Bexio MCP Server

MCP server for Bexio — the popular Swiss cloud-based ERP/accounting software for SMBs. Enables AI agents to manage contacts, create and send invoices, track accounting entries, manage projects, and handle CRM data in Bexio — supporting AI-driven business administration for Swiss and DACH market companies.

Evaluated Mar 06, 2026 (0d ago) vcurrent

Homepage ↗ Repo ↗ Finance bexio swiss-erp accounting invoicing crm switzerland mcp-server

⚙ Agent Friendliness

/ 100

Can an agent use this?

🔒 Security

/ 100

Is it safe for agents?

⚡ Reliability

/ 100

Does it work consistently?

Score Breakdown

⚙ Agent Friendliness

MCP Quality

Documentation

Error Messages

Auth Simplicity

Rate Limits

🔒 Security

TLS Enforcement

Auth Strength

Scope Granularity

Dep. Hygiene

Secret Handling

Financial data. Swiss/EU data residency. GDPR. OAuth 2.0 with granular scopes.

⚡ Reliability

Uptime/SLA

Version Stability

Breaking Changes

Error Recovery

Best When

A Swiss SMB using Bexio for accounting and business management wants AI agents to automate invoicing, manage contacts, and process accounting entries.

Avoid When

You use QuickBooks, Xero, or other accounting platforms. Bexio is primarily for Swiss market with CHF currency and Swiss accounting standards.

Use Cases

• Creating and managing invoices in Bexio from AI billing automation agents
• Querying Bexio contacts and CRM data from customer management agents
• Tracking accounting entries and financial data from financial analysis agents
• Automating Bexio project management and time tracking via AI agents

Not For

• Teams not using Bexio (QuickBooks, Xero, SAP users need different MCPs)
• Non-Swiss/DACH businesses (Bexio is specifically designed for Switzerland market)
• Large enterprise ERP needs (Bexio targets SMBs)

Interface

REST API

Yes

GraphQL

gRPC

MCP Server

Yes ↗

SDK

Webhooks

Authentication

Methods: oauth

OAuth: Yes Scopes: Yes

Bexio OAuth 2.0. Requires Bexio developer account and app registration. OAuth scopes for contacts, accounting, invoicing, etc.

Pricing

Model: subscription

Free tier: No

Requires CC: Yes

Bexio is a paid Swiss SaaS. MCP server is free open source (promptpartner community implementation).

Agent Metadata

Pagination

cursor

Idempotent

Partial

Retry Guidance

Not documented

Known Gotchas

⚠ FINANCIAL RISK: Invoicing and accounting operations affect real business finances — review before sending
⚠ Bexio targets Swiss market — CHF currency and Swiss accounting standards (OR, MWST)
⚠ OAuth scopes must match operations — invoice creation needs different scope than contact reading
⚠ Community MCP implementation (promptpartner) — may not cover all Bexio API endpoints

Alternatives

xero-mcp-server quickbooks-mcp-server freshbooks-mcp-server

Full Evaluation Report

Detailed scoring breakdown, competitive positioning, security analysis, and improvement recommendations for Bexio MCP Server.

$99

API endpoint ↗ Agent guide ↗ Report inaccuracy

Scores are editorial opinions as of 2026-03-06.