Xero-mcp-server

What is Xero-mcp?

Xero-mcp is an MCP server designed to facilitate interaction between clients and Xero Accounting Software. It acts as a bridge, allowing users to manage their Xero data and operations through various tools and commands.

How to use Xero-mcp?

To get started with Xero-mcp, follow these steps:

1. Install Node.js and Claude Desktop: Ensure both are installed on your system.
2. Create an OAuth 2.0 app in Xero: Obtain your CLIENT_ID and CLIENT_SECRET from the Xero Developer Center. Configure the redirect URI as http://localhost:5000/callback.
3. Modify claude_desktop_config.json: Update the mcpServers section with your Xero client credentials and redirect URI.
4. Restart Claude Desktop: Apply the configuration changes.
5. Authorize Xero Access: The first time you access a Xero tool, a Xero login page will appear for consent. Complete the OAuth2 flow and manually close the webpage.

Key Features of Xero-mcp

Xero-mcp provides a comprehensive set of tools for managing Xero data:

• authenticate: Authenticate with Xero using OAuth2.
• create_bank_transactions: Create spent or received money transactions.
• create_contacts: Create new contacts in a Xero organization.
• get_balance_sheet: Retrieve balance sheet reports.
• list_accounts: Retrieve the full chart of accounts.
• list_bank_transactions: Retrieve spent or received money transactions.
• list_contacts: Retrieve all contacts in a Xero organization.
• list_invoices: Retrieve sales invoices or purchase bills.
• list_journals: Retrieve journals.
• list_organisations: Retrieve Xero organization details.
• list_payments: Retrieve payments for invoices and credit notes.
• list_quotes: Retrieve sales quotes.

Use Cases of Xero-mcp

Xero-mcp can be used for various financial management tasks, including:

• Financial Visualization: "Visualize my financial position over the last month."
• Expense Tracking: "Track my spendings over last week."
• Transaction Management: "Add all transactions from the monthly statement into my revenue account (account code 201) as receive money."

Xero-mcp FAQ

Q: Is my Xero data secure when using Xero-mcp? A: After completing the Xero OAuth2 flow, your Xero data may go through the LLM that you use. It is recommended to authorize to your Xero Demo Company for testing purposes to ensure privacy.

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