How to Use the Bexio MCP in Claude

Q: How do I connect my Bexio account to Claude Desktop?

You add the MCP Server configuration to your local claudedesktopconfig.json file with your credentials. Once you restart the desktop app, the billing and contact tools appear in your chat window.

Q: Can Claude Desktop create new Bexio contacts automatically?

Yes, the agent uses the createcontact tool to write new records directly to your Swiss CRM. You just provide the company details in plain text, and the desktop client handles the API payload.

Stop copying invoice numbers into Claude Desktop; manage your Swiss ERP workflows directly from your chat window using this MCP Server.

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Connect Bexio MCP to Claude Desktop

Create your Vinkius account to connect Bexio to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Bexio with Claude Desktop

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Look up Swiss client details inside Claude Desktop

The `list_contacts` and `get_contact` tools pull your Swiss client directory directly into your desktop chat window. Instead of digging through the web app, you type a name and Claude Desktop fetches the exact record. Your agent uses the data to draft follow-up emails or update client records with `create_contact`. This removes the constant back-and-forth between your browser tabs.

Check pending financial records with this MCP Server

The `list_invoices` and `get_invoice` tools expose unpaid balances and billing details to your desktop agent. You ask for a status update on a specific client, and the server queries your live ledger. Pricing is checked against your up-to-date catalog via `list_items` so you can verify billing accuracy. Your desktop client handles the database lookup while you focus on client communication.

Audit project progress and internal user assignments

The `list_projects` and `list_users` tools expose your active project list and team directory directly to Claude Desktop. You can match open tasks to specific Swiss staff members without logging into the web portal. Your desktop agent cross-references these projects against active sales documents using `list_offers` and `list_orders`. This connects your project execution directly to your sales pipeline using this lightweight MCP connection.

Setup guide

Set up Bexio MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Bexio MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Bexio MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under bexio-mcp.

json

{
  "mcpServers": {
    "bexio-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Bexio MCP in Claude Desktop

You add the MCP Server configuration to your local `claude_desktop_config.json` file with your credentials. Once you restart the desktop app, the billing and contact tools appear in your chat window.

Yes, the agent uses the `create_contact` tool to write new records directly to your Swiss CRM. You just provide the company details in plain text, and the desktop client handles the API payload.

Yes, you can search and view specific billing records using `list_invoices` and `get_invoice`. The desktop agent parses the raw ledger data and presents it directly in your chat thread.

The MCP Server pulls your inventory and tax configurations using `list_items`. This ensures your agent always references the correct Swiss pricing and VAT structures during your chats.

Your Swiss contacts, invoices, projects, orders, offers, items, and users never touch third-party databases. The server runs inside a secure, ephemeral V8 isolate on Vinkius, routing data directly between your local machine and the Swiss API endpoints.

Use it with your favorite AI tools

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