Xero MCP Server

What is Xero MCP Server about?

Enables client applications to communicate with Xero Accounting Software, performing actions such as authenticating via OAuth2, creating and listing contacts, invoices, bank transactions, and retrieving financial reports like balance sheets and journals.

How to use Xero MCP Server?

1. Install Node.js and Claude Desktop.
2. Register an OAuth 2.0 app in Xero to obtain CLIENT_ID and CLIENT_SECRET.
3. Add the following configuration to claude_desktop_config.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"
      }
    }
  }
}

4. Restart Claude Desktop.
5. When a client calls a Xero tool for the first time, an OAuth consent page will appear; complete the flow and close the page.

Key Features of Xero MCP Server

• authenticate – OAuth2 login to Xero.
• create_bank_transactions – Add spent or received money transactions.
• create_contacts – Create one or multiple contacts.
• list_accounts – Retrieve the full chart of accounts.
• list_bank_transactions, list_contacts, list_invoices, list_journals, list_organisations, list_payments, list_quotes – Various read‑only endpoints.
• get_balance_sheet – Pull balance‑sheet report.

Use Cases of Xero MCP Server

• Automating monthly financial reporting and visualizations.
• Syncing bank statement data into Xero revenue accounts.
• Building chat‑based assistants that can answer finance queries (e.g., “What was my cash balance last month?”).
• Integrating Xero data into internal dashboards or BI tools.
• Managing contacts and invoices programmatically from custom applications.

FAQ from the Xero MCP Server

Q: Do I need a real Xero company? A: For testing, use Xero’s Demo Company to avoid exposing real data.

Q: Where does my data go during the OAuth flow? A: After consent, data may pass through the LLM you use; ensure you are comfortable with this handling.

Q: Can the OAuth window close automatically? A: Not in the current version; you must close it manually after granting consent.

Q: Which command is recommended for installation? A: Use npx -y xero-mcp@latest as shown in the server configuration.

Q: What environment variables are required? A: XERO_CLIENT_ID, XERO_CLIENT_SECRET, and XERO_REDIRECT_URI.

Xero MCP Server

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

Get Started

1. Make sure node and Claude Desktop are installed.

2. 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

3. 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"
         }
       }
     }
   }
   

4. Restart Claude Desktop

5. 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