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Bexio integration · Swiss SMEs

Connect Bexio.Simplify daily work.

Need your shop, CRM or custom tool to work with Bexio? We build the Bexio integration for contacts, products and sales documents.

Discuss the projectView scope

30 minutes · free initial call

Illustrative data flow
  1. Shop / CRM / tool
  2. OAuth & Bexio API
  3. Bexio document

Systems and approvals are defined around your process.

The service

What you receive

A tested Bexio data flow using OAuth and the official API.

  • OAuth connection without shared user accounts
  • Sync contacts, products, quotes and orders
  • Map fields, IDs and exceptions clearly
  • Optional: controlled AI tools through MCP
Integration and operations
Bexio APIOAuth 2.0RESTWebhooksMCPClaudeChatGPTNext.jsTypeScriptAES-256-GCMAudit loggingMonitoring
A fit when
You already use Bexio but need a specific data connection.
Result
A tested Bexio data flow using OAuth and the official API.
Starting point
Fixofferte nach Scoping

Working Bexio foundation

29 tools, OAuth and controlled writes

The reference connects contacts, items and sales documents via official endpoints. Writes use drafts or approval, with visible logs and errors.

View Bexio MCP server

Technically verified · Implementation and demo checked · Bexio OAuth · MCP · stdio · Streamable HTTP · audit log

  1. 01

    Bexio OAuth

    Controlled account access

  2. 02

    29 tools

    Contacts, items, quotes, orders and invoices

  3. 03

    Approval and audit

    Limit writes and log tool calls

What this evidence demonstrates

The foundation is substantiated. Customer mapping, permissions and outcomes follow scoping and approval.

Working together

How the project works

From a clear goal to a result you can verify.

  1. 01

    Define the process and data flow

    We establish the source system, Bexio objects, field mapping, volume and desired result, including exceptions such as missing contacts, ambiguous item numbers or existing orders.

  2. 02

    Define permissions and architecture

    We design the OAuth app, roles, token storage and tenant separation. Webhooks are used only for supported events; otherwise we define polling intervals and reconciliation.

  3. 03

    Build the sandbox and pilot

    The connection is built with test data. Reads come first, then writes as drafts or with explicit human approval. Existing Bexio demos provide a verifiable technical starting point.

  4. 04

    Activate and monitor production

    After acceptance tests, we activate the flow progressively. Monitoring, error messages, recovery steps and documentation show what succeeded, what is waiting and who needs to act.

Good to know

Frequently asked questions

What is a Bexio integration?
A Bexio integration connects Bexio via its official API to a webshop, CRM, customer portal, document process or custom application. It specifies which data is read or written, how fields map and what happens on errors. EverDigital adds permissions, logging, retry logic and monitoring to the connection.
Which Bexio data and processes can you connect?
Existing EverDigital integrations work with contacts, items, quotes, orders and draft invoices, among other objects. Project endpoints depend on the process and available Bexio permissions. We open only the functions required for the agreed workflow, rather than the whole account.
How is Bexio connected securely?
Our intended production approach uses OAuth 2.0 with an authorisation code, server-stored tokens and automatic renewal. A personal access token is only a temporary fallback in the existing demo if an OAuth app has not yet been registered. For multiple companies or tenants, tokens, roles and data access are separated per tenant.
Does the integration support Bexio webhooks?
We use webhooks only where Bexio reliably provides the required event and data. The current EverDigital reference integration primarily uses the REST API. If a suitable event hook is unavailable, we plan controlled polling and regular reconciliation rather than promising real-time flows the source cannot support.
What is the difference between a Bexio API integration and an MCP server for Bexio?
A direct API integration performs a defined process, such as creating an order from a checked purchase request. The existing MCP server exposes 29 functions as tools for compatible AI clients and supports Bexio OAuth, stdio and Streamable HTTP. Permitted tools, write permissions and approvals are defined separately for a customer account. MCP does not replace the API, permissions, approvals or privacy controls.
Can an AI agent send quotes or orders itself?
Write actions are technically possible, but permissions reflect the risk. In existing copilot workflows, quotes and invoices are created as drafts; an employee reviews and sends them in Bexio. Clear, low-risk steps can be automated further after a pilot; sensitive actions retain human approval.
How do you prevent duplicate orders and unnoticed failures?
For each flow, we define a stable source key, check the existing state before writes and log results and errors. Monitoring detects expired tokens, API errors and stalled records. If Bexio’s response is unclear, we reconcile the state before repeating the write.
What does a Bexio integration cost?
Existing Bexio pilots for order automation and the direct copilot start at CHF 5'900 excluding VAT. Custom connections to webshops, CRM or other systems, and customer-specific MCP server setup, receive a fixed quote after technical scoping. Scope, mapping, write permissions, multi-tenancy and operational monitoring determine the price.

Explore further

Live: MCP server for BexioDemo: order autopilot for BexioDemo: administrative copilot for BexioERP and API integrationAI agents & MCP servers

Let’s discuss your process

A clear next step.

Direct contact with the senior team · no obligation

Discuss the projectinfo@everdigital.ch