bexio

What This Skill Does

The Bexio skill is a comprehensive automation interface for the Swiss business management software Bexio. It empowers the OpenClaw AI agent to interact directly with your CRM, invoicing, and order management systems. By utilizing this skill, the agent can programmatically list, create, edit, and search through critical business entities including contacts, quotes, sales orders, invoices, and product inventories. This removes the need for manual data entry and allows for seamless integration between your digital workflow and your financial administration.

Installation

To integrate this skill, use the installation command clawhub install openclaw/skills/skills/rdewolff/bexio. After installation, you must authenticate by acquiring a Personal Access Token (PAT) from your Bexio security settings. Provide this token either through the ~/.clawdbot/clawdbot.json configuration file under the bexio section or by setting the BEXIO_ACCESS_TOKEN environment variable. Ensure the necessary API scopes (contact, invoice, quote, order, and article read/write access) are enabled within your Bexio account to permit the agent to perform its duties successfully.

Use Cases

This skill is ideal for businesses that require high-velocity administration. Common use cases include: 1) Automated Invoice Generation: Triggering an invoice immediately upon the completion of a project. 2) Client Management: Synchronizing CRM contacts across platforms by searching and updating data via simple natural language requests. 3) Sales Workflow: Transitioning quotes into finalized sales orders and tracking document statuses like 'pending' or 'paid' without opening the Bexio dashboard. 4) Financial Monitoring: Quickly searching for outstanding invoices or checking current item availability in the product database to assist in real-time customer support.

Example Prompts

1. "Check the status of the invoice for TechCorp and tell me if it is still marked as pending or if it has been paid."
2. "Create a new sales order for the client 'Alpine Solutions' and add the product 'Consulting Hours' to the order."
3. "Search for the contact 'John Smith' and update his email address to [email protected] in the Bexio CRM."

Tips & Limitations

Always double-check the document statuses provided in the documentation to ensure you are targeting the correct records, such as distinguishing between 'draft' and 'issued' invoices. Be aware that the agent requires specific write-scope permissions to edit records; if the agent reports an error, verify your PAT scopes first. Since this skill interacts with financial data, monitor the agent's actions closely during initial setup to ensure your workflows are correctly automated without accidental deletions or erroneous data changes. Finally, ensure your environment variables are correctly exported if you prefer not to store credentials in the local configuration file.