Connector guide3-minute read12 MCP tools7 languages

How to Connect bexio to Gemini — 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 teamUpdated 3 min read Open-source on GitHub

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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.

tools

12

Region

CH

Category

Accounting

Authentication

Bearer Token

Required env vars

BEXIO_API_TOKEN
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  • GDPR & SOC 2 ready
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  • Open-source on GitHub
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the bexio in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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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.

bexio · live via MCP
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Opus 4.7

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 + Gemini

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

  1. 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.)
  2. Copy it into BEXIO_API_TOKEN.
  3. 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).
  4. 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 Gemini

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 shows YOUR_SERVER_ID.

Gemini CLI reads MCP servers from ~/.gemini/settings.json (or %APPDATA%\gemini\settings.json on Windows). Add:

{
  "mcpServers": {
    "anythingmcp": {
      "httpUrl": "https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID",
      "headers": { "X-API-Key": "YOUR_MCP_API_KEY" }
    }
  }
}
  1. Get your MCP API key from AnythingMCP → MCP Servers → your server → API keys.
  2. Save the file and restart gemini.
  3. Run /mcp inside the Gemini CLI — bexio should be listed as available.
  4. Vertex AI Studio: pass https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID to the tools array of your request with the same X-API-Key header.

Available tools

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

Does Gemini 1.5 Pro or 2.x support MCP? Yes — Gemini CLI ≥ 0.4 and Vertex AI tools API both accept MCP httpUrl connectors with custom headers.

Next steps

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