Atlas / MCP servers / promptpartner / Bexio

BexioCAUTION

Name: Bexio
Author: promptpartner

mcp/promptpartner/bexio

MCP server by promptpartner · Audited 2026-10-09

Complete Swiss accounting integration for Bexio via MCP. Works with Claude Desktop, n8n, and any MCP client. 310 tools for invoices, contacts, projects & more. Created by Lukas Hertig.

Verdict

CAUTION

Grade

Trust score

88 /100

Exposed tools

200 170r · 76w · 30d

Transport

stdio

License

MIT

Stars

Overview

From the repository's own README, as read at the audited commit. Badges and raw HTML are left out.

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 300+ 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)

Download the latest .mcpb file from GitHub Releases
Install it in Claude Desktop, either way works:
Double-click the .mcpb file (or drag it onto the Claude Desktop window), or
go to Settings → Extensions → Advanced settings, and under Extension Developer click Install Extension... and select the file
Enter your Bexio API token when prompted. It is stored in your operating system's keychain.
Optional: switch on Interactive panels in the extension's settings for invoice previews, contact cards and a dashboard.

No Node.js installation is needed: Claude Desktop runs extensions with its built-in Node.js. Updating from 2.6.1 or older? Re-enter your token if Claude Desktop asks for it.

Option B: npm (manual config)

Requires Node.js (LTS). In Claude Desktop, open Settings → Developer → Edit Config and add:

Read from source at commit 8b0d48f30c69OBSERVED · 2026-10-09

Connect

Built from this server's own package name, version and transport as found in its source — not copied from anyone's documentation, so it cannot drift against a page we do not control. Replace the environment placeholders with a token scoped to the least it needs.

claude-code (npm)

claude mcp add bexio-mcp-server -- npx -y @promptpartner/[email protected]

Exposed tools (200)

170 read · 76 write · 30 destructive. Blast radius: 30 tools can delete or overwrite — an agent that can be talked into calling a tool can be talked into calling this one.

Tool	Risk	Description
`accept_quote`	read	Accept a quote
`advanced_search_contacts`	read	Perform advanced search on contacts using multiple criteria
`archive_project`	read	Archive a project in Bexio. Archived projects are hidden but not deleted.
`bulk_create_contacts`	write	Create multiple contacts in one call. Returns per-item results with success/failure status.
`cancel_invoice`	read	Cancel an invoice
`copy_invoice`	read	Copy an invoice
`copy_quote`	read	Copy/duplicate a quote
`create_absence`	write	Create a new absence record (vacation, sick leave, etc.). Requires Bexio Payroll module subscription.
`create_account`	write	Create a new account in the chart of accounts
`create_additional_address`	write	Create an additional address for a contact
`create_bill`	write	Create a new bill (creditor invoice) from a supplier (Bexio v4.0). IMPORTANT field names: use supplier_id (NOT contact_id), line_items (NOT positions), and booking_account_id on each line (NOT account_id);
`create_business_activity`	write	Create a new business activity (service type for time tracking)
`create_comment`	write	Create a new comment on a document
`create_contact`	write	Create a new contact in Bexio. Set contact_type to
`create_contact_group`	write	Create a new contact group for categorizing contacts
`create_contact_relation`	write	Create a new contact relation
`create_contact_sector`	write	[NOT SUPPORTED] Create a new contact sector (industry type). Note: Bexio API does not support creating contact sectors. This resource is read-only.
`create_country`	write	Create a new country entry
`create_currency`	write	Create a new currency in Bexio. Swiss default: round_factor 0.05 (5 rappen). Common currencies: CHF, EUR, USD, GBP.
`create_delivery_from_order`	write	Create a delivery from an order
`create_employee`	write	Create a new employee in the payroll system. Requires Bexio Payroll module subscription. Links a Bexio user to payroll.
`create_expense`	write	Create a new expense record
`create_fictional_user`	write	Create a new fictional user. Requires salutation_type, firstname, lastname, and email.
`create_iban_payment`	write	⚠️ 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_invoice`	write	Create a new invoice in Bexio
`create_invoice_from_order`	write	Create an invoice from an order
`create_invoice_from_quote`	write	Create an invoice from a quote
`create_item`	write	Create a new item in Bexio
`create_language`	write	[NOT SUPPORTED] Create a new language entry. Note: Bexio API returns 501 Not Implemented for this endpoint. This resource is read-only.
`create_manual_entry`	write	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_milestone`	write	Create a new milestone in a project. Milestones track key deadlines and deliverables.
`create_note`	write	Create a new note attached to a resource (contact, invoice, quote, order, delivery, project, or bill)
`create_order`	write	Create a new order in Bexio
`create_order_from_quote`	write	Create an order from a quote
`create_payment`	write	Create a new payment for an invoice
`create_payment_type`	write	Create a new payment type for invoices and payments
`create_project`	write	Create a new project in Bexio. Requires user_id (owner) and name.
`create_purchase_order`	write	Create a new purchase order to a supplier
`create_qr_payment`	write	⚠️ 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_quote`	write	Create a new quote (offer) for an existing contact
`create_reminder`	write	Create a new reminder for an invoice
`create_salutation`	write	Create a new salutation (e.g., Mr., Mrs., Dr.)
`create_task`	write	Create a new task with optional resource linking to a contact, invoice, quote, order, etc.
`create_timesheet`	write	Create a new timesheet entry. Duration must be in HH:MM format (e.g.,
`create_title`	write	Create a new title (e.g., CEO, Manager, Director)
`create_unit`	write	Create a new unit of measurement
`create_work_package`	write	Create a new work package in a project. Work packages organize deliverables and track estimated effort.
`decline_quote`	read	Decline a quote
`delete_absence`	destructive	Delete an absence record. Requires Bexio Payroll module subscription.
`delete_additional_address`	destructive	Delete an additional address from a contact
`delete_bill`	destructive	Delete a bill (creditor invoice)
`delete_contact`	destructive	Delete a contact (soft delete -- moves to trash). Use restore_contact to recover.
`delete_contact_group`	destructive	Delete a contact group by ID
`delete_contact_relation`	destructive	Delete a contact relation
`delete_country`	destructive	Delete a country by ID
`delete_currency`	destructive	Delete a currency by ID. Cannot delete currencies in use by documents.
`delete_expense`	destructive	Delete an expense
`delete_fictional_user`	destructive	Delete a fictional user
`delete_file`	destructive	Delete a file from Bexio
`delete_invoice`	destructive	Delete an invoice
`delete_item`	destructive	Delete an item
`delete_manual_entry`	destructive	Delete a manual entry
`delete_milestone`	destructive	Delete a milestone from a project in Bexio
`delete_note`	destructive	Delete a note by ID
`delete_order`	destructive	Delete an order
`delete_order_repetition`	destructive	Delete repetition settings for an order
`delete_outgoing_payment`	destructive	Delete an outgoing payment
`delete_payment`	destructive	Delete a payment
`delete_project`	destructive	Delete a project from Bexio by ID. Consider using archive_project instead for data retention.
`delete_purchase_order`	destructive	Delete a purchase order
`delete_quote`	destructive	Delete a quote
`delete_reminder`	destructive	Delete a reminder
`delete_salutation`	destructive	Delete a salutation by ID
`delete_task`	destructive	Delete a task by ID
`delete_timesheet`	destructive	Delete a timesheet entry by ID
`delete_title`	destructive	Delete a title by ID
`delete_unit`	destructive	Delete a unit by ID
`delete_work_package`	destructive	Delete a work package from a project in Bexio
`download_file`	read	Download a file
`edit_invoice`	write	Edit/update an existing invoice
`edit_item`	write	Edit/update an existing item
`edit_order`	write	Edit/update an existing order
`edit_order_repetition`	write	Edit repetition settings for an order
`edit_quote`	write	Edit/update an existing quote
`find_contact_by_name`	read	Find contacts by name (searches through all pages)
`find_contact_by_number`	read	Find a specific contact by its contact number (e.g.,
`get_absence`	read	Get a specific absence record by ID. Requires Bexio Payroll module subscription.
`get_account`	read	Get a specific account by ID from the chart of accounts
`get_additional_address`	read	Get a specific additional address for a contact
`get_bank_account`	read	Get details of a specific bank account by ID
`get_bill`	read	Get a specific bill (creditor invoice) by UUID
`get_business_activity`	read	Get a specific business activity by ID
`get_calendar_year`	read	Get a specific calendar year by ID
`get_comment`	read	Get a specific comment by ID from a document
`get_communication_type`	read	Get a specific communication type by ID
`get_company_profile`	read	Get the company profile including name, address, and settings
`get_contact`	read	Get a specific contact by ID
`get_contact_group`	read	Get a specific contact group by ID
`get_contact_relation`	read	Get a specific contact relation by ID
`get_contact_sector`	read	Get a specific contact sector by ID
`get_country`	read	Get a specific country by ID
`get_currency`	read	Get details of a specific currency by ID
`get_currency_exchange_rates`	read	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_current_user`	read	Get the currently authenticated user
`get_customer_revenue_report`	read	Get customer revenue report for a specific period
`get_delivery`	read	Get a specific delivery by ID
`get_employee`	read	Get a specific employee by ID. Requires Bexio Payroll module subscription.
`get_employee_payslip_pdf`	read	Fetch a single employee
`get_expense`	read	Get a specific expense by UUID
`get_fictional_user`	read	Get a specific fictional user by ID
`get_file`	read	Get a specific file
`get_iban_payment`	read	Get details of an IBAN payment by ID
`get_invoice`	read	Get a specific invoice by ID
`get_invoice_pdf`	read	Get an invoice as PDF (returns base64-encoded content)
`get_invoice_status_report`	read	Get invoice status report for a specific period
`get_item`	read	Get a specific item by ID
`get_language`	read	Get a specific language by ID
`get_manual_entry`	read	Get a specific manual entry by ID
`get_milestone`	read	Get a specific milestone by ID from a project in Bexio
`get_monthly_revenue_report`	read	Get monthly revenue report for a specific month
`get_note`	read	Get a specific note by ID
`get_open_invoices`	read	Get all open invoices (draft and sent/pending)
`get_order`	write	Get a specific order by ID
`get_order_pdf`	write	Get an order as PDF (returns base64-encoded content)
`get_order_repetition`	write	Get repetition settings for an order
`get_outgoing_payment`	read	Get a specific outgoing payment by UUID
`get_overdue_invoices`	read	Get all overdue invoices
`get_overdue_invoices_report`	read	Get overdue invoices report
`get_payment`	read	Get a specific payment by ID
`get_payment_type`	read	Get a specific payment type by ID
`get_project`	read	Get a specific project by ID from Bexio
`get_project_status`	read	Get a specific project status by ID from Bexio
`get_project_type`	read	Get a specific project type by ID from Bexio
`get_purchase_order`	write	Get a specific purchase order by ID
`get_qr_payment`	read	Get details of a QR payment by ID
`get_quote`	read	Get a specific quote by ID
`get_quote_pdf`	read	Get a quote as PDF (returns base64-encoded content)
`get_reminder`	read	Get a specific reminder by ID
`get_reminder_pdf`	read	Get a reminder as PDF (returns base64-encoded content)
`get_reminders_sent_this_week`	read	Get all reminders sent this week
`get_revenue_report`	read	Get revenue report for a specific period
`get_salutation`	read	Get a specific salutation by ID
`get_task`	read	Get a specific task by ID
`get_tasks_due_this_week`	read	Get all tasks due this week (invoices with due date this week)
`get_tax`	read	Get a specific tax by ID
`get_timesheet`	read	Get a specific timesheet entry by ID
`get_title`	read	Get a specific title by ID
`get_top_customers_by_revenue`	read	Get top customers by revenue
`get_unit`	read	Get a specific unit by ID
`get_user`	read	Get a specific real Bexio user by ID
`get_work_package`	read	Get a specific work package by ID from a project in Bexio
`issue_bill`	read	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_delivery`	read	Issue a delivery
`issue_invoice`	read	Issue an invoice
`issue_quote`	read	Issue a quote
`list_absences`	read	List a specific employee
`list_account_groups`	read	List account groups (read-only hierarchy). Account groups organize the chart of accounts into categories.
`list_accounts`	read	List chart of accounts with pagination. Returns all accounts in the chart of accounts.
`list_additional_addresses`	read	List additional addresses for a contact
`list_all_invoices`	read	List every invoice in Bexio by paging automatically
`list_all_statuses`	read	List all document statuses for invoices, quotes, and orders
`list_bank_accounts`	read	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_bills`	read	List all bills (creditor invoices) with optional pagination
`list_business_activities`	read	List business activities (service types for time tracking). Used to categorize work.
`list_business_years`	read	List business/fiscal years (read-only). Business years define fiscal periods for accounting.
`list_calendar_years`	read	List calendar years defined in the system
`list_comments`	write	List all comments for a specific document (quote, order, invoice, or delivery)
`list_communication_types`	read	List all communication types (e.g., email, phone, meeting)
`list_companies`	read	List the Bexio companies (mandates) this server is configured for. Returns each company
`list_contact_groups`	read	List all contact groups for categorizing contacts
`list_contact_relations`	read	List all contact relations
`list_contact_sectors`	read	List all contact sectors (industry types for contacts)
`list_contacts`	read	List contacts from Bexio with optional pagination and filtering
`list_countries`	read	List all countries available in Bexio
`list_currencies`	read	List all currencies configured in Bexio. Returns currency codes (CHF, EUR, USD, etc.) with their rounding factors for invoicing.
`list_currency_codes`	read	List all ISO currency codes Bexio supports (for use when creating currencies).
`list_deliveries`	read	List deliveries from Bexio with optional pagination
`list_document_settings`	read	List all document settings (header/footer, number ranges, etc.)
`list_document_templates`	read	List all document templates available for generating documents
`list_employees`	read	List employees in the payroll system. Requires Bexio Payroll module subscription. Use to get employee IDs for timesheets and absences.
`list_expenses`	read	List all expenses with optional pagination
`list_fictional_users`	read	List fictional users from Bexio with optional pagination
`list_files`	read	List files from Bexio with optional pagination
`list_invoice_statuses`	read	List all available invoice statuses with their meanings
`list_invoices`	read	List invoices from Bexio with optional pagination
`list_items`	read	List items from Bexio with optional pagination
`list_languages`	read	List all languages available in Bexio
`list_manual_entries`	read	List manual journal entries
`list_milestones`	read	List milestones for a specific project in Bexio
`list_notes`	read	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`	read	List orders from Bexio with optional pagination
`list_outgoing_payments`	read	List outgoing payments for a specific bill. Bexio requires a bill_id (payments are listed per bill).
`list_payment_types`	read	List all payment types available for invoices and payments
`list_payments`	read	List payments for a specific invoice
`list_payroll_documents`	read	List payroll documents (payslips, etc.). Requires Bexio Payroll module subscription. Optional employee filter.
`list_permissions`	read	List all available user permissions in the Bexio account (v3.0 API)
`list_project_statuses`	read	List all project statuses available in Bexio (e.g., Active, Completed, On Hold)
`list_project_types`	read	List all project types available in Bexio (e.g., Internal, Customer Project)
`list_projects`	read	List all projects in Bexio with pagination support
`list_purchase_orders`	read	List all purchase orders with optional pagination

Trust audit

CAUTIONgrade B · trust 88/100 Install with care. The audit found things worth knowing before you trust its output.

Layer	What it checks	Result
L0	Provenance & inventory	PASS
L1	Static analysis of the code	WARN
L2	Instruction surface (what it tells the agent)	PASS
L3	Class-specific surface	WARN
L4	Behavioural (sandbox)	SKIPPED

What the source does

Filesystem: declared (9 observation(s))
Network: declared (6 observation(s))
Shell: declared (1 observation(s))
Dependencies: not all pinned
Secrets in source: found

Findings (11)

MEDIUMNetwork egress · net.raw_ip · CWE-200, CWE-319

src/scripts/verify-ui-render.mjs:95

try { target = await (await fetch(`http://127.0.0.1:${port}/json/new?file://${hostFile}`, { method: "PUT" })).json(); }

MEDIUMHard-coded secrets · secret.generic · CWE-798, CWE-321

src/transports/http-auth.test.ts:14

const TOKEN = "s3cret-token-for-tests-0123456789";

MEDIUMFilesystem / path · mcp.destructive_tools · CWE-22, CWE-59

delete_absence, delete_additional_address, delete_bill, delete_contact, delete_contact_group, delete_contact_relation, delete_country, delete_currency, delete_expense, delete_fictional_user, delete_fi

Why it matters. 30 tool(s) can delete or overwrite

Fix. prefer a read-only mode or scoped tokens; the page states the blast radius

LOWInventory / provenance · inv.hidden_file · CWE-1104

.mcpbignore

.mcpbignore

Why it matters. hidden member outside the usual dotfiles

Fix. review its purpose