Xero MCP Server

Overview

The Xero MCP Server bridges the Model Context Protocol with Xero’s comprehensive accounting platform, giving AI assistants instant, authenticated access to a full suite of financial data. By translating MCP commands into Xero API calls, the server eliminates the need for developers to write custom OAuth flows or wrapper libraries, allowing agents like Claude to query invoices, contacts, and financial reports with natural language prompts.

Problem Solved

Modern business workflows increasingly rely on conversational AI to streamline accounting tasks—creating invoices, reconciling payments, or generating profit‑and‑loss statements. Traditionally, integrating Xero into such workflows requires handling OAuth2 authentication, managing scopes, and mapping API endpoints to client calls. The Xero MCP Server abstracts these complexities behind a standard protocol, letting developers focus on business logic rather than authentication plumbing.

Core Value for Developers

• Unified Access: A single MCP command set covers key Xero resources—accounts, contacts, invoices, items, and reports—making it straightforward to build AI‑driven dashboards or reporting tools.
• Secure Authentication: Supports both custom connection credentials for development and bearer‑token mode for multi‑account scenarios, ensuring that sensitive data remains protected while still being accessible to the AI.
• Protocol Compliance: By adhering strictly to MCP specifications, the server guarantees compatibility with any MCP‑aware client, including future AI assistants and tooling ecosystems.

Key Features

• OAuth2 Integration: Handles the full Xero OAuth flow, including PKCE for multi‑account support.
• Resource Management: Commands such as , , and provide quick retrieval of core accounting objects.
• Reporting: Dedicated commands for financial statements () enable AI agents to pull up-to-date metrics on demand.
• Extensibility: Built on the Xero Node SDK, developers can easily add new MCP commands or extend existing ones to cover niche use cases.

Use Cases & Real‑World Scenarios

• Automated Invoice Generation: An AI assistant can draft and submit invoices based on chat input, then confirm status with .
• Financial Health Checks: A conversational agent can pull a profit‑and‑loss report on request, summarizing key metrics for stakeholders.
• Data Enrichment: Integrate Xero contacts into a CRM workflow, automatically updating contact details via .
• Multi‑Tenant Accounting: Using bearer‑token mode, a single AI platform can serve multiple clients’ Xero accounts without hardcoding credentials.

Integration with AI Workflows

Developers embed the server into their MCP‑compatible client (e.g., Claude Desktop) by configuring environment variables or command arguments. Once connected, AI agents issue simple text commands that the server translates into Xero API calls and returns structured JSON responses. This tight coupling enables seamless conversational experiences—users can ask, “Show me all pending invoices for the last quarter,” and receive a ready‑made report without leaving the chat interface.

The Xero MCP Server thus transforms complex accounting integration into a declarative, protocol‑driven interaction model, empowering developers to build intelligent, finance‑centric AI applications with minimal overhead.