Check Your Bexio Invoices, Contacts, and Projects Through Your Muse

If your Swiss business runs on bexio, your muse can read your contacts, invoices, quotes, orders, articles, projects, and timesheets in plain words, so you can ask about money owed and time spent.

What it does

bexio is a business suite used by many small and mid-sized companies in Switzerland, with amounts in Swiss francs. Through a connector, your muse can read your company profile, with legal name, address, and VAT number. It can list contacts and search them by name, customer number, or email, then open one in full. It can list invoices with number, total, currency, and payment state, and read one in full, with every line, its article, quantity, price, discount, and tax, plus total and due date. It can list open quotes and orders. It can list articles with purchase and sale price, stock level, and unit. It can list projects with client, owner, dates, and status, and list time entries with person, date, length, project, and whether the time can be billed: the raw material behind a question like how much time went to one client this month. Its one writing tool creates a new contact, in your live company.

How to use it

1. Start an AnythingMCP workspace, install the bexio connector, and add AnythingMCP to Muse under Settings, then Connectors, then Add custom connector.
2. Sign in at the bexio developer site with the bexio user the muse should act as, and create a Personal Access Token.
3. Paste the token into the connector.
4. Try a question, such as which invoices are unpaid.

What you need

• A Muse account
• A bexio account
• An AnythingMCP account, with the bexio connector installed
• A bexio Personal Access Token

What to watch for

• The token expires 60 days after you create it. When answers start failing with a sign-in error, make a new token and paste it in. Deleting a token can take up to an hour to take effect.
• The token acts as the bexio user who created it, with that person's access. Create it from an account whose access you are comfortable sharing.
• This connector mostly reads. It cannot write invoices, quotes, orders, or time entries, so use it for checking and answering, and do the billing inside bexio.
• Creating a contact writes to your live company at once. Check the name and details before you approve it.
• This is a custom connector, and Meta does not review custom connectors. You can disconnect it in Settings at any time. The muse prepares, you decide.