Xero Accounting MCP Server

Finance & FintechTypeScript

Interact with Xero accounting software to manage financial data

Available Tools

authenticate

Authenticate with Xero using OAuth2

create_bank_transactions

Creates one or more spent or received money transactions

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

This MCP server provides a seamless integration with Xero accounting software, allowing AI assistants to access and manage your financial data. It enables viewing financial reports, tracking transactions, managing contacts, and even creating new financial entries directly through conversational interfaces. With Xero MCP, you can visualize your financial position, track spending patterns, and perform accounting tasks without leaving your AI assistant. The integration uses OAuth2 for secure authentication, ensuring your financial data remains protected while providing powerful accounting capabilities.

Installation and Setup

To use the Xero Accounting MCP, you'll need to complete a few setup steps:

Prerequisites

A Node.js installation
Claude Desktop or another compatible MCP client
A Xero account (free or paid)

OAuth 2.0 App Setup

Before using this MCP, you need to create an OAuth 2.0 app in Xero:

Create a free Xero user account if you don't already have one
Log in to the Xero Developer center
Click "New app"
Enter a name for your app
Select "Web app" as the app type
Provide any valid URL for your app (e.g., https://www.myapp.com)
Enter the redirect URI: http://localhost:5000/callback
Accept the Terms & Conditions and click "Create app"
On the left-hand side of the screen, select "Configuration"
Click "Generate a secret" to get your CLIENT_SECRET
Note both your CLIENT_ID and CLIENT_SECRET for the next step

Client Configuration

Add the Xero MCP to your Claude Desktop configuration:

Open or create the claude_desktop_config.json file
Add the Xero MCP configuration with your credentials:

{
  "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"
      }
    }
  }
}

Replace YOUR_CLIENT_ID and YOUR_CLIENT_SECRET with the values from your Xero OAuth app
Restart Claude Desktop

Authentication

The first time you use a Xero tool, a browser window will open asking you to log in to Xero and authorize the connection. Complete the authentication flow and manually close the web page when finished.

Privacy Note: After completing the Xero OAuth2 flow, your Xero data may be processed by the LLM you're using. For testing purposes, consider authorizing with your Xero Demo Company instead of your actual business data.

Usage Examples

You can interact with your Xero accounting data through natural language queries:

"Show me my balance sheet for the last quarter"
"List all my outstanding invoices"
"Visualize my financial position over the last month"
"Track my spending over the last week"
"Add a new contact to my Xero account"
"Create a bank transaction for $500 received from Client X"
"Show me all payments made last month"

The MCP will translate these requests into the appropriate Xero API calls and return the results in a readable format, often with visualizations for financial data.