Xledger MCP Server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Xledger MCP ServerShow outstanding AR invoices for July 2024"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Xledger MCP Server
An MCP (Model Context Protocol) server that provides read-only access to the Xledger accounting system via its GraphQL API.
Use it with Claude, VS Code Copilot, or any MCP-compatible AI assistant to query your financial data — invoices, account balances, projects, timesheets, and more.
Features
9 read-only tools covering core accounting data
Compatible with Xledger GraphQL API v2
Token-based authentication (no OAuth complexity)
Zero runtime dependencies beyond the MCP SDK
TypeScript with full type safety
Related MCP server: Xero Expenses MCP
Tools
Tool | Description |
| Customer invoices (Accounts Receivable) — filter by date, outstanding only |
| Supplier invoices (Accounts Payable) — filter by date, outstanding only |
| GL account balances by fiscal year and period |
| Project financials — revenue, cost, hours, billability |
| Timesheet entries — hours per employee per project |
| Raw GL transactions with account, amount, project |
| Employee list with employment dates |
| Customer lookup with name search |
| Aggregated revenue by customer for a date period |
All tools are annotated with readOnlyHint: true — they never modify data in Xledger.
Quick Start
Prerequisites
Node.js 18+
A Xledger account with GraphQL API access
An API token (generate at: Xledger > Administration > System Access > GraphQL/API tokens)
Install and Build
git clone https://github.com/Eyevinn/xledger-mcp-server.git
cd xledger-mcp-server
npm install
npm run buildConfigure
Set the required environment variable:
export XLEDGER_GRAPHQL_TOKEN=your-token-hereVariable | Required | Default | Description |
| Yes | — | Your Xledger API token |
| No |
| API endpoint (use |
Run
npm startThe server communicates over stdio — it's designed to be launched by an MCP client, not run standalone.
Configuration
Claude Desktop / Claude Code
Add to your Claude configuration (~/.claude/settings.json or Claude Desktop config):
{
"mcpServers": {
"xledger": {
"command": "node",
"args": ["/path/to/xledger-mcp-server/dist/index.js"],
"env": {
"XLEDGER_GRAPHQL_TOKEN": "your-token-here"
}
}
}
}VS Code (GitHub Copilot)
Add to .vscode/mcp.json:
{
"servers": {
"xledger": {
"command": "node",
"args": ["/path/to/xledger-mcp-server/dist/index.js"],
"env": {
"XLEDGER_GRAPHQL_TOKEN": "your-token-here"
}
}
}
}Tool Details
get_ar_transactions
Get customer invoices with optional filters.
Parameters:
first(number, default: 50) — Number of records (max 200)outstandingOnly(boolean, default: false) — Only unpaid invoicesfromDate(string, YYYY-MM-DD) — Invoice date fromtoDate(string, YYYY-MM-DD) — Invoice date to
get_ap_transactions
Get supplier invoices with optional filters. Same parameters as get_ar_transactions.
get_account_balances
Get GL account balances.
Parameters:
fiscalYear(number) — Fiscal year, defaults to current yearperiodNumber(number, 1-12) — Month. Returns YTD if omittedfirst(number, default: 200) — Number of records (max 500)
get_projects
Get projects with financial data.
Parameters:
first(number, default: 100) — Number of records (max 500)activeOnly(boolean, default: true) — Only active projectsbillableOnly(boolean, default: false) — Only billable projects
get_timesheets
Get timesheet entries.
Parameters:
first(number, default: 100) — Number of records (max 500)fromDate/toDate(string, YYYY-MM-DD) — Date rangeinvoicedOnly(boolean) — Only invoiced entriesnotInvoiced(boolean) — Only uninvoiced entries
get_journal_entries
Get raw GL transactions.
Parameters:
first(number, default: 50) — Number of records (max 200)fromDate/toDate(string, YYYY-MM-DD) — Date range (usescreatedAtas proxy sincepostedDateis not filterable in API v2)fiscalYear(number) — Client-side fiscal year filter
get_employees
Get employee list.
Parameters:
first(number, default: 100) — Number of recordsactiveOnly(boolean, default: true) — Only currently employed
get_customers
Get customers (subledgers).
Parameters:
first(number, default: 100) — Number of recordssearch(string) — Partial name/code match (client-side)
get_revenue_summary
Get aggregated revenue by customer.
Parameters:
fromDate(string, YYYY-MM-DD, required) — Period starttoDate(string, YYYY-MM-DD, required) — Period end
Xledger API v2 Notes
This server is compatible with Xledger's GraphQL API v2 schema, which introduced several changes:
Filter syntax: Direct field suffixes (e.g.,
invoiceDate_gte) instead of{ AND: [{ field, op, value }] }OrderBy: Array of
{ field, direction }enums instead of single objectRemoved filters: Some fields are no longer filterable (
fiscalYearon account balances,descriptionon subledgers,billableon projects,postedDateon journal entries). These are handled with client-side filtering.SystemValue: Uses
.nameinstead of.description
Development
npm install
npm run build # Compile TypeScript
npm test # Run tests
npm run dev # Watch mode (recompile on changes)
npm run lint # Type-check without emittingSecurity
The API token grants read access scoped to your Xledger tenant
Never commit tokens to version control — use environment variables
All tools are read-only (no mutations)
Consider using Xledger's token scope controls to limit access to only the data you need
License
MIT — see LICENSE
About Eyevinn Technology
Eyevinn Technology is a Stockholm-based consultancy specializing in video streaming technology. We contribute to the open source community through our GitHub organization and Open Source Cloud platform.
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