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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.
Try asking
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.
💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → bexio, paste your credentials, mint an MCP API key — done. No Docker, no
git clone, no local server.
bexio + Microsoft Copilot
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.
Prerequisites
See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:
BEXIO_API_TOKEN
Step 1 — Get credentials
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)
Step 2 — Install the 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
Step 3 — Add the connector in Microsoft Copilot
Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (
https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide showsYOUR_SERVER_ID.
Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.
- In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
- Enter a Server name (for example
AnythingMCP), a Server description that says what the connector does, and the Server URLhttps://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server. - Under authentication, choose API key, set Type to Header and the header name to
X-API-Key, then select Create. - In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
- Try it in the agent's Test pane: ask for something that needs the
bexiotools. - Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.
Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.
Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.
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 |
FAQ
Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.
What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.
The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.
Next steps
- Connector landing page
- Connect to Claude
- Connect to ChatGPT
- Connect to Cursor
- Connect to Gemini
- Connect to Meta Muse
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