Skill v1.0.1

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PublishedMay 14, 2026 at 11:33 PM

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SKILL.md · 104 lines · 3.5 KB

version: "1.0.1" name: bexio description: 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.

Bexio

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

Setup

Get your Personal Access Token (PAT) from Bexio:

Go to https://office.bexio.com → Settings → Security → Personal Access Tokens
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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