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Connectors / Finance · HTTP Connector
Automate bexio with Tray.ai
Create a contact, create an invoice and create a quote in bexio. Connect bexio to the rest of your finance stack with Tray.ai.
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What can you do with bexio on Tray.ai?
bexio is Swiss business software for small companies, covering contacts, quotes, orders, invoicing, accounting, banking, projects and time tracking. Tray.ai connects to bexio through the HTTP Connector, so your workflows can call the bexio API alongside the rest of your stack.
- Create an invoice when a project is completed in your project tracker.
- Create a contact when a new customer signs up in your online store.
- Create an invoice from an order when your warehouse system confirms the order shipped.
- List invoices each week and send overdue ones to the finance team in your team chat.
- Connects through
- HTTP Connector
- Authentication
- OAuth 2.0 or a bearer token
- Base URL
- https://api.bexio.com
Set it up
Connect bexio to Tray.ai
Each step uses bexio's own API details, from its documentation.
Step 1
Sign in to bexio with OAuth 2.0
Set up an OAuth 2.0 authentication with the client ID and secret of an OAuth app you register with bexio. Sign in once and every step reads the token from there.
Step 2
Point the HTTP Client at the API
Add an HTTP Client step and use https://api.bexio.com as the base URL. Or paste a cURL example from bexio's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “List contacts”
It's one of 27 documented actions, under Contacts. The response comes back as data the next step can map into your other apps.
Step 4
Hand it to an AI agent
Wrap “Search contacts” and “Create a contact” in workflows, and Tray.ai's Agent Gateway for MCP publishes them as governed tools Claude and other AI agents can call.
What the bexio API covers
6 resources and 27 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
Contacts
- List contacts
- Search contacts
- Create a contact
- Edit a contact
- Delete a contact
Invoices
- List invoices
- Create an invoice
- Issue an invoice
- Send an invoice
- Cancel an invoice
Quotes
- List quotes
- Create a quote
- Send a quote
- Accept a quote
- Create an invoice from a quote
Orders
- List orders
- Create an order
- Edit an order
- Create an invoice from an order
Items
- List items
- Create an item
- Edit an item
- Delete an item
Timesheets
- List timesheets
- Create a timesheet
- Edit a timesheet
- Delete a timesheet
Checked against bexio's own documentation on 2026-10-22
How Tray.ai makes this work
bexio plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 9,000+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in bexio — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose bexio actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on bexio data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More finance apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every finance connector →
Frequently asked questions
What can a Tray.ai workflow do in bexio?
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The bexio API documents 27 actions across 6 resources (Contacts, Invoices, Quotes, Orders, Items, Timesheets). For example: List contacts; List invoices; List quotes. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with bexio?
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The bexio API uses OAuth 2.0 and a bearer token. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
See bexio working against your stack.
We'll walk through a tailored demo with your systems plugged in.
Thanks — someone from our team will be in touch soon.