Connector guide3-minute read12 MCP toolsEN · DE · IT

Come collegare bexio a Claude — 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 teamAggiornato 3 min read Open source su GitHub

Nessuna carta di credito · 7 giorni di prova · Alternativa self-host disponibile

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.

tool

12

Regione

CH

Categoria

Accounting

Autenticazione

Bearer Token

Env vars richieste

BEXIO_API_TOKEN
Installa con un clic su Cloud

7 giorni di prova gratuita · Nessuna carta di credito

  • Prova gratuita di 7 giorni
    Nessuna carta di credito
  • GDPR & SOC 2 ready
    Dati in UE, log di audit
  • Open source su GitHub
    Open source · AGPL-3.0
  • Funziona con ChatGPT, Claude, Gemini
    Qualsiasi client compatibile MCP

Salta l'installazione. Attivo in meno di 2 minuti.

Avvia una prova gratuita su cloud.anythingmcp.com, aggiungi bexio con un clic, poi punta il tuo client AI (Claude, ChatGPT, Copilot o Cursor) all'endpoint MCP generato. Niente Docker, niente git clone, nessuna esperienza di sviluppo richiesta.

Inizia la prova gratuita

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.

bexio · live via MCP
Condividi
Opus 4.7

Claude è un'AI e può sbagliare. Verifica sempre le risposte.

💡 Niente installazione? Vai direttamente su cloud.anythingmcp.com. Accedi, clicca Connectors → bexio, inserisci le credenziali, genera una MCP API key — fatto. Niente Docker, niente git clone, niente server locale.

bexio + Claude

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.

Prerequisiti

Le istruzioni di setup complete sono incluse nel connettore stesso (visibili nello store quando lo selezioni). Le variabili d'ambiente richieste sono:

BEXIO_API_TOKEN

Step 1 — Ottieni le credenziali

Getting a token

  1. Sign in to bexio and open Einstellungen → Apps & Tools → API-Zugriff.
  2. 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.
  3. 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)

Step 2 — Installa l'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 — Aggiungi il connettore in Claude

Percorso consigliato — funziona su claude.ai web senza toccare alcun file di configurazione.

  1. Apri claude.ai/customize/connectors.
  2. Clicca "Add custom connector".
  3. Compila:
    • Name: bexio
    • URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → incolla la tua MCP API key (da AnythingMCP → Profile → MCP API Keys → New Key)
  4. Clicca Connect per autorizzare.

Tutti i tool sotto compaiono nella tua chat — inizia a scrivere prompt.

Tool disponibili

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

Funziona con Claude Code come con Claude Desktop? Sì — punta entrambi a https://cloud.anythingmcp.com/mcp.

Prossimi passi

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