Accounting
Bexio MCP connector
The Bexio connector brings your Bexio contacts, contact groups, sectors, relations and payroll employee records into Claude, ChatGPT, Cursor and the Elaichi Agent, so each person works with them as themselves and every action is logged.
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How it connects. Connects with an API key. The credential goes into a vault nobody reads back.
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One address. https://api.elaichi.ai/mcp, the same for every user.
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Their own access. An agent never gets more than the person it acts for.
How to connect
How to connect Bexio to Claude, ChatGPT or Cursor
Two steps, about a minute.
In Elaichi
Connect Bexio once
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Open Connections, choose Add connection, and pick Bexio.
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Optionally set Share with to give a team access, then press Connect.
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Supply your own Bexio app, then approve. Bexio needs an OAuth app you register yourself, so bring its client ID and secret. One person does this once for the organization.
The credential is vaulted. Nobody reads it back, not even the AI.
Add connection
Choose a connector.
In your AI client
Point it at one endpoint
Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.
Connect Bexio to Claude
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1
Open Customize, then Connectors.
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2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
4
Sign in and approve.
On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.
Connect Bexio to ChatGPT
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1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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4
Press Create, then sign in and approve.
Works on the web today. The plugin directory lives at chatgpt.com/plugins.
Connect Bexio to Cursor
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1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
3
Reload Cursor, then sign in and approve.
~/.cursor/mcp.json
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
Set up per machine, so repeat it on each computer you work from.
Connect Bexio to any MCP client
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1
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
2
Sign in and approve.
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
The Elaichi Agent already has these tools, with nothing to set up.
Use cases
What teams do with Bexio through Elaichi
Every one of these runs inside the access the person already has, and lands in the same audit log.
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Sales
Catch a contact up after a call
Ask for the Bexio contact by name, then have the agent update the phone number, address or notes you just confirmed on the phone.
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Finance
Keep customer and supplier records clean
Find duplicate or incomplete Bexio contacts, fill in missing details, and restore a contact that was removed by mistake before month end.
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HR
Check who is out next week
Pull the list of Bexio payroll employees and their recorded absences to see who is away before planning payroll or a team meeting.
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Marketing
Build a list by sector
Ask which Bexio contacts sit in a given sector or contact group, and add new leads from an event into the right group in one go.
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Support
Look up a customer while they wait
Find the Bexio contact for the person on the line, see which company they belong to through contact relations, and answer without switching windows.
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Operations
Map how companies and people connect
Create and update Bexio contact relations so every person is linked to the right company, and group contacts the way your office actually works.
Try asking
- “Find every contact in the construction sector we added this month.”
- “Which payroll employees have absences recorded for next week?”
- “Add Müller AG as a new customer contact with their Zurich address.”
AI tools
Bexio tools for your AI agents
309 tools are ready to call through Elaichi's MCP endpoint the moment you connect Bexio, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
No tools match your search.
See it in Elaichi
What connecting Bexio gets you
6 screens from the product, each doing one job for your Bexio account.
The agent
Ask about Bexio contacts and get live answers.
Type a plain question and the agent reads your Bexio contacts and payroll records.
- contacts
- contact groups
- contact relations
- employees
Ask Elaichi to work across your apps.
Find every contact in the construction sector we added this month.
Which payroll employees have absences recorded for next week?
Add Müller AG as a new customer contact with their Zurich address.
Also runs in Claude, ChatGPT or Cursor
MCP clients
One endpoint puts Bexio in every AI client.
Claude, ChatGPT and Cursor share one governed endpoint, with no SDK and no shared API key.
Copy the endpoint
Tool catalog
309 Bexio tools, ready without writing code.
Contacts, relations, groups, sectors, payroll employees and absences, each covered without custom code.
- List all Bexio payroll employees
- List all Bexio payroll absences
- List all Bexio contacts
- Create a Bexio contact
Toolboxes
Every team gets its own Bexio toolbox.
Finance, HR and Sales each work from a toolbox scoped to their part of Bexio.
- Sales
- Finance
- HR
- Marketing
Shared connections
Teammates use Bexio without touching a credential.
One person connects Bexio, shares it with teams, and nobody else sees the key.
- Finance
- Sales Switzerland
- HR
- Support
Audit log
Every Bexio action is logged with a name.
See who created, changed or deleted a Bexio contact, and exactly when.
- When
- Who
- What happened
- Type
Launching soon
From answering questions to doing the work
A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.
Automations
A schedule runs Bexio work end to end.
New Bexio contacts are fetched, grouped, drafted into a digest, approved, then posted back.
Bexio digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
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✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch contacts
Bexio
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Michael Brennan
Approve Deny -
Post the digest
Bexio
Queued
Collections and dashboards
Bexio numbers arrive without anyone asking.
Contacts created over 14 days, split by team, refreshed on a schedule with no model involved.
Bexio health
Refreshed 4 minutes ago · every 15 minutes · from the contacts collection
Contacts
1,284 ↓ 12%
Contact groups
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Contacts created
Last 14 days
By team
Share of activity
Finance 34%
Sales Switzerland 27%
HR 21%
Support 18%
Related connectors
More from the catalog
FAQ
Frequently asked questions
How do I connect Bexio to Claude?
First connect Bexio in Elaichi. Bexio asks you to register an OAuth application inside your Bexio account, so one person brings a client ID and secret once, and nobody else ever needs them. Then open Claude, go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Sign in as yourself and Bexio is available in your next conversation.
Does Bexio work with ChatGPT and Cursor as well as Claude?
Yes. Bexio is connected once in Elaichi, and the same endpoint, https://api.elaichi.ai/mcp, is added to Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. There is nothing to set up separately for each one.
What can an AI agent actually do with my Bexio data?
It can find a Bexio contact by name or sector, create or update contacts and contact groups, link people to companies through contact relations, and list payroll employees and their absences. Because Bexio exposes a lot of actions, short concrete asks such as "find the contact for Müller AG" work better than long paragraphs.
Does connecting Bexio give the AI access to everything in my account?
No. Every call to Bexio runs under the Bexio account of the person who signed in, so the agent sees only what that person can already see. Elaichi can narrow that access further with restrictions, and it can never widen it beyond what Bexio itself allows.
Can I stop an agent from deleting or changing things in Bexio?
Yes. Restrictions in Elaichi work per action, so you can allow reading Bexio contacts while blocking updates or deletions. A blocked action is never shown to Claude, ChatGPT or any other client, so no prompt can reach it.
What happens to a Bexio connection when someone leaves?
Offboarding that person in Elaichi ends their access to Bexio at once, across every client they used. A shared Bexio connection keeps working for everyone else on the team. If you disconnect Bexio in Elaichi, it disappears from every client in one step.
Put Bexio in front of your team
Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.