Hosted MCP Server for Bexio

Set Up Your Bexio Environment

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.

5. 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.

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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.

4. 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.

   

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/••••••••"
  }
}

4. 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.

   

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

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Bexio Example

List of Prompts

Here are practical examples demonstrating how to use the Bexio MCP Server with your AI agents. These prompts showcase real-world business management scenarios:

Contact and Customer Management

Show me all active contacts in Bexio and sort them by the date they were last updated

Create a new contact for 'Tech Solutions GmbH' with email info@techsolutions.ch and phone number +41 44 123 4567

Update the contact information for ID 12345 to change their billing address to Bahnhofstrasse 100, 8001 Zurich

Search for all contacts in Bexio that have 'gmail.com' email addresses and are marked as potential customers

Invoice Management and Billing

Create a new invoice for contact ID 789 with line items for consulting services (5 hours at CHF 150/hour) and project management (CHF 500)

List all unpaid invoices from the last 30 days and show me the total outstanding amount

Send invoice number INV-2024-0042 via email to the customer with a payment reminder note

Search for all invoices issued in Q1 2024 that exceed CHF 10,000 in total value

Quote and Proposal Management

Create a quote for 'Alpine Construction AG' for office renovation services totaling CHF 25,000 with 30-day validity

List all pending quotes from the last 14 days that haven't been converted to invoices yet

Retrieve quote ID 567 and show me all the line items and pricing details

Project Tracking and Management

Create a new project called 'Website Redesign for ABC Corp' with start date today and expected completion in 3 months

List all active projects and show me their current status, assigned team members, and budget utilization

Update project ID 234 to mark it as completed and set the completion date to today

Order Processing

Create a new order for customer ID 456 with items: 10x Product SKU-001 and 5x Product SKU-002

Search for all orders placed in the last 7 days with order status 'pending' and total value over CHF 1,000

Retrieve order details for order number ORD-2024-0123 including shipping status and payment information

Inventory and Product Management

List all products in my Bexio inventory that have stock levels below 10 units

Create a new product item with name 'Premium Consulting Package', SKU 'CONS-PREM-001', and price CHF 5,000

Retrieve the complete product catalog and show me which items have the highest sales volume

Business Reporting and Analytics

Get our company profile information including business address, tax ID, and bank account details

Generate a summary of all invoices, quotes, and orders from the last month to analyze business performance

These prompts demonstrate the versatility of the Bexio MCP integration across common business workflows including customer relationship management, accounting automation, project management, and financial reporting.

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!