Hosted MCP Server for Bexio

Hosted MCP Server for Bexio

Connect your Bexio business management system to FlowHunt for intelligent accounting and business process automation.

Set Up Your Bexio Environment

Thumbnail for Bexio MCP Server

Connect to FlowHunt Dashboard

  1. Access FlowHunt: Log in to your FlowHunt.io dashboard.
  2. Navigate to Integrations: Find the “Integrations” section in the left sidebar.
  3. Select Bexio: Click on the Bexio integration option to begin the setup process.
  4. Connect Your Bexio Account: Authenticate with your Bexio credentials and grant FlowHunt access to your business data.

Add the MCP Server

  1. Navigate to MCP Servers: Go to the “MCP Servers” tab in your FlowHunt dashboard.
  2. Add New Server: Click “Add New MCP Server”.
  3. Select Bexio MCP Server: Choose “Bexio MCP Server” from the available options.
  4. Configure Server Tools: Select the tools you want to enable for your MCP server.

MCP INTEGRATION

The following tools are available as part of the Bexio MCP integration:

Contact Management

Search, create, update, and manage contacts in your Bexio system with comprehensive contact information and pagination support.

Invoice Operations

Create, search, retrieve, and send invoices via email. Manage your billing processes with automated invoice generation and delivery.

Quote Management

Create, search, and manage quotes/offers in Bexio. Generate professional proposals and track quote status efficiently.

Project Tracking

List, retrieve, and create projects in Bexio. Manage project information and track business initiatives effectively.

Item/Article Management

Manage your product catalog with tools to list, retrieve, and create items/articles in your Bexio inventory system.

Order Processing

Search, retrieve, and create orders in Bexio. Streamline your order management and fulfillment processes.

Company Profile Access

Retrieve company profile information from Bexio to maintain consistent business data across your workflows.

Advanced Search

Powerful search capabilities across contacts, invoices, quotes, and orders with flexible filtering and pagination options.

  1. Finalize Setup: Click “Add MCP Server” to complete the configuration.

📝 Note: You can modify or add tools later based on your evolving business automation needs.

Connect MCP Server to Client

Configure the MCP Client

  1. Access Connect Tab: Navigate to the “Connect” tab in your MCP Server configuration.
  2. Choose Client: Select your preferred MCP client:
    • FlowHunt AI Agent (recommended)
    • Claude Desktop
    • Custom client applications
  3. Apply Configuration: Use the provided JSON format:
{
  "mcp": {
    "transport": "streamable_http",
    "url": "https://mcp.flowhunt.io/••••••••"
  }
}

Security Considerations

🔒 Important: Treat your MCP server URL as a password. It provides direct access to your Bexio data and server tools. Never share it publicly or commit it to version control.

  1. Test the Connection: Verify functionality by running a test query, such as listing contacts or retrieving company profile information.

Create AI-Powered Workflows

You have two powerful options for implementing your Bexio automation:

Option A: Quick Start with Preconfigured Flow

Best for: Getting started quickly with proven business automation patterns

  1. Generate Flow: In your MCP Server configuration, click “Create Preconfigured Flow”.

  2. Select Template: Choose “AI Agent with MCP” to create a ready-to-use workflow.

  3. Customize Logic: Use FlowHunt’s visual flow builder to tailor the automation:

    • Set up automated invoice generation and sending.
    • Configure contact management and customer onboarding.
    • Implement quote-to-order conversion workflows.
    • Create project tracking and reporting systems.
    Preconfigured AI Agent flow with Bexio MCP

  4. Activate: Save and activate your flow to begin automated business operations.

Option B: Custom Integration

Best for: Specific business requirements or existing workflow enhancement

  1. Create/Edit Flow: Open FlowHunt’s flow builder and start with a new or existing flow.
  2. Add MCP Component: Drag the “MCP Server Component” onto your canvas.
  3. Configure Connection: Paste your MCP client configuration:
{
  "mcp": {
    "transport": "streamable_http",
    "url": "https://mcp.flowhunt.io/••••••••"
  }
}

  1. Design Workflow: Create custom logic that leverages the MCP server tools:

    • Automate invoice creation based on project milestones.
    • Generate quotes from customer inquiries automatically.
    • Sync contact information across business systems.
    • Create comprehensive business reporting dashboards.
    FlowHunt visual flow builder with MCP component

  2. Deploy: Save your configuration and activate the flow.

Bexio Example

AI Agent output example AI Agent output example

Conclusion

Integrating Bexio MCP Server with FlowHunt.io creates a powerful foundation for intelligent business management automation. Whether you’re streamlining invoice processing, automating customer relationship management, or enhancing project tracking workflows, this integration empowers your AI agents to work seamlessly with your critical business data.

Start with a simple automation and gradually expand your workflows as you become more comfortable with the platform. The combination of Bexio’s comprehensive business management capabilities and FlowHunt’s AI-driven automation will transform how you manage your business operations.

Ready to get started? Begin your integration today and unlock the full potential of AI-powered business automation!

Connect FlowHunt with Bexio

Start managing your business operations intelligently with AI-powered automation and seamless Bexio integration.

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