How to Use the Bexio MCP in Windsurf

Q: Can Windsurf Cascade automatically draft a Bexio invoice?

Cascade can read invoice details using getinvoice and gather client info with getcontact. While this server lets you fetch and list billing records, you can have Cascade prepare all the necessary payloads before you finalize them.

Run your Bexio ERP operations directly from Windsurf's Cascade agent without leaving your editor.

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Connect Bexio MCP to Windsurf

Create your Vinkius account to connect Bexio to Windsurf 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 Windsurf

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Cascade chains Bexio tasks via this MCP Server

Cascade doesn't wait for your permission to link your billing and project data. When you ask it to kick off a new client project, it runs `create_contact` to set up the profile, pulls catalog details with `list_items`, and drafts the initial project outline using `list_projects` in one clean run. You don't have to trigger each step manually. This MCP Server lets the agent handle the entire sequence of Swiss accounting tasks, matching your code workspace directly to live Bexio accounts.

Reconciling invoices during active development

Keep your client billing in sync while editing your app's payment flow. Cascade uses `list_invoices` and `get_invoice` to compare what's in your local database with what's actually settled in your Swiss ERP. If a client has outstanding dues, Cascade finds their billing record through `list_contacts` and flags the discrepancy in your terminal. You get real-time financial context without switching to a web browser.

Instant inventory and order tracking

Building an e-commerce integration becomes straightforward when your editor knows your actual stock. Cascade calls `list_items` to pull your current Bexio product catalog and uses `list_orders` to check pending sales. This MCP server maps these live records directly into your database seed files or test suites. No manual exports or copy-pasting CSV files from your Bexio dashboard anymore.

Setup guide

Set up Bexio MCP in Windsurf

Prerequisites

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

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Bexio MCP

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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Bexio payment history." If connected, Cascade will call the Bexio tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

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Common questions about Bexio MCP in Windsurf

Open your Windsurf MCP panel and add the server URL under the mcpServers key in your config file. Cascade will instantly discover tools like `list_contacts` and `list_invoices` so you can start querying your ERP.

Cascade can read invoice details using `get_invoice` and gather client info with `get_contact`. While this server lets you fetch and list billing records, you can have Cascade prepare all the necessary payloads before you finalize them.

Yes, that is Cascade's core strength. You can tell Windsurf to find a specific client using `list_contacts` and then immediately pull their active projects with `list_projects` without prompting between steps.

This MCP server exposes tools to read and list your contacts, invoices, items, offers, orders, projects, and users. You can also create new contacts directly from your editor.

Your Bexio api tokens and invoice data never touch external storage. Vinkius runs the server in an isolated sandbox, keeping your financial records and contact lists strictly between your local editor and the Bexio API.

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