AI Agent for Xero MCP
Seamlessly integrate Xero’s accounting and business management features with Model Context Protocol (MCP) for standardized, secure, and scalable automation. Instantly access Xero’s APIs for contact management, accounts, invoicing, and payroll—enabling efficient workflows and robust financial insights across your SaaS ecosystem.
Unified Access to Xero’s Accounting Features
Connect with Xero’s full suite of accounting APIs through the MCP protocol. Manage contacts, accounts, invoices, payments, and payroll from a single, secure interface. Empower your SaaS with automated bookkeeping, real-time financial data, and seamless business process integration.
- OAuth2 Secure Authentication.
- Leverage Xero OAuth2 with custom connections for simple, secure, and scalable access management.
- Contact & Account Management.
- Automate retrieval, creation, and updating of contacts and accounts directly from your SaaS platform.
- Invoice & Payment Processing.
- Streamline invoicing and payment workflows with easy API-driven operations.
- MCP Protocol Compliance.
- Standardized integration ensures compatibility and reliability with Model Context Protocol clients.
Automate Business Workflows & Reporting
Supercharge your business processes by automating reporting, payroll, and financial data handling. Instantly generate balance sheets, profit and loss reports, trial balances, and payroll records—boosting efficiency and accuracy for financial operations.
- Automated Financial Reporting.
- Generate profit & loss, balance sheet, and trial balance reports with a single API command.
- Payroll & Employee Data.
- Automate payroll employee records, leave balances, and timesheet management.
- Bulk Data Retrieval.
- Easily fetch large datasets like invoices, payments, and contact groups for advanced analytics.
Flexible Integration & Developer Friendly
Designed for developers and SaaS teams, the Xero MCP Server offers easy setup, robust documentation, and flexible authentication—including support for Bearer Token and custom OAuth2 connections. Accelerate integration with simple npm or pnpm deployment and seamless compatibility with Claude Desktop.
- Developer-Friendly Setup.
- Install and configure with npm or pnpm for a fast development workflow.
- Flexible Authentication Options.
- Choose between OAuth2 custom connections or Bearer Token for multi-account support.
MCP INTEGRATION
Available Xero MCP Integration Tools
The following tools are available as part of the Xero MCP integration:
- list-accounts
Retrieve a list of accounts from your Xero organisation.
- list-contacts
Retrieve a list of contacts from Xero for contact management and integration.
- list-credit-notes
Retrieve a list of credit notes issued within your Xero organisation.
- list-invoices
Retrieve a list of invoices for tracking billing and payments.
- list-items
Retrieve a list of inventory or service items available in Xero.
- list-organisation-details
Retrieve details about your Xero organisation such as name and settings.
- list-profit-and-loss
Retrieve a profit and loss report to monitor financial performance.
- list-quotes
Retrieve a list of quotes issued to contacts in your organisation.
- list-tax-rates
Retrieve a list of applicable tax rates from your Xero account.
- list-payments
Retrieve a list of payments recorded in your Xero organisation.
- list-trial-balance
Retrieve a trial balance report for your organisation's accounts.
- list-bank-transactions
Retrieve a list of bank account transactions from your Xero records.
- list-payroll-employees
Retrieve a list of Payroll Employees registered in Xero.
- list-report-balance-sheet
Retrieve a balance sheet report to review assets and liabilities.
- list-payroll-employee-leave
Retrieve a Payroll Employee's leave records.
- list-payroll-employee-leave-balances
Retrieve a Payroll Employee's current leave balances.
- list-payroll-employee-leave-types
Retrieve a list of Payroll leave types available to employees.
- list-payroll-leave-periods
Retrieve a list of Payroll Employee leave periods.
- list-payroll-leave-types
Retrieve all available leave types in Xero Payroll.
- list-aged-receivables-by-contact
Retrieve aged receivables for a specific contact.
- list-aged-payables-by-contact
Retrieve aged payables for a specific contact.
- list-contact-groups
Retrieve a list of contact groups defined in Xero.
- create-contact
Create a new contact in your Xero organisation.
- create-credit-note
Create a new credit note for financial adjustments.
- create-invoice
Create a new invoice for billing customers.
- create-payment
Create a new payment transaction in Xero.
- create-quote
Create a new quote for potential customers.
- create-payroll-timesheet
Create a new Payroll Timesheet for an employee.
- update-contact
Update an existing contact's details in Xero.
- update-invoice
Update an existing draft invoice with new information.
- update-quote
Update an existing draft quote before sending.
- update-credit-note
Update an existing draft credit note.
- update-payroll-timesheet-line
Update a line on an existing Payroll Timesheet entry.
- approve-payroll-timesheet
Approve a Payroll Timesheet to finalize payroll processing.
- revert-payroll-timesheet
Revert an approved Payroll Timesheet back to draft status.
- add-payroll-timesheet-line
Add a new line to an existing Payroll Timesheet.
- delete-payroll-timesheet
Delete an existing Payroll Timesheet from records.
- get-payroll-timesheet
Retrieve detailed information for a specific Payroll Timesheet.
Streamline Xero Integration with MCP Server
Easily connect and manage your Xero accounting data through a standardized protocol. Simplify authentication, automate workflows, and unlock the full power of your Xero account—no heavy lifting required.
What is Xero
Xero is a leading global company that specializes in providing cloud-based accounting software designed to simplify and automate the financial operations of small and medium-sized businesses. Founded in New Zealand, Xero has expanded its reach to serve customers worldwide, offering a platform that connects business owners with their bank accounts, accountants, bookkeepers, and various business apps. The software allows users to efficiently manage invoicing, expenses, payroll, inventory, and financial reporting, all from a secure online interface. Xero's comprehensive suite of tools is built to provide real-time financial insights, improve accuracy, and streamline compliance, making it easier for businesses to thrive and grow in today's digital economy.
Capabilities
What we can do with Xero
Xero provides a range of powerful features that enable businesses to take control of their finances in the cloud. With Xero, users can automate accounting tasks, collaborate with advisors, and gain instant access to up-to-date financial data from anywhere.
- Invoicing & Billing
- Easily create and send professional invoices and get paid faster.
- Expense Management
- Track and manage business expenses efficiently with automated tools.
- Bank Reconciliation
- Connect bank accounts and automatically reconcile transactions in real time.
- Financial Reporting
- Generate insightful, customizable reports to monitor business performance.
- Payroll Integration
- Simplify payroll processing and ensure tax compliance with integrated payroll features.
How AI Agents Benefit from Xero
AI agents can leverage Xero's robust API and automation capabilities to streamline financial workflows for businesses. By integrating with Xero, AI agents can automate data entry, monitor transactions for anomalies, generate financial reports on demand, and provide actionable insights to users. This allows businesses to reduce manual effort, minimize errors, and make faster, data-driven decisions, ultimately improving overall efficiency and accuracy in financial management.