Manage bexio contacts (companies and persons; the central address book referenced by quotes, orders, invoices, projects). Actions: "list" (all contacts; optional limit/offset/order_by [id|nr|name_1|updated_at, append "_desc"], show_archived), "search" (search_criteria required; useful searchable fields: id, nr, name_1, name_2, mail, postcode, city, country_id, contact_type_id, contact_group_ids, user_id, updated_at; optional list params and show_archived), "get" (contact by id; optional show_archived; includes base64 profile_image), "create" (payload required: contact_type_id [1=company, 2=person], name_1, user_id, owner_id), "update" (id + payload of fields to change), "delete" (permanently deletes the contact — cannot be undone; a deleted contact can only be restored shortly afterwards via the restore action), "bulk_create" (contacts array of contact payloads, same required fields as create), "restore" (restore a deleted contact by id).

Manage relations between two contacts (e.g. link a person to their company: contact_id = company, contact_sub_id = person). Actions: "list" (optional limit/offset/order_by [id|contact_id|contact_sub_id|updated_at, append "_desc"]), "search" (search_criteria required; useful searchable fields: contact_id, contact_sub_id, updated_at), "get" (relation by id), "create" (payload required: contact_id, contact_sub_id; optional description), "update" (id + payload of fields to change), "delete" (delete the relation by id — destructive, cannot be undone).

Manage contact groups (categories assigned to contacts via their contact_group_ids field). Actions: "list" (optional limit/offset/order_by [id|name, append "_desc"]), "search" (search_criteria required; searchable fields: name), "get" (group by id), "create" (payload required: name), "update" (id + payload), "delete" (delete the group by id — destructive, cannot be undone).

Read contact sectors ("Branchen"; referenced by contacts via their contact_branch_ids field). Read-only. Actions: "list" (optional limit/offset/order_by [id|name, append "_desc"]), "search" (search_criteria required; searchable fields: name).

Manage additional addresses of a contact (e.g. delivery addresses). Every action requires contact_id (the parent contact). Actions: "list" (contact_id; optional limit/offset/order_by [id|name|postcode|country_id, append "_desc"]), "search" (contact_id + search_criteria; useful searchable fields: name, postcode, city, country_id), "get" (contact_id + id), "create" (contact_id + payload; provide at least name), "update" (contact_id + id + payload of fields to change), "delete" (contact_id + id — destructive, cannot be undone).

Manage quotes/offers (bexio 2.0 kb_offer API). Status flow: 1 Draft -> 2 Pending (issued) -> 3 Confirmed / 4 Declined. Actions: "list" (all quotes; optional limit/offset/order_by — order_by one of id, total, total_net, total_gross, updated_at), "search" (search_criteria required, AND-combined; useful fields: id, kb_item_status_id, document_nr, title, contact_id, user_id, currency_id, total, is_valid_from, is_valid_until, updated_at), "get" (id), "create" (payload; typically contact_id, user_id, positions; document_nr only if automatic numbering is off), "update" (id + payload with fields to change), "delete" (id — permanently deletes the quote, cannot be undone), "issue" (id — moves a draft to pending and makes it visible to workflows), "revert_issue" (id — back to draft), "accept" (id), "decline" (id), "reissue" (id), "mark_as_sent" (id — flags as sent without emailing), "send" (id + email with recipient_email/subject/message, optional mark_as_open/attach_pdf; message must contain "[Network Link]"; emails the quote to the customer), "copy" (id + copy with contact_id required, optional contact_sub_id, is_valid_from, pr_project_id, title — returns the new quote), "pdf" (id; optional logopaper for letterhead and save_path to write the PDF to disk), "create_invoice" (id; optional positions to take over a subset — omit for all; returns the new invoice), "create_order" (id; optional positions — omit for all; returns the new order).

Manage sales orders (kb_order) including recurring-order repetitions and documents derived from an order. Actions: "list" (all orders, optional limit/offset/order_by: id, total, total_net, total_gross, updated_at), "search" (search_criteria required; supported fields: id, kb_item_status_id (5 Pending, 6 Done, 15 Partial, 21 Canceled), document_nr, title, contact_id, contact_sub_id, user_id, currency_id, total_gross, total_net, total, is_valid_from, is_valid_to, updated_at), "get" (order by id, includes positions), "create" (payload; no field is formally required but usually at least contact_id and user_id; positions may be included), "update" (id + payload of fields to change; positions cannot be updated here), "delete" (permanently delete the order by id — cannot be undone), "pdf" (render the order as PDF; optional logopaper for letterhead, optional save_path to write to disk), "get_repetition" (show the recurring-order configuration), "edit_repetition" (id + repetition payload: start, optional end, repetition rule of type daily/weekly/monthly/yearly), "delete_repetition" (stop the recurring order — cannot be undone), "create_delivery" (create a delivery note from the order; optional positions array, omit to copy all positions), "create_invoice" (create an invoice from the order; optional positions array, omit to copy all positions).

Read and issue delivery notes (kb_delivery). Deliveries are created from orders (use bexio_orders action "create_delivery"). Actions: "list" (all deliveries, optional limit/offset/order_by: id, total, total_net, total_gross, updated_at), "get" (delivery by id, includes positions), "issue" (issue a draft delivery by id — moves it from Draft (status 10) to Done (18); this finalizes the delivery note and adjusts stock when stock management is active).

Manage bexio invoices (kb_invoice). Status ids: 7 Draft, 8 Pending, 9 Paid, 16 Partial, 19 Canceled, 31 Unpaid. Actions: "list" (all invoices; optional limit/offset/order_by — orderable by id, total, total_net, total_gross, updated_at), "search" (search_criteria required; searchable fields: id, document_nr, title, contact_id, contact_sub_id, user_id, kb_item_status_id, currency_id, total, total_gross, total_net, is_valid_from, is_valid_to, api_reference, updated_at; optional limit/offset/order_by), "get" (id; returns the invoice including positions), "create" (payload; polymorphic positions array supported — custom, article, text, subtotal, pagebreak, discount), "update" (id + payload of fields to change; positions cannot be updated here), "delete" (id; permanently deletes the invoice — cannot be undone), "issue" (id; draft -> pending), "revert_issue" (id; sets an issued invoice back to draft), "cancel" (id; cancels the invoice — there is no API to un-cancel), "mark_as_sent" (id), "send" (id + email with recipient_email/subject/message, optional mark_as_open/attach_pdf; message must contain "[Network Link]"), "copy" (id + copy with contact_id required; creates a new invoice as a copy), "pdf" (id; optional logopaper for letterhead and save_path to write the PDF to disk instead of returning base64).

Manage payments recorded on a bexio invoice. All actions require invoice_id. Actions: "list" (payments of the invoice; optional limit/offset), "get" (payment_id), "create" (payload; required: value — the amount; set either bank_account_id or payment_service_id (1 = PayPal, 2 = Stripe, 3 = SIX Payments); optional date, is_cash_discount, is_client_account_redemption), "delete" (payment_id; permanently deletes the payment — cannot be undone).

Manage payment reminders of a bexio invoice. All actions require invoice_id. Actions: "list" (all reminders of the invoice), "search" (search_criteria required; searchable fields: title, reminder_level, is_sent, is_valid_from, is_valid_to), "get" (reminder_id), "create" (no payload; bexio creates the next reminder level for the overdue invoice), "delete" (reminder_id; permanently deletes the reminder — cannot be undone), "send" (reminder_id + email with recipient_email/subject/message; message must contain "[Network Link]"), "mark_as_sent" (reminder_id), "mark_as_unsent" (reminder_id), "pdf" (reminder_id; optional logopaper for letterhead and save_path to write the PDF to disk instead of returning base64).

Manage line-item positions on sales documents (quotes/kb_offer, orders/kb_order, invoices/kb_invoice). position_type selects the kind of position: "custom" (free position: amount, unit_id, account_id, tax_id, text, unit_price, discount_in_percent), "article" (item position: same fields plus article_id referencing an item), "text" (text block: text, show_pos_nr), "subtotal" (text), "discount" (text, is_percentual, value), "pagebreak" (pagebreak flag) and "subposition" (grouping position: text, show_pos_nr). Actions: "list" (all positions of that kind on the document; optional limit/offset), "get" (single position, requires position_id), "create" (payload with the fields of the chosen position_type), "update" (requires position_id + payload; partial updates allowed), "delete" (requires position_id — permanently removes the position, cannot be undone). All actions require document_type, document_id and position_type. is_optional is writable only on custom/article positions and only honored on quotes and orders. Amounts/prices are strings with max. 6 decimals.

Comments on sales documents (quotes/kb_offer, orders/kb_order, invoices/kb_invoice). Actions: "list" (all comments of a document; optional limit/offset), "get" (single comment, requires comment_id), "create" (payload required: text, user_id, user_name; optional user_email, is_public — is_public makes the comment visible to the document recipient). All actions require document_type and document_id. Comments cannot be edited or deleted via the API.

Read sales-document configuration. Actions: "list_settings" (per-document-class settings: numbering format, next number, default title, default currency/language/payment type, decimal precision; optional order_by "id" or "text", append "_desc" for descending), "list_templates" (document print templates with slug, name and the document types they are the default for). Read-only.

Manage purchase bills / supplier invoices (accounts payable, bexio purchase 4.0 API). Bill ids are UUID strings. Actions: "list" (paginated via limit/page/order/sort; optional full-text search_term of 3-255 chars with search_fields, and filters: status DRAFTS|TODO|PAID|OVERDUE, bill_date_start/end, due_date_start/end, vendor_ref, title, currency_code, pending_amount_min/max, vendor, gross_min/max, net_min/max, document_no, supplier_id, average_exchange_rate_enabled), "get" (bill by id), "create" (payload required: supplier_id, contact_partner_id, bill_date, due_date, manual_amount, currency_code, item_net, attachment_ids, address, line_items, discounts; provide amount_man when manual_amount=true, amount_calc otherwise), "update" (id + full payload; additionally requires split_into_line_items; line item/discount ids must already exist on the bill or be omitted for new ones), "delete" (id; permanently deletes the bill — cannot be undone), "execute_action" (id + bill_action "DUPLICATE": copies the bill into a new draft), "update_status" (id + status: "BOOKED" books the bill, "DRAFT" reverts it to draft), "validate_document_number" (document_no; reports whether it is available and the next free number).

Manage expenses (bexio 4.0 API). Expense ids are UUID strings. Actions: "list" (paginated via limit/page/order/sort; filters: vendor, gross_min/max, net_min/max, paid_on_start/end, created_at_start/end, title, currency_code, document_no, supplier_id, project_id), "get" (expense by id), "create" (payload required: paid_on, currency_code, amount, attachment_ids; optional supplier, bank/booking account, tax and address fields), "update" (id + full payload; same required fields as create), "delete" (id; permanently deletes the expense — cannot be undone), "execute_action" (id + expense_action "DUPLICATE": copies the expense into a new draft), "update_status" (id + status: "DONE" completes the expense, "DRAFT" reverts it to draft), "validate_document_number" (document_no; reports whether it is available and the next free number).

Manage purchase orders (bexio 3.0 API; numeric ids). Status (kb_item_status_id) is read-only: 22 Draft, 23 Open, 24 Partly, 25 Done, 26 Canceled. Actions: "list" (optional limit/offset and order_by: id, total, total_net, total_gross or updated_at; append "_desc" for descending), "get" (purchase order by numeric id), "create" (payload; all fields optional but typically contact_id, user_id and positions grouped as required/optional/discount arrays), "update" (id + payload of fields to change; positions are create-only — the update endpoint does not accept them and they are not sent), "delete" (id; permanently deletes the purchase order — cannot be undone).

Manage outgoing payments for purchase bills (bexio purchase 4.0 API). Payment ids are UUID strings. Actions: "list" (bill_id required — lists the payments of one bill; optional limit/page/order asc|desc/sort), "get" (payment by id), "create" (payload required: bill_id, payment_type IBAN|MANUAL|CASH_DISCOUNT|QR, execution_date, amount, currency_code, exchange_rate, is_salary_payment; IBAN/MANUAL/QR also need sender_bank_account_id and IBAN/QR need sender/receiver bank details; the bill must not be a draft and amount must not exceed its pending_amount), "update" (id or payload.payment_id + payload; note the API takes the payment id in the request body, not the URL; editable fields: execution_date, amount, is_salary_payment, fee_type, reference_no, message and receiver address fields), "delete" (id; permanently deletes the payment — cannot be undone).

Access the bexio accounting foundation: chart of accounts, account groups, calendar/business years, VAT periods, taxes and the accounting journal. Select a "resource" and an "action". Valid combinations: accounts: "list", "search" (search_criteria required; searchable fields: account_no, name, account_type, fibu_account_group_id); account_groups: "list"; calendar_years: "list", "search" (searchable fields: start, end, is_vat_subject, vat_accounting_method, vat_accounting_type), "get" (id), "create" (payload; useful fields: year, is_vat_subject, is_annual_reporting, vat_accounting_method, vat_accounting_type, default_tax_income_id, default_tax_expense_id — creating a future year generates all years in between and returns them as an array); business_years: "list", "get" (id); vat_periods: "list", "get" (id); taxes: "list" (optional filters scope=active|inactive, date=validity date, types=sales_tax|pre_tax), "get" (id), "delete" (id — permanently deletes the tax, cannot be undone); journal: "list" (optional from/to date range and account_uuid filters; requires the "accounting" API scope). All "list" and "search" actions accept limit/offset pagination.

Manage currencies and read their exchange rates (bexio 3.0 API). Actions: "list" (all currencies; optional limit/offset, embed — e.g. "exchange_rate" to include rate fields — and date for the rate validity date), "get" (currency by numeric id), "create" (payload required: name in ISO 4217 format like "CHF", round_factor), "update" (id + payload; PATCH — only round_factor can be changed), "delete" (permanently delete a currency by id — cannot be undone), "list_codes" (all available currency codes such as CHF, EUR), "list_exchange_rates" (configured exchange rates of a currency by id; optional date for the validity date).

Manage manual accounting entries (bookings) and their attached files (bexio accounting 3.0 API). Actions: "list" (all manual entries; optional limit/offset), "create" (payload required: type — manual_single_entry/manual_compound_entry/manual_group_entry —, date, entries array with debit_account_id, credit_account_id, tax_id, tax_account_id, description, amount, currency_id, currency_factor), "update" (id + payload; PUT replaces the entry, so send type, date and the full entries array; locked entries — is_locked=true — cannot be edited), "delete" (permanently delete a manual entry by id — cannot be undone), "next_reference_number" (reference number suggested for the next manual entry). File actions cover BOTH scopes: with entry_id they target a single entry LINE (types manual_single_entry/manual_group_entry); without entry_id they target the COMPOUND entry itself (type manual_compound_entry). "list_files" (id, optional entry_id, optional limit/offset), "get_file" (id + file_id, optional entry_id; returns the file content — pass save_path to write it to disk instead of returning base64 inline), "add_file" (id, optional entry_id, plus file_path OR content_base64 + file_name; uploads multipart/form-data, max 12MB, formats PNG/JPG/JPEG/GIF/DOC/DOCX/XLS/XLSX/PPT/PPTX/PDF), "delete_file" (id + file_id, optional entry_id; removes the connection between file and entry — cannot be undone).

Read bank accounts configured in bexio (name, owner, IBAN, QR-IBAN, currency, linked accounting account). Actions: "list" (all bank accounts, optional limit/offset), "get" (single account by numeric id). Read-only.

Manage outgoing bank payments (bexio banking 4.0 API). Actions: "list" (optional filter_by expression, page/per_page), "get" (payment by id/uuid), "create" (payload required: account_id, amount, currency, execution_date, is_salary, recipient, type), "update" (id + payload of fields to change; only open payments; account_id, type and purchase_reference cannot be changed), "cancel" (cancel a transmitted/downloaded payment by id — cannot be undone), "delete" (permanently delete a payment by id — cannot be undone). Payment ids are strings (uuid or numeric id).

Manage items/products (called "articles" in the bexio API): physical products and services with internal code/name, purchase & sale prices, taxes, units and stock information. Actions: "list" (all items, optional limit/offset/order_by; order by "id" or "intern_name"), "search" (search_criteria required; searchable fields include intern_name, intern_code, id — conditions are AND-combined, default operator "like"), "get" (single item by numeric id), "create" (payload required; intern_name is mandatory, set article_type_id 1 for products / 2 for services), "update" (id + payload with the fields to change), "delete" (permanently delete an item by id — cannot be undone).

Read stock locations and stock areas (both are simple id/name records; items reference them via stock_id and stock_place_id). All actions require the stock_edit scope. Actions: "list_locations" (all stock locations, optional limit/offset/order_by; order by "id" or "name"), "search_locations" (search_criteria required; searchable fields: name, id), "list_areas" (all stock areas, optional limit/offset/order_by; order by "id" or "name"), "search_areas" (search_criteria required; searchable fields: name, id). Read-only.

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).

Manage milestones and work packages of a project (bexio 3.0 API). Set "resource" to "milestones" or "work_packages"; project_id is always required. A milestone has a name, end date, comment and optional parent milestone; a work package has a name, spent/estimated time in hours, comment and optional milestone link. Actions: "list" (all milestones/work packages of the project; optional limit/offset), "get" (id required), "create" (payload required; name is the only required field), "update" (id + payload of fields to change; work package updates are partial PATCHes, milestone updates are POSTs), "delete" (id required — permanently deletes the milestone/work package, cannot be undone).

Manage timesheets (time tracking entries) in bexio. Actions: "list" (all timesheets, optional limit/offset/order_by; order_by supports id, date), "search" (search_criteria required; searchable fields: id, client_service_id, contact_id, user_id, pr_project_id, status_id), "get" (timesheet by numeric id), "create" (payload required: user_id, client_service_id, allowable_bill, tracking; tracking is either { type: "duration", date, duration } or { type: "range", start, end }), "update" (id + payload of fields to change), "delete" (permanently delete a timesheet by id — cannot be undone), "list_statuses" (all timesheet statuses, e.g. "In Progress"; optional limit/offset/order_by with id, name). Read timesheets may also contain a tracking of type "stopwatch" (created via the bexio UI).

Manage files stored in bexio (uploads, attachments; 3.0 API). Actions: "list" (all files; optional archived_state, offset, order_by — order_by fields: id, created_at, source_id, uuid, name, size_in_bytes, comma-combinable with "_asc"/"_desc" suffix), "search" (search_criteria required; searchable fields: id, uuid, created_at, name, extension, size_in_bytes, mime_type, user_id, is_archived, source_id; optional archived_state, limit, offset), "get" (file metadata by id), "download" (file content by id; returns base64 or writes to optional save_path), "preview" (preview image of the file by id; returns base64 or writes to optional save_path), "usage" (where the file is attached: reference class, title, document number; by id), "upload" (create a new file from file_path on disk OR content_base64 + file_name; file_name overrides the file_path basename), "update" (id + payload: name, is_archived, source_type), "delete" (marks the file as deleted by id — cannot be undone).

Manage bexio payroll (4.0 API): employees, their absences and paystub PDFs. Employee and absence ids are UUID strings. Select a "resource" and an "action". Resource "employees": "list" (all active employees, no arguments), "get" (employee_id + date — the employee's state on that ISO date, includes vacation days used/left), "create" (payload; required: ahv_number; useful fields: first_name, last_name, email, nationality, marital_status, gender, date_of_birth, address, language, iban, annual_vacation_days), "update" (employee_id + payload; PATCH — send only the fields to change; the API spec also marks ahv_number required here, so include it if a partial update is rejected). Resource "absences": "list" (employee_id + year — absences of the employee in that business year), "get" (employee_id + absence_id), "create" (employee_id + payload; required: reason, start_date; reasons: Injury, Sickness, MaternityLeave, MilitaryLeave, Vacation, InterruptionOfWork), "update" (employee_id + absence_id + payload; PUT — the API requires the full absence object), "delete" (employee_id + absence_id — permanently deletes the absence, cannot be undone). Resource "paystubs": "download_pdf" (employee_id + year + month — downloads the paystub PDF; use save_path to write it to disk), "get" (employee_id + year + month — DEPRECATED endpoint returning the URI of the generated PDF; prefer "download_pdf").

Manage small bexio master-data lookup resources. Choose a "resource" and an "action". Resources and their supported actions: salutations, titles, units — list, search, get, create, update, delete (payload: {name}); countries — list, search, get, create, update, delete (payload: {name, name_short, iso3166_alpha2}); languages, payment_types, communication_types — list, search only (read-only); business_activities — list, search, create (payload: {name, default_is_billable?, default_price_per_hour?, account_id?}). Actions: "list" (optional limit/offset; order_by fields "id"/"name" for titles, countries, languages, payment_types, business_activities and communication_types — countries and payment_types also "name_short"; salutations and units do not support order_by), "search" (search_criteria required; searchable fields: "name" everywhere, countries also "name_short"/"iso3166_alpha2", languages also "iso_639_1"), "get" (id required), "create" (payload required; see per-resource shapes above), "update" (id + payload of fields to change), "delete" (id required — permanently deletes the entry, cannot be undone).

Read the company profile of the bexio company (name, legal form, address, contact details, VAT/trade-register numbers, public-profile flags, base64 logo). Actions: "list" (all company profiles), "get" (single profile by numeric id). Read-only.

Manage notes in bexio (short annotations linked to a user and optionally a contact, project or module entry). Actions: "list" (all notes, optional limit/offset), "search" (search_criteria required; searchable fields: event_start, contact_id, user_id, subject, module_id, entry_id), "get" (note by id), "create" (payload required: user_id, event_start, subject; optional info, contact_id, project_id, pr_project_id, entry_id, module_id), "update" (id + payload of fields to change), "delete" (permanently delete a note by id — cannot be undone).

Manage tasks/todos in bexio (assigned to a user, with status, priority, due date and optional contact/project links). Actions: "list" (all tasks, optional limit/offset/order_by with order_by "id" or "finish_date"), "search" (search_criteria required; searchable fields: subject, updated_at, user_id, contact_id, todo_status_id, module_id, entry_id), "get" (task by id), "create" (payload required: user_id, subject; use todo_status_id/todo_priority_id from list_statuses/list_priorities), "update" (id + payload of fields to change), "delete" (permanently delete a task by id — cannot be undone), "list_priorities" (all task priorities, order_by "id" or "name"), "list_statuses" (all task statuses, order_by "id" or "name").

Read bexio users and manage fictional users (fictional users appear in dropdowns but cannot log in). Actions: "list" (all users, optional limit/offset), "get" (user by id), "me" (the user authenticated by the current token), "list_fictional" (all fictional users, optional limit/offset), "get_fictional" (fictional user by id), "create_fictional" (payload required: salutation_type, firstname, lastname, email; optional title_id), "update_fictional" (id + payload of fields to change), "delete_fictional" (permanently delete a fictional user by id — cannot be undone), "permissions" (activated components and the full permission map of the logged-in user). Regular users are read-only via the API; only fictional users can be created, updated or deleted. is_superadmin/is_accountant are only included when the authenticated user is a superadmin.