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@promptpartner/bexio-mcp-server/dist/index.js

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Readme

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)

Download the latest .mcpb from Releases
In Claude Desktop, go to Extensions > Advanced Settings > Install Extension
Select the downloaded .mcpb file
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

Go to developer.bexio.com
Log in with your regular Bexio account
Navigate to Personal Access Tokens
Click Create New Token
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: 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.

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.

@promptpartner/bexio-mcp-server