Connector guide3-minute read12 MCP toolsEN · DE · IT

Cómo conectar bexio a Claude — via MCP

bexio — the Swiss SMB business suite used by 100,000+ companies: contacts, invoices, quotes, orders, articles, projects and timesheets. REST API, bearer token, amounts in CHF.

HCBy HelpCode teamActualizado 3 min read Código abierto en GitHub

Sin tarjeta de crédito · 7 días de prueba · Alternativa self-host disponible

bexio

bexio

bexio — the Swiss SMB business suite used by 100,000+ companies: contacts, invoices, quotes, orders, articles, projects and timesheets. REST API, bearer token, amounts in CHF.

herramientas

12

Región

CH

Categoría

Accounting

Autenticación

Bearer Token

Env vars requeridas

BEXIO_API_TOKEN
Instalar con un clic en Cloud

7 días de prueba gratis · Sin tarjeta de crédito

  • Prueba gratis de 7 días
    Sin tarjeta de crédito
  • GDPR & SOC 2 ready
    Datos en la UE, registros de auditoría
  • Código abierto en GitHub
    Open source · AGPL-3.0
  • Funciona con ChatGPT, Claude, Gemini
    Cualquier cliente compatible con MCP

Sáltate la instalación. Funcionando en menos de 2 minutos.

Inicia una prueba gratuita en cloud.anythingmcp.com, añade bexio con un clic y apunta tu cliente de IA (Claude, ChatGPT, Copilot o Cursor) al endpoint MCP generado. Sin Docker, sin git clone, sin experiencia de desarrollo.

Empezar prueba gratis

Summary

bexio — the Swiss SMB business suite used by 100,000+ companies: contacts, invoices, quotes, orders, articles, projects and timesheets. REST API, bearer token, amounts in CHF.

Prueba a pedir

Prompts de ejemplo para bexio

Haz clic en un prompt para copiarlo. Pégalo en Claude, ChatGPT, Cursor, Gemini, Copilot u OpenClaw para ejecutarlo contra este conector.

bexio · live vía MCP
Compartir
Opus 4.7

Claude es IA y puede equivocarse. Verifica siempre las respuestas.

💡 ¿Sin instalación? Usa cloud.anythingmcp.com directamente. Inicia sesión, pulsa Connectors → bexio, pega tus credenciales, genera una MCP API key — listo. Sin Docker, sin git clone, sin servidor local.

bexio + Claude

bexio — the Swiss SMB business suite used by 100,000+ companies: contacts, invoices, quotes, orders, articles, projects and timesheets. REST API, bearer token, amounts in CHF.

Requisitos previos

Las instrucciones de configuración completas están incluidas en el conector (visibles en el store al seleccionarlo). Las variables de entorno requeridas:

BEXIO_API_TOKEN

Paso 1 — Obtener credenciales

Getting a token

  1. Sign in to bexio and open Einstellungen → Apps & Tools → API-Zugriff.
  2. Create an API token (for a single company) and copy it into BEXIO_API_TOKEN. The token inherits the permissions of the user it was created under, so a read-only agent should get a read-only bexio user.
  3. For a multi-tenant integration bexio also offers OAuth 2.0 with per-scope consent; this adapter uses the simpler API token, which is what a single company needs.

…(continued in the in-app connector instructions)

Paso 2 — Instalar el adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Paso 3 — Añadir el conector en Claude

Ruta recomendada — funciona en claude.ai web sin tocar ningún archivo de configuración.

  1. Abre claude.ai/customize/connectors.
  2. Pulsa "Add custom connector".
  3. Rellena:
    • Name: bexio
    • URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → pega tu MCP API key (de AnythingMCP → Profile → MCP API Keys → New Key)
  4. Pulsa Connect para autorizar.

Todas las herramientas debajo aparecen en tu chat — empieza a escribir prompts.

Herramientas disponibles

ToolWhat it does
bexio_get_company_profileRead the company profile of the connected bexio account: legal name, address, VAT number and country
bexio_list_contactsList contacts (customers, suppliers, private persons) with paging and sorting
bexio_search_contactsFind contacts by an exact or partial field match — the right tool when you know a name, customer number or e-mail and need the bexio contact
bexio_get_contactRead one contact by its bexio id, including both name lines, address, contact group membership and the assigned user
bexio_list_invoicesList invoices (Rechnungen) with their document number, total, currency and payment state
bexio_get_invoiceRead one invoice in full, including every position with its article, quantity, unit price, discount and tax, plus the totals and the due dat
bexio_list_quotesList quotes (Offerten) with their number, addressee, total and status, to see what is out with customers and not yet won
bexio_list_ordersList orders (Aufträge) with their number, customer, total and whether they have already been invoiced
bexio_list_articlesList articles from the bexio product catalogue with their internal code, purchase and sale price, stock level and unit
bexio_list_projectsList projects with their client, responsible user, start and end date and current status — the anchor for any timesheet question
bexio_list_timesheetsList tracked time entries with their user, date, duration, project and billability — the raw data behind 'how much did we spend on this clie
bexio_create_contactCreate a contact in the live bexio company

FAQ

¿Funciona con Claude Code igual que con Claude Desktop? Sí — apunta ambos a https://cloud.anythingmcp.com/mcp.

Siguientes pasos

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