A side-by-side look at the Shareflo and Bexio MCP Server MCP servers: transport, auth, tools, quality signals, and the config to install either one in Claude, Cursor, Windsurf or VS Code.
Verdict: choose Shareflo for finance & fintech work; choose Bexio MCP Server for finance & fintech as a local process. You can also run both side by side in one mcpServers block.
get_instruments, create_instrument, get_stakeholders.BEXIO_API_TOKEN, BEXIO_API_TOKENS, BEXIO_DEFAULT_COMPANY, BEXIO_BASE_URL, BEXIO_ENABLED_CATEGORIES.Rows where the two servers differ are marked.
| Spec | S Shareflo | |
|---|---|---|
| Category | Finance & Fintech | Finance & Fintech |
| Quality signal | 48/100 · Fair | 49/100 · Fair |
| Install command | Not confirmed yet | Confirmed |
| Transport | — | Local subprocess (stdio) |
| Auth | OAuth 2.0 | API key required |
| Pricing | Not declared | Free |
| Required env vars | None listed | BEXIO_API_TOKENBEXIO_API_TOKENSBEXIO_DEFAULT_COMPANYBEXIO_BASE_URLBEXIO_ENABLED_CATEGORIES |
| Verified owner | Community listing | Community listing |
| GitHub stars | 0 | 34 |
| Directory activity | 0 views 0 installs 0 upvotes | 3 views 0 installs 0 upvotes |
| Tools | 9 | Not listed |
| Full listing | View Shareflo | View Bexio MCP Server |
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 followNo tool names declared yet. Check the project README from the listing page.
Paste 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.
No confirmed install command for Shareflo yet — follow the setup steps linked from its listing page rather than a guessed package name.
{
"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"
}
}
}
}