Bexio

You can connect Claude Desktop, n8n, and any MCP-compatible client to Bexio through this MCP server. It provides a bridge between your MCP consumer and the Bexio API, letting you manage invoices, contacts, projects, time tracking, and many other tools via AI conversations or automated workflows.

How to use

You connect an MCP client to the server using one of two common methods: a local stdio configuration or an HTTP endpoint. If you run in stdio mode, the server starts as a local process and you interact with it through the client’s MCP interface on your machine. If you run in HTTP mode, the server exposes an endpoint you configure your MCP client to reach over the network.

How to install

Prerequisites: You need Node.js and npm (or a compatible runtime) installed on your computer.

Choose one of the installation paths shown below and follow the steps exactly.

Option 1: Claude Desktop with MCPB bundle (easiest) — this method bundles the MCP server extension for Claude Desktop.

1. Download the latest MCP bundle file with a .mcpb extension from the project’s releases.

2. In Claude Desktop, open Settings → Extensions.

3. Install the extension by one of these methods: double-click the downloaded .mcpb file, or drag and drop the file onto the Extensions window, or use Advanced Settings → Install Extension and select the file.

4. When prompted, enter your Bexio API token.

Option 2: npm (manual runtime) — configure Claude Desktop to run the MCP server via npm.

1. Create or edit the Claude Desktop configuration file to include the MCP server entry shown below.

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

For n8n and Other HTTP Clients

Start the server in HTTP mode to expose an MCP endpoint you can connect to from your HTTP-based MCP clients.

Run this command in your terminal:

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

For Other stdio Clients

If you are using a stdio-based client, run the server locally using the npm-based invocation.

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

For building from source

If you prefer building from source, follow these steps to compile and run the server.

1. Clone the repository.

2. Install dependencies and build.

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

Available tools

Create contact

Create a new contact in the Bexio CRM with specified details.

Update contact

Update existing contact information in Bexio.

Search contacts

Search the Bexio contact database using query parameters.

Create invoice

Generate a new invoice in Bexio and set its initial state.

Issue invoice

Issue or finalize an invoice for sending to a customer.

Send invoice

Send the prepared invoice to the recipient.

Cancel invoice

Cancel an existing invoice in Bexio.

Create quote

Create a new sales quote with items and terms.

Accept/Decline quote

Handle quote approval or rejection workflows.

Create order

Create customer orders and manage delivery details.

Manage payments

Track incoming payments and reconcile against invoices.

Preview invoice

Interactively preview invoices within Claude Desktop.

Create project

Create a new project with types, statuses, and metadata.

Add milestone

Add milestones to projects for progress tracking.

Create timesheet

Log time entries and durations against projects.

Manage payroll

Handle payroll data and generate payroll documents (requires Payroll module).

Upload file

Upload documents or files to the Bexio document system.

Download file

Retrieve documents from Bexio storage.

Manage bank accounts

Create and update bank accounts and currencies.

Handle QR-bill

Support Swiss QR-bill payments via QR-IBAN.

Manual journal entry

Record manual journal entries in the accounting system.