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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.
Prova a chiedere
Prompt di esempio per bexio
Clicca su un prompt per copiarlo. Incollalo in Claude, ChatGPT, Cursor, Gemini, Copilot o OpenClaw per eseguirlo contro questo connettore.
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git clone, niente server locale.
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 to bexio and open Einstellungen → Apps & Tools → API-Zugriff.
- 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. - 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)
Prerequisiti: BEXIO_API_TOKEN
Installazione locale del connettore
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
Apri http://localhost:3000/connectors/store, scegli bexio e inserisci le variabili elencate nei Prerequisiti.
Tool disponibili
| 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 |
Prossimi passi
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