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Xero MCP Server

Official

An MCP server that bridges Xero's accounting and business data to the MCP protocol.

GitHub source repository ↗

★ 355 Stars Category · Other Popular Source revision f24583c867df

49FMRS · D

Reliability

7/20

Security and permissions

6/20

Maintenance

14/20

Documentation

12/20

Setup experience

10/20

Xero MCP Server provides comprehensive access to accounting data via the MCP protocol. It is officially maintained, feature-rich, but requires careful configuration of permissions and security measures.

Read the FMRS scoring method →

The Xero MCP Server is an implementation of the Model Context Protocol (MCP) for Xero. It provides a standardized way for MCP clients to access Xero's accounting and business features, including contact management, chart of accounts, invoices, and more. It supports OAuth2 authentication via custom connections or bearer tokens and offers a wide range of commands to query and create accounting data such as invoices, contacts, bank transactions, payroll, and financial reports.

Tools

list-accounts

Retrieve a list of accounts

list-contacts

Retrieve a list of contacts

list-credit-notes

Retrieve a list of credit notes

list-invoices

Retrieve a list of invoices

list-items

Retrieve a list of items

list-manual-journals

Retrieve a list of manual journals

list-organisation-details

Retrieve details about an organisation

list-profit-and-loss

Retrieve a profit and loss report

list-quotes

Retrieve a list of quotes

list-tax-rates

Retrieve a list of tax rates

list-payments

Retrieve a list of payments

list-trial-balance

Retrieve a trial balance report

list-bank-transactions

Retrieve a list of bank transactions

list-payroll-employees

Retrieve a list of payroll employees

list-report-balance-sheet

Retrieve a balance sheet report

list-payroll-employee-leave

Retrieve a payroll employee's leave records

list-payroll-employee-leave-balances

Retrieve a payroll employee's leave balances

list-payroll-employee-leave-types

Retrieve a list of payroll leave types

list-payroll-leave-periods

Retrieve a list of a payroll employee's leave periods

list-payroll-leave-types

Retrieve a list of all available leave types in payroll

list-timesheets

Retrieve a list of payroll timesheets

list-aged-receivables-by-contact

Retrieves aged receivables for a contact

list-aged-payables-by-contact

Retrieves aged payables for a contact

list-contact-groups

Retrieve a list of contact groups

list-tracking-categories

Retrieve a list of tracking categories

create-bank-transaction

Create a new bank transaction

create-contact

Create a new contact

create-credit-note

Create a new credit note

create-invoice

Create a new invoice

create-item

Create a new item

create-manual-journal

Create a new manual journal

create-payment

Create a new payment

create-quote

Create a new quote

create-payroll-timesheet

Create a new payroll timesheet

create-tracking-category

Create a new tracking category

create-tracking-option

Create a new tracking option

update-bank-transaction

Update an existing bank transaction

update-contact

Update an existing contact

update-invoice

Update an existing draft invoice

update-item

Update an existing item

update-manual-journal

Update an existing manual journal

update-quote

Update an existing draft quote

update-credit-note

Update an existing draft credit note

update-tracking-category

Update an existing tracking category

update-tracking-options

Update tracking options

update-payroll-timesheet-line

Update a line on an existing payroll timesheet

approve-payroll-timesheet

Approve a payroll timesheet

revert-payroll-timesheet

Revert an approved payroll timesheet

add-payroll-timesheet-line

Add a new line on an existing payroll timesheet

delete-payroll-timesheet

Delete an existing payroll timesheet

get-payroll-timesheet

Retrieve an existing payroll timesheet

Setup

Create a Xero developer account and set up a Custom Connection to get client ID and secret.
Ensure Node.js v18 or higher, and npm or pnpm installed.
Configure the mcpServers in Claude Desktop using npx command with environment variables.
Alternatively, use the Bearer Token method by setting XERO_CLIENT_BEARER_TOKEN.

claude_desktop_config.json

{
  "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.invoices accounting.contacts accounting.settings"
      }
    }
  }
}

Generate and validate client config

Fit and risk

Best for

AI assistants that need to interact with Xero accounting data
Automation workflows for accounting and finance teams

Not for

Not suitable for high-frequency trading systems requiring real-time data sync
Not for non-Xero users

Required permissions

Requires authorization to access Xero accounting data, including invoices, contacts, bank transactions, payroll, etc.
Exact permissions depend on OAuth scopes, such as accounting.invoices, accounting.contacts, etc.

Risks and side effects

Sensitive financial data may be exposed or misused
Potential accidental modification or deletion of accounting records if misconfigured
Need to manage secure storage of OAuth tokens

Troubleshooting

Ensure XERO_CLIENT_ID and XERO_CLIENT_SECRET are correctly set
Check network connectivity to Xero API
Verify OAuth scopes include required permissions
Check server logs for error messages

Use cases

Query Xero data like customers, invoices, and accounts using natural language

Automate creation of invoices, contacts, bank transactions, etc.

Generate financial reports such as profit & loss, balance sheet, trial balance

Manage payroll and timesheets

Supported clients

Claude DesktopFull support

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