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How to Connect bexio to Meta Muse — 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 4 min read Open-source on GitHub

No credit card · 7-day trial · Self-host alternative available

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
Install in one click on Cloud

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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • 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.

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.

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 + Meta Muse

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 Muse

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.

Muse adds remote MCP servers as custom connectors and signs in to them with OAuth.

  1. In Muse, open Settings → Connectors and choose Add custom connector.
  2. Paste the MCP server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID.
  3. Muse opens the AnythingMCP sign-in page: sign in and approve access.
  4. In a chat, ask Muse for something that needs the bexio tools.

You can also set it up from a chat, on the web, in the iOS and Android apps or in WhatsApp. Send Muse this message:

Create a Custom Connector for a new remote MCP server, then connect to it:
Name: AnythingMCP
Transport: remote streamable HTTP
URL: https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID
Auth: OAuth

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Muse connects from Meta's cloud, so localhost does not work.

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

Where is Muse available? Meta currently offers Muse in the US and Canada, on the web, in the iOS and Android apps and in WhatsApp.

Does Meta review this connector? No. Meta doesn't review custom connectors. Muse sees only the tools you switched on for this MCP server in AnythingMCP, and you can disconnect it anytime under Settings → Connectors.

Next steps

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