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Xero MCP Server

by john-zhang-dev

This MCP server allows Clients to interact with Xero Accounting Software. It provides a set of tools to manage and retrieve data from Xero organizations.

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What is Xero MCP Server?

The Xero MCP Server is a tool that enables interaction with the Xero Accounting Software through a set of predefined tools. It acts as a bridge, allowing clients to perform various accounting operations within Xero.

How to use Xero MCP Server?

To use the server, you need to install Node.js and Claude Desktop. Then, create an OAuth 2.0 app in Xero to obtain CLIENT_ID and CLIENT_SECRET. Configure the claude_desktop_config.json file with these credentials and the redirect URI. Restart Claude Desktop and authenticate with Xero when prompted.

Key features of Xero MCP Server

  • OAuth2 Authentication with Xero

  • Create bank transactions

  • Create contacts

  • Retrieve balance sheet

  • List accounts

  • List bank transactions

  • List contacts

  • List invoices

  • List journals

  • List organizations

  • List payments

  • List quotes

Use cases of Xero MCP Server

  • Visualizing financial position

  • Tracking spendings

  • Adding transactions from monthly statements

  • Automating contact creation

  • Generating accounting reports

FAQ from Xero MCP Server

What is Xero?

Xero is a cloud-based accounting software for small businesses.

What is OAuth2?

OAuth 2.0 is an authorization framework that enables applications to obtain limited access to user accounts on an HTTP service, such as Xero.

Where do I get the CLIENT_ID and CLIENT_SECRET?

You need to create an OAuth 2.0 app in the Xero Developer center to get these credentials.

What is the redirect URI?

The redirect URI is the URL where Xero will redirect the user after they authorize the application. In this case, it's http://localhost:5000/callback.

Is my Xero data secure?

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.