@promptpartner/bexio-mcp-server

Complete Swiss accounting integration for Bexio via the Model Context Protocol (MCP). Works with Claude Desktop, n8n, and any MCP-compatible client.

Manage invoices, contacts, projects, time tracking, and 200+ more tools through AI conversation or workflow automation.

⚠️ Early Release Software

This project is under active development. While it's functional and tested, you may encounter bugs or unexpected behavior. Features will continue to be added and improved over time. Please report any issues you find!

Compatibility

Quick Start

For Claude Desktop

Option A: MCPB Bundle (Easiest)

1. Download bexio-mcp-server.mcpb from Releases
2. Double-click to install
3. Enter your Bexio API token when prompted

Option B: npm

Add to 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

For n8n and Other HTTP Clients

Start the server in HTTP mode:

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

The server exposes MCP over HTTP at http://localhost:8000. Configure your MCP client to connect to this endpoint.

For Other stdio Clients

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

Or 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

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 221 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

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: lukas@promptpartner.ai

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.

License

MIT - See LICENSE for details.

Links

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