@promptpartner/bexio-mcp-server

Complete Swiss accounting integration for Bexio with Claude Desktop. Manage invoices, contacts, projects, time tracking, and 200+ more tools through natural conversation.

Quick Start

Option 1: MCPB Bundle (Recommended)

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

Option 2: npm

npx @promptpartner/bexio-mcp-server

Add to Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "bexio": {
      "command": "npx",
      "args": ["@promptpartner/bexio-mcp-server"],
      "env": {
        "BEXIO_API_TOKEN": "your-token-here"
      }
    }
  }
}

Option 3: From Source

git clone https://github.com/promptpartner/bexio-mcp-server
cd bexio-mcp-server/src
npm install
npm run build

Add to Claude Desktop config:

{
  "mcpServers": {
    "bexio": {
      "command": "node",
      "args": ["/path/to/bexio-mcp-server/src/dist/index.js"],
      "env": {
        "BEXIO_API_TOKEN": "your-token-here"
      }
    }
  }
}

Getting Your Bexio API Token

1. Log in to Bexio
2. Go to Settings > API Tokens
3. Click Create Token
4. 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

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

HTTP Mode

For integration with n8n or other automation tools:

npx @promptpartner/bexio-mcp-server --mode http --port 8000

Environment Variables

Troubleshooting

"Invalid API token" error

• Verify your token in Bexio Settings > API 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

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
• Report Issues