First-party app
bexio

bexio

Manage contacts, invoices, quotes, orders, articles, projects and timesheets in bexio, the Swiss business/accounting/CRM platform.

stable Customer Relationship ManagementFinance & AccountingProductivity

About

bexio ships in the w6w first-party pack. It declares 25 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.bexio
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management · Finance & Accounting · Productivity

Overview

bexio is a Swiss all-in-one business platform combining CRM, accounting, invoicing and project/time tracking for small and medium businesses. This app covers bexio’s REST API v2 (api.bexio.com) end to end for the resources most workflows touch: contacts (create, edit, delete, search), sales documents (quotes, orders, invoices — including issuing an invoice), items/products (articles), projects and timesheets.

Every path, verb, query parameter, body field and enum here was verified on 2026-09-15 against bexio’s own OpenAPI 3.0 document, extracted from the embedded Redoc state served at docs.bexio.com (bexio publishes no standalone .json/.yaml spec file), plus a live probe of the real Statuspage-hosted incident feed at bexio-status.com.

Two details in bexio’s API are easy to get wrong from guesswork alone: every write — create AND edit — is a POST (there is no PUT/PATCH anywhere in the v2 surface, and edit reuses the exact same request schema as create), and every request must carry an explicit Accept: application/json header — the OpenAPI document marks it as a required parameter on every single operation, not just a conventional default. bexio also authenticates exclusively via OAuth 2.0 / OpenID Connect through a Keycloak realm at auth.bexio.com (there is no static API-key scheme for a third-party app); scopes are requested per resource and per direction (e.g. contact_show vs contact_edit), and requesting the write scope silently also grants the read scope for that resource.

Build with bexio

Three routes to the same 25 actions. The Workflow tab is generated from bexio's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Article

article-create

Create an article (item / product).

Get Article

article-get

Fetch a single article (item / product) by ID.

List Articles

article-list

Fetch a page of articles (items / products).

Search Articles

article-search

Search articles by a single field/value/criteria triple.

Create Contact

contact-create

Create a company or person contact.

Delete Contact

contact-delete

Delete a contact by ID.

Get Contact

contact-get

Fetch a single contact by ID.

List Contacts

contact-list

Fetch a page of contacts (companies and persons).

Search Contacts

contact-search

Search contacts by a single field/value/criteria triple.

Update Contact

contact-update

Replace a contact's fields. bexio's edit endpoint takes the full contact payload, not a partial patch — any field left blank here is sent as unset.

Create Invoice

invoice-create

Create an invoice (kb_invoice, "Rechnung"). Created as a draft — see invoice-issue.

Get Invoice

invoice-get

Fetch a single invoice by ID, including its line-item positions.

Issue Invoice

invoice-issue

Issue a draft invoice, finalizing its document number.

List Invoices

invoice-list

Fetch a page of invoices (kb_invoice, "Rechnung").

Search Invoices

invoice-search

Search invoices by a single field/value/criteria triple.

Create Order

order-create

Create an order (kb_order, "Auftrag").

List Orders

order-list

Fetch a page of orders (kb_order, "Auftrag").

Create Project

project-create

Create a project (pr_project).

Get Project

project-get

Fetch a single project by ID.

List Projects

project-list

Fetch a page of projects (pr_project).

Create Quote

quote-create

Create a quote (kb_offer, "Angebot").

Get Quote

quote-get

Fetch a single quote by ID.

List Quotes

quote-list

Fetch a page of quotes (kb_offer, "Angebot").

Create Timesheet

timesheet-create

Log a tracked time entry against a business activity, project, or contact.

List Timesheets

timesheet-list

Fetch a page of tracked timesheet entries.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying bexio's real ids.

{
  "manifestVersion": "2",
  "name": "bexio-example",
  "steps": [
    {
      "id": "article-create",
      "uses": {
        "app": "io.w6w.bexio",
        "action": "article-create",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "articleTypeId": "<articleTypeId>",
        "internName": "<internName>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Article

    perform
    article-create
  • Get Article

    read
    article-get
  • List Articles

    read
    article-list
  • Search Articles

    search
    article-search
  • Create Contact

    perform
    contact-create

+20 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for bexio, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to bexio. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "article-create",
  payload: {
    articleTypeId: "<value>",
    internName: "<value>",
    // internCode: "<value>",
    // internDescription: "<value>",
    // purchasePrice: "<value>",
    // salePrice: "<value>",
    // currencyId: "<value>",
    // taxIncomeId: "<value>",
    // taxExpenseId: "<value>",
    // unitId: "<value>",
    // isStock: "<value>",
    // remarks: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action article-create --payload '{"articleTypeId":"<value>","internName":"<value>"}'

Give an AI agent bexio — without giving it bexio's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.bexio#article-create",
    "input": {
      "articleTypeId": "<articleTypeId>",
      "internName": "<internName>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's bexio connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

bexio's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. bexio itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

bexio declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

bexio platform status

Component status from bexio's Atlassian Statuspage (www.bexio-status.com). Covers the bexio Website and Office apps plus the banking interfaces (PostFinance, bLink) bexio itself depends on for reconciliation.

quota

API rate-limit headroom

Per-minute request allowance remaining, read off the RateLimit-* headers.