MCP For Claude Marketplace
Xero

Xero MCP Connector for Claude

A+

Manage invoices, bank transactions, and financial reports on Xero — the beautiful accounting software for small business.

9 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Xero account to any AI agent and manage your business finances through natural conversation.

What you can do

  • Invoicing Lifecycle — List all sales and purchase invoices, retrieve comprehensive details including line items and taxes, and track payment statuses
  • Contact Management — Browse your entire database of customers and suppliers to retrieve contact IDs for accurate invoicing and reporting
  • Bank Reconciliation — Monitor cash flow by listing bank transactions and applied payments to stay on top of your accounts receivable and payable
  • Financial Reporting — Retrieve real-time Balance Sheet and Profit and Loss (PnL) reports for any specific date or period through simple commands
  • Chart of Accounts — Browse your general ledger accounts to verify codes and types (Bank, Expense, Revenue) before recording transactions
  • Organization Audit — Retrieve legal registration details, base currency, and high-level tenant information for compliance purposes
  • Business Insights — Quickly find unique invoice, transaction, and contact IDs required for automated accounting workflows

How it works

  1. Subscribe to this server
  2. Enter your Xero Access Token and Tenant ID
  3. Start monitoring your financial health through Claude, Cursor, or any MCP-compatible client

No more manual navigation through complex accounting dashboards to check if a bill was paid. Your AI agent becomes your financial operations assistant.

Who is this for?

  • Business Owners — monitor real-time PnL and check bank transaction history through simple chat commands
  • Accountants & Bookkeepers — audit invoice details and browse chart of accounts without manual data entry
  • Operations Teams — verify payment statuses and retrieve customer contact details for billing coordination
  • Finance Analysts — quickly surface balance sheet data and reconcile payments through conversation
invoicingbookkeepingbank-reconciliationfinancial-reportingcontact-managementtax-compliance

9 tools expose this connector's capabilities to your AI agent.

get_organisation_info

Retrieves details about the Xero organization

get_balance_sheet

Returns assets, liabilities, and equity totals. Retrieves the balance sheet report for a specific date

get_invoice_details

Retrieves comprehensive details for a specific Xero invoice

get_profit_and_loss

Provide from_date and to_date. Retrieves the profit and loss (PnL) report for a specific date range

list_chart_of_accounts

Lists all accounts in the Xero chart of accounts

list_bank_transactions

Lists all transactions recorded in bank accounts

list_xero_contacts

Lists all customers and suppliers registered in Xero

list_xero_invoices

Lists all sales and purchase invoices in the Xero organization

list_xero_payments

Lists all payments applied to invoices

See how to talk to your AI agent using Xero.

List all my unpaid invoices in Xero.

I found 5 invoices with outstanding balances: 1. INV-001 ($1,200.00), 2. INV-005 ($450.00), 3. INV-012 ($890.00), and 2 others. Would you like the details for the largest one?

What is our Profit and Loss for March 2026?

PnL Report for March 2026: Total Revenue: $42,500.00, Total Expenses: $28,150.00, Net Profit: $14,350.00. This is a 12% improvement compared to February. Would you like a breakdown by category?

Find the contact ID for 'Global Tech' and show their last 3 payments.

Contact 'Global Tech' (ID: 550e8400-e29b...) found. Their last 3 payments were: 1. $1,200.00 (2026-03-15), 2. $1,200.00 (2026-02-15), and 3. $1,200.00 (2026-01-15). All applied to recurring service invoices.

Yes. The `get_profit_and_loss` tool allows your AI agent to retrieve a PnL report by providing a start and end date. This provides an instant summary of your revenue and expenses without manual reporting.

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