Xero MCP Server
Integrate Xero accounting. Export invoice details, map bank transactions, and review company balances.
Quick Answer / TL;DR
The Xero MCP server establishes a secure, local or remote JSON-RPC 2.0 communication tunnel, allowing AI models (like Claude or Cursor) to automatically discover and execute capabilities (tools, prompts, and resources) within the Xero ecosystem with extremely low latency.
Key Takeaways
- Match bank deposits to invoices
- Verify vendor payment timelines
- Draft ledger corrections
Core Integration Concept
Connecting the model to Xero bypasses complex setup. The LLM can auto-discover what endpoints are active, what input variables are expected, and how answers will be delivered.
Verified Use Cases
Setup Overview
Connection Setup Checklist
- Prepare Credentials: Obtain your Xero OAuth Access credentials directly from your Xero settings.
- Update Config: Add the executable tool command structure directly to your Claude config file.
- Restart & Confirm: Reload the desktop model client to complete the connection handshake sequence.
Sample Connection Schema
{
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"name": "execute_xero",
"arguments": {
"query": "status_check"
}
},
"id": 1
}Security Considerations
To guarantee perfect data isolation, safeguard the Xero OAuth Access credentials. Always run integrations in sandboxed contexts to block unsolicited access.
Best Practices
- Configure exact resource boundaries for the Bank reconciliation logs feature.
- Configure exact resource boundaries for the Invoice creations feature.
- Configure exact resource boundaries for the Ledger audits feature.
- Configure exact resource boundaries for the Balance indicators feature.
Required Auth Keys
Xero OAuth Access
Deploy Xero Server
Deploy this Xero integration to our global edge container cluster. Zero DevOps, instant SSE.
Related Connectors
Xero - FAQ
Contextual information and technical support details regarding Model Context Protocol integration