Bexio MCP connector
The Bexio connector brings your Bexio contacts, contact groups, sectors, relations and payroll employee records into Claude, ChatGPT, Cursor, Microsoft Copilot and the Elaichi Agent, so each person works with them as themselves and every action is logged.
- Connects over OAuth
- Free 14-day trial
- No credit card
Find every contact in the construction sector we added this month.
Working in Bexio with Elaichi
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List all Bexio payroll employees
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List all Bexio payroll absences
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List all Bexio contacts
How to connect Bexio to Claude, ChatGPT, Cursor or Microsoft Copilot
Step by step, for each AI app
Bexio MCP connector for Claude
-
1
Open Customize, then Connectors.
-
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.
Bexio MCP connector for Claude Code
-
1
In a terminal, run
claude mcp addwith the endpoint.https://api.elaichi.ai/mcp -
2
Start Claude Code and run
/mcp. -
3
Pick elaichi, then sign in and approve in the browser.
Terminal
$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp
Use --scope project instead to share it with the repository through .mcp.json.
Bexio MCP connector for 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. The plugin directory lives at chatgpt.com/plugins.
Bexio MCP connector for Cursor
-
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.
Bexio MCP connector for Microsoft Copilot
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1
In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.
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2
Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.
https://api.elaichi.ai/mcp -
3
Create a new connection, sign in and approve, then press Add to agent.
-
4
Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.
- Server URL
- https://api.elaichi.ai/mcp
- Authentication
- OAuth 2.0
- Type
- Dynamic discovery
Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.
Connect Bexio to any MCP client
-
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.
What teams do with Bexio through Elaichi
Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Bexio is logged.
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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.”
What connecting Bexio gets you
6 screens from Elaichi, each doing one job for your Bexio account.
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, Cursor or Microsoft Copilot
The agent
Ask about Bexio contacts and get live answers.
Type a plain question and the agent reads your Bexio contacts and payroll records.
Copy the endpoint
AI apps
One endpoint puts Bexio in every AI client.
Claude, ChatGPT, Cursor and Microsoft Copilot share one governed endpoint, with no SDK and no shared API key.
Tool catalog
309 Bexio tools, ready without writing code.
Contacts, relations, groups, sectors, payroll employees and absences, each covered without custom code.
Toolboxes
Every team gets its own Bexio toolbox.
Finance, HR and Sales each work from a toolbox scoped to their part of Bexio.
Shared connections
Teammates use Bexio without touching a credential.
One person connects Bexio, shares it with teams, and nobody else sees the key.
Audit log
Every Bexio action is logged with a name.
See who created, changed or deleted a Bexio contact, and exactly when.
From answering questions to doing the work
A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.
Bexio digest
Run 418 · started 2 minutes ago · on behalf of Emily Carter
-
✓
Schedule
Every weekday at 8:00 AM
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 Jake Morgan
Approve Deny -
Post the digest
Bexio
Queued
Automations
A schedule runs Bexio work end to end.
New Bexio contacts are fetched, grouped, drafted into a digest, approved, then posted back.
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%
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.
For IT and engineering
Elaichi vs Zapier MCP vs Composio for Bexio
All three can connect Bexio to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.
| What to check | Elaichi | Zapier MCP | Composio |
|---|---|---|---|
| Where the AI connects |
One address for the whole organization.
https://api.elaichi.ai/mcp
|
A server per member, created at sign-in. | An MCP endpoint per team, or an SDK. |
| Control over Bexio tools | Allow or restrict single Bexio tools, per role or user. | App and action restrictions on the account. | Role permissions, down to the action. |
| Record of calls | One audit entry per Bexio call. | A History tab of tool calls. | A log of every tool call. |
| Single sign-on | SAML or OIDC, plus SCIM, on Gold. | SAML on Enterprise. | SAML and OIDC on Enterprise. |
| Price | Free for one person; $15 per user per month on Gold. | 2 tasks per successful call. | Billed per tool call. |
Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.
Longer take: Zapier MCP alternative and when you don't need an MCP gateway.
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.
Showing 304 of 309 Bexio tools here. Connect Bexio and call search_tools or tools/list over the MCP endpoint for the complete set.
Questions, answered
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, Microsoft Copilot, 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 restricting updates or deletions. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT or any other client cannot run it, whatever the prompt says.
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.
Does the Bexio MCP connector work with Gemini, Codex, Claude Code or other MCP clients?
Yes. Bexio is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.
Is Elaichi an alternative to Zapier MCP for Bexio?
Yes. Both let Claude, ChatGPT or Cursor use Bexio. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Bexio call.
How is Elaichi different from Composio for Bexio?
Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Bexio: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.
Put Bexio in front of your team
14 days of Black, no credit card. Connect it once and pick what each team can call.
When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.
Add one link to your AI app
The same link for everyone on your team.
https://api.elaichi.ai/mcp
ChatGPT
Claude
Cursor
Microsoft Copilot