// MCP TOOL REFERENCE

BEXIO TOOLS

276 tools from the Bexio MCP Server, categorised by risk level.

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// ALL 276 BEXIO TOOLS
READ 157 tools
Read accept_quote Accept a quote Read advanced_search_contacts Perform advanced search on contacts using multiple criteria Read decline_quote Decline a quote Read download_file Download a file Read find_contact_by_name Find contacts by name (searches through all pages) Read find_contact_by_number Find a specific contact by its contact number (e.g., Read get_absence Get a specific absence record by ID. Requires Bexio Payroll module subscription. Read get_account Get a specific account by ID from the chart of accounts Read get_additional_address Get a specific additional address for a contact Read get_bank_account Get details of a specific bank account by ID Read get_bill Get a specific bill (creditor invoice) by UUID Read get_business_activity Get a specific business activity by ID Read get_calendar_year Get a specific calendar year by ID Read get_comment Get a specific comment by ID from a document Read get_communication_type Get a specific communication type by ID Read get_company_profile Get the company profile including name, address, and settings Read get_contact Get a specific contact by ID Read get_contact_group Get a specific contact group by ID Read get_contact_relation Get a specific contact relation by ID Read get_contact_sector Get a specific contact sector by ID Read get_country Get a specific country by ID Read get_currency Get details of a specific currency by ID Read get_current_user Get the currently authenticated user Read get_customer_revenue_report Get customer revenue report for a specific period Read get_delivery Get a specific delivery by ID Read get_employee Get a specific employee by ID. Requires Bexio Payroll module subscription. Read get_expense Get a specific expense by UUID Read get_fictional_user Get a specific fictional user by ID Read get_file Get a specific file Read get_iban_payment Get details of an IBAN payment by ID Read get_invoice Get a specific invoice by ID Read get_invoice_pdf Get an invoice as PDF (returns base64-encoded content) Read get_invoice_status_report Get invoice status report for a specific period Read get_item Get a specific item by ID Read get_journal Query the accounting journal with optional date range. Returns journal entries for the specified period. Read get_language Get a specific language by ID Read get_manual_entry Get a specific manual entry by ID Read get_milestone Get a specific milestone by ID from a project in Bexio Read get_monthly_revenue_report Get monthly revenue report for a specific month Read get_note Get a specific note by ID Read get_open_invoices Get all open invoices (draft and sent/pending) Read get_order Get a specific order by ID Read get_order_pdf Get an order as PDF (returns base64-encoded content) Read get_order_repetition Get repetition settings for an order Read get_outgoing_payment Get a specific outgoing payment by UUID Read get_overdue_invoices Get all overdue invoices Read get_overdue_invoices_report Get overdue invoices report Read get_payment Get a specific payment by ID Read get_payment_type Get a specific payment type by ID Read get_project Get a specific project by ID from Bexio Read get_project_status Get a specific project status by ID from Bexio Read get_project_type Get a specific project type by ID from Bexio Read get_purchase_order Get a specific purchase order by ID Read get_qr_payment Get details of a QR payment by ID Read get_quote Get a specific quote by ID Read get_quote_pdf Get a quote as PDF (returns base64-encoded content) Read get_reminder Get a specific reminder by ID Read get_reminder_pdf Get a reminder as PDF (returns base64-encoded content) Read get_reminders_sent_this_week Get all reminders sent this week Read get_revenue_report Get revenue report for a specific period Read get_salutation Get a specific salutation by ID Read get_task Get a specific task by ID Read get_tasks_due_this_week Get all tasks due this week (invoices with due date this week) Read get_tax Get a specific tax by ID Read get_timesheet Get a specific timesheet entry by ID Read get_title Get a specific title by ID Read get_top_customers_by_revenue Get top customers by revenue Read get_unit Get a specific unit by ID Read get_user Get a specific real Bexio user by ID Read get_work_package Get a specific work package by ID from a project in Bexio Read list_absences List a specific employee Read list_account_groups List account groups (read-only hierarchy). Account groups organize the chart of accounts into categories. Read list_accounts List chart of accounts with pagination. Returns all accounts in the chart of accounts. Read list_additional_addresses List additional addresses for a contact Read list_all_invoices List every invoice in Bexio by paging automatically Read list_all_statuses List all document statuses for invoices, quotes, and orders Read list_bank_accounts List all configured bank accounts in Bexio. Returns account details including IBAN, bank name, and currency... Read list_bills List all bills (creditor invoices) with optional pagination Read list_business_activities List business activities (service types for time tracking). Used to categorize work. Read list_business_years List business/fiscal years (read-only). Business years define fiscal periods for accounting. Read list_calendar_years List calendar years defined in the system Read list_comments List all comments for a specific document (quote, order, invoice, or delivery) Read list_communication_types List all communication types (e.g., email, phone, meeting) Read list_contact_groups List all contact groups for categorizing contacts Read list_contact_relations List all contact relations Read list_contact_sectors List all contact sectors (industry types for contacts) Read list_contacts List contacts from Bexio with optional pagination and filtering Read list_countries List all countries available in Bexio Read list_currencies List all currencies configured in Bexio. Returns currency codes (CHF, EUR, USD, etc.) with their rounding f... Read list_deliveries List deliveries from Bexio with optional pagination Read list_document_settings List all document settings (header/footer, number ranges, etc.) Read list_document_templates List all document templates available for generating documents Read list_employees List employees in the payroll system. Requires Bexio Payroll module subscription. Use to get employee IDs f... Read list_expenses List all expenses with optional pagination Read list_fictional_users List fictional users from Bexio with optional pagination Read list_files List files from Bexio with optional pagination Read list_invoice_statuses List all available invoice statuses with their meanings Read list_invoices List invoices from Bexio with optional pagination Read list_items List items from Bexio with optional pagination Read list_languages List all languages available in Bexio Read list_manual_entries List manual journal entries Read list_milestones List milestones for a specific project in Bexio Read list_notes List notes from Bexio. Optionally filter by resource type and resource ID to get notes for a specific conta... Read list_orders List orders from Bexio with optional pagination Read list_outgoing_payments List outgoing payments for a specific bill. Bexio requires a bill_id (payments are listed per bill). Read list_payment_types List all payment types available for invoices and payments Read list_payments List payments for a specific invoice Read list_payroll_documents List payroll documents (payslips, etc.). Requires Bexio Payroll module subscription. Optional employee filter. Read list_permissions List all available user permissions in the Bexio account (v3.0 API) Read list_project_statuses List all project statuses available in Bexio (e.g., Active, Completed, On Hold) Read list_project_types List all project types available in Bexio (e.g., Internal, Customer Project) Read list_projects List all projects in Bexio with pagination support Read list_purchase_orders List all purchase orders with optional pagination Read list_quotes List quotes (offers) from Bexio with optional pagination Read list_reminders List reminders for a specific invoice Read list_salutations List all salutations (e.g., Mr., Mrs., Dr.) Read list_stock_areas List all stock areas within locations Read list_stock_locations List all stock/warehouse locations Read list_task_priorities List all available task priority levels Read list_task_statuses List all available task statuses Read list_tasks List tasks from Bexio with optional pagination and user filter Read list_taxes List taxes from Bexio with optional pagination Read list_timesheet_statuses List all timesheet statuses (e.g., open, approved, locked) Read list_timesheets List all timesheet entries with pagination Read list_titles List all titles (e.g., CEO, Manager, Director) Read list_units List all units of measurement (e.g., hours, pieces, kg) Read list_users List all real Bexio users (actual account users, not fictional) Read list_vat_periods List VAT periods (read-only). VAT periods define reporting periods for value-added tax. Read list_work_packages List work packages for a specific project in Bexio Read ping Test tool that returns pong - validates SDK integration Read reissue_quote Reissue a quote (re-issue after revert) Read revert_invoice_to_draft Revert an issued invoice back to draft status Read revert_quote_to_draft Revert an issued quote back to draft status Read search_accounts Search accounts by criteria. Use field/value/criteria pattern for flexible searching. Read search_additional_addresses Search additional addresses for a contact by criteria Read search_bills Search/filter bills (creditor invoices) by criteria. Uses GET with query params (Bexio v4.0 does not suppor... Read search_contact_groups Search contact groups by name Read search_contact_relations Search contact relations via the Bexio search endpoint. Use query for simple text search, or filters for ad... Read search_contact_sectors Search contact sectors by name Read search_contacts Search contacts by name, email, or other fields Read search_deliveries Search deliveries via the Bexio search endpoint. Use query for simple text search, or filters for advanced ... Read search_invoices Search invoices via the Bexio search endpoint Read search_invoices_by_customer Search invoices by customer name (finds contact, then invoices) Read search_items Search items by name Read search_notes Search notes globally by query text. Optionally filter by resource type. Read search_orders Search orders via the Bexio search endpoint. Use query for simple text search, or filters for advanced crit... Read search_orders_by_customer Search orders by customer name (2-step process: find contact by name, then find orders by contact_id) Read search_projects Search for projects in Bexio using field-based criteria. Supports exact match and partial matching. Read search_quotes Search quotes via the Bexio search endpoint. Use query for simple text search, or filters for advanced crit... Read search_quotes_by_customer Search quotes by customer name (2-step process: find contact by name, then find quotes by contact_id) Read search_reminders Search reminders across recent invoices. Fetches all reminders and returns them (no native Bexio search end... Read search_salutations Search salutations by name Read search_stock_areas Search stock areas by criteria Read search_stock_locations Search stock locations by criteria Read search_tasks Search tasks using multiple criteria (field, value, operator) Read search_timesheets Search timesheets by criteria (field, value, criteria). Common fields: user_id, pr_project_id, date Read search_titles Search titles by name
WRITE 85 tools
Write archive_project Archive a project in Bexio. Archived projects are hidden but not deleted. Write bulk_create_contacts Create multiple contacts in one call. Returns per-item results with success/failure status. Write copy_invoice Copy an invoice Write copy_quote Copy/duplicate a quote Write create_absence Create a new absence record (vacation, sick leave, etc.). Requires Bexio Payroll module subscription. Write create_account Create a new account in the chart of accounts Write create_additional_address Create an additional address for a contact Write create_bill Create a new bill (creditor invoice) from a supplier Write create_business_activity Create a new business activity (service type for time tracking) Write create_comment Create a new comment on a document Write create_contact Create a new contact in Bexio. Set contact_type to Write create_contact_group Create a new contact group for categorizing contacts Write create_contact_relation Create a new contact relation Write create_contact_sector [NOT SUPPORTED] Create a new contact sector (industry type). Note: Bexio API does not support creating cont... Write create_country Create a new country entry Write create_currency Create a new currency in Bexio. Swiss default: round_factor 0.05 (5 rappen). Common currencies: CHF, EUR, U... Write create_delivery_from_order Create a delivery from an order Write create_employee Create a new employee in the payroll system. Requires Bexio Payroll module subscription. Links a Bexio user... Write create_expense Create a new expense record Write create_fictional_user Create a new fictional user. Requires salutation_type, firstname, lastname, and email. Write create_iban_payment Create an IBAN payment (Swiss ISO 20022 standard). First use list_bank_accounts to get a valid bank_account... Write create_invoice Create a new invoice in Bexio Write create_invoice_from_order Create an invoice from an order Write create_invoice_from_quote Create an invoice from a quote Write create_item Create a new item in Bexio Write create_language [NOT SUPPORTED] Create a new language entry. Note: Bexio API returns 501 Not Implemented for this endpoint.... Write create_manual_entry Create a manual journal entry (double-entry bookkeeping). Provide flat params; the handler transforms to ne... Write create_milestone Create a new milestone in a project. Milestones track key deadlines and deliverables. Write create_note Create a new note attached to a resource (contact, invoice, quote, order, delivery, project, or bill) Write create_order Create a new order in Bexio Write create_order_from_quote Create an order from a quote Write create_outgoing_payment Create a new outgoing payment Write create_project Create a new project in Bexio. Requires user_id (owner) and name. Write create_purchase_order Create a new purchase order to a supplier Write create_qr_payment Create a QR payment (Swiss QR-invoice standard per SIX Group spec v2.3). First use list_bank_accounts to ge... Write create_quote Create a new quote (offer) for an existing contact Write create_reminder Create a new reminder for an invoice Write create_salutation Create a new salutation (e.g., Mr., Mrs., Dr.) Write create_task Create a new task with optional resource linking to a contact, invoice, quote, order, etc. Write create_timesheet Create a new timesheet entry. Duration must be in HH:MM format (e.g., Write create_title Create a new title (e.g., CEO, Manager, Director) Write create_unit Create a new unit of measurement Write create_work_package Create a new work package in a project. Work packages organize deliverables and track estimated effort. Write edit_invoice Edit/update an existing invoice Write edit_item Edit/update an existing item Write edit_order Edit/update an existing order Write edit_order_repetition Edit repetition settings for an order Write edit_quote Edit/update an existing quote Write issue_bill Issue a bill (creditor invoice) to change its status Write issue_delivery Issue a delivery Write issue_invoice Issue an invoice Write issue_quote Issue a quote Write mark_bill_as_paid Mark a bill (creditor invoice) as paid Write mark_invoice_as_sent Mark an invoice as sent Write mark_quote_as_sent Mark a quote as sent Write mark_reminder_as_sent Mark a reminder as sent Write mark_reminder_as_unsent Mark a reminder as unsent (reverse of mark as sent) Write restore_contact Restore a previously deleted contact from trash. Write send_quote Send a quote Write send_reminder Send a reminder Write unarchive_project Unarchive a previously archived project in Bexio, making it active again. Write update_absence Update an existing absence record. Requires Bexio Payroll module subscription. Write update_additional_address Update an additional address for a contact Write update_bill Update an existing bill (creditor invoice) Write update_company_profile Update company profile settings Write update_contact Update an existing contact Write update_contact_group Update a contact group Write update_contact_relation Update a contact relation Write update_currency Update an existing currency Write update_employee Update an existing employee. Requires Bexio Payroll module subscription. Write update_expense Update an existing expense Write update_fictional_user Update a fictional user Write update_file Update a file Write update_iban_payment Update a pending IBAN payment. Only pending payments can be modified. Write update_manual_entry Update a manual entry Write update_note Update an existing note Write update_outgoing_payment Update an existing outgoing payment Write update_project Update an existing project in Bexio Write update_purchase_order Update an existing purchase order Write update_qr_payment Update a pending QR payment. Only pending payments can be modified. Write update_salutation Update a salutation Write update_task Update an existing task Write update_title Update a title Write update_work_package Update an existing work package in a project Write upload_file Upload a file to Bexio. File content must be provided as base64 encoded string for MCP JSON transport.
DESTRUCTIVE 31 tools
Destructive cancel_invoice Cancel an invoice Destructive delete_absence Delete an absence record. Requires Bexio Payroll module subscription. Destructive delete_additional_address Delete an additional address from a contact Destructive delete_bill Delete a bill (creditor invoice) Destructive delete_contact Delete a contact (soft delete -- moves to trash). Use restore_contact to recover. Destructive delete_contact_group Delete a contact group by ID Destructive delete_contact_relation Delete a contact relation Destructive delete_country Delete a country by ID Destructive delete_currency Delete a currency by ID. Cannot delete currencies in use by documents. Destructive delete_expense Delete an expense Destructive delete_fictional_user Delete a fictional user Destructive delete_file Delete a file from Bexio Destructive delete_invoice Delete an invoice Destructive delete_item Delete an item Destructive delete_manual_entry Delete a manual entry Destructive delete_milestone Delete a milestone from a project in Bexio Destructive delete_note Delete a note by ID Destructive delete_order Delete an order Destructive delete_order_repetition Delete repetition settings for an order Destructive delete_outgoing_payment Delete an outgoing payment Destructive delete_payment Delete a payment Destructive delete_project Delete a project from Bexio by ID. Consider using archive_project instead for data retention. Destructive delete_purchase_order Delete a purchase order Destructive delete_quote Delete a quote Destructive delete_reminder Delete a reminder Destructive delete_salutation Delete a salutation by ID Destructive delete_task Delete a task by ID Destructive delete_timesheet Delete a timesheet entry by ID Destructive delete_title Delete a title by ID Destructive delete_unit Delete a unit by ID Destructive delete_work_package Delete a work package from a project in Bexio
FINANCIAL 3 tools
Financial create_payment Create a new payment for an invoice Financial create_payment_type Create a new payment type for invoices and payments Financial send_invoice Send an invoice
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The Bexio MCP server exposes 276 tools across 4 categories: Read, Write, Destructive, Financial.

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Bexio tools are categorised as Read (157), Write (85), Destructive (31), Financial (3). Each category has a recommended default policy.

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