That breadth is also what to plan for: set BEXIO_ENABLED_CATEGORIES to the categories a given session actually needs rather than loading everything. Two things to know going in — the author labels it early-release software, and the payroll tools only answer on accounts that have the Bexio Payroll module.
A broad MCP server over the Bexio API for Swiss accounting, covering the sales, purchase, bookkeeping and project sides of the account. It runs over stdio for desktop clients and over HTTP for n8n and other workflow tools.
- Contacts and CRM: list, search and advanced-search, find one by contact number or by name across pages, create in bulk, soft-delete and restore, plus additional addresses, relations, groups, sectors, salutations and titles
- Sales documents end to end: quotes, orders, deliveries and invoices — create, edit, issue, send, copy, revert to draft, cancel, and pull any of them as a PDF
- Document line items as objects in their own right: item, text, subtotal, discount, page-break and nested sub-positions on a quote, order or invoice
- Money in: payments and reminders against an invoice, open and overdue invoice views, and reminder sending and re-sending
- Money out: bills (creditor invoices) with a draft-to-booked transition, expenses, purchase orders and outgoing payments
- Accounting: the chart of accounts, manual double-entry journal entries, the journal over a date range, account balances (Saldenliste), calendar and business years, and VAT periods
- Banking: bank accounts, currencies with exchange rates and ISO codes, and standalone IBAN and QR payments
- Projects and time: projects with archive and unarchive, milestones, work packages, timesheets and business activities
- Reports: revenue by period, revenue by customer, monthly revenue, invoice status, overdue invoices, top customers and tasks due this week
- Payroll, on accounts that have the Bexio Payroll module: employees, absences, payroll documents and a single payslip as PDF
- The supporting cast: files, notes, comments, tasks, items and taxes, stock locations and areas, document settings and templates, and users
A Bexio API token in BEXIO_API_TOKEN, or BEXIO_API_TOKENS for several companies as a comma-separated Name:token list with BEXIO_DEFAULT_COMPANY choosing which is active at startup. stdio is the default transport; --mode http --port 8000 exposes it over HTTP instead. BEXIO_BASE_URL overrides the endpoint (default https://api.bexio.com/2.0) and BEXIO_ENABLED_CATEGORIES whitelists tool categories. Run it with npx @promptpartner/bexio-mcp-server, or install the .mcpb bundle in Claude Desktop.
One command plus a key — npx @promptpartner/bexio-mcp-server, then supply credentials