Bexio MCP. Manage Your Entire Business From Conversation
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Bexio connects your entire business back into your AI agent. Use this MCP to manage contacts, run reports on invoices, track project status, and list inventory right from your chat interface.
It handles CRM, accounting, and project oversight—you never have to open a dashboard again.
What your AI agents can do
Create contact
Adds a brand new contact record into your Bexio system.
Get contact
Retrieves specific, detailed information for one known contact ID or name.
Get invoice
Fetches all details about a single invoice using its unique identifier.
Create new customer contacts, look up specific details for existing partners, or view a list of every user in the organization.
Query invoices to check payment statuses, review outstanding offers, or see a full history of recorded orders.
List all active business projects and monitor their current status and progress reports.
Access the product catalog to list items, check pricing, or see stock metadata for your inventory.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Bexio: 10 Business Tools for Your AI Agent
Use these ten tools to create, retrieve, and list every key piece of data in your Bexio account, from contacts to projects.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Bexio on Vinkius019d755bcreate contact
Adds a brand new contact record into your Bexio system.
019d755bget contact
Retrieves specific, detailed information for one known contact ID or name.
019d755bget invoice
Fetches all details about a single invoice using its unique identifier.
019d755blist contacts
Lists every available contact in your system, allowing you to browse and filter results.
019d755blist invoices
Retrieves a list of all invoices, letting you see statuses like paid or draft.
019d755blist items
Provides an inventory list showing product names, prices, and stock metadata.
019d755blist offers
Lists all formal offers you've created, helping track pricing quotes sent to clients.
019d755blist orders
Retrieves a list of placed orders and their current status within the system.
019d755blist projects
Lists all ongoing business projects, letting you check progress and associated team members.
019d755blist users
Gets a list of every user account within your Bexio organization.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Bexio, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Bexio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Dealing with Bexio means constant dashboard switching.
Right now, checking on a single client's status is a pain. You open the CRM to check contacts, then you have to open the accounting module just to see if they paid last month. Then you jump over to projects to see what services were billed for. You spend minutes just jumping between tabs and copying IDs.
With this MCP, you stop clicking. You simply tell your agent: 'Check Acme Corp's billing status and list their current active projects.' The system handles all the internal lookups—running `list_contacts` then checking `list_invoices` and finally running `list_projects`—and gives you a clean summary in one go.
The Bexio MCP delivers structured business data via conversation.
You don't have to manually run reports or export CSVs just to get an answer. You can ask your agent to pull all outstanding offers using `list_offers` and instantly see which ones are past due, without ever opening the 'Offers' tab.
The difference is speed and context. Instead of needing a data analyst to write a complex query, you simply talk to your AI client, and it runs the right sequence of tools for you.
What you can do with this MCP connector
Managing a small business means jumping between ten different screens: the client portal for invoices, the separate tool for contacts, another one for projects, and so on. You spend more time clicking than you do actually working.
This MCP changes that. It lets your AI agent talk directly to Bexio's data. Instead of navigating menus or copying IDs from a dashboard, you just ask: 'What's the status of Acme Corp's last order?' And it delivers the answer. You can build complex workflows—like pulling a client's details, checking if they have an outstanding invoice, and listing their active projects—all in one natural conversation.
It’s basically giving your agent full access to your books and CRM, making sure you never lose track of a payment or a deliverable again. Vinkius makes connecting these deep business systems simple, letting your AI client use all this data seamlessly.
019d755b-a6f4-730c-b225-d936346e6507 
How Bexio MCP Works
- 1 Subscribe to this MCP and provide your Bexio Personal Access Token.
- 2 Your AI client authenticates with the token, giving it permission to access your business data.
- 3 You send a natural language query (e.g., 'List all overdue invoices') and receive structured data back from the agent.
The bottom line is you talk to your agent like talking to an employee who already has login credentials for every single system in your company.
Who Is Bexio MCP For?
Small business owners, accountants, and sales reps. If your day involves jumping between a billing dashboard, a CRM list, and a project tracker just to get one answer, this is for you.
Retrieving financial documents or checking the status of an invoice without logging into the accounting portal.
Getting a quick overview of all active projects and current client contacts in one go, instead of opening multiple tabs.
Verifying specific offer details or creating new contacts right from their chat interface while talking to a prospect.
What Changes When You Connect
- Check invoice statuses and client details instantly. You can query a specific invoice using
get_invoiceor see all pending payments withlist_invoices, eliminating manual dashboard navigation. - Coordinate team tasks easily. Need to know who's on the project? Use
list_usersto pull lists of internal staff, helping you assign follow-up actions accurately. - Manage your sales pipeline conversationally. You can check all open offers using
list_offers, or even create a new lead withcreate_contactwithout touching the CRM module. - Keep track of work progress. Use
list_projectsto get an immediate snapshot of project status, and then useget_contactto find the primary owner for follow-ups. - Access product data on demand. You can list items with
list_items, checking pricing or stock details when drafting a new quote using your agent.
Real-World Use Cases
The Quarterly Review
A bookkeeper needs to prep for the quarterly meeting. They ask their agent, 'Show me all projects and every contact associated with them.' The MCP runs list_projects and then cross-references it with contacts using list_contacts, giving a single, comprehensive list of accounts needing attention.
Processing New Sales Leads
A sales rep meets someone new. They ask their agent to create the lead: 'Create a contact for Jane Doe at Acme Corp.' The MCP executes create_contact, immediately getting the record ID and confirming the setup.
Checking Order History
A customer calls asking about an old purchase. Instead of searching multiple portals, the user asks their agent to 'Show me orders for account X.' The MCP runs list_orders and provides the status directly.
Inventory Verification
The purchasing manager needs to know if they can quote a client on a specific product. They ask, 'What's the current price and stock for item ABC?' The MCP runs list_items and answers with real-time metadata.
The Tradeoffs
Mixing Listing Calls
Trying to list contacts, invoices, and projects all in one massive prompt without clear intent. The agent might get confused about which resource is the priority.
→
Break it up. First, ask: 'List my active projects.' Then follow up with a targeted question: 'For that project, what are the associated key contacts?' Use list_projects then follow up with specific contact retrieval tools.
Assuming Cross-System Access
Asking the agent to calculate taxes based on an invoice and a separate country code not in Bexio. The system can't guess data it doesn't have access to.
→ Only ask for structured data already available through a tool call. For example: 'Get the invoice details for INV-1234.' Don't ask for external calculations.
Ignoring Required IDs
Asking to get an invoice by just giving the name, not the ID. The agent will fail because get_invoice needs a specific identifier.
→
When dealing with specific records, always use the known unique identifiers (IDs) in your prompts. If you only have the name, run list_invoices first to find the correct ID.
When It Fits, When It Doesn't
Use this MCP if your daily work requires cross-referencing structured business data—meaning you need to check a contact's status against an active project or verify payment history before sending an email. It’s perfect for roles that live in the intersection of accounting and sales.
Don't use it if all you need is simple checklist information, like 'What were my top 5 clients last month?' In that case, a simpler reporting tool might be better. You also don't need this if your workflow only involves chatting with colleagues; keep those communications in Slack or email.
However, if your job requires checking an invoice status (get_invoice), verifying product stock (list_items), and updating a client record all within one session, this MCP is necessary. It provides the backbone for managing core business records.
Common Questions About Bexio MCP
How do I get invoice details using list_invoices? +
You first use list_invoices to see a summary and find the specific ID or number. Then, ask the agent to run get_invoice with that precise ID for full details.
Can I create new contacts using create_contact? +
Yes. You simply instruct your agent to 'Create a contact' and provide the necessary information (name, email, company) in natural language, triggering the create_contact tool.
Do I need list_projects even if I use get_contact? +
No. They handle different data sets. Use get_contact when you want deep details on a single person or company; use list_projects when you want an overview of all ongoing work.
What's the difference between list_items and list_offers? +
They track different things. Use list_items to check your actual physical or digital products (inventory). Use list_offers when you are tracking formal, quoted pricing packages for a client.
How does using the list_contacts tool require authentication? +
You must provide a Bexio Personal Access Token (PAT). This token proves your agent has permission to read or write data. Always generate this PAT inside your Bexio settings for secure, reliable access.
What happens if I try to retrieve an invoice using the get_invoice tool that doesn't exist? +
The agent receives a clear API error message. It won't crash; instead, it will tell you exactly why the request failed—like pointing out if the ID is wrong or if permissions are missing.
Can I filter results when using the list_users tool? +
Yes. You can pass specific filters like department or role parameters to narrow down the search. This keeps the data concise and prevents retrieving massive, overwhelming lists of user records.
Will the create_contact tool work across all my AI clients? +
Yes, it works everywhere. Because this is an MCP, any compatible client—whether that's Cursor or Claude—handles the connection handshake itself. You just tell your agent what new contact you need to make.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.