Xero MCP Server

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"
  <img src="https://github.com/john-zhang-dev/assets/blob/main/xero-mcp/demo1.jpg?raw=true" width=50% height=50%>
• "Track my spendings over last week"
  <img src="https://github.com/john-zhang-dev/assets/blob/main/xero-mcp/demo2.jpg?raw=true" width=50% height=50%>
• "Add all transactions from the monthly statement into my revenue account (account code 201) as receive money"

License