--- 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: 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 # Get contact details {baseDir}\/scripts\/bexio.sh contacts create --name "Company" --type company {baseDir}\/scripts\/bexio.sh contacts edit --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 # Get quote details {baseDir}\/scripts\/bexio.sh quotes create --contact --title "Project Quote" {baseDir}\/scripts\/bexio.sh quotes clone # Clone a quote {baseDir}\/scripts\/bexio.sh quotes send --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 # Get invoice details {baseDir}\/scripts\/bexio.sh invoices create --contact --title "Invoice" {baseDir}\/scripts\/bexio.sh invoices issue # Issue draft invoice {baseDir}\/scripts\/bexio.sh invoices send --email "client@email.com" {baseDir}\/scripts\/bexio.sh invoices cancel # 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 # Get order details {baseDir}\/scripts\/bexio.sh orders create --contact --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 # 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](references\/api.md).