Xero MCP Server

Example Use Cases

• 1

  Fetch organisation and chart-of-accounts data from Xero to provide up-to-date financial context in conversations.

• 2

  Create or import bank transactions and contacts into Xero programmatically to automate bookkeeping workflows.

• 3

  Generate or retrieve financial reports (e.g., balance sheet) and invoices/payments to visualize or analyze business finances.

Description

This MCP server integrates Xero Accounting into Claude Desktop via OAuth2, enabling agents to authenticate and interact with Xero organisations and data. It exposes tools to create bank transactions and contacts, and to list accounts, invoices, payments, journals, quotes and balance sheet reports. The server is useful for automating bookkeeping tasks, importing statement items, and visualizing financial position from an assistant. It requires creating a Xero OAuth2 app (CLIENT_ID and CLIENT_SECRET) and configuring the Claude Desktop MCP entry point.