The gl-importer server lets you import CSV/XLSX accounting data into QuickBooks Online or Xero via the Synder Importer API, with full lifecycle management of imports and mappings.
Account & Companies
Verify your API token and view account details (email, status, subscription) with get_account
List connected accounting companies (QuickBooks Online / Xero) with list_companies
Discovery
List importable entity types for a company (Invoice, Bill, JournalEntry, Customer, Vendor, etc.) with list_entities
Inspect field schemas (types, required flags, allowed values, column aliases) with get_fields
Settings
Read per-company import settings (date format, duplicate handling, auto-creation rules) with get_settings
Selectively update per-company import settings with update_settings
Field Mapping CRUD
List, create, update, and delete saved field mappings (list_mappings, create_mapping, update_mapping, delete_mapping)
Running Imports
Happy-path two-step flow: dry-run to preview auto-proposed mapping, then confirm to execute with import_csv
Auto-map and import a file in one call (or dry-run only) with auto_import
Execute an import using an existing saved mapping with execute_import
Supports .csv, .xlsx, .xls files up to 50MB
Import Lifecycle & Monitoring
List recent imports with list_imports
Check import status (SCHEDULED → IN_PROGRESS → FINISHED / FAILED / CANCELED) with get_import_status
Poll an import to completion with exponential backoff with wait_for_import
Retrieve per-row results (INFO / WARNING / ERROR), paginated and filterable, with get_import_results
Cancel a running import with cancel_import
Revert a finished import (deletes the created QBO/Xero entries) with revert_import
Provides tools for importing CSV/XLSX accounting data into QuickBooks Online, including dry-run import, mapping management, and lifecycle operations.
Provides tools for importing CSV/XLSX accounting data into Xero, including dry-run import, mapping management, and lifecycle operations.
Import CSV/XLSX accounting data into QuickBooks Online or Xero from inside Claude Code, using the Synder Importer API.
This plugin bundles:
An MCP server wrapping the Synder Importer REST API (/api/v1) — full read + write,
19 tools covering account, companies, settings, entities, fields, mappings, imports,
status polling, results, cancel, revert, plus two composite "happy path" tools.
The gl-importer agent skill with natural-language guidance for the two-step
import flow (dry-run → confirm).
Node.js 18 or newer
Claude Code with plugin support (/plugin command available)
A Synder Importer API token — set as IMPORTER_API_TOKEN in your shell env.
Generate at importer.synder.com → Account → API Keys.
Related MCP server: MCP Accounting
/plugin marketplace add SynderAccounting/gl-importer-plugin
/plugin install gl-importerThen set your token in the shell that launches Claude Code:
export IMPORTER_API_TOKEN="your_token_here"Download the latest .mcpb bundle from Releases and double-click it. Claude Desktop will prompt you for the API token.
git clone https://github.com/SynderAccounting/gl-importer-plugin
cd gl-importer-plugin
npm install
npm run build
# Point Claude Code at this directory:
claude --plugin-dir .Env var | Required | Default | Purpose |
| yes | — | Bearer token for the Synder Importer API |
| no |
| Override for staging/test |
Once installed, talk to Claude Code naturally:
"Import ~/Downloads/march-bills.csv as Bills into my QuickBooks company."
"What entities can I import into Xero?"
"Show me the saved mapping called 'Stripe payouts' and update it to map Date → TxnDate."
"List my last 10 imports and tell me which ones failed."
"Revert import 12345 — I uploaded the wrong file."
"What's the status of import 12345? Wait for it to finish and tell me how many warnings."
The skill will walk Claude Code through a safe two-step flow: a dry-run that shows the proposed field mapping, then a confirmed call that actually creates the import and polls until it terminates.
The MCP server exposes 19 tools. The ones an LLM will hit most often:
Tool | Purpose |
| Happy path. Auto-resolves company, uploads file, runs dry-run, then (on confirm) executes + waits. |
| Polls a running import to a terminal state with exponential backoff (2s → 1.5× → 30s cap). |
| Discover what you can import where. |
| Saved-mapping CRUD. |
| Lower-level: create an import with auto-mapping or an explicit mapping. |
| Lifecycle. |
| Per-company import settings. |
| Whoami / token check. |
Full schemas are emitted at MCP startup — the agent skill (skills/gl-importer/SKILL.md)
also documents the conventions.
npm install
npm run build # tsc → dist/
npm test # vitest, 60+ unit tests, virtual-clock polling tests
npm run watch # tsc --watch for iterative devCI runs on every push and PR (.github/workflows/ci.yml).
Bump version in package.json and .claude-plugin/plugin.json (keep them in sync).
Commit and tag: git tag v0.x.y && git push --tags.
The publish.yml workflow publishes to npm on the tag push (uses NPM_TOKEN secret).
The marketplace install path resolves through this GitHub repo, so the tag is the release.
MIT — see LICENSE.
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