What permissions (scopes) are required for the API token?

To use all features, your token needs scopes for contact_show/edit, kb_offer_show/edit, kb_invoice_show/edit, kb_order_show/edit, and article_show.

Does this skill support document status updates?

Yes, you can issue draft invoices, mark them as paid, cancel documents, or update quotes to 'accepted' or 'declined' status.

Which specific Bexio documents can I manage?

The skill supports the full lifecycle of contacts, quotes (offers), invoices, sales orders, and product items.

How do I authenticate this skill with my Bexio account?

You must generate a Personal Access Token (PAT) from your Bexio settings (Settings > Security > Personal Access Tokens) and provide it via the BEXIO_ACCESS_TOKEN environment variable or the clawdbot configuration file.

Bexio Business Management

Name: Bexio Business Management
Author: YPYT1

byYPYT1

0•

E-commerce Solutions

Manages Swiss business operations through the Bexio API, including CRM contacts, invoicing, quotes, and order processing.

This skill integrates Claude Code with the Bexio Swiss business software ecosystem, allowing users to automate CRM tasks, financial document generation, and product management directly from their development environment. It streamlines the creation and management of invoices, quotes, and sales orders, making it an essential tool for Swiss businesses and developers looking to automate administrative workflows and synchronize customer data without leaving the terminal.

Key Features

01Full CRM management for creating, searching, and editing contacts

02Automated document generation for invoices, quotes, and sales orders

03Product catalog access and management for inventory synchronization

040 GitHub stars

05Real-time status tracking for financial documents including draft, paid, and pending

06Direct document delivery via email using Bexio's native API integration

Use Cases

01Automating the creation of recurring monthly invoices for service clients

02Generating and sending project quotes immediately following client meetings

03Bulk updating customer contact information from external data sources

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add ypyt1/all-skills openclaw-skills

For use in Claude.ai and ChatGPT

Download Skill