Programmatically manage Bexio CRM data including contacts, invoices, and sales orders.
Install
mkdir -p .claude/skills/bexio-diegosouzapw && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/16262" && unzip -o skill.zip -d .claude/skills/bexio-diegosouzapw && rm skill.zipInstalls to .claude/skills/bexio-diegosouzapw
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
Bexio Swiss business software API for managing contacts, quotes/offers, invoices, orders, and items/products. Use when working with Bexio CRM, creating or managing invoices, quotes, sales orders, contact management, or Swiss business administration tasks. Supports listing, searching, creating, editing contacts and sales documents.Key capabilities
- →List all contacts, quotes, invoices, orders, or items.
- →Search for specific contacts, quotes, invoices, orders, or items.
- →Show details for a contact, quote, invoice, order, or item by ID.
- →Create new contacts, quotes, invoices, or orders.
- →Edit existing contacts.
- →Clone quotes or issue/send/cancel invoices.
How it works
This skill interacts with the Bexio API using shell scripts to perform CRUD operations on business entities.
Inputs & outputs
When to use bexio
- →Creating customer invoices
- →Managing contact lists
- →Generating quotes for clients
About this skill
Bexio
Swiss business software API for CRM, invoicing, quotes, orders, and products.
Setup
Get your Personal Access Token (PAT) from Bexio:
- Go to https://office.bexio.com → Settings → Security → Personal Access Tokens
- Create a new token with required scopes
Store in ~/.clawdbot/clawdbot.json:
{
"skills": {
"entries": {
"bexio": {
"accessToken": "YOUR_ACCESS_TOKEN"
}
}
}
}
Or set env: BEXIO_ACCESS_TOKEN=xxx
Required Scopes
contact_show,contact_edit- Contactskb_offer_show,kb_offer_edit- Quotes/Offerskb_invoice_show,kb_invoice_edit- Invoiceskb_order_show,kb_order_edit- Ordersarticle_show- Items/Products
Quick Reference
Contacts
{baseDir}/scripts/bexio.sh contacts list # List all contacts
{baseDir}/scripts/bexio.sh contacts search "query" # Search contacts
{baseDir}/scripts/bexio.sh contacts show <id> # Get contact details
{baseDir}/scripts/bexio.sh contacts create --name "Company" --type company
{baseDir}/scripts/bexio.sh contacts edit <id> --email "[email protected]"
Quotes/Offers
{baseDir}/scripts/bexio.sh quotes list # List quotes
{baseDir}/scripts/bexio.sh quotes search "query" # Search quotes
{baseDir}/scripts/bexio.sh quotes show <id> # Get quote details
{baseDir}/scripts/bexio.sh quotes create --contact <id> --title "Project Quote"
{baseDir}/scripts/bexio.sh quotes clone <id> # Clone a quote
{baseDir}/scripts/bexio.sh quotes send <id> --email "[email protected]"
Invoices
{baseDir}/scripts/bexio.sh invoices list # List invoices
{baseDir}/scripts/bexio.sh invoices search "query" # Search invoices
{baseDir}/scripts/bexio.sh invoices show <id> # Get invoice details
{baseDir}/scripts/bexio.sh invoices create --contact <id> --title "Invoice"
{baseDir}/scripts/bexio.sh invoices issue <id> # Issue draft invoice
{baseDir}/scripts/bexio.sh invoices send <id> --email "[email protected]"
{baseDir}/scripts/bexio.sh invoices cancel <id> # Cancel invoice
Orders
{baseDir}/scripts/bexio.sh orders list # List orders
{baseDir}/scripts/bexio.sh orders search "query" # Search orders
{baseDir}/scripts/bexio.sh orders show <id> # Get order details
{baseDir}/scripts/bexio.sh orders create --contact <id> --title "Sales Order"
Items/Products
{baseDir}/scripts/bexio.sh items list # List all items
{baseDir}/scripts/bexio.sh items search "query" # Search items
{baseDir}/scripts/bexio.sh items show <id> # Get item details
Document Statuses
- Quotes:
draft,pending,accepted,declined - Invoices:
draft,pending,paid,partial,canceled - Orders:
draft,pending,done
Notes
- API Base:
https://api.bexio.com - Auth: Bearer token in header
- Rate limit: ~1000 req/min (check
X-RateLimit-*headers) - Pagination: Use
?limit=X&offset=Yparams - Always confirm before creating/editing documents
API Reference
For detailed endpoint documentation, see references/api.md.
When not to use it
- →Managing business operations outside of Bexio's scope.
- →Performing tasks not supported by the Bexio API.
- →Working with data not related to contacts, quotes, invoices, orders, or items.
Prerequisites
Limitations
- →The skill only supports operations available through the Bexio API.
- →It requires specific access scopes for each entity type.
- →Rate limits apply to API requests.
How it compares
This workflow automates interactions with the Bexio API through command-line scripts, eliminating manual web interface navigation.
Compared to similar skills
bexio side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| bexio (this skill) | 0 | 5mo | Review | Intermediate |
| billing-automation | 10 | 2mo | No flags | Intermediate |
| paypal-integration | 10 | 2mo | No flags | Intermediate |
| ccxt-php | 1 | 6mo | Review | Intermediate |
Try saying
Example prompts that trigger this skill in your AI assistant.
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