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

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 "[email protected]"

```

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 "[email protected]"

```

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 "[email protected]"

{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

Notes

API Reference

For detailed endpoint documentation, see [references/api.md](references/api.md).