# Bexio MCP for AI Agents AI Agent Connect > Bexio MCP lets you manage your business operations, including invoicing, project tracking, and contact management, directly through your AI agent. Stop switching tabs to check invoice statuses or update customer details. Just ask your agent to pull the data or create a new record, and it handles the heavy lifting in your Bexio account. It's the fastest way to stay on top of your small business data. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/ai-agent-connect - **Tags:** small-business-software, invoicing, project-management, contact-management, swiss-business ## Description The Bexio MCP brings your business data into the same chat where you're already working. You're tired of jumping between tabs to see if a client paid or to find a specific project's progress. This connector changes that by pulling your records into your AI client so you can stay focused on the actual work. Instead of logging into a dashboard, you can just ask your agent to pull up a list of outstanding invoices or check the status of a specific order. It handles the tedious stuff like finding a customer's contact info or listing out your current product catalog so you don't have to hunt for it. Whether you're trying to see who's on your team or need to see what's in your inventory, it all happens in one place. It's part of the Vinkius catalog, making it easy to hook up to your existing workflow without extra friction. You get a direct line to your business data, letting you move faster without the manual data entry. You can quickly check who owes you money, see what projects are lagging, or update your CRM without ever leaving your AI client. It turns your accounting and project management into a conversation. This is especially useful for small business owners who need to keep things moving without a full-time admin team. If you're an accountant, you can pull records faster than ever before. If you're a sales rep, you can verify offers while you're on a call. It's about removing the friction of data retrieval. ## Tools ### list_users See a list of all users in your Bexio organization. This helps you coordinate tasks across your team. ### create_contact Add a new contact to your CRM. Use this to quickly log a new lead or customer without manual entry. ### get_contact Pull specific details for a single contact. This is great for looking up emails or phone numbers. ### get_invoice Retrieve the specific details of one invoice. Use this to check the status of a particular bill. ### list_contacts List all contacts in your database. This gives you a bird's eye view of your entire customer base. ### list_invoices See a full list of all invoices in your Bexio account. This helps you stay on top of your receivables. ### list_items View all products and items in your catalog. Use this to check pricing and stock levels quickly. ### list_offers Pull a list of all current offers. It's the fastest way to see what's in your sales pipeline. ### list_orders See all orders placed by your customers. This helps you track fulfillment and sales volume. ### list_projects Get a list of all business projects. Use this to monitor progress across different workstreams. ## Prompt Examples **Prompt:** ``` What's the status of my current projects? ``` **Response:** ``` I've pulled your current project list from Bexio: | Project Name | Status | Last Updated | | :--- | :--- | :--- | | **Q2 Marketing** | In Progress | 2 days ago | | **Website Overhaul** | On Hold | 1 week ago | | **Customer Survey** | Planning | 3 days ago | Would you like more details on any of these? ``` **Prompt:** ``` Find the contact info for Acme Corp. ``` **Response:** ``` I found the following contact details for **Acme Corporation**: * **Primary Contact:** John Smith * **Email:** info@acme.com * **Phone:** +41 44 123 4567 * **ID:** con_992 ``` **Prompt:** ``` List my last 5 invoices. ``` **Response:** ``` Here are your 5 most recent invoices: * **INV-2024-001** - Status: Paid * **INV-2024-002** - Status: Overdue * **INV-2024-003** - Status: Draft * **INV-2024-004** - Status: Paid * **INV-2024-005** - Status: Draft Let me know if you need the specific details for any of these. ``` ## Capabilities ### Pull invoice lists Get a quick overview of what's been billed and what's still outstanding. ### Manage customer records Create new contacts or pull up specific details for existing ones. ### Track project status See all your active business projects and where they stand. ### Check product stock Access your inventory and see pricing for every item in your catalog. ### View sales pipeline Look through all your active offers and orders in one go. ### See team members Get a list of everyone in your organization for better coordination. ## Use Cases ### Checking a client's status A sales rep asks "Who is the contact for Acme Corp?" and gets the details immediately via `get_contact` without opening a browser. ### Quick invoice audit An accountant asks for all pending invoices and uses `list_invoices` to identify what needs following up for the month. ### Instant inventory check A shop owner asks "What items do we have in stock?" and gets the full list from `list_items` to answer a customer request. ### Project status update A manager asks "What's the status of our marketing project?" and the agent pulls it from `list_projects` to see the latest progress. ### Adding a new lead A user says "Add a new contact for John Doe at john@example.com" and the agent uses `create_contact` to update the CRM instantly. ## Benefits - Stop manual data entry: Use `create_contact` to add new leads instantly without navigating the Bexio dashboard. This saves you from repetitive typing and ensures your CRM stays up to date as you go. - Faster invoice tracking: Quickly check payment statuses using `list_invoices` or `get_invoice` to manage your cash flow. You can see what's paid and what's pending in seconds. - Instant inventory checks: Pull your full product list with `list_items` to see stock levels and pricing in seconds. You'll always know what's available for sale without opening a separate tab. - Better project visibility: Monitor every active workstream with `list_projects` to keep your team on schedule. You can get a high-level view of all moving parts in your business. - Streamlined sales oversight: View all active offers and orders using `list_offers` and `list_orders` to see your pipeline. This helps you prioritize your next moves and follow up with customers. - Easy team coordination: Use `list_users` to see who's in your organization and assign tasks more effectively. You can quickly verify who has access to what within your Bexio account. ## How It Works The bottom line is you get a direct voice interface for your entire Bexio business backend. 1. Subscribe to the Bexio MCP on Vinkius. 2. Enter your Bexio Personal Access Token. 3. Ask your AI client to list invoices, find contacts, or check projects. ## Frequently Asked Questions **Can I use Bexio MCP to manage my small business?** Yes, it lets you interact with your CRM, invoicing, and projects using natural language. It's a great way to manage your business data without constantly switching apps. **Does Bexio MCP work with Claude?** It works with any MCP-compatible client, including Claude, Cursor, and Windsurf. **How do I connect my Bexio account?** You'll need a Personal Access Token from your Bexio settings to link it to the Connector. Once connected, your agent can access your data. **Can it help me with my accounting?** It lets you list and view invoices and offers, which helps you stay on top of your finances and see what's pending or paid. **Is there a way to create new contacts?** Yes, you can ask your agent to create a new contact and it will add it to your Bexio CRM automatically. **Can I see my inventory with Bexio MCP?** Yes, it can pull your full list of products, including pricing and stock metadata, so you always know what's in your catalog. **Does it show my team members?** Yes, you can ask the agent to list the users within your Bexio organization to help coordinate tasks. **Can I check the payment status of an invoice using the agent?** Yes! Use the `get_invoice` tool with the Invoice ID. Your agent will fetch the latest status, showing if it is draft, issued, or paid. **How do I list all my customers in Bexio?** Simply ask the agent to `list_contacts`. It will retrieve the directory of all companies and persons registered in your Bexio account. **Does the integration allow me to create a new invoice?** Currently, the toolset is focused on querying and management (listing contacts, checking projects, auditing invoices). For creating complex financial documents like invoices with multiple line items, we recommend using the Bexio platform directly.