bexio MCP server

Read bexio contacts, invoices, quotes, bills, projects and journal; log time, draft invoices. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect bexio50 free tool calls a month

What can I ask?

Turn on the bexio connector, then ask in plain words. The AI picks the tools.

Which sales invoices are still open, and which of them are overdue?
Which supplier bills are due this month, and how much is still to pay?
Show last month's journal bookings on the bank account.
Log 2 hours of consulting on the website project for today.

What you can do with bexio in Claude and ChatGPT

For Swiss small business owners and bookkeepers who run invoicing and accounting in bexio.

Find open and overdue sales invoices

The AI lists invoices by status, such as pending or partly paid, with totals, open amount and dates. It opens one for its positions and received payments.

Check supplier bills that are due

The AI lists supplier bills by status (to do, paid, overdue) with vendor, due date, gross amount and pending amount, and adds up what is still to pay.

Review journal bookings and the chart of accounts

The AI lists journal entries with date, debit and credit accounts, amount and source document, and the chart of accounts, tax codes and business years.

Look up contacts, quotes and orders

The AI searches contacts and opens one, and lists quotes and orders with status and totals.

Log time on a project

The AI adds a timesheet entry with date and duration, or start and end, using one of your business activities. You can first list existing timesheets.

Changes data

Add a contact or note, or draft an invoice

The AI creates a contact, adds a note to a contact or project, or creates a draft invoice. The draft is not issued or sent, so you review it in bexio.

Changes data

How do I connect bexio?

Before you connect

You sign in with your bexio account and approve the access (OAuth). You do not need an API key.

This server reads your contacts, invoices, quotes, orders, items, projects, timesheets, supplier bills, chart of accounts, journal, taxes and bank accounts. It can create contacts, contact notes, timesheet entries and draft invoices when you ask it to; it never issues, sends, books, changes or deletes anything. It can do only what your bexio user is allowed to do. You can revoke access any time in bexio (Settings → Apps).

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name bexio and this URL, then click Add:
https://bexio.usefulapi.io/mcp
Claude opens the bexio login page: sign in and approve the access.
In a chat, click + → Connectors and turn on bexio.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name bexio and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://bexio.usefulapi.io/mcp
ChatGPT opens the bexio login page: sign in and approve the access.
In Plugins, install bexio, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http bexio https://bexio.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "bexio": {
      "url": "https://bexio.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "bexio": {
      "type": "http",
      "url": "https://bexio.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add bexio --url https://bexio.usefulapi.io/mcp

codex mcp login bexio

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://bexio.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: you sign in with your bexio account. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this bexio server only. Ask your AI to run bexio_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with bexio_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with bexio_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 32

Show all 32 tools (the AI picks them for you)

Read only · 24

Get company profilebexio_get_company_profile
The bexio company's profile: name, address, legal form, VAT (MWST) and UID numbers, contact details. Each bexio account has one profile.
Get current userbexio_get_current_user
The signed-in bexio user (id, name, email, superadmin/accountant flags). Its id is the default user_id of new records.
List usersbexio_list_users
The company's bexio users (id, name, email). Use an id as user_id or owner of contacts, documents and timesheets.
List contactsbexio_list_contacts
List or search contacts (customers, suppliers, persons, companies). Without filters it pages through all contacts; with filters it uses bexio's contact search (all filters must match). name_1 is the company name or a person's last name, name_2 a person's first name.
Get contactbexio_get_contact
One contact with its address, emails, phones, language, groups and remarks.
List invoicesbexio_list_invoices
List or search sales invoices (number, contact, totals, open amount, dates, status). Statuses: draft, pending (issued, open), paid, partial (partially paid), canceled, unpaid (overdue reminder state). Without filters it pages through all invoices; with filters all must match.
Get invoicebexio_get_invoice
One invoice with its positions (line items), taxes, totals, received payments and remaining amount.
List invoice paymentsbexio_list_invoice_payments
The payments recorded on one invoice (date, amount, bank account, cash discount).
List quotesbexio_list_quotes
List or search quotes (Offerten): number, contact, totals, validity, status (draft, pending, confirmed, declined). With filters all must match.
Get quotebexio_get_quote
One quote with its positions, taxes and totals.
List ordersbexio_list_orders
List or search sales orders (Aufträge): number, contact, totals, recurring flag, status (pending, done, partial, canceled). With filters all must match.
Get orderbexio_get_order
One sales order with its positions, taxes and totals.
List itemsbexio_list_articles
List 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.
List projectsbexio_list_projects
List or search projects: number, name, contact, state, type, dates, budget. With filters all must match.
Get projectbexio_get_project
One project with its contact, state, type, dates, invoicing and budget settings.
List timesheetsbexio_list_timesheets
List or search time tracking entries: date, duration, text, user, contact, project, business activity, billable flag. With filters all must match.
List business activitiesbexio_list_business_activities
Business activities (Tätigkeiten) for time tracking: id, name, billable default, hourly rate. A timesheet needs one.
List accountsbexio_list_accounts
The chart of accounts: account number, name, type (1 earning, 2 expenditure, 3 active/asset, 4 passive/liability, 5 complete/closing), default tax, active/locked flags.
List journal entriesbexio_list_journal
Accounting journal bookings: date, debit and credit account ids, description, amount, currency, base-currency amount, and the source document (ref_class, ref_id).
List taxesbexio_list_taxes
VAT (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).
List bank accountsbexio_list_bank_accounts
The company's bank accounts shown in bexio banking: name, bank, IBAN / QR-IBAN, currency, linked ledger account, QR-invoice mode.
List currenciesbexio_list_currencies
Currencies 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.
List business yearsbexio_list_business_years
Accounting business (fiscal) years: start, end, status (open, locked, closed).
List supplier billsbexio_list_bills
Supplier bills (Kreditoren / purchase bills): document number, vendor, title, status, gross/net, pending amount, bill and due date, overdue flag. status: DRAFTS, TODO (booked, not fully paid), PAID, OVERDUE.

Changes data · 4

Create contactbexio_create_contact
WRITE: 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. Owner and responsible user default to the signed-in user.
Create notebexio_create_note
WRITE: add a note (call log, meeting minutes, follow-up) to a contact and/or project in bexio. Nothing existing is changed.
Create timesheet entrybexio_create_timesheet
WRITE: log time in bexio: either date + duration (HH:MM), or start + end. Needs a business activity (bexio_list_business_activities). Nothing existing is changed.
Create draft invoicebexio_create_draft_invoice
WRITE: 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 issues it in bexio. Taxes must be active sales taxes (bexio_list_taxes with types sales_tax, scope active).

Your usefulapi plan · 4

Usage status (free-tier meter)bexio_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featurebexio_request_feature
Tell usefulapi that the user needs something the bexio tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+bexio_upgrade
Get a paid plan for bexio (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptionbexio_cancel_subscription
Cancel the caller's bexio Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run bexio_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with bexio in Claude or ChatGPT?

Find open and overdue sales invoices. Check supplier bills that are due. Review journal bookings and the chart of accounts. Look up contacts, quotes and orders. Log time on a project. Add a contact or note, or draft an invoice. See what you can do for the details.

Is this an official bexio product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by bexio. The server calls the bexio API with your own bexio access, so it sees only the data that your account can see.

Can I connect bexio to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

A bexio account. You sign in to bexio and approve the access. You do not need an API key.

Do I add an Authorization header to the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: you sign in with your bexio account. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my bexio credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the bexio API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. You can revoke the access in bexio at any time.

Can the AI change my bexio data?

Yes, if you approve it. 4 of the 28 bexio tools can create or change data. The other 24 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this bexio server only. Cancel any time: your paid plan then runs to the end of the paid period. Run bexio_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run bexio_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run bexio_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a bexio tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with bexio_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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