Bexio MCP Connector for Claude
A+Manage your business via Bexio — list contacts, invoices, and projects directly from any AI agent.
Connect your Bexio account to any AI agent and orchestrate your business workflows, including CRM, accounting, and project management, through natural conversation.
What you can do
- Contact Management — List, create, and retrieve detailed information for customers, suppliers, and partners.
- Invoicing & Sales — Query invoices, offers, and orders to stay on top of your sales pipeline and receivables.
- Project Oversight — List all business projects and monitor their status and progress.
- Inventory & Items — Access your product catalog and list items with pricing and stock metadata.
- Team Collaboration — Retrieve lists of users within your Bexio organization for better task coordination.
How it works
- Subscribe to this server
- Enter your Bexio Personal Access Token
- Start managing your business from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Small Business Owners — quickly check invoice statuses and client details without manual dashboard navigation.
- Accountants & Bookkeepers — retrieve financial documents and contact data straight from their workflow.
- Sales Reps — verify offer details and create new contacts using natural language.
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