Vinkius

Bexio MCP for AI Agents. Manage CRM, Accounting Records, and Project Oversight in One Place

Bexio brings your entire business management system into conversation with AI agents. Instead of logging into multiple dashboards, you can talk to your agent and have it handle everything: listing contacts, querying invoices, or checking project status directly. It manages CRM, accounting records, and projects all from one chat interface.

Bexio MCP for AI Agents MCP is compatible with Claude Claude
Bexio MCP for AI Agents MCP is compatible with ChatGPT ChatGPT
Bexio MCP for AI Agents MCP is compatible with Cursor Cursor
Bexio MCP for AI Agents MCP is compatible with Gemini Gemini
Bexio MCP for AI Agents MCP is compatible with Windsurf Windsurf
Bexio MCP for AI Agents MCP is compatible with VS Code VS Code
Bexio MCP for AI Agents MCP is compatible with JetBrains JetBrains
Bexio MCP for AI Agents MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Manage client records

List all contacts or retrieve specific details for a customer, supplier, or partner.

Query financial documents

Check the status and details of existing invoices, offers, and orders to monitor revenue.

Track business projects

Get a list of all active company projects and check their current progress or status.

Access product details

List your entire catalog, including item names, pricing, and stock availability.

View user directories

Retrieve a list of all users within your organization to help coordinate internal tasks.

Waiting for input…

AI Agent
Bexio MCP for AI Agents

What AI agents can do with Bexio: 10 Tools for Contact, Invoice, and Project Management

Use these tools to create, read, list, and update every core business record in Bexio using natural language commands.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Bexio MCP

Create Contact

Creates a brand new contact record in your system.

Get Contact

Retrieves all specific details for one known contact.

Get Invoice

Gets the full details and status of a single invoice number.

List Contacts

Lists all existing contacts, letting you see who needs follow-up.

List Invoices

Pulls a list of invoices so you can check payment dates and statuses for many...

List Items

Shows the product catalog, including pricing tiers and current stock levels.

List Offers

Lists all pending sales offers so you can see what's ready to turn into an invoice.

List Orders

Shows a list of placed orders, helpful for checking fulfillment status and expected...

List Projects

Retrieves all ongoing projects, along with their defined scope and current progress...

List Users

Lists every user account associated with your company profile for team coordination.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Bexio MCP for AI Agents MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Bexio MCP for AI Agents integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Bexio, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Bexio MCP for AI Agents MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Bexio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Bexio MCP: Automating Contact and Invoice Management

Today, managing client relationships means juggling three separate areas: the main CRM dashboard for contacts, a dedicated accounting portal for invoices, and another view just for projects. To get a full picture of one client's financial standing or project status, you spend ages copy-pasting data between tabs, making mistakes along the way.

With this MCP, your agent handles it all. You simply ask, 'What is the contact info for Acme Corp and what invoices are overdue?' The agent pulls the necessary details from multiple sources—contacts, billing, and orders—and gives you a single, combined answer.

Bexio MCP: Streamlining Product Inventory and Project Oversight

Before this tool, checking on your product inventory meant logging into the stock management section. Checking project progress required navigating to a separate list of ongoing tasks. It was a slow, manual process that slowed down decision-making.

Now, you can ask your agent about both: 'List all projects and tell me if we have enough stock for Item X.' You get instant answers based on the `list_projects` and `list_items` tools combined. Everything is available in a single conversation.

What Bexio MCP for AI Agents MCP does for your AI

This MCP connects your business operations—from client relations to accounting—directly to natural language processing. You stop clicking through menus and start talking to your data. Whether you need a list of current customers, want to check the status of an outstanding invoice, or just need to know which projects are running late, your agent handles it.

It pulls together all your core business functions: managing contacts, tracking sales offers, listing product inventory, and overseeing project timelines. If you're looking for a centralized way to interact with complex business data without needing developer access, this is it. You connect through Vinkius, the #1 MCP Catalog, making it available immediately from any compatible AI client.

Built · Hosted · Managed by Vinkius Bexio MCP for AI Agents — Manage CRM & Accounting Records
Server ID 019d755b-a6f4-730c-b225-d936346e6507
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about Bexio MCP for AI Agents MCP

How does the Bexio MCP help me track multiple invoices and accounts? +

The Bexio MCP lets you pull up lists of all your invoices, letting you see payment statuses for dozens of clients without manually opening each one. You can filter by status (paid or overdue) in a single conversational query.

Can the Bexio MCP create new client records from scratch? +

Yes, absolutely. If you talk to your agent and ask it to 'create a contact' for a new lead, it handles all the data entry fields in Bexio automatically, saving you time and clicks.

Is the Bexio MCP good for small business inventory management? +

It is. You can use the agent to list your products and check stock metadata instantly. This means running out of supplies or knowing product prices is always one simple question away.

Does the Bexio MCP help with project status updates? +

Yes, it lists all active projects in your system. You can ask for a summary report to see which projects are on track and if any are falling behind schedule.

What kind of financial data can I get using the Bexio MCP? +

You can retrieve detailed information on invoices, offers, and orders. This lets you check receivables, verify pricing, and see exactly what payments are expected.