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Connect Bexio to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your CRM and accounting through a simple chat interface.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Bexio.

  1. 01

    Create contact

    This capability adds a new contact to your Bexio database. Use it to quickly register a new customer or supplier.

  2. 02

    Get invoice

    This capability pulls specific details for a single invoice. It's useful when you need to check the exact amount or status of a specific bill.

  3. 03

    List contacts

    This capability retrieves your entire list of contacts. Use it to get an overview of all your customers and partners.

  4. 04

    List invoices

    This capability generates a list of all invoices in your account. It helps you track your billing history and outstanding payments.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Bexio.

  1. 05

    List items

    This capability pulls your product catalog. You can use it to check pricing or stock levels for your items.

  2. 06

    List offers

    This capability shows all your business offers. Use it to monitor your sales pipeline and pending quotes.

  3. 07

    List orders

    This capability lists all customer orders. It's the fastest way to check your current sales volume.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Bexio.

  1. 08

    List projects

    This capability retrieves your business projects. Use it to check the status or progress of ongoing work.

  2. 09

    Get contact

    This capability fetches detailed information for one specific contact. Use it to find addresses or contact details for a client.

  3. 10

    List users

    This capability lists the users in your Bexio organization. It helps you see who has access to your account.

Real work

What teams actually run

01

Quick Invoice Checks

Ask your agent for the status of a specific invoice while you are in a meeting.

02

Client Onboarding

Tell your agent to create a new contact after a successful sales call.

03

Inventory Verification

Check if a specific item is in stock before confirming an order with a customer.

04

Project Status Updates

Get a quick list of all active projects to see what your team is working on.

Automate a task

Put Bexio to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Bexio works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Bexio to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

857ms average. Fast in production.

Bexio is checked daily against the live service.

Daily averagePeak 1075ms
Oct 5Today
Fastest day
718ms
Slowest day
1075ms
14-day trend
Stable+3%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Bexio, so you can see the experience inside your AI.

It does not authenticate your account with Bexio. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Bexio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Bexio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bexio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Bexio in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Bexio owners hand off.

This MCP is built for professionals who use Bexio to run their daily operations and want to interact with their data via chat.

  • 01

    Small Business Owners

    They use the agent to check invoice statuses without logging into the full dashboard.

  • 02

    Accountants

    They retrieve financial documents and contact data directly within their workflow.

  • 03

    Sales Representatives

    They verify offer details and add new contacts using natural language.

FAQ

Questions Bexio owners ask.

  • 01

    How do I connect my Bexio account?

    You need to provide your Bexio Personal Access Token during the setup process on Vinkius. Once entered, the MCP is ready to use.

  • 02

    Which AI clients can I use with this MCP?

    You can use this MCP with any compatible client, including Claude, Cursor, and Windsurf.

  • 03

    Can I create new customers through the chat?

    Yes, you can use the create_contact capability to add new customers, suppliers, or partners to your Bexio account.

  • 04

    Is my data secure?

    Vinkius manages the connection and your credentials securely, allowing your AI client to interact with Bexio through the provided capabilities.

  • 05

    Can I check my project progress?

    Yes, the list_projects capability allows your agent to retrieve and show you the status of your business projects.

  • 06

    Can I check the payment status of an invoice using the agent?

    Yes! Use the get_invoice capability with the Invoice ID. Your agent will fetch the latest status, showing if it is draft, issued, or paid.

  • 07

    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.

  • 08

    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.

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