# Bexio MCP for AI Agents MCP

> 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.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** small-business-software, invoicing, project-management, contact-management, swiss-business

## Description

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.

## Tools

### 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 clients at once.

### 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 delivery dates.

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

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

## Prompt Examples

**Prompt:** 
```
What are our top 3 clients that have outstanding invoices?
```

**Response:** 
```
**Client Accounts with Outstanding Invoices**

Based on your current records, here are the three accounts needing attention:

1. **Acme Corporation** (ID: con_992): Invoice INV-2024-001 is marked as 'Overdue' since 6/1.
2. **Global Dynamics**: Invoice INV-2024-003 is currently in 'Draft' status and needs approval.
3. **Tech Solutions Inc.** (ID: con_995): Order ODR-77 has an outstanding balance of $1,200.
```

**Prompt:** 
```
I need to start a new project for Acme. What contacts should I use and what inventory items are needed?
```

**Response:** 
```
*Project Setup Checklist*

**1. Primary Contact:** John Smith (info@acme.com) - Found via `list_contacts`.
**2. Inventory Items Needed:**
*   Widget Pro: 50 units (Stock remaining: 300)
*   Basic Widget: 100 units (Stock remaining: 900)

Please confirm if you want me to draft a new project using these resources.
```

**Prompt:** 
```
Can you list all current projects and tell me who the main user is for my team?
```

**Response:** 
```
*Business Overview Report*

**Active Projects:**
*   Website Overhaul (ID: proj_2): Status - 75% Complete.
*   Q3 Marketing Campaign (ID: proj_4): Status - On Track. 

**Team Users:** Your organization currently has 12 user accounts, including Jane Doe (Admin) and Robert King (Finance). If you need to coordinate tasks for a specific person, just ask me.
```

## Capabilities

### 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.

## Use Cases

### A client needs their invoice history checked
The bookkeeper asks the agent to list all invoices. The agent retrieves a summary of the last 5 payments, showing which ones are paid and which require follow-up.

### Sales rep needs to quote a new client
A sales representative uses the agent to check product pricing (`list_items`) and then drafts an offer listing. They can then use `create_contact` to record the client's information immediately.

### Owner needs project status across departments
The owner asks for a list of all projects. The agent reports back which ones are at risk, helping them prioritize resources without manually opening multiple folders.

### Accountant verifies client details before tax filing
The accountant requests the specific contact details (`get_contact`) for a partner. The agent finds the necessary name and email instantly, ensuring accurate records.

## Benefits

- Instantly check invoice statuses. Instead of navigating the billing dashboard to find an overdue payment, simply ask your agent for a list of invoices.
- Build client records faster. Use the `create_contact` tool to add new leads instantly and record their details without ever leaving your chat window.
- Keep track of inventory with precision. The `list_items` tool gives you real-time visibility into product stock and pricing, critical for sales teams.
- Streamline project oversight. You can ask the agent to list all projects using `list_projects`, giving you an immediate status report across your whole company.
- Improve billing efficiency. Use `get_invoice` to pull up specific financial documents, saving minutes of clicking and copy-pasting data.
- Coordinate teams better. The system provides a user directory via `list_users`, ensuring everyone knows who is responsible for what tasks.

## How It Works

The bottom line is that you interact with complex business data using only plain conversation.

1. First, subscribe to this MCP and enter your Bexio Personal Access Token into Vinkius.
2. Next, connect your preferred AI client (like Claude or Cursor) through the Vinkius platform.
3. Finally, ask your agent natural language questions—it runs the necessary commands against Bexio and gives you a direct answer.

## Frequently Asked Questions

**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.