A side-by-side look at the Bexio MCP Server and Shareflo MCP servers: transport, auth, tools, quality signals, and the config to install either one in Claude, Cursor, Windsurf or VS Code.
Verdict: choose Bexio MCP Server for finance & fintech work as a local process; choose Shareflo for finance & fintech. You can also run both side by side in one mcpServers block.
BEXIO_API_TOKEN, BEXIO_API_TOKENS, BEXIO_DEFAULT_COMPANY, BEXIO_BASE_URL, BEXIO_ENABLED_CATEGORIES.get_instruments, create_instrument, get_stakeholders.Rows where the two servers differ are marked.
| Spec | S Shareflo | |
|---|---|---|
| Category | Finance & Fintech | Finance & Fintech |
| Quality signal | 49/100 · Fair | 48/100 · Fair |
| Install command | Confirmed | Not confirmed yet |
| Transport | Local subprocess (stdio) | — |
| Auth | API key required | OAuth 2.0 |
| Pricing | Free | Not declared |
| Required env vars | BEXIO_API_TOKENBEXIO_API_TOKENSBEXIO_DEFAULT_COMPANYBEXIO_BASE_URLBEXIO_ENABLED_CATEGORIES | None listed |
| Verified owner | Community listing | Community listing |
| GitHub stars | 34 | 0 |
| Directory activity | 3 views 0 installs 0 upvotes | 0 views 0 installs 0 upvotes |
| Tools | Not listed | 9 |
| Full listing | View Bexio MCP Server | View Shareflo |
No tool names declared yet. Check the project README from the listing page.
get_instrumentsReturns all share/option classes for your companycreate_instrumentCreates a new share class or option classget_stakeholdersReturns all stakeholders for your companycreate_stakeholderCreates a new stakeholderget_holdingsReturns holdings (optionally filtered to a stakeholder)create_holdingAllots shares or awards options to a stakeholderget_representativesReturns representatives for a stakeholder or all company usersadd_representativeAdds a new user to manage a stakeholder or company accountunlock_sharefloInternal initialization step called automatically by the client at the start of a session; returns the operating rules the other tools followPaste either block (or both) into your client config, e.g. claude_desktop_config.json or ~/.cursor/mcp.json. We only show a config when the install command is confirmed.
{
"mcpServers": {
"bexio-mcp-server": {
"command": "npx",
"args": [
"-y",
"@promptpartner/bexio-mcp-server"
],
"env": {
"BEXIO_API_TOKEN": "YOUR_BEXIO_API_TOKEN_HERE",
"BEXIO_API_TOKENS": "YOUR_BEXIO_API_TOKENS_HERE",
"BEXIO_DEFAULT_COMPANY": "YOUR_BEXIO_DEFAULT_COMPANY_HERE",
"BEXIO_BASE_URL": "YOUR_BEXIO_BASE_URL_HERE",
"BEXIO_ENABLED_CATEGORIES": "YOUR_BEXIO_ENABLED_CATEGORIES_HERE"
}
}
}
}
No confirmed install command for Shareflo yet — follow the setup steps linked from its listing page rather than a guessed package name.