How to Use the Bexio MCP in Cline

Q: Can Cline create new customer profiles in Bexio?

Yes, Cline can use the createcontact tool to write new client records directly into your account. Just tell Cline the customer details in plain English and it will execute the API call.

Q: Can I use Cline to audit my Bexio project lists?

Yes, you can ask Cline to run listprojects and compare the active projects against your local Git branches or task tracker.

Let Cline manage your Bexio business directories and invoice lookups right inside your VS Code workspace.

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Connect Bexio MCP to Cline

Create your Vinkius account to connect Bexio to Cline 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 Cline

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Automated customer directory updates in Cline

When you're building a CRM feature, Cline can directly verify customer records using this MCP Server. It calls `list_contacts` to search your existing database and uses `create_contact` to add new leads without you leaving the editor. The agent writes the integration code, runs tests, and checks the live Bexio API to confirm the mock data matches your actual Swiss ERP setup.

Live billing context for codebase debugging

Debugging payment webhooks is easier when your workspace agent can check real transactions. Cline calls `get_invoice` and `list_invoices` to pull raw JSON payloads from your actual Bexio account. This MCP server allows you to compare these payloads with your local server logs to find why a webhook failed. You don't have to log into the web portal to double-check tax rates or customer IDs.

Mapping product catalogs to code

Keep your local database seeds accurate by letting Cline query your real inventory. The agent pulls your current stock using `list_items` and matches it to your application's schema. It can also check `list_orders` and `list_offers` to ensure your app's checkout logic handles pricing tiers exactly how they are configured in your Swiss ERP.

Setup guide

Set up Bexio MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type bexio-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Bexio refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

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

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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 Cline

Open the Cline sidebar, click the MCP icon, and add the server via the Remote Servers tab. Once connected, Cline can immediately invoke tools like `list_users` and `list_projects`.

Yes, Cline can use the `create_contact` tool to write new client records directly into your account. Just tell Cline the customer details in plain English and it will execute the API call.

Yes, you can ask Cline to run `list_projects` and compare the active projects against your local Git branches or task tracker.

The Cline agent reads raw error output from the MCP server. If a tool like `get_invoice` returns a 404 or authentication error, Cline will explain the issue and help you fix the parameters.

Your sensitive financial records and customer contact details are protected by Vinkius's zero-trust MCP runtime. The credentials required to list your invoices and projects are stored as secure, ephemeral environment variables that Cline only accesses during active tool executions.

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