Bexio Connector for AI agents.

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

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

10 live capabilities

Manage your invoices, projects, and CRM data through a natural conversation.

Live agent request Bexio / Connector

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AI Agent

Why people use Bexio

Bexio ERP Management for Faster Invoicing and CRM

With this Connector, you just ask your AI agent to do the looking for you. You can pull up a list of projects or find a contact's details in one sentence. You get your time back to focus on growing the business instead of hunting for data.

What Vinkius changes

You get a direct voice interface for your entire Bexio business backend.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

Real-world use case 01

Checking a client's status

A sales rep asks "Who is the contact for Acme Corp?
Real-world use case 02

Quick invoice audit

An accountant asks for all pending invoices and uses `list_invoices` to identify what needs following up for the month.
Real-world use case 03

Instant inventory check

A shop owner asks "What items do we have in stock?

Complete set · 10capabilities

The complete Bexio capability set.

These are the exact actions your AI can choose when you ask it to work with Bexio.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 10 available through Bexio.

01 Capability
List users
See a list of all users in your Bexio organization. This helps you coordinate tasks across your team.
02 Capability
Create contact
Add a new contact to your CRM. Use this to quickly log a new lead or customer without manual entry.
03 Capability
Get contact
Pull specific details for a single contact. This is great for looking up emails or phone numbers.
04 Capability
Get invoice
Retrieve the specific details of one invoice. Use this to check the status of a particular bill.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through Bexio.

05 Capability
List contacts
List all contacts in your database. This gives you a bird's eye view of your entire customer base.
06 Capability
List invoices
See a full list of all invoices in your Bexio account. This helps you stay on top of your receivables.
07 Capability
List items
View all products and items in your catalog. Use this to check pricing and stock levels quickly.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through Bexio.

08 Capability
List offers
Pull a list of all current offers. It's the fastest way to see what's in your sales pipeline.
09 Capability
List orders
See all orders placed by your customers. This helps you track fulfillment and sales volume.
10 Capability
List projects
Get a list of all business projects. Use this to monitor progress across different workstreams.

Set up in minutes

One URL. Then ask Bexio to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Bexio from the conversation.

Choose your client

Live preview

Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp

Step 01

Open Connectors

In Claude Web or Claude Desktop, open Settings and choose Connectors.
Step 02

Add the URL

Choose Add custom connector, name it Bexio, and paste the URL above.
Step 03

Turn it on in chat

Select +, open Connectors, and enable Bexio for the conversation.

ChatGPT · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp

Step 01

Open MCP settings

On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
Step 02

Add the URL

Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Bexio URL.
Step 03

Save and start

Save the connection and enable Bexio in your conversation. Desktop may ask you to restart once.

Cursor · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "bexio": {
      "url": "https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp"
    }
  }
}

Step 01

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
Step 02

Add the server config

Paste the JSON configuration above into the mcp.json file that opens
Step 03

Save the file

Cursor will automatically detect the new Connector
Step 04

Start using Bexio

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

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "bexio": {
      "url": "https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp"
    }
  }
}

Step 01

Create MCP config

Create a .vscode/mcp.json file in your project root
Step 02

Add the server config

Paste the JSON configuration above
Step 03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
Step 04

Start using Bexio

Ask Copilot: "Using Bexio, help me...". 10 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "bexio": {
      "url": "https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp"
    }
  }
}

Step 01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Step 02

Add the server

Paste the JSON configuration above into mcp_config.json
Step 03

Save and reload

Windsurf will detect the new server automatically
Step 04

Start using Bexio

Open Cascade and ask: "Using Bexio, help me...". 10 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "bexio": {
      "url": "https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp"
    }
  }
}

Step 01

Open Cline MCP Settings

Click the Connectors icon in the Cline sidebar panel
Step 02

Add remote server

Click "Add Connector" and paste the configuration above
Step 03

Enable the server

Toggle the server switch to ON
Step 04

Start using Bexio

Ask Cline: "Using Bexio, help me...". 10 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add bexio --transport http "https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp"

Step 01

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed
Step 02

Add the Connector

Run the command above in your terminal
Step 03

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session
Step 04

Start using Bexio

Ask Claude: "Using Bexio, show me...". 10 tools are ready

Where the request belongs

Work Bexio can move forward.

Built around the request

Small business owners who are drowning in manual admin, accountants who need to pull data quickly without clicking through dozens of menus, and sales reps who need to check offers on the fly.

Small Business Owner

Checks invoice statuses and client details while on the move to keep operations running.

Accountant

Pulls financial documents and contact data to reconcile accounts faster on a Tuesday afternoon.

Sales Representative

Verifies offer details and creates new leads without leaving the chat during a sales call.

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 10 capabilities

Alegra

Business management and e-invoicing. manage invoices, inventory, and contacts via AI.

View Connector

02 12 capabilities

Wuro

Manage your business billing, product catalog, and contacts with Wuro.fr through AI.

View Connector

03 10 capabilities

Altoviz

Business management and invoicing. manage customers, invoices, and expenses via AI.

View Connector

04 9 capabilities

Evoliz

Handle French business invoicing with quote generation, expense tracking, and accounting integrations designed for compliance.

View Connector

05 31 capabilities

Capsule CRM

Manage contacts, sales opportunities, and projects via Capsule CRM. search parties, track pipelines, and manage tasks directly from any AI agent.

View Connector

06 12 capabilities

Karbon

Manage your accounting firm's workflow, contacts, and work items directly via AI agents.

View Connector

Bring your own AI

Change the model, client or framework. Keep Bexio connected.

Claude
ChatGPT
Gemini
Cursor
VS Code
Windsurf
ZCode
Cline
Zed
Continue
Kiro
Roo Code
Zencoder
Goose
Void
Augment Code
Amp
Qodo
Tabnine
Pieces
Sourcegraph Cody
JetBrains
Warp
Amazon Q
Antigravity
BoltAI
Raycast
Jan
LM Studio
AnythingLLM
Open WebUI
Msty
Cherry Studio
LibreChat
TypingMind
Chorus
5ire
n8n
LangChain
LlamaIndex
CrewAI
Vercel AI SDK

Before you connect

Questions about Bexio.

The practical details behind the request, access and result.

Can I use Bexio MCP to manage my small business?

Yes, it lets you interact with your CRM, invoicing, and projects using natural language. It's a great way to manage your business data without constantly switching apps.

Does Bexio MCP work with Claude?

It works with any MCP-compatible client, including Claude, Cursor, and Windsurf.

How do I connect my Bexio account?

You'll need a Personal Access Token from your Bexio settings to link it to the Connector. Once connected, your agent can access your data.

Can it help me with my accounting?

It lets you list and view invoices and offers, which helps you stay on top of your finances and see what's pending or paid.

Is there a way to create new contacts?

Yes, you can ask your agent to create a new contact and it will add it to your Bexio CRM automatically.

Can I see my inventory with Bexio MCP?

Yes, it can pull your full list of products, including pricing and stock metadata, so you always know what's in your catalog.

Does it show my team members?

Yes, you can ask the agent to list the users within your Bexio organization to help coordinate tasks.

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.

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.

One connection away

Give your agent a direct line to Bexio.

Connect Bexio once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available

Bexio ERP Management for Faster Invoicing and CRM

You get a direct voice interface for your entire Bexio business backend.

Checking a client's status

Quick invoice audit

Instant inventory check

List users

Create contact

Get contact

Get invoice

List contacts

List invoices

List items

List offers

List orders

List projects

Open Connectors

Add the URL

Turn it on in chat

Open MCP settings

Add the URL

Save and start

Open MCP Settings

Add the server config

Save the file

Start using Bexio

Create MCP config

Add the server config

Enable Agent mode

Start using Bexio

Open MCP Settings

Add the server

Save and reload

Start using Bexio

Open Cline MCP Settings

Add remote server

Enable the server

Start using Bexio

Install Claude Code

Add the Connector

Verify the connection

Start using Bexio

Small Business Owner

Accountant

Sales Representative

Alegra

Wuro

Altoviz

Evoliz

Capsule CRM

Karbon

Give your agent a direct line to Bexio.