Is the Bexio MCP server free?

Yes. Activepieces is open source and free to start, and the MCP server is included on every plan, from the free cloud tier to any self-hosted deployment.

How do I connect Bexio to Claude or Cursor?

Connect Bexio in Activepieces, enable the server under Settings → MCP Server, then paste your server URL into your client config. It authenticates over OAuth on first use.

What can my agent do in Bexio?

It can call 24 tools, including Create Manual Entry, Create Company, Create Person, and chain them with steps in other apps inside the same run.

Is it safe to let an agent call Bexio?

Connections use OAuth2 with limited scopes and are stored under 256-bit encryption, with no API to read them back, so an agent gets scoped access rather than your keys.

Bexio MCP server

Swiss business software for accounting, invoicing, and project management

Bexio is not a separate install. One Activepieces MCP server exposes it alongside 760+ other apps, behind a single URL.

Start building See the Bexio integration

Tools: 24
Works with: Any MCP client
Auth: OAuth 2.0
License: MIT, open source
Updated: September 2026

About the Bexio MCP server

Connect Bexio once in Activepieces and every action it ships becomes a tool your assistant can call, behind the same server URL as the rest of your apps. Your agent reaches Bexio and 760+ other apps over a single connection, on our cloud or a self-hosted install.

Tools

Bexio tools your AI can run

Once connected, your assistant can call any of these Bexio actions by asking in plain language.

Create Manual Entry
Create a manual accounting entry (single, compound, or group)
4 fields
Create Company
Create a new company contact
25 fields
Create Person
Create a new person contact
27 fields
Update Person
Update an existing person contact
28 fields
Update Company
Update an existing company contact
26 fields
Find Account
Search for accounts using various criteria
3 fields
Find Company
Search for company contacts using various criteria
5 fields
Find Person
Search for person contacts using various criteria
6 fields
Find Product
Search for products by name or code
4 fields
Find Country
Search for countries using various criteria
4 fields
Search Invoice
Search for invoices using various criteria
4 fields
Search Order
Search for orders using various criteria
4 fields
Search Quote
Search for quotes using various criteria
4 fields
Create File
Upload a new file to Bexio
1 field
Create Sales Invoice
Create a new product-based sales invoice
22 fields
Export Invoice to PDF
Export an existing sales invoice as a PDF document
2 fields
Send Sales Invoice
Send a sales invoice to an email address
6 fields
Create Product
Create a new product or service
31 fields
Update Product
Update an existing product or service
31 fields
Create Sales Order
Create a new product-based sales order
22 fields
Create Project
Create a new project
14 fields
Create Sales Quote
Create a new product-based sales quote
25 fields
Create Time Tracking
Create a new timesheet entry
14 fields
Custom API Call
Make a custom API call to a specific endpoint
10 fields

Triggers

Bexio events your agent can watch

These start a run the moment something happens in Bexio, so work gets picked up on its own.

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
1 field
New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status
1 field
New Order
Triggers when an Order is created or updated with the chosen status
1 field
New Quotes
Triggers when a quote is created or updated with the chosen status
1 field

Give your assistant Bexio

Connect Bexio once and every tool above is callable from Claude, Cursor or any MCP client, behind the same server URL as 760+ other apps. Free to start.

Get your server URL Talk to sales