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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.
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Example prompts for bexio
Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.
Claude is AI and can make mistakes. Please double-check responses.
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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.
Setup
Getting a token
- Sign in at https://developer.bexio.com/pat with the bexio user the agent should act as, and create a Personal Access Token (PAT). (bexio replaced the old in-app "API tokens" with PATs in October 2024.)
- Copy it into
BEXIO_API_TOKEN. - A PAT expires 60 days after creation. When calls start failing with 401, create a new PAT and paste it into the connector. Deleting a PAT on developer.bexio.com revokes it (bexio says this can take up to an hour).
- For a multi-tenant integration bexio also offers OAuth 2.0 with per-scope consent; this adapter uses the PAT, which is what a single company needs.
…(continued in the in-app connector instructions)
Prerequisites: BEXIO_API_TOKEN
Install the connector locally
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
Open http://localhost:3000/connectors/store, pick bexio and paste in the env vars listed under Prerequisites.
Available tools
| Tool | What it does |
|---|---|
bexio_get_company_profile | Read the company profile of the connected bexio account: legal name, address, VAT number and country |
bexio_list_contacts | List contacts (customers, suppliers, private persons) with paging and sorting |
bexio_search_contacts | Find 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_contact | Read one contact by its bexio id, including both name lines, address, contact group membership and the assigned user |
bexio_list_invoices | List invoices (Rechnungen) with their document number, total, currency and payment state |
bexio_get_invoice | Read 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_quotes | List quotes (Offerten) with their number, addressee, total and status, to see what is out with customers and not yet won |
bexio_list_orders | List orders (Aufträge) with their number, customer, total and whether they have already been invoiced |
bexio_list_articles | List articles from the bexio product catalogue with their internal code, purchase and sale price, stock level and unit |
bexio_list_projects | List projects with their client, responsible user, start and end date and current status — the anchor for any timesheet question |
bexio_list_timesheets | List 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_contact | Create a contact in the live bexio company |
Next steps
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