Konnektor bexio

Führen Sie die Administration Ihres Schweizer Betriebs über Ihren Assistenten: Rechnungen stellen, Zahlungen nachfassen, Kontakte pflegen, Buchungen erfassen, Projektstunden verfolgen und die Buchhaltung lesen, alles in normaler Sprache. 310 lesende und schreibende Werkzeuge, erzeugt aus der offiziellen OpenAPI-Spezifikation von bexio und alle drei API-Versionen abdeckend.

finance billing-impact auth: oauth Requires a bexio subscription. A 30 day trial is enough to evaluate the integration. 310 tools

Im Katalog öffnen Quellcode auf GitHub

Wofür er sich eignet

Schweizer KMU, die ihre Buchhaltung bereits in bexio führen
Assistenten, die Kunden verrechnen und Zahlungen nachfassen sollen
Abläufe, die Belege, Zahlungen und Buchhaltung miteinander verbinden
Betriebe, die ihre Buchhaltungszahlen in normaler Sprache abfragen möchten

Tools (310)

archive_project: Archive a project.
bulk_create_contacts: Bulk create contacts.
cancel_invoice: Cancel an invoice.
cancel_payment: Cancel a payment.
copy_invoice: Copy a invoice.
copy_quote: Copy a quote.
create_absence_for_employee: Create absence for employee.
create_accept_quote: Accept a quote.
create_additional_address: Create additional address.
create_bill: Create new Bill.
create_bill_action: Execute Bill action.
create_business_activity: Create business activity.
create_calendar_year: Create calendar year.
create_comment: Create a comment.
create_contact: Create contact.
create_contact_group: Create contact group.
create_contact_relation: Create contact relation.
create_country: Create country.
create_currency: Create a currency.
create_decline_quote: Decline a quote.
create_default_position: Create a default position.
create_delivery_from_order: Create delivery from order.
create_discount_position: Create a discount position.
create_employee: Create employee.
create_expens: Create new Expense.
create_expense_action: Execute Expense action.
create_fictional_user: Create a fictional user.
create_file_file: Create new file.
create_invoice: Create invoice.
create_invoice_from_order: Create invoice from order.
create_invoice_from_quote: Create invoice from quote.
create_invoice_payment: Create payment.
create_invoice_reminder: Create reminder.
create_item: Create item.
create_item_position: Create an item position.
create_manual_entry: Create manual entry.
create_milestone: Create milestone.
create_note: Create note.
create_order: Create order.
create_order_from_quote: Create order from quote.
create_order_repetition: Edit a repetition.
create_outgoing_payment: Create new Outgoing Payment.
create_pagebreak_position: Create a pagebreak position.
create_payment: Create a payment.
create_project: Create project.
create_purchase_order: Create a purchase order.
create_quote: Create quote.
create_reissue_quote: Reissue a quote.
create_salutation: Create salutation.
create_subposition: Create a sub position.
create_subtotal_position: Create a subtotal position.
create_task: Create task.
create_text_position: Create a text position.
create_timesheet: Create timesheet.
create_title: Create title.
create_unit: Create unit.
create_work_package: Create work package.
delete_absence: Deleting employee absence with given id.
delete_additional_address: Delete an additional address.
delete_bill: Delete Bill.
delete_contact: Delete a contact.
delete_contact_group: Delete a contact group.
delete_contact_relation: Delete a contact relation.
delete_country: Delete a country.
delete_currency: Delete a currency.
delete_default_position: Delete a default position.
delete_discount_position: Delete a discount position.
delete_expens: Delete Expense.
delete_fictional_user: Delete a fictional user.
delete_file: Delete a existing file.
delete_invoice: Delete an invoice.
delete_invoice_payment: Delete a payment.
delete_invoice_reminder: Delete a reminder.
delete_item: Delete an item.
delete_item_position: Delete a item position.
delete_manual_compound_entry_file: Delete connection between file and manual compound entry.
delete_manual_entry: Delete manual entry.
delete_manual_entry_file: Delete connection between file and manual entry line.
delete_milestone: Delete a milestone.
delete_note: Delete a note.
delete_order: Delete an order.
delete_order_repetition: Delete a repetition.
delete_outgoing_payment: Delete Outgoing Payment.
delete_pagebreak_position: Delete a pagebreak position.
delete_payment: Delete a payment.
delete_project: Delete a project.
delete_purchase_order: Delete a purchase order.
delete_quote: Delete a quote.
delete_salutation: Delete a salutation.
delete_subposition: Delete a sub position.
delete_subtotal_position: Delete a subtotal position.
delete_task: Delete a task.
delete_tax: Delete a tax.
delete_text_position: Delete a text position.
delete_timesheet: Delete a timesheet.
delete_title: Delete a title.
delete_unit: Delete a unit.
delete_work_package: Delete a work package.
download_file: Download file.
get_absence: Retrieving absence for employee with given absence id.
get_additional_address: Fetch an additional address.
get_bank_account: Fetch a single bank account.
get_bill: Get Bill.
get_business_year: Fetch a business year.
get_calendar_year: Fetch a calendar year.
get_comment: Fetch a comment.
get_company_profile: Show company profile.
get_contact: Fetch a contact.
get_contact_group: Fetch a contact group.
get_contact_relation: Fetch a contact relation.
get_country: Fetch a country.
get_currency: Fetch a currency.
get_default_position: Fetch a default position.
get_delivery: Fetch a delivery.
get_discount_position: Fetch a discount position.
get_employee_on_date: Retrieve a single employee on a specific date.
get_expens: Get Expense.
get_fictional_user: Fetch a fictional User.
get_file_usage: Show file usage.
get_invoice: Fetch an invoice.
get_invoice_payment: Fetch a payment.
get_invoice_pdf: Show PDF.
get_invoice_reminder: Fetch a reminder.
get_invoice_reminder_pdf: Show reminder PDF.
get_item: Fetch an item.
get_item_position: Fetch an item position.
get_manual_compound_entry_file: Fetch file of manual compound entry.
get_manual_entry_file: Fetch file of manual entry line.
get_milestone: Fetch a milestone.
get_note: Fetch a note.
get_order: Fetch an order.
get_order_pdf: Show PDF.
get_outgoing_payment: Get Outgoing Payment.
get_pagebreak_position: Fetch a pagebreak position.
get_payment: Get a payment.
get_paystub_pdf: Download paystub pdf for employee for given month.
get_pdf_for_employee_in_month: Retrieving pdf for employee for given month.
get_project: Fetch a project.
get_purchase_order: Fetch a single purchase order.
get_quote: Fetch a quote.
get_quote_pdf: Show PDF.
get_read_file: Get single file.
get_salutation: Fetch a salutation.
get_subposition: Fetch a sub position.
get_subtotal_position: Fetch a subtotal position.
get_task: Fetch a task.
get_tax: Fetch a tax.
get_text_position: Fetch a text position.
get_timesheet: Fetch a timesheet.
get_title: Fetch a title.
get_unit: Fetch a unit.
get_user: Fetch a user.
get_vat_period: Fetch a vat period.
get_work_package: Fetch a work package.
issue_delivery: Issue a delivery.
issue_invoice: Issue an invoice.
issue_quote: Issue a quote.
list_account_groups: Fetch a list of account groups.
list_accounts: Fetch a list of accounts.
list_additional_addresses: Fetch a list of additional addresses.
list_all_payments: Fetch a list of all payments.
list_bank_accounts: Fetch a list of bank accounts.
list_bills: Get Bills.
list_business_activities: Fetch a list of business activities.
list_business_years: Fetch a list of business years.
list_calendar_years: Fetch a list of calendar years.
list_comments: Fetch a list of comments.
list_communication_types: Fetch a list of communication types.
list_company_profiles: Fetch a list of company profiles.
list_contact_groups: Fetch a list of contact groups.
list_contact_relations: Fetch a list of contact relations.
list_contact_sectors: Fetch a list of contact sectors.
list_contacts: Fetch a list of contacts.
list_countries: Fetch a list of countries.
list_currencies: Fetch a list of currencies.
list_currencies_codes: Fetch all possible currency codes.
list_default_positions: Fetch a list of default positions.
list_deliveries: Fetch a list of deliveries.
list_discount_positions: Fetch a list of discount positions.
list_document_settings: Fetch a list of document settings.
list_document_templates: List document templates.
list_employee_absence_in_years: Retrieving absences of employee for given year.
list_employees: Retrieves all active employees.
list_exchange_rates_for_currencies: Fetch exchange rates for currencies.
list_expense_document_numbers: Validate whether document number is available or not.
list_expenses: Get Expenses.
list_fictional_users: Fetch a list of fictional users.
list_invoice_payments: Fetch a list of payments.
list_invoice_reminders: Fetch a list of reminders.
list_invoices: Fetch a list of invoices.
list_item_positions: Fetch a list of item positions.
list_items: Fetch a list of items.
list_journal_entries: Journal.
list_languages: Fetch a list of languages.
list_manual_compound_entry_files: Fetch files of manual compound entry.
list_manual_entries: Fetch a list of manual entries.
list_manual_entry_files: Fetch files of manual entry line.
list_mes: Fetch the authenticated user.
list_milestones: Fetch a list of milestones.
list_next_reference_numbers: Get next reference number.
list_notes: Fetch a list of notes.
list_order_repetitions: Show repetition.
list_orders: Fetch a list of orders.
list_outgoing_payments: Retrieve Outgoing Payments.
list_pagebreak_positions: Fetch a list of pagebreak positions.
list_payment_types: Fetch a list of payment types.
list_permissions: Get access information of logged in user.
list_preview_files: Get file preview.
list_project_status: Project status.
list_project_types: Project types.
list_projects: Fetch a list of projects.
list_purchase_document_numbers: Validate whether document number is available or not.
list_purchase_orders: Fetch a list of purchase orders.
list_quotes: Fetch a list of quotes.
list_read_files: Fetch a list of files.
list_salutations: Fetch a list of salutations.
list_stock_areas: Fetch a list of stock areas.
list_stock_locations: Fetch a list of stock locations.
list_subposition_positions: Fetch a list of sub positions.
list_subtotal_positions: Fetch a list of subtotal positions.
list_task_priorities: Task priorities.
list_task_status: Task status.
list_tasks: Fetch a list of tasks.
list_taxes: Fetch a list of taxes.
list_text_positions: Fetch a list of text positions.
list_time_sheet_status: Timesheet status.
list_timesheets: Fetch a list of timesheets.
list_titles: Fetch a list of titles.
list_units: Fetch a list of units.
list_users: Fetch a list of users.
list_vat_periods: Fetch a list of vat periods.
list_work_packages: Fetch a list of work packages.
mark_as_sent_invoice: Mark invoice as sent.
mark_as_sent_invoice_reminder: Mark reminder as sent.
mark_as_sent_quote: Mark quote as sent.
mark_as_unsent_invoice_reminder: Mark reminder as unsent.
restore_contact: Restore a contact.
revert_issue_invoice: Sets issued invoice to draft.
revert_issue_quote: Revert issue a quote.
search_accounts: Search Accounts.
search_additional_addresses: Search additional addresses.
search_business_activities: Search business activities.
search_calendar_years: Search calendar years.
search_communication_types: Search communication types.
search_contact_groups: Search contact groups.
search_contact_relations: Search contact relations.
search_contact_sectors: Search contact sectors.
search_contacts: Search contacts.
search_countries: Search countries.
search_files: Search files.
search_invoices: Search invoices.
search_items: Search items.
search_languages: Search languages.
search_notes: Search notes.
search_orders: Search orders.
search_payment_types: Search payment types.
search_projects: Search projects.
search_quotes: Search quotes.
search_reminders: Search invoice reminders.
search_salutations: Search salutations.
search_stock_areas: Search stock areas.
search_stock_locations: Search stock locations.
search_tasks: Search tasks.
search_timesheets: Search timesheets.
search_titles: Search titles.
search_units: Search units.
send_invoice: Send an invoice.
send_invoice_reminder: Send a reminder.
send_quote: Send a quote.
unarchive_project: Unarchive a project.
update_absence: Updating existing absence.
update_additional_address: Edit an additional address.
update_bill: Update Bill.
update_bill_booking: Update Bill status.
update_contact: Edit a contact.
update_contact_group: Edit a contact group.
update_contact_relation: Edit a contact relation.
update_country: Edit a country.
update_currency: Update a currency.
update_default_position: Edit a default position.
update_discount_position: Edit a discount position.
update_employee: Update employee.
update_expens: Update Expense.
update_expense_booking: Update Expense status.
update_fictional_user: Update a fictional User.
update_file: Update existing file.
update_invoice: Edit an invoice.
update_item: Edit an item.
update_item_position: Edit an item position.
update_manual_entry: Update manual entry.
update_milestone: Edit a milestone.
update_note: Edit a note.
update_order: Edit an order.
update_outgoing_payment: Edit Outgoing Payment.
update_pagebreak_position: Edit a pagebreak position.
update_payment: Update a payment.
update_project: Edit a project.
update_purchase_order: Update a single purchase order.
update_quote: Edit a quote.
update_salutation: Edit a salutation.
update_subposition: Edit a sub position.
update_subtotal_position: Edit a subtotal position.
update_task: Edit a task.
update_text_position: Edit a text position.
update_timesheet: Edit a timesheet.
update_title: Edit a title.
update_unit: Edit a unit.
update_work_package: Edit a work package.
upload_manual_compound_entry_file_file: Add file to manual compound entry.
upload_manual_entry_file_file: Add file to manual entry line.

Beispielanfragen

“Welche Rechnungen sind nach 30 Tagen noch offen?”
“Erstelle einen Rechnungsentwurf über 8 Stunden Beratung zu CHF 200 für den Kontakt ACME AG”
“Stelle Rechnung 1042 aus und schicke mir das PDF”
“Wie hoch ist der Saldo von Konto 1020 in diesem Jahr?”
“Lege einen neuen Kontakt für eine Firma in Bern an und ordne ihn der Kundengruppe zu”
“Zeig mir die Stunden, die letzten Monat auf das Projekt Website-Relaunch gebucht wurden”
“Liste die Rechnungen auf, die diese Woche zur Zahlung fällig sind”

Einrichten

Von AIWerk betreiben lassen, ohne eigene Installation, oder selbst auf dem eigenen Rechner starten:

npx @aiwerk/mcp-server-bexio@0.1.1

bexio ist einer von vielen Konnektoren im AIWerk-Katalog. Jeder Konnektor ist signiert und geprüft. Sie können ihn selbst auf Ihrem Rechner installieren oder von AIWerk betreiben lassen.