Bexio MCP. Manage contacts, invoices, and projects from chat.
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…and any MCP-compatible client
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Bexio connects your entire business into your AI agent. Manage contacts, invoices, projects, and inventory directly from your chat interface.
It lets you list and create records, query billing status, and track projects without opening the Bexio dashboard. This single server covers CRM, accounting, and project oversight for small businesses.
What your AI agents can do
Create contact
Makes a new contact record in Bexio.
Get contact
Pulls specific details for one known contact.
Get invoice
Gets all the details for a specific invoice number.
Use list_contacts and get_contact to read, create, and retrieve specific details for any person or company in your address book.
Query specific invoices (get_invoice) or list all outstanding orders and offers to track revenue and receivables.
List all active projects using list_projects and access your product catalog via list_items to understand scope and inventory.
Retrieve a list of all users in the Bexio organization using list_users for better internal coordination.
Create brand new contact records using the create_contact tool when a new client or partner signs up.
Ask AI about this MCP
Supported MCP Clients
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019d755bcreate contact
Makes a new contact record in Bexio.
019d755bget contact
Pulls specific details for one known contact.
019d755bget invoice
Gets all the details for a specific invoice number.
019d755blist contacts
Lists every contact in your Bexio address book.
019d755blist invoices
Lists all invoices across your account.
019d755blist items
Lists all products and services available in your catalog.
019d755blist offers
Lists all quotes and offers you've generated.
019d755blist orders
Lists all customer orders placed through Bexio.
019d755blist projects
Lists all current and past projects managed in Bexio.
019d755blist users
Retrieves a list of all user accounts within your 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 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ 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
What you can do with this MCP connector
Bexio connects your whole operation to your AI agent. You'll manage contacts, invoices, projects, and inventory right from your chat window. You don't have to open the Bexio dashboard to get stuff done. You can list and create records, check billing status, and track projects.
To handle client and vendor data, use list_contacts to see every contact in your address book, and use get_contact to pull specific details for any person or company. When a new client or partner signs up, you can create brand new records using create_contact.
To check billing and sales status, you can list all invoices with list_invoices, or get all the details for a specific invoice number using get_invoice. You can also list all customer orders through list_orders and see all quotes and offers you've generated using list_offers.
Need to track business projects and assets? Use list_projects to see all active and past projects. You can also check your product catalog and understand your inventory scope with list_items.
For team coordination, use list_users to pull a list of every user account in your Bexio organization.
How Bexio MCP Works
- 1 1. Subscribe to the Bexio MCP Server and provide your Bexio Personal Access Token.
- 2 2. Start giving commands to your AI client (like Claude or Cursor) using natural language.
- 3 3. The agent runs the specific Bexio tool (e.g.,
list_invoices) and returns the structured data to you.
The bottom line is that your AI client acts as a unified interface to all your core business data, letting you manage operations without navigating multiple dashboards.
Who Is Bexio MCP For?
Any small business owner who's tired of clicking through dashboards to check a single piece of data. This server is for the account manager who needs to verify an offer detail and the bookkeeper who needs to retrieve invoices without logging into the core system. It brings your entire operational stack into your chat.
Verifies offer details, checks a client's last project status, and creates new contacts when a deal closes.
Retrieves invoice histories, checks payment statuses, and lists all active orders straight from their workflow.
Lists all contacts, finds specific customer details, and quickly pulls up project status for pipeline reviews.
What Changes When You Connect
- You check invoice statuses instantly. Instead of navigating to the accounting dashboard, you simply ask the agent to run
list_invoicesand get the status. This saves you time and clicks. - Create new records on the fly. When a sales call ends, you don't copy-paste details. You tell your agent to
create_contactwith the gathered information, and it handles the rest. - Get a full picture of a client. Use
get_contactand thenlist_projectsto instantly see a client's full history—their contacts, their open projects, and their invoices—in one response. - Keep sales moving. You can
list_offersandlist_ordersto see what was quoted versus what was actually purchased, keeping your revenue pipeline visible without logging into the sales module. - Monitor team capacity. Run
list_usersto see who is logged into Bexio and what their roles are, which is better for coordinating task handoffs than checking a separate team roster. - Inventory check on demand. Need to know the price or stock level of a specific item?
list_itemsgives you the metadata and pricing without opening the product catalog.
Real-World Use Cases
Client Onboarding and Setup
A new client just signed an agreement. Instead of going into the CRM, creating a contact, then generating an offer, and finally creating a project, the user asks the agent: 'Onboard Acme Corp.' The agent runs create_contact, then list_offers to check pricing, and finally uses list_projects to initiate the project record. Everything happens in a single, guided conversation.
Auditing Accounts Receivable
The bookkeeper needs to know which client hasn't paid in 60 days. They ask the agent to 'List all invoices with a status of outstanding.' The agent runs list_invoices, filtering the results, and immediately provides a list of overdue invoices, saving hours of spreadsheet cross-referencing.
Project Status Check for Sales
A sales rep needs to know if a prospect's company is still active. They ask the agent to 'Check the current projects for John Doe.' The agent uses get_contact to confirm the person, then list_projects to confirm if the associated company has any active work, giving the rep solid data for their pitch.
Product Catalog Verification
A team member is writing a proposal and needs the latest price for 'Product X'. They ask the agent to check the catalog. The agent runs list_items, retrieving the current pricing and stock metadata, ensuring the proposal is accurate before it goes out.
The Tradeoffs
Deep Dashboard Diving
Opening Bexio, clicking 'Contacts', searching for the client, clicking 'Projects' tab, then copying the ID to paste into a spreadsheet. This takes 8-10 clicks and three different screens.
→
Just ask your agent: 'What are the current projects for Acme Corporation?' The agent uses get_contact first, then list_projects, and gives you the status in plain text immediately.
Manual Data Cross-Referencing
Comparing a list of client names from a spreadsheet against the invoices in Bexio, requiring manual lookups for every single record.
→
Use the agent to run list_contacts and list_invoices in sequence. You can then ask the agent to cross-reference the two lists, providing a structured output that matches the data.
Forgetting to Create Records
Completing a sales deal but forgetting to properly input the new client details or the initial project scope into the system.
→
At the end of the conversation, tell the agent: 'Finalize the client setup for Acme Corp.' The agent runs create_contact and list_projects to make sure the client is recorded and the project is started.
When It Fits, When It Doesn't
Use this server if your workflow requires pulling data from multiple Bexio modules—specifically if you need to link a contact's details to their invoices, or see a project status alongside their order history. Don't use it if you are only performing a single, isolated task (e.g., just writing an email). If you only need to create one contact, you can use the create_contact tool, but for complex workflows, the agent is better. The server is strongest when you need to query relationships between data points (Contact -> Project -> Invoice).
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.
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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.
Available Capabilities
Checking a client's full status shouldn't require jumping between three different Bexio tabs.
Right now, checking on a client's status is a manual headache. You have to jump to the Contacts tab to verify who they are. Then, you click the Projects tab to see if they're working on anything. Finally, you go to Invoices to see if they've paid for it. You spend five minutes, copying IDs and jumping between dashboards.
With this MCP server, you just ask your AI client: 'What is the status of Acme Corp?' The agent runs `get_contact` and then `list_projects` and `list_invoices` in a single flow, giving you a summary of their entire business health right in your chat window.
Bexio MCP Server: Get a full view of your business records.
The specific steps that vanish are the dashboard clicks, the context switching, and the need to manually cross-reference IDs. You no longer need to switch from the Contact screen to the Billing screen to get a complete picture.
The server gives you direct, conversational access to your entire backend. It’s not just reading data; it’s running complex, multi-step queries across contacts, invoices, and projects instantly.
Common Questions About Bexio MCP
How do I use the list_invoices tool with Bexio MCP Server? +
You simply ask your agent to 'Show me all invoices.' The agent runs list_invoices and retrieves a list of all invoices, including their IDs and current payment status. You can then ask for details on any specific one.
Can I use the create_contact tool to add a new person? +
Yes. You tell your agent to create a new contact, and it runs the create_contact tool. You just need to provide the necessary details, like name, company, and email, in your prompt.
Does the list_projects tool show completed projects? +
It lists all business projects in Bexio. You can prompt the agent to filter the list to show only 'completed' or 'active' projects, giving you a targeted view.
What is the difference between list_contacts and get_contact using Bexio MCP Server? +
list_contacts gives you a full list of every contact. get_contact requires you to specify a contact ID, and it returns only the detailed information for that single record.
How do I list all products using the list_items tool in Bexio MCP Server? +
The list_items tool retrieves your entire product catalog. You get detailed information on items, including their current price and stock levels, allowing you to keep track of inventory instantly.
What happens if I try to get a contact that doesn't exist using get_contact? +
The server returns a specific error message identifying the missing contact ID. Your AI client receives this error, letting you know exactly which record needs correction or verification.
Can I list all offers and then get specific details about one using list_offers and get_invoice? +
Yes, you can first use list_offers to see all available quotes. Then, you pass the relevant ID to get_invoice to pull up the specific details for that offer or invoice.
Does the Bexio MCP Server require special permissions for list_users? +
No, as long as your Personal Access Token has read permissions, the list_users tool works. It pulls a list of all users within the connected Bexio organization.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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