Bring Small Business Software
to LlamaIndex
Create your Vinkius account to connect Bexio to LlamaIndex and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Subscribe to this server
- Enter your Bexio Personal Access Token
- Start managing your business from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Small Business Owners — quickly check invoice statuses and client details without manual dashboard navigation.
- Accountants & Bookkeepers — retrieve financial documents and contact data straight from their workflow.
- Sales Reps — verify offer details and create new contacts using natural language.
Built-in capabilities (10)
Create a new contact
Get specific contact details
Get specific invoice details
List all contacts
List all invoices
List all products/items
List all offers
List all orders
List all projects
List all Bexio users
Why LlamaIndex?
LlamaIndex agents combine Bexio tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine Bexio tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Bexio tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Bexio, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Bexio tools were called, what data was returned, and how it influenced the final answer
Bexio in LlamaIndex
Why run Bexio with Vinkius?
The Bexio connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Bexio using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Bexio and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Bexio to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Bexio for LlamaIndex
Every request between LlamaIndex and Bexio is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Bexio tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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