Agent skill

bexio

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.

View SKILL.md on GitHub Repository
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Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/data/bexio

SKILL.md

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:

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

bash
{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

bash
{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

bash
{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

bash
{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

bash
{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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