io.usefulapi/bexio
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Publisher-provided title
bexio MCP by usefulapi
Publisher-provided description
Read bexio contacts, invoices, quotes, bills, projects and journal; log time, draft invoices.
Summary by lookupd
Reads and creates bexio records such as contacts, invoices, quotes, bills, projects and timesheets, with write actions limited to drafts…
Install
Claude Code, remote (streamable-http)
claude mcp add --transport http bexio https://bexio.usefulapi.io/mcp
Codex, remote (streamable-http)
codex mcp add bexio --url https://bexio.usefulapi.io/mcp
Cursor, remote (streamable-http) → .cursor/mcp.json
{
"mcpServers": {
"bexio": {
"url": "https://bexio.usefulapi.io/mcp"
}
}
}Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.
Tools (28 tools)
Publisher-provided text
bexio_get_company_profileThe bexio company's profile: name, address, legal form, VAT (MWST) and UID numbers, contact details. Each bexio account has one profile.bexio_get_current_userThe signed-in bexio user (id, name, email, superadmin/accountant flags). Its id is the default user_id of new records.bexio_list_usersThe company's bexio users (id, name, email). Use an id as user_id or owner of contacts, documents and timesheets.bexio_list_contactsList or search contacts (customers, suppliers, persons, companies). Without filters it pages through all contacts; with filters it uses bexio's contact search (bexio_get_contactOne contact with its address, emails, phones, language, groups and remarks.bexio_list_invoicesList or search sales invoices (number, contact, totals, open amount, dates, status). Statuses: draft, pending (issued, open), paid, partial (partially paid), cabexio_get_invoiceOne invoice with its positions (line items), taxes, totals, received payments and remaining amount.bexio_list_invoice_paymentsThe payments recorded on one invoice (date, amount, bank account, cash discount).bexio_list_quotesList or search quotes (Offerten): number, contact, totals, validity, status (draft, pending, confirmed, declined). With filters all must match.bexio_get_quoteOne quote with its positions, taxes and totals.bexio_list_ordersList or search sales orders (Aufträge): number, contact, totals, recurring flag, status (pending, done, partial, canceled). With filters all must match.bexio_get_orderOne sales order with its positions, taxes and totals.bexio_list_articlesList or search items / products (Artikel): code, name, sale and purchase price, tax, unit, stock levels. Use an id as article_id in a draft invoice.bexio_list_projectsList or search projects: number, name, contact, state, type, dates, budget. With filters all must match.bexio_get_projectOne project with its contact, state, type, dates, invoicing and budget settings.bexio_list_timesheetsList or search time tracking entries: date, duration, text, user, contact, project, business activity, billable flag. With filters all must match.bexio_list_business_activitiesBusiness activities (Tätigkeiten) for time tracking: id, name, billable default, hourly rate. A timesheet needs one.bexio_list_accountsThe chart of accounts: account number, name, type (1 earning, 2 expenditure, 3 active/asset, 4 passive/liability, 5 complete/closing), default tax, active/lockebexio_list_journalAccounting journal bookings: date, debit and credit account ids, description, amount, currency, base-currency amount, and the source document (ref_class, ref_idbexio_list_taxesVAT (MWST) tax codes: id, code, rate, type (sales_tax, pre_tax, ...), validity. For a draft invoice use an active sales tax (types sales_tax, scope active).bexio_list_bank_accountsThe company's bank accounts shown in bexio banking: name, bank, IBAN / QR-IBAN, currency, linked ledger account, QR-invoice mode.bexio_list_currenciesCurrencies set up in bexio (id, code such as CHF or EUR, rounding), optionally with the exchange rate valid on a date. Use an id as currency_id.bexio_list_business_yearsAccounting business (fiscal) years: start, end, status (open, locked, closed).bexio_list_billsSupplier bills (Kreditoren / purchase bills): document number, vendor, title, status, gross/net, pending amount, bill and due date, overdue flag. status: DRAFTSbexio_create_contactWRITE: create a new contact (company or person) in bexio. Nothing existing is changed. For a person, name is the last name and first_name the first name. Ownerbexio_create_noteWRITE: add a note (call log, meeting minutes, follow-up) to a contact and/or project in bexio. Nothing existing is changed.bexio_create_timesheetWRITE: log time in bexio: either date + duration (HH:MM), or start + end. Needs a business activity (bexio_list_business_activities). Nothing existing is changebexio_create_draft_invoiceWRITE: create a DRAFT invoice in bexio for a contact, with custom, item (article) and text lines. It is never issued, sent or booked: the user reviews and issue
Details
- Version: 1.20.3
- Transports: streamable-http
- Uptime (7 days): 100%
- Median latency: 620 ms
- First indexed:
- Last seen in registry:
- Repository: https://github.com/m190/usefulapi-mcp
- Website: https://usefulapi.io/bexio/
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