, sick leave, etc.). Requires Bexio Payroll module subscription. Optional year filter.

`get_absence`

Get a specific absence record by ID. Requires Bexio Payroll module subscription.

`create_absence`

Create a new absence record (vacation, sick leave, etc.). Requires Bexio Payroll module subscription.

`update_absence`

Update an existing absence record. Requires Bexio Payroll module subscription.

`delete_absence`

Delete an absence record. Requires Bexio Payroll module subscription.

`list_payroll_documents`

List payroll documents (payslips, etc.). Requires Bexio Payroll module subscription. Optional employee filter.

`get_employee_payslip_pdf`

Fetch a single employee's payslip (Lohnabrechnung) as a base64-encoded PDF for a given year and month. Requires Bexio Payroll module. Returns { content (base64), content_type, filename }.

`list_contacts`

List contacts from Bexio with optional pagination and filtering

`get_contact`

Get a specific contact by ID

`search_contacts`

Search contacts by name, email, or other fields

`advanced_search_contacts`

Perform advanced search on contacts using multiple criteria

`find_contact_by_number`

Find a specific contact by its contact number (e.g., '001008')

`find_contact_by_name`

Find contacts by name (searches through all pages)

`update_contact`

Update an existing contact's information

`create_contact`

Create a new contact in Bexio. Set contact_type to 'person' for individuals or 'company' for organizations.

`delete_contact`

Delete a contact (soft delete -- moves to trash). Use restore_contact to recover.

`bulk_create_contacts`

Create multiple contacts in one call. Returns per-item results with success/failure status.

`restore_contact`

Restore a previously deleted contact from trash.

`list_invoices`

List invoices from Bexio with optional pagination

`list_all_invoices`

List every invoice in Bexio by paging automatically

`get_invoice`

Get a specific invoice by ID

`search_invoices`

Search invoices via the Bexio search endpoint

`search_invoices_by_customer`

Search invoices by customer name (finds contact, then invoices)

`create_invoice`

Create a new invoice in Bexio

`issue_invoice`

Issue an invoice

`cancel_invoice`

Cancel an invoice

`mark_invoice_as_sent`

Mark an invoice as sent

`send_invoice`

Send an invoice

`copy_invoice`

Copy an invoice

`list_invoice_statuses`

List all available invoice statuses with their meanings

`list_all_statuses`

List all document statuses for invoices, quotes, and orders

`get_open_invoices`

Get all open invoices (draft and sent/pending)

`get_overdue_invoices`

Get all overdue invoices

`edit_invoice`

Edit/update an existing invoice

`delete_invoice`

Delete an invoice

`get_invoice_pdf`

Get an invoice as PDF (returns base64-encoded content)

`revert_invoice_to_draft`

Revert an issued invoice back to draft status

`list_orders`

List orders from Bexio with optional pagination

`get_order`

Get a specific order by ID

`create_order`

Create a new order in Bexio

`search_orders`

Search orders via the Bexio search endpoint. Use query for simple text search, or filters for advanced criteria.

`search_orders_by_customer`

Search orders by customer name (2-step process: find contact by name, then find orders by contact_id)

`create_delivery_from_order`

Create a delivery from an order

`create_invoice_from_order`

Create an invoice from an order

`edit_order`

Edit/update an existing order

`delete_order`

Delete an order

`get_order_pdf`

Get an order as PDF (returns base64-encoded content)

`get_order_repetition`

Get repetition settings for an order

`edit_order_repetition`

Edit repetition settings for an order

`delete_order_repetition`

Delete repetition settings for an order

`list_quotes`

List quotes (offers) from Bexio with optional pagination

`get_quote`

Get a specific quote by ID

`create_quote`

Create a new quote (offer) for an existing contact

`search_quotes`

Search quotes via the Bexio search endpoint. Use query for simple text search, or filters for advanced criteria.

`search_quotes_by_customer`

Search quotes by customer name (2-step process: find contact by name, then find quotes by contact_id)

`issue_quote`

Issue a quote

`accept_quote`

Accept a quote

`decline_quote`

Decline a quote

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "bexio mcp": {
            "bexio": {
                "command": "npx",
                "args": [
                    "@promptpartner/bexio-mcp-server"
                ],
                "env": {
                    "BEXIO_API_TOKEN": "your-token-here"
                }
            }
        }
    }
}

McpServers

{
    "bexio": {
        "command": "npx",
        "args": [
            "@promptpartner/bexio-mcp-server"
        ],
        "env": {
            "BEXIO_API_TOKEN": "your-token-here"
        }
    }
}

Complete Swiss accounting integration forBexiovia the Model Context Protocol (MCP). Works withClaude Desktop,n8n, and any MCP-compatible client.

Manage invoices, contacts, projects, time tracking, and 300+ more tools through AI conversation or workflow automation.

This project is under active development. While it's functional and tested, you may encounter bugs or unexpected behavior. Features will continue to be added and improved over time. Please report any issuesyou find!
- Download the latest.mcpbfile from GitHub Releases
- In Claude Desktop, go toSettings → Extensions
- Install the extension using one of these methods:

- Double-clickthe downloaded.mcpbfile, or
- Drag and dropthe file onto the Extensions window, or
- ClickAdvanced Settings → Install Extensionand select the file

{ "mcpServers": { "bexio": { "command": "npx", "args": ["@promptpartner/bexio-mcp-server"], "env": { "BEXIO_API_TOKEN": "your-token-here" } } } }

- macOS:~/Library/Application Support/Claude/claude_desktop_config.json
- Windows:%APPDATA%\Claude\claude_desktop_config.json

BEXIO_API_TOKEN=your-token npx @promptpartner/bexio-mcp-server --mode http --port 8000

The server exposes MCP over HTTP athttp://localhost:8000. Configure your MCP client to connect to this endpoint.

BEXIO_API_TOKEN=your-token npx @promptpartner/bexio-mcp-server

git clone https://github.com/promptpartner/bexio-mcp-server cd bexio-mcp-server/src npm install && npm run build BEXIO_API_TOKEN=your-token node dist/index.js

- Go todeveloper.bexio.com
- Log in with your regular Bexio account
- Navigate toPersonal Access Tokens
- ClickCreate New Token
- Copy the token and use it in your configuration

This MCP server provides314 toolsacross all Bexio domains:

- Create, update, search contacts
- Contact groups, sectors, salutations, titles
- Contact relations management

- Full invoice lifecycle (create, issue, send, cancel)
- Quotes with accept/decline workflows
- Orders with delivery management
- Incoming payments tracking
- Interactive invoice preview (Claude Desktop)

- Swiss QR-bill payment support (QR-IBAN)
- Standard IBAN payments (ISO 20022)
- Currency management (CHF, EUR)
- Bank account management

- Project management with types and statuses
- Milestones and work packages
- Timesheet entries with duration tracking
- Business activities and communication types

- Chart of accounts
- Manual journal entries
- Business years and VAT periods
- Account groups

- Bills (creditor invoices)
- Expenses and purchase orders
- Outgoing payments

- Document upload/download
- File management

- Employee management
- Absence tracking
- Payroll documents

Here are some real-world examples of using the Bexio MCP server with Claude:

"Show me all overdue invoices"

What happens:Claude uses theget_overdue_invoicestool to query Bexio for all invoices past their due date.

"Create an invoice for contact 'Sunrise AG' with two items: 10 hours of consulting at CHF 150/hour and a software license for CHF 500"

What happens:Claude usesfind_contact_by_nameto locate the customer, thencreate_invoicewith the specified line items.

Created Invoice INV-2024-015 for Sunrise AG:

- 10x Consulting Hours @ CHF 150.00 = CHF 1,500.00
- 1x Software License @ CHF 500.00 = CHF 500.00

Subtotal: CHF 2,000.00 VAT (8.1%): CHF 162.00Total: CHF 2,162.00

Invoice is in draft status. Say "issue invoice INV-2024-015" to finalize it.

"How much time was logged on project 'Website Redesign' this month?"

What happens:Claude usessearch_projectsto find the project, thensearch_timesheetsto get time entries filtered by project and date range.

Time logged on "Website Redesign" (January 2024):

"What's my revenue from 'Tech Solutions GmbH' this year?"

What happens:Claude usesfind_contact_by_nameto identify the customer, thenget_customer_revenue_reportto calculate total revenue from paid invoices.

Revenue from Tech Solutions GmbH (2024):

- Q1: CHF 12,450.00 (3 invoices)
- Q2: CHF 8,200.00 (2 invoices)
- Q3: CHF 15,800.00 (4 invoices)
- Q4: CHF 6,500.00 (2 invoices, 1 pending)

Total paid: CHF 42,950.00Pending: CHF 3,200.00

Provide eitherBEXIO_API_TOKEN(one company) orBEXIO_API_TOKENS(several).

Reducing Token Budget — Category Whitelist

All tools are registered by default. For focused workflows or smaller models, registering only a subset reduces the system-prompt token cost. SetBEXIO_ENABLED_CATEGORIESto a comma-separated list:

BEXIO_ENABLED_CATEGORIES=contacts,invoices,purchase,banking,quotes,projects

Available categories:reference,company,banking,projects,timetracking,accounting,purchase,files,payroll,contacts,invoices,orders,quotes,payments,reminders,deliveries,items,reports,users,misc,notes,tasks,stock,docs,positions. Unknown names are ignored (logged to stderr); empty/unset = all enabled (backward compatible).

Bexio binds each API token to asingle company (mandate)— there is no token that spans companies. To work with several companies, generate one token per company (switch to that company in Bexio first, then Settings → API Tokens), and configure them all on asingleserver instance. Two new tools —list_companiesandselect_company— let you switch the active company in conversation ("in Globex, list open invoices"). This avoids running one server per company and the duplicated tool-context that comes with it.

SetBEXIO_API_TOKENSinstead of (or alongside)BEXIO_API_TOKEN, as a comma-separated list oflabel:tokenpairs (or a JSON object).BEXIO_DEFAULT_COMPANYpicks the company active at startup (defaults to the first):
{ "mcpServers": { "bexio": { "command": "npx", "args": ["@promptpartner/bexio-mcp-server"], "env": { "BEXIO_API_TOKENS": "Acme:token-for-acme,Globex:token-for-globex", "BEXIO_DEFAULT_COMPANY": "Acme" } } } }

Then just ask Claude things like"switch to Globex and show this month's invoices."*list_companiesshows the configured companies and which one is active; in multi-company mode each response also notes theactive_companyso it's always clear which company a result came from. Tokens are never logged or returned. The two control tools appear only whenBEXIO_API_TOKENSis set, so single-company setups are unchanged.

HTTP/n8n note:the active company is process-global. For concurrent multi-tenant HTTP deployments, run one instance per company instead.

npx @promptpartner/bexio-mcp-server [options] Options: --mode <stdio|http> Transport mode (default: stdio) --host <address> HTTP host (default: 0.0.0.0) --port <number> HTTP port (default: 8000)

- Verify your token atdeveloper.bexio.com> Personal Access Tokens
- Ensure the token has not expired
- Check that the token has the required permissions

- Check your internet connection
- Verify BEXIO_BASE_URL is correct (default:https://api.bexio.com/2.0)

Payroll tools return "module not available"

- Payroll tools require the Bexio Payroll module subscription
- Contact Bexio support to enable the module

Claude Desktop doesn't see the server

- Restart Claude Desktop after configuration changes
- Verify the config file path is correct for your OS
- Check Claude Desktop logs for error messages

This MCP server acts as a pass-through to the Bexio API and does not store any data. For full details, see our Privacy Policy.

Your data is processed according to Bexio's Privacy Policy.

- Issues & Bug Reports:GitHub Issues
- Email:lukas@promptpartner.ai

If this project saves you time or helps your business, consider buying me a coffee! ☕

Your support helps keep this project maintained and improved!

Created by Lukas Hertigfrom PromptPartner.ai

This project builds upon the original Bexio MCP server created by Sebastian Brynerof bryner.tech. His v1.0 implementation provided the foundational architecture and initial 83 tools that made this expanded v2.0 possible.

The expansion from 83 to 314 tools was developed using:

- GSD Framework- The "Get Shit Done" planning framework for structured AI-assisted development workflows

These tools helped transform a 4-weeks estimated project into a 2-days reality, demonstrating the potential of AI-augmented software development.

This is an independent, community-driven project and isnot affiliated with, endorsed by, or officially connected to Bexio AGin any way. "Bexio" is a trademark of Bexio AG. This project simply provides an integration layer to the publicly available Bexio API.

Use of this software is at your own risk. The authors are not responsible for any issues arising from its use with your Bexio account.

- Bexio API Documentation
- MCP Protocol Specification
- PromptPartner.ai

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From the repository

ping

list_contact_groups

get_contact_group

create_contact_group

delete_contact_group

update_contact_group

search_contact_groups

list_contact_sectors

get_contact_sector

create_contact_sector

search_contact_sectors

list_salutations

get_salutation

create_salutation

delete_salutation

update_salutation

search_salutations

list_titles

get_title

create_title

delete_title

update_title

search_titles

list_countries

get_country

create_country

delete_country

list_languages

get_language

create_language

list_units

get_unit

create_unit

delete_unit

get_company_profile

update_company_profile

list_permissions

list_payment_types

get_payment_type

create_payment_type

list_bank_accounts

get_bank_account

list_currencies

get_currency

create_currency

update_currency

delete_currency

get_currency_exchange_rates

list_currency_codes

create_iban_payment

get_iban_payment

update_iban_payment

create_qr_payment

get_qr_payment

update_qr_payment

list_projects

get_project

create_project

update_project

delete_project

archive_project

unarchive_project

search_projects

list_project_types

get_project_type

list_project_statuses

get_project_status

list_milestones

get_milestone

create_milestone

delete_milestone

list_work_packages

get_work_package

create_work_package

update_work_package

`ping`

`list_contact_groups`

`get_contact_group`

`create_contact_group`

`delete_contact_group`

`update_contact_group`

`search_contact_groups`

`list_contact_sectors`

`get_contact_sector`

`create_contact_sector`

`search_contact_sectors`

`list_salutations`

`get_salutation`

`create_salutation`

`delete_salutation`

`update_salutation`

`search_salutations`

`list_titles`

`get_title`

`create_title`

`delete_title`

`update_title`

`search_titles`

`list_countries`

`get_country`

`create_country`

`delete_country`

`list_languages`

`get_language`

`create_language`

`list_units`

`get_unit`

`create_unit`

`delete_unit`

`get_company_profile`

`update_company_profile`

`list_permissions`

`list_payment_types`

`get_payment_type`

`create_payment_type`

`list_bank_accounts`

`get_bank_account`

`list_currencies`

`get_currency`

`create_currency`

`update_currency`

`delete_currency`

`get_currency_exchange_rates`

`list_currency_codes`

`create_iban_payment`

`get_iban_payment`

`update_iban_payment`

`create_qr_payment`

`get_qr_payment`

`update_qr_payment`

`list_projects`

`get_project`

`create_project`

`update_project`

`delete_project`

`archive_project`

`unarchive_project`

`search_projects`

`list_project_types`

`get_project_type`

`list_project_statuses`

`get_project_status`

`list_milestones`

`get_milestone`

`create_milestone`

`delete_milestone`

`list_work_packages`

`get_work_package`

`create_work_package`

`update_work_package`

`delete_work_package`

`list_timesheets`

`get_timesheet`

`create_timesheet`

`delete_timesheet`