How to Use the Bexio MCP in Cursor

Q: How do I configure Bexio credentials inside Cursor?

You add the MCP Server to your global or project-specific mcp.json file in Cursor. Once saved, the editor connects to the Vinkius endpoint and exposes the tools to your coding agent.

Q: Can the Cursor agent modify my Bexio contacts?

Yes, the agent can write new CRM records using the createcontact tool. It will only execute this action when you explicitly instruct it to create or update a record in your editor chat.

Q: Does Cursor support listing Bexio orders and offers?

Yes, you can query your active sales pipeline using listorders and listoffers directly from the editor. This lets you build and test custom pipeline integrations without leaving your workspace.

Write code that pulls real Bexio invoice and project data directly into Cursor using this MCP Server.

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Connect Bexio MCP to Cursor

Create your Vinkius account to connect Bexio to Cursor 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 Cursor

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Build integrations using live Bexio records in Cursor

The `list_invoices` and `get_invoice` tools let you query live Swiss financial records directly from the Cursor agent pane. You can write your custom accounting scripts while your editor pulls actual JSON payloads to verify your schema. This eliminates the need to write fragile mock datasets or guess at API responses. Your editor executes the live queries, allowing you to debug your code against real billing structures.

Generate ERP sync scripts with this MCP Server

The `list_contacts` and `create_contact` tools let your editor write and test CRM synchronization logic on the fly. You ask the editor to write a script, and it tests the code against your actual contact database. Active user lists can also be pulled using `list_users` to map local system accounts to Swiss ERP profiles. Your coding agent handles the API calls, letting you focus on the core business logic.

Map pipeline items and active projects in your editor

The `list_projects`, `list_orders`, and `list_offers` tools expose your operational pipeline to Cursor during development. You can build custom dashboards or reporting scripts by having the editor verify the data relationships. The agent retrieves your product database using `list_items` to ensure your code references valid SKUs. Having this live MCP context in your editor prevents syntax errors before you commit.

Setup guide

Set up Bexio MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Bexio MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Bexio transactions." If the MCP tools are loaded correctly, Cursor will call the Bexio tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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 Cursor

You add the MCP Server to your global or project-specific `mcp.json` file in Cursor. Once saved, the editor connects to the Vinkius endpoint and exposes the tools to your coding agent.

Yes, the agent can write new CRM records using the `create_contact` tool. It will only execute this action when you explicitly instruct it to create or update a record in your editor chat.

Yes, you can query your active sales pipeline using `list_orders` and `list_offers` directly from the editor. This lets you build and test custom pipeline integrations without leaving your workspace.

Instead of reading static docs, your editor queries the live MCP endpoint to see how the Swiss platform actually responds. This prevents integration bugs by letting you write code that matches live payloads.

Your Swiss contacts, invoices, projects, orders, offers, items, and users are protected by end-to-end token authentication. The Vinkius platform handles the credentials, ensuring your editor never exposes raw API keys in your code repository.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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