@promptpartner/bexio-mcp-server

Complete Swiss accounting integration for Bexio via the Model Context Protocol (MCP). Works with Claude Desktop, n8n, and any MCP-compatible client.

Manage invoices, contacts, projects, time tracking, and 300+ more tools through AI conversation or workflow automation.

⚠️ Early Release Software

This project is under active development. While it's functional and tested, you may encounter bugs or unexpected behavior. Features will continue to be added and improved over time. Please report any issues you find!

Compatibility

Getting Your Bexio API Token

1. Go to developer.bexio.com
2. Log in with your regular Bexio account
3. Navigate to Personal Access Tokens
4. Click Create New Token
5. Copy the token and use it in your configuration

Features

This MCP server provides 314 tools across all Bexio domains:

Contacts & CRM

• Create, update, search contacts
• Contact groups, sectors, salutations, titles
• Contact relations management

Invoices & Sales

• Full invoice lifecycle (create, issue, send, cancel)
• Quotes with accept/decline workflows
• Orders with delivery management
• Incoming payments tracking
• Interactive invoice preview (Claude Desktop)

Banking & Payments

• Swiss QR-bill payment support (QR-IBAN)
• Standard IBAN payments (ISO 20022)
• Currency management (CHF, EUR)
• Bank account management

Projects & Time Tracking

• Project management with types and statuses
• Milestones and work packages
• Timesheet entries with duration tracking
• Business activities and communication types

Accounting

• Chart of accounts
• Manual journal entries
• Business years and VAT periods
• Account groups

Purchase & Expenses

• Bills (creditor invoices)
• Expenses and purchase orders
• Outgoing payments

Files & Documents

• Document upload/download
• File management

Payroll (requires Bexio Payroll module)

• Employee management
• Absence tracking
• Payroll documents

Examples

Here are some real-world examples of using the Bexio MCP server with Claude:

Example 1: Finding Overdue Invoices

Prompt:

"Show me all overdue invoices"

What happens: Claude uses the get_overdue_invoices tool to query Bexio for all invoices past their due date.

Response:

Found 3 overdue invoices:

Invoice #	Customer	Amount	Due Date	Days Overdue
INV-2024-001	Acme AG	CHF 2,450.00	2024-01-15	18 days
INV-2024-003	Tech GmbH	CHF 890.50	2024-01-20	13 days
INV-2024-007	Swiss Corp	CHF 5,200.00	2024-01-25	8 days

Total overdue: CHF 8,540.50

Example 2: Creating an Invoice

Prompt:

"Create an invoice for contact 'Sunrise AG' with two items: 10 hours of consulting at CHF 150/hour and a software license for CHF 500"

What happens: Claude uses find_contact_by_name to locate the customer, then create_invoice with the specified line items.

Response:

Created Invoice INV-2024-015 for Sunrise AG:

• 10x Consulting Hours @ CHF 150.00 = CHF 1,500.00
• 1x Software License @ CHF 500.00 = CHF 500.00

Subtotal: CHF 2,000.00 VAT (8.1%): CHF 162.00 Total: CHF 2,162.00

Invoice is in draft status. Say "issue invoice INV-2024-015" to finalize it.

Example 3: Project Time Summary

Prompt:

"How much time was logged on project 'Website Redesign' this month?"

What happens: Claude uses search_projects to find the project, then search_timesheets to get time entries filtered by project and date range.

Response:

Time logged on "Website Redesign" (January 2024):

Team Member	Hours	Activities
Anna M.	24:30	Design, Meetings
Marco K.	18:15	Development
Lisa B.	8:00	Content Writing

Total: 50 hours 45 minutes

Budget used: 50.75 of 80 hours (63%)

Example 4: Customer Revenue Report

Prompt:

"What's my revenue from 'Tech Solutions GmbH' this year?"

What happens: Claude uses find_contact_by_name to identify the customer, then get_customer_revenue_report to calculate total revenue from paid invoices.

Response:

Revenue from Tech Solutions GmbH (2024):

• Q1: CHF 12,450.00 (3 invoices)
• Q2: CHF 8,200.00 (2 invoices)
• Q3: CHF 15,800.00 (4 invoices)
• Q4: CHF 6,500.00 (2 invoices, 1 pending)

Total paid: CHF 42,950.00 Pending: CHF 3,200.00

Environment Variables

* Provide either BEXIO_API_TOKEN (one company) or BEXIO_API_TOKENS (several).

Reducing Token Budget — Category Whitelist

All tools are registered by default. For focused workflows or smaller models, registering only a subset reduces the system-prompt token cost. Set BEXIO_ENABLED_CATEGORIES to a comma-separated list:

BEXIO_ENABLED_CATEGORIES=contacts,invoices,purchase,banking,quotes,projects

Available categories: reference, company, banking, projects, timetracking, accounting, purchase, files, payroll, contacts, invoices, orders, quotes, payments, reminders, deliveries, items, reports, users, misc, notes, tasks, stock, docs, positions. Unknown names are ignored (logged to stderr); empty/unset = all enabled (backward compatible).

Multiple Companies (Mandates)

Bexio binds each API token to a single company (mandate) — there is no token that spans companies. To work with several companies, generate one token per company (switch to that company in Bexio first, then Settings → API Tokens), and configure them all on a single server instance. Two new tools — list_companies and select_company — let you switch the active company in conversation ("in Globex, list open invoices"). This avoids running one server per company and the duplicated tool-context that comes with it.

Set BEXIO_API_TOKENS instead of (or alongside) BEXIO_API_TOKEN, as a comma-separated list of label:token pairs (or a JSON object). BEXIO_DEFAULT_COMPANY picks the company active at startup (defaults to the first):

{
  "mcpServers": {
    "bexio": {
      "command": "npx",
      "args": ["@promptpartner/bexio-mcp-server"],
      "env": {
        "BEXIO_API_TOKENS": "Acme:token-for-acme,Globex:token-for-globex",
        "BEXIO_DEFAULT_COMPANY": "Acme"
      }
    }
  }
}

Then just ask Claude things like "switch to Globex and show this month's invoices." list_companies shows the configured companies and which one is active; in multi-company mode each response also notes the active_company so it's always clear which company a result came from. Tokens are never logged or returned. The two control tools appear only when BEXIO_API_TOKENS is set, so single-company setups are unchanged.

HTTP/n8n note: the active company is process-global. For concurrent multi-tenant HTTP deployments, run one instance per company instead.

Command Line Options

npx @promptpartner/bexio-mcp-server [options]

Options:
  --mode <stdio|http>  Transport mode (default: stdio)
  --host <address>     HTTP host (default: 0.0.0.0)
  --port <number>      HTTP port (default: 8000)

Privacy Policy

This MCP server acts as a pass-through to the Bexio API and does not store any data. For full details, see our Privacy Policy.

Your data is processed according to Bexio's Privacy Policy.

Support

• Issues & Bug Reports: GitHub Issues
• Email: lukas@promptpartner.ai

Author

Created by Lukas Hertig from PromptPartner.ai

Disclaimer

This is an independent, community-driven project and is not affiliated with, endorsed by, or officially connected to Bexio AG in any way. "Bexio" is a trademark of Bexio AG. This project simply provides an integration layer to the publicly available Bexio API.

Use of this software is at your own risk. The authors are not responsible for any issues arising from its use with your Bexio account.

Links

• Bexio API Documentation
• MCP Protocol Specification
• PromptPartner.ai

Quick Start

For Claude Desktop

Option A: MCPB Bundle (Easiest)

1. Download the latest .mcpb file from GitHub Releases
2. In Claude Desktop, go to Settings → Extensions
3. Install the extension using one of these methods:
   • Double-click the downloaded .mcpb file, or
   • Drag and drop the file onto the Extensions window, or
   • Click Advanced Settings → Install Extension and select the file
4. Enter your Bexio API token when prompted

Option B: npm

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "bexio": {
      "command": "npx",
      "args": ["@promptpartner/bexio-mcp-server"],
      "env": {
        "BEXIO_API_TOKEN": "your-token-here"
      }
    }
  }
}

Config location:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

For n8n and Other HTTP Clients

Start the server in HTTP mode:

BEXIO_API_TOKEN=your-token npx @promptpartner/bexio-mcp-server --mode http --port 8000

The server exposes MCP over HTTP at http://localhost:8000. Configure your MCP client to connect to this endpoint.

For Other stdio Clients

BEXIO_API_TOKEN=your-token npx @promptpartner/bexio-mcp-server

Or build from source:

git clone https://github.com/promptpartner/bexio-mcp-server
cd bexio-mcp-server/src
npm install && npm run build
BEXIO_API_TOKEN=your-token node dist/index.js

Troubleshooting

"Invalid API token" error

• Verify your token at developer.bexio.com > Personal Access Tokens
• Ensure the token has not expired
• Check that the token has the required permissions

"Connection refused" error

• Check your internet connection
• Verify BEXIO_BASE_URL is correct (default: https://api.bexio.com/2.0)

Payroll tools return "module not available"

• Payroll tools require the Bexio Payroll module subscription
• Contact Bexio support to enable the module

Claude Desktop doesn't see the server

• Restart Claude Desktop after configuration changes
• Verify the config file path is correct for your OS
• Check Claude Desktop logs for error messages

License

MIT - See LICENSE for details.