Xero MCP Server

What does “Xero” MCP Server do?

The Xero MCP (Model Context Protocol) Server is a specialized integration server that connects AI assistants and developer clients to the Xero Accounting Software platform. By acting as an intermediary, the Xero MCP Server enables seamless access to Xero’s APIs, allowing users to perform tasks such as reading financial data, managing contacts, handling transactions, and working with invoices and other accounting resources. This server enhances development workflows by allowing AI-powered agents to interact securely and programmatically with business financial data, streamline accounting automation, facilitate reporting, and support financial analysis. It is especially useful for developers and businesses seeking to automate bookkeeping, synchronize financial records, or leverage AI for insights and actions within their Xero environment.

List of Prompts

No specific prompt templates are mentioned in the repository.

List of Resources

No explicit resources are listed in the repository documentation or code.

List of Tools

• authenticate
  Authenticate with Xero using OAuth2.

• create_bank_transactions
  Creates one or more spent or received money transactions.

• 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.

Use Cases of this MCP Server

• Automated Bookkeeping
  Automatically create, fetch, and manage transactions, invoices, and payments in Xero, reducing manual data entry and streamlining accounting processes.

• Contact Management
  Programmatically add, update, or retrieve contacts within a Xero organisation for CRM and marketing automation.

• Financial Reporting
  Retrieve balance sheets, journals, and account listings to generate real-time financial reports and dashboards for better business insights.

• Invoice and Payment Handling
  Manage invoices, quotes, and payments to facilitate seamless billing, collections, and reconciliation workflows.

• Business Data Synchronization
  Integrate Xero data with other business tools and automate workflows through AI agents, maintaining up-to-date records across platforms.

How to set it up

Windsurf

No instructions available for Windsurf in the repository.

Claude

1. Ensure Node.js and Claude Desktop are installed.

2. Create an OAuth 2.0 app in Xero to obtain CLIENT_ID and CLIENT_SECRET.

3. Edit claude_desktop_config.json:

   {
     "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 accessing a Xero tool for the first time, complete the OAuth2 flow in the browser window.

Securing API Keys:
Store your credentials in the env field of your configuration as shown above.

Cursor

No instructions available for Cursor in the repository.

Cline

No instructions available for Cline in the repository.

How to use this MCP inside flows

Using MCP in FlowHunt

To integrate MCP servers into your FlowHunt workflow, start by adding the MCP component to your flow and connecting it to your AI agent:

Click on the MCP component to open the configuration panel. In the system MCP configuration section, insert your MCP server details using this JSON format:

{
  "xero-mcp": {
    "transport": "streamable_http",
    "url": "https://yourmcpserver.example/pathtothemcp/url"
  }
}

Once configured, the AI agent is now able to use this MCP as a tool with access to all its functions and capabilities. Remember to change “xero-mcp” to whatever the actual name of your MCP server is and replace the URL with your own MCP server URL.

Overview

Roots support: Not documented

Based on the available documentation and features, the Xero MCP Server provides robust tooling for Xero integration, clear setup instructions for Claude, and good security practices for API keys, but lacks explicit prompt templates, resource definitions, and information on roots/sampling. Thus, it scores well for practical deployment but lacks some advanced MCP features.

MCP Score

Our opinion:
This MCP server is solid for practical Xero integration and automation, especially for developers using Claude or similar platforms. However, its lack of advanced MCP features (like prompt templates, explicit resources, roots, and sampling support) means it is best for straightforward tool-based automation rather than complex context-driven workflows.

Rating: 6/10