Xero

Xero is an MCP server that connects Large Language Model assistants to the Xero Accounting Software API. Designed for accountants, bookkeepers, business owners, and software developers, this server enables AI clients to execute financial operations and retrieve core accounting records. Users can interact with their Xero accounts using natural language prompts to perform tasks such as generating balance sheets, retrieving charts of accounts, and reviewing quotes or payments. The integration also supports creating and updating contacts, sales invoices, purchase bills, and bank transactions for spent or received money. By establishing an OAuth 2.0 bridge between local clients and Xero organizations, it allows AI tools to analyze spending habits, audit financial positions, and manage routine bookkeeping duties directly inside conversations. Users can also connect to the Xero Demo Company to inspect ledger records and test automation without exposing sensitive production figures to the model.

Category: CRM, ERP & E-commerce

Tags: accounting, bookkeeping, finance, invoicing, xero

Visit Xero

How to install and configure Xero

1. Ensure Node.js is installed on your system. 2. Create a Web app in the Xero Developer center (developer.xero.com/app/manage/) with redirect URI http://localhost:5000/callback to obtain a Client ID and Client Secret. 3. In Claude Desktop, open Settings -> Developers -> Local MCP Servers -> Edit Config to modify claude_desktop_config.json. 4. Add the server configuration under mcpServers: json { "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" } } } } 5. Alternatively, add it via Claude Code by running claude mcp add xero-mcp -e XERO_CLIENT_ID=YOUR_CLIENT_ID -e XERO_CLIENT_SECRET=YOUR_CLIENT_SECRET -e XERO_REDIRECT_URI=http://localhost:5000/callback -- npx -y xero-mcp@latest. 6. Restart your client, invoke a Xero tool, and complete the OAuth 2.0 authorization prompt in the browser.

What you can do with Xero

• Retrieve and visualize company balance sheets to review monthly financial positions through Claude Desktop prompts. - Query and analyze weekly bank transactions to monitor corporate spendings across specific accounting categories. - Create batch contacts and vendor records directly in a Xero organisation from raw text data. - Update line items and ledger account codes on draft sales invoices or incoming purchase bills. - Record received money transactions against designated revenue accounts from monthly bank statements.

Key facts

• https://github.com/john-zhang-dev/xero-mcp
• CRM, ERP & E-commerce, Finance, Crypto & Payments
• accounting, bookkeeping, finance, invoicing, xero

Part of MCP Servers

How do I install Xero MCP?

You install it by setting up an OAuth 2.0 application in the Xero Developer center to get client credentials. Then, configure your MCP client, such as Claude Desktop or Claude Code, to run the npx package xero-mcp@latest with your Client ID, Client Secret, and redirect URI.

What can Xero MCP do?

The server exposes tools to manage accounting operations. It can retrieve balance sheets, list accounts, fetch and update invoices, list quotes, create or update spent and received bank transactions, and manage organization contacts.

Which MCP clients work with Xero MCP?

The server works with Claude Desktop and Claude Code using the Model Context Protocol. It can also integrate with any custom or third-party MCP client that supports standard command execution and environment variable configuration via npx.

Is Xero MCP open source?

Yes, Xero MCP is an open source project distributed under the MIT license. You can inspect the source code, modify it, or contribute to its development on GitHub at https://github.com/john-zhang-dev/xero-mcp.