Bexio

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

Setup

Get your Personal Access Token (PAT) from Bexio:

Go to → 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 - 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 "new@email.com"

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 "client@email.com"

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 "client@email.com"
{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: - 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.