Bexio MCP Server

MCP server that connects Claude Desktop to Bexio, the Swiss accounting platform. 310 tools for invoices, contacts, projects, time tracking, banking, and more.

Early Release — Functional and tested, but under active development. Report issues here.

Install

Option 1: Download Extension (Recommended)

1. Download the latest .mcpb from Releases
2. In Claude Desktop, go to Extensions > Advanced Settings > Install Extension
3. Select the downloaded .mcpb file
4. Enter your Bexio API token when prompted — done!

Option 2: npm

npx @promptpartner/bexio-mcp-server

Or add to your 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

Option 3: 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

n8n and HTTP Clients

Start in HTTP mode for n8n or other HTTP-based MCP clients:

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

Compatibility

| Client | Transport | Status | |--------|-----------|--------| | Claude Desktop | stdio | Fully supported | | n8n | HTTP | Fully supported | | Claude Code | stdio | Fully supported | | Other MCP clients | stdio/HTTP | Should work |

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 310 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

Environment Variables

| Variable | Required | Default | Description | |----------|----------|---------|-------------| | BEXIO_API_TOKEN | Yes | - | Your Bexio API token | | BEXIO_BASE_URL | No | https://api.bexio.com/2.0 | API endpoint URL |

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)

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

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: [email protected]

Support the Project

If this project saves you time or helps your business, consider buying me a coffee! ☕

Your support helps keep this project maintained and improved!

Author

Created by Lukas Hertig from PromptPartner.ai

Acknowledgments

This project builds upon the original Bexio MCP server created by Sebastian Bryner of bryner.tech. His v1.0 implementation provided the foundational architecture and initial 83 tools that made this expanded v2.0 possible.

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.

License

MIT - See LICENSE for details.

Links

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