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bexio

by diegosouzapwSource

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, editi

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.zip

Installs 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.
332 chars✓ has a “when” triggerlonger than Claude Code's old 250-char listing cap (fine on current versions)

About this skill

Bexio

Swiss business software API for CRM, invoicing, quotes, orders, and products.

Setup

Get your Personal Access Token (PAT) from Bexio:

  1. Go to https://office.bexio.com → Settings → Security → Personal Access Tokens
  2. 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 - Contacts
  • kb_offer_show, kb_offer_edit - Quotes/Offers
  • kb_invoice_show, kb_invoice_edit - Invoices
  • kb_order_show, kb_order_edit - Orders
  • article_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=Y params
  • Always confirm before creating/editing documents

API Reference

For detailed endpoint documentation, see references/api.md.

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