Integrate Bexio with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: 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.

Manage your business via Bexio — list contacts, invoices, and projects directly from any AI agent.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create contact on Bexio

Create a new contact

get

Get contact on Bexio

Get specific contact details

get

Get invoice on Bexio

Get specific invoice details

list

List contacts on Bexio

List all contacts

list

List invoices on Bexio

List all invoices

list

List items on Bexio

List all products/items

list

List offers on Bexio

List all offers

list

List orders on Bexio

List all orders

list

List projects on Bexio

List all projects

list

List users on Bexio

List all Bexio users

Security & Code Integrity Audit

Every tool in the Bexio MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

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.

Can I audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

Bexio Capabilities for AI Assistants

This integration supports direct MCP execution, enabling your chatbots to query and modify data within these specific environments.

The Future of small business software

The Bexio integration exposes LLM-friendly schemas for small business software. Tools like Cursor can map natural language directly into executable erp operations commands.

Connecting invoicing with Cursor

Use Bexio to interface with invoicing via natural language. The toolkit provides Cursor with LLM-friendly schemas for erp operations tasks.