bexio Projects
bexio_projectsManage projects with CRUD operations, search, and archiving. List, create, update, delete projects and retrieve statuses and types.
Instructions
Manage projects (bexio 2.0 API). A project has a name, status, type, customer contact, responsible user, optional dates, and optional invoice/budget settings. Actions: "list" (all projects; optional limit/offset/order_by, order_by supports "id"/"name" plus "_desc"), "search" (search_criteria required, AND-combined; searchable fields include name, contact_id, pr_state_id, pr_project_type_id, start_date, end_date, user_id; optional limit/offset/order_by), "get" (id required), "create" (payload required with name, pr_state_id, pr_project_type_id, contact_id, user_id), "update" (id + payload of fields to change), "delete" (id required — permanently deletes the project, cannot be undone), "archive" / "unarchive" (id required; archiving hides the project without deleting it), "list_statuses" (all project statuses, for pr_state_id), "list_types" (all project types, for pr_project_type_id; optional order_by).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Project id (required for get/update/delete/archive/unarchive) | |
| limit | No | Maximum number of results (default 500, max 2000) | |
| action | Yes | Operation to perform | |
| offset | No | Number of results to skip (pagination) | |
| payload | No | Project fields. Required on create: name, pr_state_id, pr_project_type_id, contact_id, user_id. | |
| order_by | No | Field to order by; append "_desc" for descending (e.g. "id_desc") | |
| search_criteria | No | Search conditions, combined with logical AND |