What document statuses are supported?

The skill supports standard Bexio statuses: Quotes (draft, pending, accepted, declined), Invoices (draft, pending, paid, partial, canceled), and Orders (draft, pending, done).

Can I send invoices directly to clients using this skill?

Yes, the skill includes commands to issue and send invoices directly to a client's email address via the Bexio platform.

What is the Bexio Claude Code skill?

It is a specialized capability that allows Claude Code to interact with the Bexio Swiss business software API to manage invoices, contacts, quotes, and orders via the command line.

Does this skill require specific API scopes?

Yes, you need to enable scopes like contact_show/edit, kb_offer_show/edit, kb_invoice_show/edit, and article_show in your Bexio PAT settings for full functionality.

How do I set up the Bexio skill in Claude Code?

You must obtain a Personal Access Token (PAT) from your Bexio settings and store it in your clawdbot.json configuration file or as an environment variable.

Bexio Swiss Business Management

Name: Bexio Swiss Business Management
Author: openclaw

byopenclaw

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3,390

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Productividad y Flujo de Trabajo

Integrates Claude with the Bexio API to manage Swiss business operations, including contacts, quotes, invoices, and sales orders.

The Bexio skill for Claude Code enables seamless integration with the leading Swiss business software suite. It allows users to automate administrative tasks such as creating and managing contacts, generating professional quotes and invoices, tracking sales orders, and monitoring product inventory directly through the terminal. By streamlining these CRM and accounting workflows, the skill helps Swiss businesses and freelancers reduce manual data entry and maintain accurate financial records using simple commands or automated AI-driven scripts.

Características Principales

01Full CRM contact management including creation, search, and updates

02Secure authentication using Bexio Personal Access Tokens (PAT)

03Comprehensive sales document lifecycle for quotes, invoices, and orders

043,390 GitHub stars

05Automated email delivery of quotes and invoices directly to clients

06Real-time product and inventory lookup and management

Casos de Uso

01Quickly searching and updating client contact information during sales workflows

02Converting accepted quotes into sales orders or final invoices with a single command

03Automating the generation and sending of monthly recurring invoices

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add openclaw/skills rdewolff

For use in Claude.ai and ChatGPT