Bexio MCP Server
Manage your business via Bexio — list contacts, invoices, and projects directly from any AI agent.
Ask AI about this MCP Server
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What is the Bexio MCP Server?
The Bexio MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Bexio via 10 tools. Manage your business via Bexio — list contacts, invoices, and projects directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (10)
Tools for your AI Agents to operate Bexio
Ask your AI agent "List all active projects in Bexio." and get the answer without opening a single dashboard. With 10 tools connected to real Bexio data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client


















Bexio MCP Server capabilities
10 toolsCreate a new contact
Get specific contact details
Get specific invoice details
List all contacts
List all invoices
List all products/items
List all offers
List all orders
List all projects
List all Bexio users
What the Bexio MCP Server unlocks
Connect your Bexio account to any AI agent and orchestrate your business workflows, including CRM, accounting, and project management, through natural conversation.
What you can do
- Contact Management — List, create, and retrieve detailed information for customers, suppliers, and partners.
- Invoicing & Sales — Query invoices, offers, and orders to stay on top of your sales pipeline and receivables.
- Project Oversight — List all business projects and monitor their status and progress.
- Inventory & Items — Access your product catalog and list items with pricing and stock metadata.
- Team Collaboration — Retrieve lists of users within your Bexio organization for better task coordination.
How it works
1. Subscribe to this server
2. Enter your Bexio Personal Access Token
3. Start managing your business from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Small Business Owners — quickly check invoice statuses and client details without manual dashboard navigation.
- Accountants & Bookkeepers — retrieve financial documents and contact data straight from their workflow.
- Sales Reps — verify offer details and create new contacts using natural language.
Frequently asked questions about the Bexio MCP Server
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.
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Give your AI agents the power of Bexio MCP Server
Production-grade Bexio MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.






