Xero
Enables interaction with the Xero Accounting API to manage contacts, invoices, payments, accounts, and financial reports. It provides a suite of tools for natural language access to accounting records and business performance data.
What is Xero?
Xero is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to enables interaction with the xero accounting api to manage contacts, invoices, payments, accounts, and financial reports. it provides a suite of tools for natural language access to accounting records...
Enables interaction with the Xero Accounting API to manage contacts, invoices, payments, accounts, and financial reports. It provides a suite of tools for natural language access to accounting records and business performance data.
This server falls under the Business Applications and Finance & Fintech categories on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Enables interaction with the Xero Accounting API to manage c
Use Cases
Maintainer
Works with
Installation
NPM
npx -y @xeroapi/xero-mcp-serverManual Installation
npx -y @xeroapi/xero-mcp-serverConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Xero
The Xero MCP Server connects AI assistants to the Xero Accounting API, enabling natural language access to accounting data and operations. It supports reading and writing contacts, invoices, credit notes, payments, quotes, bank transactions, payroll timesheets, tax rates, and financial reports such as balance sheets, profit/loss, and trial balance. Built and maintained by XeroAPI, it uses OAuth 2.0 (Custom Connections) or a bearer token for authentication, making it suitable for both development and production accounting workflows driven by conversational AI.
Prerequisites
- Node.js 18 or newer (for npx execution)
- A Xero account with API access enabled at developer.xero.com
- A Xero OAuth 2.0 app with a Client ID and Client Secret (Custom Connection recommended)
- Required OAuth scopes granted: e.g., accounting.invoices, accounting.contacts, accounting.settings
- An MCP client such as Claude Desktop
Create a Xero API application
Log in to developer.xero.com, create a new app, choose 'Custom Connection' as the integration type, and note your Client ID and Client Secret. Grant the OAuth scopes your workflow requires (e.g., accounting.transactions, accounting.contacts, accounting.reports.read).
Install the MCP server
The server is available as an npm package and can be run directly via npx without a global install.
npx -y @xeroapi/xero-mcp-server@latestConfigure Claude Desktop
Add the server block to your Claude Desktop configuration file. Replace the placeholder values with your real Xero credentials.
{
"mcpServers": {
"xero": {
"command": "npx",
"args": ["-y", "@xeroapi/xero-mcp-server@latest"],
"env": {
"XERO_CLIENT_ID": "your_client_id_here",
"XERO_CLIENT_SECRET": "your_client_secret_here",
"XERO_SCOPES": "accounting.transactions accounting.contacts accounting.reports.read accounting.settings"
}
}
}
}Authorize via OAuth flow
On first run, the server will initiate the Xero OAuth flow. Follow the browser prompt to connect your Xero organization. Once authorized, tokens are managed automatically.
Restart Claude Desktop and verify
Restart Claude Desktop to pick up the new MCP server. Ask Claude to list your Xero contacts or invoices to confirm the connection is working.
Xero Examples
Client configuration
Full Claude Desktop configuration block for the Xero MCP Server using OAuth 2.0 Custom Connection credentials.
{
"mcpServers": {
"xero": {
"command": "npx",
"args": ["-y", "@xeroapi/xero-mcp-server@latest"],
"env": {
"XERO_CLIENT_ID": "your_client_id_here",
"XERO_CLIENT_SECRET": "your_client_secret_here",
"XERO_SCOPES": "accounting.transactions accounting.contacts accounting.reports.read accounting.settings"
}
}
}
}Prompts to try
After connecting the Xero MCP Server, use these prompts in Claude Desktop to interact with your accounting data.
- "List all unpaid invoices from the last 30 days."
- "Create a new invoice for contact Acme Corp for $1,500 due in 14 days."
- "Show me the profit and loss report for Q1 this year."
- "What's our current bank account balance?"
- "Create a payment of $500 against invoice INV-0042."
- "List all active contacts and their outstanding balances."Troubleshooting Xero
OAuth authorization fails or returns 'invalid_client'
Verify that XERO_CLIENT_ID and XERO_CLIENT_SECRET are correct and that your Xero app type is 'Custom Connection'. Ensure the redirect URI in your Xero app settings matches what the server uses.
Requests fail with 'insufficient scope' errors
Add the missing scope to XERO_SCOPES in your config (e.g., 'payroll.employees' for payroll data) and re-authorize. Xero scopes must be declared at app creation time for Custom Connections.
Bearer token authentication takes precedence unexpectedly
If XERO_CLIENT_BEARER_TOKEN is set in your environment, it overrides XERO_CLIENT_ID/SECRET. Remove or unset XERO_CLIENT_BEARER_TOKEN if you intend to use the OAuth flow.
Frequently Asked Questions about Xero
What is Xero?
Xero is a Model Context Protocol (MCP) server that enables interaction with the xero accounting api to manage contacts, invoices, payments, accounts, and financial reports. it provides a suite of tools for natural language access to accounting records and business performance data. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Xero?
Install via npm with the command: npx -y @xeroapi/xero-mcp-server. Then add the server configuration to your AI client's JSON config file (e.g., claude_desktop_config.json or .cursor/mcp.json).
Which AI clients work with Xero?
Xero works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Xero free to use?
Yes, Xero is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.
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