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 Cursor 10 tools — connect in under 2 minutes

Name: Bexio
Availability: InStock
Author: Vinkius

docs.cursor.com/context/model-context-protocol

Built by Vinkius GDPR 10 Tools IDE

Cursor is an AI-first code editor built on VS Code that integrates LLM-powered coding assistance directly into the development workflow. Its Agent mode enables autonomous multi-step coding tasks, and MCP support lets agents access external data sources and APIs during code generation.

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.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Bexio and 2,500+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

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

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

Cursor's Agent mode turns Bexio into an in-editor superpower. Ask Cursor to generate code using live data from Bexio and it fetches, processes, and writes — all in a single agentic loop. 10 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.

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 Cursor 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 Cursor via MCP

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

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"

Add the server config

Paste the JSON configuration above into the mcp.json file that opens

Save the file

Cursor will automatically detect the new MCP server

Start using Bexio

Open Agent mode in chat and ask: "Using Bexio, help me..." — 10 tools available

Why Use Cursor with the Bexio MCP Server

Cursor AI Code Editor provides unique advantages when paired with Bexio through the Model Context Protocol.

Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context

Cursor's Composer feature can generate entire files using real-time data fetched through MCP — no copy-pasting from external dashboards

MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment

VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools

Bexio + Cursor Use Cases

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

Code generation with live data: ask Cursor to generate a security report module using live DNS and subdomain data fetched through MCP

Automated documentation: have Cursor query your API's tool schemas and generate TypeScript interfaces or OpenAPI specs automatically

Infrastructure-as-code: Cursor can fetch domain configurations and generate corresponding Terraform or CloudFormation templates

Test scaffolding: ask Cursor to pull real API responses via MCP and generate unit test fixtures from actual data

Bexio MCP Tools for Cursor (10)

These 10 tools become available when you connect Bexio to Cursor 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 Cursor

Ready-to-use prompts you can give your Cursor 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 Cursor

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

Tools not appearing in Cursor

Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.

Server shows as disconnected

Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.

Bexio + Cursor FAQ

Common questions about integrating Bexio MCP Server with Cursor.

What is Agent mode and why does it matter for MCP?

Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.

Where does Cursor store MCP configuration?

Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.

Can Cursor use MCP tools in inline edits?

No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design — tool calls require user visibility and approval.

How do I verify MCP tools are loaded?

Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.