A comprehensive integration for Bexio that enables automated management of Swiss business documents and CRM workflows through a developer-friendly interface.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install bexio
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install bexio using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Bexio?
The Bexio skill for Openclaw Skills provides a seamless connection to the Bexio API, the premier Swiss business software suite. This integration allows developers and business owners to manage contacts, create invoices, generate quotes, and track sales orders directly through an AI-enhanced environment. By bridging the gap between automation and business administration, this skill reduces manual data entry and ensures that your Swiss business operations remain efficient and organized.
Whether you are managing customer relationships or handling complex financial documents, this skill leverages Openclaw Skills to provide a structured and programmable way to interact with your Bexio account. It is designed to handle the nuances of Swiss business administration, including document statuses and specific API scopes, making it an essential tool for modern business workflows.
Bexio Use Cases
- Automating the creation and distribution of Swiss-compliant invoices and quotes.
- Synchronizing contact data between CRM systems and the Bexio platform.
- Managing sales orders and inventory items through automated scripts.
- Searching and retrieving business documents based on specific queries or client IDs.
- Monitoring invoice payment statuses and sending reminders programmatically.
How Bexio Works
- The skill receives a command related to a specific Bexio module such as contacts, quotes, or invoices.
- It authenticates with the Bexio API using a pre-configured Personal Access Token (PAT).
- The system maps the input command to the appropriate REST endpoint on the Bexio server.
- Openclaw Skills processes the API response, handling pagination and rate limits automatically.
- The result is returned to the user in a clean, actionable format, allowing for further automation or decision-making.
Bexio Setup
To enable Bexio within Openclaw Skills, you first need a Personal Access Token (PAT):
- Log in to Bexio at https://office.bexio.com.
- Go to Settings -> Security -> Personal Access Tokens.
- Generate a token with the required scopes (contact_show, contact_edit, kb_offer_show, kb_invoice_edit, etc.).
Add your token to your configuration file at ~/.clawdbot/clawdbot.json:
{
"skills": {
"entries": {
"bexio": {
"accessToken": "YOUR_ACCESS_TOKEN"
}
}
}
}
Or export it as an environment variable:
export BEXIO_ACCESS_TOKEN=your_access_token_here
Bexio Data Schema & Taxonomy
The skill organizes data according to the Bexio API schema. Below is a summary of the data entities managed by this Openclaw Skills integration:
| Module | Key Data Handled | Supported Actions |
|---|---|---|
| Contacts | Name, Type (Company/Person), Email | List, Search, Show, Create, Edit |
| Quotes | Contact ID, Title, Status, Total | List, Search, Create, Clone, Send |
| Invoices | Contact ID, Title, Status, Items | List, Show, Issue, Send, Cancel |
| Orders | Contact ID, Title, Status | List, Search, Show, Create |
| Items | Product Name, ID, Price | List, Search, Show |
All document operations respect Bexio's internal status transitions (e.g., Draft -> Pending -> Paid).
Bexio Advanced Features
- Bulk invoice generation and automated document issuing workflows.
- Direct email integration for sending PDFs to clients directly via Bexio's mail servers.
- Support for cloning existing quotes to speed up repetitive sales processes.
- Integrated rate limiting management using X-RateLimit headers to prevent API throttling during heavy workloads.
- Deep linking support for quotes, invoices, and orders within the Openclaw Skills ecosystem.
SKILL.md
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