Bexio MCP
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Bexio Triggers
New/Updated Company
Triggers when a company is added or updated
New/Updated Person
Triggers when a person is added or updated
New Product
Triggers when a new product is created
New Project
Triggers when a Project is created or updated with the chosen status
New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status
New Order
Triggers when an Order is created or updated with the chosen status
New Quotes
Triggers when a quote is created or updated with the chosen status
Bexio Actions
Create Manual Entry
Create a manual accounting entry (single, compound, or group)
Create Company
Create a new company contact
Create Person
Create a new person contact
Update Person
Update an existing person contact
Update Company
Update an existing company contact
Find Account
Search for accounts using various criteria
Find Company
Search for company contacts using various criteria
Find Person
Search for person contacts using various criteria
Find Product
Search for products by name or code
Find Country
Search for countries using various criteria
Search Invoice
Search for invoices using various criteria
Search Order
Search for orders using various criteria
Search Quote
Search for quotes using various criteria
Create File
Upload a new file to Bexio
Create Sales Invoice
Create a new product-based sales invoice
Export Invoice to PDF
Export an existing sales invoice as a PDF document
Send Sales Invoice
Send a sales invoice to an email address
Create Product
Create a new product or service
Update Product
Update an existing product or service
Create Sales Order
Create a new product-based sales order
Create Project
Create a new project
Create Sales Quote
Create a new product-based sales quote
Create Time Tracking
Create a new timesheet entry
Custom API Call
Make a custom API call to a specific endpoint
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