Bexio MCP Server

Create a new contact relation

[NOT SUPPORTED] Create a new contact sector (industry type). Note: Bexio API does not support creating contact sectors. This resource is read-only.

Create a new country entry

Create a new currency in Bexio. Swiss default: round_factor 0.05 (5 rappen). Common currencies: CHF, EUR, USD, GBP.

Create a delivery from an order

Create a new employee in the payroll system. Requires Bexio Payroll module subscription. Links a Bexio user to payroll.

Create a new expense record

Create a new fictional user. Requires salutation_type, firstname, lastname, and email.

⚠️ Creates a STANDALONE bank payment that is NOT linked to any supplier bill. To pay a supplier bill (and have it marked paid), use `create_outgoing_payment` with a `bill_id` instead — that works for both IBAN and QR and records the payment against the bill. A standalone payment created here CANNOT be attached to a bill afterward. Use this tool only for ad-hoc payments that have no underlying bill. Create an IBAN payment (Swiss ISO 20022 standard). First use list_bank_accounts to get a valid bank_account_id. Only CHF and EUR currencies are supported. Recipient address must use structured forma…

Create a new invoice in Bexio

Create an invoice from an order

Create an invoice from a quote

Create a new item in Bexio

[NOT SUPPORTED] Create a new language entry. Note: Bexio API returns 501 Not Implemented for this endpoint. This resource is read-only.

Create a manual journal entry (double-entry bookkeeping). Provide flat params; the handler transforms to nested entries array internally. Bexio validates that debits equal credits.

Create a manual GROUP entry (Sammelbuchung): one document holding many postings, e.g. a whole payroll run booked as a single voucher. Each line keeps its own debit account, credit account, amount and description; date and currency are inherited from the document unless the line overrides them. Prefer this over repeated create_manual_entry calls: it is one API round-trip instead of one per line, and the result is a single voucher that can be corrected or deleted as a unit. Bexio validates that debits equal credits.

Create a new milestone in a project. Milestones track key deadlines and deliverables.

Create a new note attached to a resource (contact, invoice, quote, order, delivery, project, or bill)

Create a new order in Bexio

Create an order from a quote

Create an outgoing payment for a supplier bill (Bexio v4.0). This is how you PAY/settle a bill: creating a payment linked via bill_id marks that bill PAID. Required fields: bill_id, payment_type (IBAN | QR | MANUAL), amount, currency_code, exchange_rate (1 for same currency), execution_date and is_salary_payment. For payment_type MANUAL, sender_bank_account_id is also required. QR payments carry reference_no (the QR reference); IBAN payments carry message (the remittance text). fee_type (e.g. 'NO_FEE' for domestic) and receiver_* address fields apply to real bank transfers.

Create a new payment for an invoice

Create a new payment type for invoices and payments

Create a new project in Bexio. Requires user_id (owner) and name.

Create a new purchase order to a supplier

⚠️ Creates a STANDALONE bank payment that is NOT linked to any supplier bill. To pay a supplier bill (and have it marked paid), use `create_outgoing_payment` with a `bill_id` instead — that works for both IBAN and QR and records the payment against the bill. A standalone payment created here CANNOT be attached to a bill afterward. Use this tool only for ad-hoc payments that have no underlying bill. Create a QR payment (Swiss QR-invoice standard per SIX Group spec v2.3). First use list_bank_accounts to get a valid bank_account_id. Only CHF and EUR currencies are supported. QR reference must be …

Create a new quote (offer) for an existing contact

Create a new reminder for an invoice

Create a new salutation (e.g., Mr., Mrs., Dr.)

Create a new task with optional resource linking to a contact, invoice, quote, order, etc.

Create a new timesheet entry. Duration must be in HH:MM format (e.g., '02:30' for 2.5 hours)

Create a new title (e.g., CEO, Manager, Director)

Create a new unit of measurement

Create a new work package in a project. Work packages organize deliverables and track estimated effort.

Decline a quote

Delete an absence record. Requires Bexio Payroll module subscription.

Delete an additional address from a contact

Delete a bill (creditor invoice)

Delete a contact (soft delete -- moves to trash). Use restore_contact to recover.

Delete a contact group by ID

Delete a contact relation

Delete a country by ID

Delete a currency by ID. Cannot delete currencies in use by documents.

Delete an expense

Delete a fictional user

Delete a file from Bexio

Delete an invoice

Delete an item

Delete a manual entry

Delete a milestone from a project in Bexio

Delete a note by ID

Delete an order

Delete repetition settings for an order

Delete an outgoing payment

Delete a payment

Delete a project from Bexio by ID. Consider using archive_project instead for data retention.

Delete a purchase order

Delete a quote

Delete a reminder

Delete a salutation by ID

Delete a task by ID

Delete a timesheet entry by ID

Delete a title by ID

Delete a unit by ID

Delete a work package from a project in Bexio

Download a file's content from Bexio. Small files (<= 64 KB by default) are returned inline as a base64 string (`content_base64`). Larger files are written to a file on the server and the tool returns `file_path` instead of the base64 (this prevents context overflow). Pass `output_path` to control where the file is written, or set the BEXIO_DOWNLOAD_INLINE_MAX_BYTES env var to change the inline threshold. NOTE: in HTTP/n8n mode the returned path is on the SERVER host, not the MCP client machine.

Edit/update an existing invoice

Edit/update an existing item

Edit/update an existing order

Edit repetition settings for an order

Edit/update an existing quote

Find contacts by name (searches through all pages)

Find a specific contact by its contact number (e.g., '001008')

Get a specific absence record by ID. Requires Bexio Payroll module subscription.

Get a specific account by ID from the chart of accounts

Get account balances (Saldenliste) computed from the accounting journal. Bexio has no native balance endpoint, so balances are derived: balance = sum(debits) - sum(credits) per account over the date range. The range is filtered server-side and re-checked locally; the response reports scanned_rows, matched_rows, server_side_filter and truncated, so an incomplete scan is visible rather than silently wrong. Passing account_id also narrows the journal query itself to that account. Defaults to the current business year, which includes opening/carry-forward entries and therefore reflects the current…

Get a specific additional address for a contact

Get details of a specific bank account by ID

Get a specific bill (creditor invoice) by UUID

Get a specific business activity by ID

Get a specific calendar year by ID

Get a specific comment by ID from a document

Get a specific communication type by ID

Get the company profile including name, address, and settings

Get a specific contact by ID

Get a specific contact group by ID

Get a specific contact relation by ID

Get a specific contact sector by ID

Get a specific country by ID

Get details of a specific currency by ID

Get exchange rates for a specific currency (by ID, from list_currencies), optionally for a historical date. Useful for multi-currency reporting and conversions.

Get the currently authenticated user

Get customer revenue report for a specific period

Get a specific delivery by ID

Get a specific employee by ID. Requires Bexio Payroll module subscription.

Fetch a single employee's payslip (Lohnabrechnung) as a base64-encoded PDF for a given year and month. Requires Bexio Payroll module. Returns { content (base64), content_type, filename }.

Get a specific expense by UUID

Get a specific fictional user by ID

Get a specific file's metadata by ID

Get details of an IBAN payment by ID

Get a specific invoice by ID

Get an invoice as PDF (returns base64-encoded content)

Get invoice status report for a specific period

Get a specific item by ID

Query the accounting journal for a date range, optionally narrowed to one account. The range is filtered server-side by bexio and re-checked locally, so a period is never silently wrong; the response reports total_matched, scanned_rows and server_side_filter. Without a date range this returns a raw journal page. limit/offset apply to the filtered result.

Get a specific language by ID

Get a specific manual entry by ID

Get a specific milestone by ID from a project in Bexio

Get monthly revenue report for a specific month

Get a specific note by ID

Get all open invoices (draft and sent/pending)

Get a specific order by ID

Get an order as PDF (returns base64-encoded content)

Get repetition settings for an order

Get a specific outgoing payment by UUID

Get all overdue invoices

Get overdue invoices report

Get a specific payment by ID

Get a specific payment type by ID

Get a specific project by ID from Bexio

Get a specific project status by ID from Bexio

Get a specific project type by ID from Bexio

Get a specific purchase order by ID

Get details of a QR payment by ID

Get a specific quote by ID

Get a quote as PDF (returns base64-encoded content)

Get a specific reminder by ID

Get a reminder as PDF (returns base64-encoded content)

Get all reminders sent this week

Get revenue report for a specific period

Get a specific salutation by ID

Get a specific task by ID

Get all tasks due this week (invoices with due date this week)

Get a specific tax by ID

Get a specific timesheet entry by ID

Get a specific title by ID

Get top customers by revenue

Get a specific unit by ID

Get a specific real Bexio user by ID

Get a specific work package by ID from a project in Bexio

Finalize (book) a DRAFT bill (creditor invoice): transitions it from DRAFT to BOOKED so it posts to the ledger and can be paid. Bexio v4.0 books bills via PUT /purchase/bills/{id}/bookings/BOOKED (there is no POST /issue endpoint).

Issue a delivery

Issue an invoice

Issue a quote

List a specific employee's absences (vacation, sick leave, etc.). Requires Bexio Payroll module subscription. Optional year filter.

List account groups (read-only hierarchy). Account groups organize the chart of accounts into categories.

List chart of accounts with pagination. Returns all accounts in the chart of accounts.

List additional addresses for a contact

List every invoice in Bexio by paging automatically

List all document statuses for invoices, quotes, and orders

List all configured bank accounts in Bexio. Returns account details including IBAN, bank name, and currency. Use this to get valid bank_account_id values before creating payments.

List all bills (creditor invoices) with optional pagination

List business activities (service types for time tracking). Used to categorize work.

List business/fiscal years (read-only). Business years define fiscal periods for accounting.

List calendar years defined in the system

List all comments for a specific document (quote, order, invoice, or delivery)

List all communication types (e.g., email, phone, meeting)

List the Bexio companies (mandates) this server is configured for. Returns each company's label, its real company name, and which one is currently ACTIVE. Use this to discover the available companies before switching with select_company.

List all contact groups for categorizing contacts

List all contact relations

List all contact sectors (industry types for contacts)

List contacts from Bexio with optional pagination and filtering

List all countries available in Bexio

List all currencies configured in Bexio. Returns currency codes (CHF, EUR, USD, etc.) with their rounding factors for invoicing.

List all ISO currency codes Bexio supports (for use when creating currencies).

List deliveries from Bexio with optional pagination

List all document settings (header/footer, number ranges, etc.)

List all document templates available for generating documents

List employees in the payroll system. Requires Bexio Payroll module subscription. Use to get employee IDs for timesheets and absences.

List all expenses with optional pagination

List fictional users from Bexio with optional pagination

List files from Bexio with optional pagination

List all available invoice statuses with their meanings

List invoices from Bexio with optional pagination

List items from Bexio with optional pagination

List all languages available in Bexio

List manual journal entries

List milestones for a specific project in Bexio

List notes from Bexio. Optionally filter by resource type and resource ID to get notes for a specific contact, invoice, quote, order, delivery, project, or bill.

List orders from Bexio with optional pagination

List outgoing payments for a specific bill. Bexio requires a bill_id (payments are listed per bill).

List all payment types available for invoices and payments

List payments for a specific invoice

List payroll documents (payslips, etc.). Requires Bexio Payroll module subscription. Optional employee filter.

List all available user permissions in the Bexio account (v3.0 API)

List all project statuses available in Bexio (e.g., Active, Completed, On Hold)

List all project types available in Bexio (e.g., Internal, Customer Project)

List all projects in Bexio with pagination support

List all purchase orders with optional pagination

List quotes (offers) from Bexio with optional pagination

List reminders for a specific invoice

List all salutations (e.g., Mr., Mrs., Dr.)

List all stock areas within locations

List all stock/warehouse locations

List all available task priority levels

List all available task statuses

List tasks from Bexio with optional pagination and user filter

List taxes from Bexio with optional pagination

List all timesheet statuses (e.g., open, approved, locked)

List all timesheet entries with pagination

List all titles (e.g., CEO, Manager, Director)

List all units of measurement (e.g., hours, pieces, kg)

List all real Bexio users (actual account users, not fictional)

List VAT periods (read-only). VAT periods define reporting periods for value-added tax.

List work packages for a specific project in Bexio

Mark a bill as paid. NOTE: Bexio v4.0 has no mark-as-paid endpoint — a bill is marked paid by recording a payment against it. Use create_outgoing_payment with payment_data.bill_id set to this bill's UUID (that flips the bill to PAID). Calling this tool returns that guidance rather than performing a no-op request.

Mark an invoice as sent

Mark a quote as sent

Mark a reminder as sent

Mark a reminder as unsent (reverse of mark as sent)

Test tool that returns pong - validates SDK integration

Display an interactive invoice preview with line items, totals, and status

Reissue a quote (re-issue after revert)

Restore a previously deleted contact from trash.

Revert an issued invoice back to draft status

Revert an issued quote back to draft status

Search accounts by criteria. Use field/value/criteria pattern for flexible searching.

Search additional addresses for a contact by criteria

Search/filter bills (creditor invoices) by criteria. Uses GET with query params (Bexio v4.0 does not support POST /search for bills).

Search contact groups by name

Search contact relations via the Bexio search endpoint. Use query for simple text search, or filters for advanced criteria.

Search contact sectors by name

Search contacts by name, email, or other fields

Search deliveries via the Bexio search endpoint. Use query for simple text search, or filters for advanced criteria.

Search invoices via the Bexio search endpoint

Search invoices by customer name (finds contact, then invoices)

Search items by name

Search notes globally by query text. Optionally filter by resource type.

Search orders via the Bexio search endpoint. Use query for simple text search, or filters for advanced criteria.

Search orders by customer name (2-step process: find contact by name, then find orders by contact_id)

Search for projects in Bexio using field-based criteria. Supports exact match and partial matching.

Search quotes via the Bexio search endpoint. Use query for simple text search, or filters for advanced criteria.

Search quotes by customer name (2-step process: find contact by name, then find quotes by contact_id)

Search reminders across recent invoices. Fetches all reminders and returns them (no native Bexio search endpoint for reminders).

Search salutations by name

Search stock areas by criteria

Search stock locations by criteria

Search tasks using multiple criteria (field, value, operator)

Search timesheets by criteria (field, value, criteria). Common fields: user_id, pr_project_id, date

Search titles by name

Switch the ACTIVE Bexio company (mandate). Every other tool operates on the active company, so call this first whenever the user refers to a specific company (e.g. "in Globex, list open invoices"). Pass the company's label exactly as shown by list_companies. The active company persists until you switch again.

Send an invoice

Send a quote

Send a reminder

Display a formatted contact card with name, contact details, and address

Display a summary dashboard with open invoices, overdue amounts, and recent contacts

Unarchive a previously archived project in Bexio, making it active again.

Update an existing absence record. Requires Bexio Payroll module subscription.

Update an additional address for a contact

Update an existing bill (creditor invoice). This is a SAFE PARTIAL update: the server fetches the current bill, merges your changes, and preserves untouched fields (including document_no), so you only need to send the fields you want to change. EXCEPTION: line_items is replaced wholesale — to change one line you must send the FULL line_items array, or omit line_items to leave them unchanged.

Update company profile settings

Update an existing contact's information

Update a contact group's name

Update a contact relation

Update an existing currency's settings

Update an existing employee. Requires Bexio Payroll module subscription.

Update an existing expense

Update a fictional user

Update a file's metadata in Bexio

Update a pending IBAN payment. Only pending payments can be modified. Note: this cannot attach the payment to a supplier bill — Bexio returns 403. To pay a bill, create the payment via `create_outgoing_payment` with a `bill_id`.

Update a manual entry

Update an existing note

Update an existing outgoing payment (Bexio v4.0). The update is a PUT to the collection with the id in the body (there is no per-id update URL). The API requires execution_date, amount and is_salary_payment, and also accepts fee_type, reference_no (QR) / message (IBAN) and receiver_* fields. NOTE: currency_code and exchange_rate are NOT updatable (they are set at creation) — they are ignored if sent. Omitting a required field returns a validation error. If you only need to change the amount or date, it is often simpler to delete_outgoing_payment and create a new one.

Update an existing project in Bexio

Update an existing purchase order

Update a pending QR payment. Only pending payments can be modified.

Update a salutation's name

Update an existing task

Update a title's name

Update an existing work package in a project

Upload a file to Bexio and get its id/uuid (e.g. for create_bill/update_bill attachment_ids). Provide EITHER file_path (preferred: the server reads the file itself, so a PDF never passes through the conversation as base64) OR content_base64 + name + content_type. file_path works for any local path in stdio mode; in HTTP mode only inside the BEXIO_FILE_DIR directory, and not at all if that is unset.