Bexio MCP server

Read from the package source without running it. The installed server may list more.

• advanced_search_contacts

  Perform advanced search on contacts using multiple criteria

• bulk_create_contactswrite action

  Create multiple contacts in one call. Returns per-item results with success/failure status.

• cancel_invoicewrite action

  Cancel an invoice

• copy_invoice

  Copy an invoice

• create_accountwrite action

  Create a new account in the chart of accounts

• create_additional_addresswrite action

  Create an additional address for a contact

• create_commentwrite action

  Create a new comment on a document

• create_contactwrite action

  Create a new contact in Bexio. Set contact_type to 'person' for individuals or 'company' for organizations.

• create_currencywrite action

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

• create_iban_paymentwrite action

  ⚠️ 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_invoicewrite action

  Create a new invoice in Bexio

• create_itemwrite action

  Create a new item in Bexio

• create_manual_entrywrite action

  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_manual_group_entrywrite action

  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, an

• create_payment_typewrite action

  Create a new payment type for invoices and payments

• create_qr_paymentwrite action

  ⚠️ 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

• delete_additional_addresswrite action

  Delete an additional address from a contact

• delete_contactwrite action

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

• delete_currencywrite action

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

• delete_filewrite action

  Delete a file from Bexio

• delete_invoicewrite action

  Delete an invoice

• delete_itemwrite action

  Delete an item

• delete_manual_entrywrite action

  Delete a manual entry

• download_file

  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 th

• edit_invoice

  Edit/update an existing invoice

• edit_item

  Edit/update an existing item

• find_contact_by_name

  Find contacts by name (searches through all pages)

• find_contact_by_number

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

• get_account

  Get a specific account by ID from the chart of accounts

• get_account_balances

  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

• get_additional_address

  Get a specific additional address for a contact

• get_bank_account

  Get details of a specific bank account by ID

• get_calendar_year

  Get a specific calendar year by ID

• get_comment

  Get a specific comment by ID from a document

• get_company_profile

  Get the company profile including name, address, and settings

• get_contact

  Get a specific contact by ID

• get_contact_relation

  Get a specific contact relation by ID

• get_currency

  Get details of a specific currency by ID

• get_currency_exchange_rates

  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_delivery

  Get a specific delivery by ID

• get_file

  Get a specific file's metadata by ID

• get_iban_payment

  Get details of an IBAN payment by ID

• get_invoice

  Get a specific invoice by ID

• get_invoice_pdf

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

• get_item

  Get a specific item by ID

• get_journal

  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_manual_entry

  Get a specific manual entry by ID

• get_open_invoices

  Get all open invoices (draft and sent/pending)

• get_overdue_invoices

  Get all overdue invoices

• get_payment_type

  Get a specific payment type by ID

• get_qr_payment

  Get details of a QR payment by ID

• get_tax

  Get a specific tax by ID

• issue_delivery

  Issue a delivery

• issue_invoice

  Issue an invoice

• list_account_groups

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

• list_accounts

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

• list_additional_addresses

  List additional addresses for a contact

• list_all_invoices

  List every invoice in Bexio by paging automatically

• list_all_statuses

  List all document statuses for invoices, quotes, and orders

• list_bank_accounts

  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_business_years

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

• list_calendar_years

  List calendar years defined in the system

• list_comments

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

• list_companies

  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_contact_relations

  List all contact relations

• list_contacts

  List contacts from Bexio with optional pagination and filtering

• list_currencies

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

• list_currency_codes

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

• list_deliveries

  List deliveries from Bexio with optional pagination

• list_files

  List files from Bexio with optional pagination

• list_invoice_statuses

  List all available invoice statuses with their meanings

• list_invoices

  List invoices from Bexio with optional pagination

• list_items

  List items from Bexio with optional pagination

• list_manual_entries

  List manual journal entries

• list_payment_types

  List all payment types available for invoices and payments

• list_permissions

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

• list_taxes

  List taxes from Bexio with optional pagination

• list_vat_periods

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

• mark_invoice_as_sent

  Mark an invoice as sent

• ping

  Test tool that returns pong - validates SDK integration

• restore_contact

  Restore a previously deleted contact from trash.

• revert_invoice_to_draft

  Revert an issued invoice back to draft status

• search_accounts

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

• search_additional_addresses

  Search additional addresses for a contact by criteria

• search_contacts

  Search contacts by name, email, or other fields

• search_deliveries

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

• search_invoices

  Search invoices via the Bexio search endpoint

• search_invoices_by_customer

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

• search_items

  Search items by name

• select_company

  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_invoicewrite action

  Send an invoice

• update_additional_addresswrite action

  Update an additional address for a contact

• update_company_profilewrite action

  Update company profile settings

• update_contactwrite action

  Update an existing contact's information

• update_currencywrite action

  Update an existing currency's settings

• update_filewrite action

  Update a file's metadata in Bexio

• update_iban_paymentwrite action

  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_manual_entrywrite action

  Update a manual entry

• update_qr_paymentwrite action

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

• upload_filewrite action

  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

• Code scan248 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitylocal package, no credentials required12/15
• Maintenancelast push 41 days ago12/15
• Maintainer identityregistry namespace matches repository owner6/10

Safety score

85/100

higher than 82% of 1,765 Finance servers

Tools

100

the typical Finance server has 9

Tools that change things

31%

typical: 0%. Fewer write tools means less an agent can break

GitHub stars

40

more than 91% of 957 Finance servers

Downloads a week

222

more than 75% of 505 Finance servers with a package

Bexio: common questions

Is Bexio MCP server safe?

Yes, by our scan: it is graded A (85/100). Read the Bexio safety report

How do I install Bexio?

It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.

Does Bexio need an API key?

Not as far as the registry entry and our scan can tell: no credentials are declared or required.

Is Bexio maintained?

The last commit was 48 days ago (2026-09-28). The latest release is v2.6.2.

What can I use instead of Bexio?

Servers from other publishers that do the same job: Norman Finance — AI Bookkeeping, Accounting & Taxes MCP server, E Arveldaja MCP server and Quickbooks MCP server. Compare all Bexio alternatives.

How does Bexio compare with other Finance MCP servers?

safety score 85/100 (higher than 82% of 1,765 Finance servers); tools 100 (the typical Finance server has 9); tools that change things 31% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.