Xero MCP Server

This MCP server allows Clients to interact with Xero Accounting Software.

Get Started

Make sure node and Claude Desktop are installed.
Create an OAuth 2.0 app in Xero to get a CLIENT_ID and CLIENT_SECRET.
- Create a free Xero user account (if you don't have one)
- Login to Xero Developer center https://developer.xero.com/app/manage/
- Click New app
- Enter a name for your app
- Select Web app
- Provide a valid URL (can be anything valid eg. https://www.myapp.com)
- Enter redirect URI: http://localhost:5000/callback
- Tick to Accept the Terms & Conditions and click Create app
- On the left-hand side of the screen select Configuration
- Click Generate a secret

Modify claude_desktop_config.json file

{
  "mcpServers": {
    "xero-mcp": {
      "command": "npx",
      "args": ["-y", "xero-mcp@latest"],
      "env": {
        "XERO_CLIENT_ID": "YOUR_CLIENT_ID",
        "XERO_CLIENT_SECRET": "YOUR_CLIENT_SECRET",
        "XERO_REDIRECT_URI": "http://localhost:5000/callback"
      }
    }
  }
}

Restart Claude Desktop
When the Client decides to access a Xero tool for the first time, a Xero login page will pop up to ask your consent. Complete the auth flow and manually close the web page (as the Xero page will not auto close in this version)

Privacy alert: after completing the Xero OAuth2 flow, your Xero data may go through the LLM that you use. If you are doing testing you should authorize to your Xero Demo Company.

Tools

authenticate

Authenticate with Xero using OAuth2
create_bank_transactions

Creates one or more spent or received money transaction
create_contacts

Creates one or multiple contacts in a Xero organisation
get_balance_sheet

Retrieves report for balancesheet
list_accounts

Retrieves the full chart of accounts
list_bank_transactions

Retrieves any spent or received money transactions
list_contacts

Retrieves all contacts in a Xero organisation
list_invoices

Retrieves sales invoices or purchase bills
list_journals

Retrieves journals
list_organisations

Retrieves Xero organisation details
list_payments

Retrieves payments for invoices and credit notes
list_quotes

Retrieves sales quotes

Examples

"Visualize my financial position over the last month"
"Track my spendings over last week"
"Add all transactions from the monthly statement into my revenue account (account code 201) as receive money"

License

MIT

Features

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Features

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