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.

How do I list all my customers in Bexio?

Simply ask the agent to `list_contacts`. It will retrieve the directory of all companies and persons registered in your Bexio account.

Does the integration allow me to create a new invoice?

Currently, the toolset is focused on querying and management (listing contacts, checking projects, auditing invoices). For creating complex financial documents like invoices with multiple line items, we recommend using the Bexio platform directly.

Bexio MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: Bexio
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Bexio as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="bexio_agent",
            tools=tools,
            system_message=(
                "You help users with Bexio. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Bexio MCP Server

Connect your Bexio account to any AI agent and orchestrate your business workflows, including CRM, accounting, and project management, through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Bexio tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Contact Management — List, create, and retrieve detailed information for customers, suppliers, and partners.
Invoicing & Sales — Query invoices, offers, and orders to stay on top of your sales pipeline and receivables.
Project Oversight — List all business projects and monitor their status and progress.
Inventory & Items — Access your product catalog and list items with pricing and stock metadata.
Team Collaboration — Retrieve lists of users within your Bexio organization for better task coordination.

The Bexio MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Bexio to AutoGen via MCP

Follow these steps to integrate the Bexio MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from Bexio automatically

Why Use AutoGen with the Bexio MCP Server

AutoGen provides unique advantages when paired with Bexio through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Bexio tools to solve complex tasks

Role-based architecture lets you assign Bexio tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Bexio tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Bexio tool responses in an isolated environment

Bexio + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Bexio MCP Server delivers measurable value.

Collaborative analysis: one agent queries Bexio while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Bexio, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Bexio data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Bexio responses in a sandboxed execution environment

Bexio MCP Tools for AutoGen (10)

These 10 tools become available when you connect Bexio to AutoGen via MCP:

create_contact

Create a new contact

get_contact

Get specific contact details

get_invoice

Get specific invoice details

list_contacts

List all contacts

list_invoices

List all invoices

list_items

List all products/items

list_offers

List all offers

list_orders

List all orders

list_projects

List all projects

list_users

List all Bexio users

Example Prompts for Bexio in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Bexio immediately.

"List all active projects in Bexio."

"Find the contact details for 'Acme Corp'."

"Show my last 5 invoices."

Troubleshooting Bexio MCP Server with AutoGen

Common issues when connecting Bexio to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Bexio + AutoGen FAQ

Common questions about integrating Bexio MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Bexio tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.