npm package: @promptpartner/bexio-mcp-server
Description: Complete Swiss accounting integration for Bexio via MCP. Works with Claude Desktop, n8n, and any MCP client. 310 tools for invoices, contacts, projects, time tracking and more.
Author: Lukas Hertig
Latest version: 2.2.0

# Bexio MCP Server

MCP server that connects Claude Desktop to [Bexio](https://www.bexio.com/), 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.](https://github.com/promptpartner/bexio-mcp-server/issues)

## Install

### Option 1: Download Extension (Recommended)

1. Download the latest `.mcpb` from [Releases](https://github.com/PromptPartner/bexio-mcp-server/releases)
2. In Claude Desktop, go to **Extensions** > **Advanced Settings** > **Install Extension**
3. Select the downloaded `.mcpb` file
4. Enter your Bexio API token when prompted — done!

### Option 2: npm

```bash
npx @promptpartner/bexio-mcp-server
```

Or add to your `claude_desktop_config.json`:

```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

```bash
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:

```bash
BEXIO_API_TOKEN=your-token npx @promptpartner/bexio-mcp-server --mode http --port 8000
```

## Compatibility

| Client | Transport | Status |
|--------|-----------|--------|
| [Claude Desktop](https://claude.ai/download) | stdio | Fully supported |
| [n8n](https://n8n.io/) | HTTP | Fully supported |
| [Claude Code](https://docs.anthropic.com/en/docs/claude-code) | stdio | Fully supported |
| Other MCP clients | stdio/HTTP | Should work |

## Getting Your Bexio API Token

1. Go to [developer.bexio.com](https://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 **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

```bash
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](https://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](PRIVACY.md).

Your data is processed according to [Bexio's Privacy Policy](https://www.bexio.com/en-CH/privacy-policy).

## Support

- **Issues & Bug Reports:** [GitHub Issues](https://github.com/promptpartner/bexio-mcp-server/issues)
- **Email:** lukas@promptpartner.ai

## Support the Project

If this project saves you time or helps your business, consider buying me a coffee! ☕

[![Buy Me A Coffee](https://img.shields.io/badge/Buy%20Me%20A%20Coffee-support-yellow?style=flat&logo=buy-me-a-coffee)](https://buymeacoffee.com/lukashertig)

Your support helps keep this project maintained and improved!

## Author

Created by [Lukas Hertig](https://linkedin.com/in/lukashertig) from [PromptPartner.ai](https://promptpartner.ai)

## Acknowledgments

This project builds upon the original Bexio MCP server created by [Sebastian Bryner](https://www.linkedin.com/in/sebastian-bryner/) of [bryner.tech](https://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](LICENSE) for details.

## Links

- [Bexio API Documentation](https://docs.bexio.com/)
- [MCP Protocol Specification](https://modelcontextprotocol.io/)
- [PromptPartner.ai](https://promptpartner.ai)