Xero MCP Server

What is Xero MCP Server about?

Provides a Model Context Protocol server that lets client applications perform authenticated operations on Xero, such as retrieving financial reports, listing accounts, contacts, invoices, and creating bank transactions.

How to use Xero MCP Server?

1. Install Node.js and Claude Desktop.
2. Register an OAuth 2.0 app in the Xero developer portal to obtain CLIENT_ID and CLIENT_SECRET.
3. Add the values to claude_desktop_config.json under mcpServers.xero-mcp.env together with the redirect URI (http://localhost:5000/callback).
4. Restart Claude Desktop; the server will be launched with npx -y xero-mcp@latest.
5. When a client calls a tool for the first time, a Xero login screen appears; complete the consent flow and close the page.

Key Features of Xero MCP Server

• OAuth2 authentication via the authenticate tool.
• Financial data retrieval: balance sheet, chart of accounts, contacts, invoices, journals, payments, quotes, organisations.
• Transaction creation: create one or multiple bank transactions.
• Ready‑to‑use CLI packaged as an npm module, started through npx.
• MIT‑licensed and easy to integrate with Claude Desktop or any MCP‑compatible client.

Use Cases of Xero MCP Server

• Building a conversational finance assistant that can answer balance‑sheet queries or generate visual reports.
• Automating the import of bank statements into Xero by creating received‑money transactions programmatically.
• Syncing contact or invoice data from external CRM systems into Xero.
• Generating custom financial dashboards for weekly spend analysis.

FAQ for Xero MCP Server

Q: Do I need a paid Xero account? A: A free Xero user account is sufficient for development; you can also use the Xero Demo Company for testing.

Q: Which environment variables are required? A: XERO_CLIENT_ID, XERO_CLIENT_SECRET, and XERO_REDIRECT_URI must be set in the server configuration.

Q: Will my Xero data be sent to the LLM? A: Yes, after the OAuth flow the data may pass through the LLM you use; use a demo company for safe testing.

Q: How do I update the server version? A: Change the package version in the args array (e.g., xero-mcp@latest) and restart Claude Desktop.

Q: Can I run the server without Claude Desktop? A: The server is an npm package and can be launched manually with the same npx command, provided the required environment variables are set.

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