Xero MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| XERO_CLIENT_ID | Yes | Your Xero client ID from your Custom Connection | |
| XERO_CLIENT_SECRET | Yes | Your Xero client secret from your Custom Connection |
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list-contacts | List all contacts in Xero. This includes Suppliers and Customers. |
| list-invoices | List invoices in Xero. This includes Draft, Submitted, and Paid invoices. Ask the user if they want to see invoices for a specific contact, invoice number, or to see all invoices before running. Ask the user if they want the next page of invoices after running this tool if 10 invoices are returned. If they want the next page, call this tool again with the next page number and the contact or invoice number if one was provided in the previous call. |
| create-contact | Create a contact in Xero. |
| create-invoice | Create an invoice in Xero. |
| list-accounts | Lists all accounts in Xero. Use this tool to get the account codes and names to be used when creating invoices in Xero |
| list-tax-rates | Lists all tax rates in Xero. Use this tool to get the tax rates to be used when creating invoices in Xero |
| list-quotes | List all quotes in Xero. Ask the user if they want to see quotes for a specific contact before running. Ask the user if they want the next page of quotes after running this tool if 10 quotes are returned. If they do, call this tool again with the page number and the contact provided in the previous call. |
| create-quote | Create a quote in Xero. |
| update-contact | Update a contact in Xero. |
| update-invoice | Update an invoice in Xero. Only works on draft invoices. |
| list-credit-notes | List credit notes in Xero. Ask the user if they want to see credit notes for a specific contact, or to see all credit notes before running. Ask the user if they want the next page of credit notes after running this tool if 10 credit notes are returned. If they want the next page, call this tool again with the next page number and the contact if one was provided in the previous call. |
| create-credit-note | Create a credit note in Xero. |