Integration

Bokio integration

Bokio is a Swedish accounting and invoicing service. For one Bokio company, agents can manage customers, items, draft and publish invoices and credit notes, register and book invoice payments and settlements, download invoice PDFs and SIE files, post, reverse, tag and comment journal entries, manage suppliers, supplier invoices, uploads (receipts), projects and tag groups, read the chart of accounts and fiscal years, and create bank payments that a signatory must still approve in Bokio. ROT/RUT tax reduction data (Swedish personal identity numbers) is not exposed, and the OAuth-only General and Agency APIs are not included. Authentication is a private integration token (Bokio settings, API tokens) plus the company id; the company plan must include API access, 5,000 requests per company per month.

Connect Bokio How integrations work

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When this happens, do that in Bokio.Built from the 91 Bokio tools below, on the connection you add once.

What you can do with Bokio

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Credit note, 8 operations

create_credit_noteCreate credit notePOSTCreates a draft credit note crediting the whole invoice and returns it. Adjust it with update_credit_note for a partial credit, then publish it with publish_credit_note.
delete_credit_noteDelete credit noteDELETEPermanently deletes a draft credit note; published credit notes cannot be deleted.
download_credit_noteDownload credit noteGETDownloads the PDF of a published credit note as a file.
get_credit_noteGet credit noteGETReturns one credit note: status, the invoice it credits, customer, currency, amounts, dates and lines.
list_credit_notesList credit notesGETLists the company's credit notes with status, customer, amounts, dates and lines, 25 per page, with an optional filter.
publish_credit_notePublish credit notePOSTPublishes a draft credit note, making it final and unchangeable. It is not emailed to the customer. Returns the credit note.
record_credit_noteRecord credit notePOSTBooks a published credit note into the company's bookkeeping (creates its journal entry). Returns the credit note.
update_credit_noteUpdate credit notePUTReplaces a draft credit note (for example to credit only part of a line). Read it with get_credit_note first and send every field back with your change; only drafts can be updated.

Invoice, 8 operations

create_invoiceCreate invoicePOSTCreates a draft invoice for a customer with its lines and returns it. It is not sent or booked: publish it with publish_invoice, then book it with record_invoice.
delete_invoiceDelete invoiceDELETEPermanently deletes a draft invoice; published invoices cannot be deleted.
download_invoiceDownload invoiceGETDownloads the PDF of a published invoice as a file.
get_invoiceGet invoiceGETReturns one invoice: status, number, OCR payment reference, customer, currency, totals, paid amount, dates and lines. ROT/RUT personal numbers are left out.
list_invoicesList invoicesGETLists the company's customer invoices with status, customer, amounts, dates and lines, 25 per page, filterable by status, customer, dates, amounts or a project.
publish_invoicePublish invoicePOSTPublishes a draft invoice: it gets its number and becomes final. Bokio does not email it to the customer when published here. Returns the invoice.
record_invoiceRecord invoicePOSTBooks a published invoice into the company's bookkeeping (creates its journal entry from the lines). Returns the invoice.
update_invoiceUpdate invoicePUTReplaces every field of a draft invoice. Read it with get_invoice first and send all fields back with your change (lines keep their id). Only drafts can be updated.

Journal entry, 6 operations

attach_upload_to_journal_entryAttach upload to journal entryPOSTAttaches an existing upload (receipt or document) to a journal entry. Returns the entry.
create_journal_entryCreate journal entryPOSTPosts a manual journal entry (verification) to the company's bookkeeping. Debits and credits must balance. Returns the entry with its number.
get_journal_entryGet journal entryGETReturns one journal entry with its number, date, lines, tags, attached upload and reversal links.
list_journal_entriesList journal entriesGETLists the company's journal entries (verifications) with their number, date, debit and credit lines and tags, 25 per page, filterable by title, number, date or one tag.
reverse_journal_entryReverse journal entryPOSTReverses a journal entry by posting an opposite entry. Only entries created through the API, not tied to an invoice and not already reversed. Returns the reversing entry.
set_journal_entry_tagsSet journal entry tagsPUTReplaces all tags of a journal entry: either entry-level tags or line-level tags (items), not both. Tags not sent are removed. Returns the entry.

Supplier invoice, 6 operations

attach_upload_to_supplier_invoiceAttach upload to supplier invoicePOSTAttaches an existing upload (the invoice scan) to a supplier invoice.
create_supplier_invoiceCreate supplier invoicePOSTRecords a supplier invoice (a bill to pay) for a supplier, optionally linked to an uploaded scan. Returns it with its id.
delete_supplier_invoiceDelete supplier invoiceDELETEPermanently deletes a supplier invoice.
get_supplier_invoiceGet supplier invoiceGETReturns one supplier invoice with its supplier, amounts, dates, status, upload and lines.
list_supplier_invoicesList supplier invoicesGETLists the company's supplier invoices (bills) with supplier, number, amounts, dates and lines, 25 per page, filterable by supplier, dates, amounts or a project.
update_supplier_invoiceUpdate supplier invoicePUTReplaces a supplier invoice's details. supplierRef, dates and totalAmount are required: read it first and send them back; lines with an id are updated in place.

Customer, 5 operations

create_customerCreate customerPOSTCreates a customer (company or private person) to invoice. Returns it with its id; customerNumber is assigned automatically when left out.
delete_customerDelete customerDELETEPermanently deletes a customer; only customers added through the API can be deleted.
get_customerGet customerGETReturns one customer: name, number, type, VAT and organization numbers, payment terms, contacts, address and language.
list_customersList customersGETLists the company's customers (name, number, company or private, VAT and organization numbers, contacts, address), 25 per page, with an optional filter. Personal data for private customers.
update_customerUpdate customerPUTReplaces a customer's details. name and type are required: read the customer with get_customer first and send its current values back with your change. customerNumber is kept when left out.

Invoice attachment, 5 operations

add_invoice_attachmentAdd invoice attachmentPOSTAttaches a file to a draft invoice; it is added last and appears as extra pages in the invoice PDF. Returns the attachment.
delete_invoice_attachmentDelete invoice attachmentDELETERemoves an attachment from a draft invoice.
download_invoice_attachmentDownload invoice attachmentGETDownloads the file of an invoice attachment.
get_invoice_attachmentGet invoice attachmentGETReturns one invoice attachment's details (file name, content type).
list_invoice_attachmentsList invoice attachmentsGETLists the files attached to an invoice (they become extra pages of the invoice PDF).

Invoice payment, 5 operations

create_invoice_paymentCreate invoice paymentPOSTRegisters a received payment on an invoice (date, SEK amount, payment account, by default 1930). It is not booked yet: book it with record_invoice_payment. Returns the payment.
delete_invoice_paymentDelete invoice paymentDELETEDeletes a payment registered on an invoice.
get_invoice_paymentGet invoice paymentGETReturns one payment registered on an invoice.
list_invoice_paymentsList invoice paymentsGETLists the payments registered on an invoice (date, amount in SEK, account), 25 per page.
record_invoice_paymentRecord invoice paymentPOSTBooks a registered invoice payment into the company's bookkeeping (creates its journal entry). Returns the payment.

Invoice settlement, 5 operations

create_invoice_settlementCreate invoice settlementPOSTAdds a settlement that reduces an invoice's outstanding amount (a negative amount increases it): currency gain or loss, bank fee or payment service fee. Returns it.
delete_invoice_settlementDelete invoice settlementDELETEDeletes a settlement of an invoice.
get_invoice_settlementGet invoice settlementGETReturns one settlement of an invoice.
list_invoice_settlementsList invoice settlementsGETLists the settlements of an invoice (currency adjustments, bank fees, payment service fees), 25 per page.
record_invoice_settlementRecord invoice settlementPOSTBooks an invoice settlement into the company's bookkeeping (creates its journal entry). Returns the settlement.

Item, 5 operations

create_itemCreate itemPOSTSaves an item to reuse on invoices. A salesItem needs productType, unitType, unitPrice and taxRate; a descriptionOnlyItem only a description. Returns it with its id.
delete_itemDelete itemDELETEPermanently deletes a saved item.
get_itemGet itemGETReturns one saved item.
list_itemsList itemsGETLists the company's saved items (products, services and text lines) with prices, VAT rate and unit, 25 per page, with an optional filter.
update_itemUpdate itemPUTReplaces a saved item. description and itemType are required: read it with get_item first and send its current values back with your change.

Journal entry comment, 5 operations

add_journal_entry_commentAdd journal entry commentPOSTAdds a plain-text comment to a journal entry created through the API; the author shown is the integration's name. Returns the comment.
delete_journal_entry_commentDelete journal entry commentDELETEDeletes a comment on a journal entry; only comments made by this integration.
get_journal_entry_commentGet journal entry commentGETReturns one comment on a journal entry.
list_journal_entry_commentsList journal entry commentsGETLists the comments on a journal entry, oldest first.
update_journal_entry_commentUpdate journal entry commentPUTReplaces the text of a comment this integration made on a journal entry (plain text only).

Supplier, 5 operations

create_supplierCreate supplierPOSTCreates a supplier with its address, currency and payment details. Returns it with its id.
delete_supplierDelete supplierDELETEPermanently deletes a supplier; only suppliers added through the API can be deleted.
get_supplierGet supplierGETReturns one supplier with organization and VAT numbers, currency, address and payment details (bank details).
list_suppliersList suppliersGETLists the company's suppliers with organization and VAT numbers, currency, address and payment details (bankgiro, plusgiro or bank account), 25 per page, with an optional filter.
update_supplierUpdate supplierPUTReplaces a supplier's details. name is required: read it with get_supplier first and send its current values (payment details included) back with your change.

Tag group, 5 operations

create_tag_groupCreate tag groupPOSTCreates a tag group (a dimension such as Project, Cost center or Department) for classifying journal entries; needs the Tags feature. Returns it.
delete_tag_groupDelete tag groupDELETEDeletes a tag group and all its tags; fails while any of its tags is used on a journal entry.
get_tag_groupGet tag groupGETReturns one tag group with all its tags.
list_tag_groupsList tag groupsGETLists the company's tag groups (dimensions such as Project or Cost center) with their tags; needs the Tags feature in the plan.
update_tag_groupUpdate tag groupPUTRenames a tag group or changes its alias (both required: send the current value of the one you keep). Its dimension number cannot change.

Bank payment, 4 operations

create_bank_paymentCreate bank paymentPOSTCreates a bank payment in Bokio (bankgiro or bank transfer). It is not sent to the bank until the account signatory signs it with BankID in the Bokio app. Returns the payment (status readyToSign in the vendor example).
create_bank_payments_bulkCreate bank payments bulkPOSTCreates 1 to 100 bank payments in one atomic call (none is created if one fails validation). Each still needs the signatory's BankID signature in Bokio before it is sent. Returns the payments.
get_bank_paymentGet bank paymentGETReturns one bank payment created by this integration: status (readyToSign, onTheWay, scheduled, paid, rejected, cancelled, error), amount, date and recipient.
list_bank_paymentsList bank paymentsGETLists the bank payments this integration created (not those made in the Bokio app), with status, amount, date and recipient, 25 per page, filterable by amount or status.

Project, 4 operations

create_projectCreate projectPOSTCreates a project (preview feature); its projectNumber becomes a value of the Project tag group (dimension 6), created if missing. Needs the Tags feature. Returns it.
get_projectGet projectGETReturns one project (preview feature).
list_projectsList projectsGETLists the company's projects (preview feature) with name, number, dates, status and customer; needs the Tags feature in the plan.
update_projectUpdate projectPUTReplaces a project's details (preview feature). name and projectNumber are required: read it with get_project first and send the current values back with your change.

Upload, 4 operations

download_uploadDownload uploadGETDownloads the file of an upload.
get_uploadGet uploadGETReturns one upload's details (description, content type, linked journal entry).
list_uploadsList uploadsGETLists the company's uploads (receipts and documents) with description, content type and linked journal entry, 25 per page, with an optional filter.
upload_fileUpload filePOSTUploads one image or PDF (a receipt or invoice scan) to Bokio, optionally attached to a journal entry. Returns the upload with its id.

Tag, 3 operations

create_tagCreate tagPOSTCreates a tag (value) in a tag group; names are unique within the group. Returns the tag.
delete_tagDelete tagDELETEDeletes a tag from a tag group; fails while it is used on a journal entry.
update_tagUpdate tagPUTRenames a tag in a tag group.

Account, 2 operations

get_accountGet accountGETReturns one account of the chart of accounts by its number: name, type (base plan or custom account) and current balance.
list_accountsList accountsGETLists the company's chart of accounts: account number, name and whether it is a base-plan or custom account. Optional filter, no paging.

Fiscal year, 2 operations

get_fiscal_yearGet fiscal yearGETReturns one fiscal year with its dates, accounting method and status.
list_fiscal_yearsList fiscal yearsGETLists the company's fiscal years with start and end dates, accounting method and open or closed status.

Company, 1 operation

get_company_informationGet company informationGETReturns the company's name, company type, organization number, contact email and phone, address, and whether it has a Bokio Business Account.

Invoice line, 1 operation

add_invoice_line_itemAdd invoice line itemPOSTAdds one line at the end of a draft invoice. A salesItem line needs productType, quantity, unitPrice and taxRate; a descriptionOnlyItem line only a description. Returns the line.

Sie file, 1 operation

download_sie_fileDownload sie fileGETDownloads the SIE file (the Swedish standard accounting export) of one fiscal year as a file.

Supplier invoice line, 1 operation

add_supplier_invoice_line_itemAdd supplier invoice line itemPOSTAdds a line (preview feature) to a supplier invoice that already has an upload attached. Returns the line.

Use Bokio from Claude Code, Cursor or Codex

Connect Bokio in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Bokio operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Bokio

Create your workspace
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Connect Bokio once
Add your Bokio connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.