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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.

  • How it connects. Connects with an API key. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • 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.

1

In Elaichi

Connect Bexio once

  1. Open Connections, choose Add connection, and pick Bexio.

  2. Optionally set Share with to give a team access, then press Connect.

  3. 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.

bexio
Bexio
Buildium
DualEntry
FloQast
Fortnox
FreshBooks
2

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

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 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

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 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

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 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

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.”

See all 309 Bexio tools below

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.

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.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emma Laurent

• Connected 4 minutes ago
Cursor
S

Sofia Ricci

• Connected 2 hours ago
ChatGPT
C

Clara Nowak

• Connected Yesterday

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
ElaichiTools
Tool Action Description
List all Bexio payroll employees List List all active payroll employees in bexio. Returns a list of employee records, including the address fields street_name and house_number (the legacy street field is deprecated but still present in responses).
List all Bexio payroll absences List List payroll absences of a specific employee in bexio. Returns a list of absence records including id, reason, start_date, end_date, half_day, and paid_hours.
List all Bexio contacts List List all contacts in bexio. Returns contacts with their id, nr, contact_type_id, name_1, mail, city, and updated_at.
Create a Bexio contact Create Create a contact in bexio. Returns the created contact with id, name_1, contact_type_id, city, and updated_at. The address request field is deprecated.
Bexio contacts search Search Search contacts in bexio by posting filter criteria in the request body (e.g. field name_1, value Meyer, criteria =). Returns matching contacts: id, nr, name_1, contact_type_id, mail, updated_at. Required per criterion: field and value.

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
ElaichiToolboxes
Name Source template Tools Created

Sales toolbox

Bexio · customer contacts and sectors

Bexio starter 18 Mar 4, 2026

Finance toolbox

Bexio · customer and supplier records

9 Mar 2, 2026

HR toolbox

Bexio · payroll employees and absences

24 Feb 27, 2026

Marketing toolbox

Bexio · contact groups and sectors

Bexio starter 6 Feb 19, 2026

Support toolbox

Bexio · contact lookup and relations

31 Jan 30, 2026

Operations toolbox

Bexio · contact relations and groups

12 Jan 22, 2026

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
ElaichiConnections
Connection Scope Status Access
BE

Bexio (Finance)

Connected by Emma Laurent

Personal • Active 1 team · 6 members
BE

Bexio (Sales Switzerland)

Connected by James Whitfield

Organization • Active 3 teams · 24 members
BE

Bexio (HR)

Connected by Sofia Ricci

Organization • Active 2 teams · 11 members
BE

Bexio (Support)

Connected by Daniel Ortega

Personal • Needs re-auth 1 team · 3 members
BE

Bexio (Marketing)

Connected by Clara Nowak

Personal • Active Not shared
BE

Bexio (Management)

Connected by Michael Brennan

Personal • Active 2 teams · 9 members

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
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emma Laurent

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

James Whitfield

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

S

Sofia Ricci

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

D

Daniel Ortega

[email protected]

Bexio Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

C

Clara Nowak

[email protected]

Bexio Contacts Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

M

Michael Brennan

[email protected]

Bexio Contacts List Toolbox

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

  1. Schedule

    Every weekday at 08:00

    0.2s
  2. Fetch contacts

    Bexio

    1.4s
  3. Group by owner

    Transform

    0.1s
  4. Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. 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

Live

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%

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 my team share one Bexio connection?

Yes. One person connects Bexio and shares the connection with a team in Elaichi, and nobody else handles the client ID or secret. Each teammate still signs in to Elaichi as themselves, so the audit log names the real person behind every Bexio action.

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.