Xero MCP Server
Allows interaction with Xero Accounting Software by providing tools to authenticate, list accounts, bank transactions, contacts, invoices, journals, organisations, payments, and quotes.
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., "@Xero MCP Servershow me my balance sheet for this quarter"
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.
Xero MCP Server
This MCP server allows Clients to interact with Xero Accounting Software.
Get Started
Make sure node is installed.
Create an OAuth 2.0 app in Xero to get a CLIENT_ID and CLIENT_SECRET.
Create a free Xero user account (if you don't have one)
Login to Xero Developer center https://developer.xero.com/app/manage/
Click New app
Enter a name for your app
Select Web app
Provide a valid URL (can be anything valid eg. https://www.myapp.com)
Enter redirect URI:
http://localhost:5000/callbackNote: The redirect URI can be customized, but it must use
localhostand include both an explicit port and a path (e.g.http://localhost:5050/my-path). Set the same value asXERO_REDIRECT_URIin your MCP client config below.Tick to Accept the Terms & Conditions and click Create app
On the left-hand side of the screen select Configuration
Click Generate a secret
Configure your MCP client:
Claude Desktop
Go to Settings -> Developers -> Local MCP Servers -> Edit Config and add the following to
claude_desktop_config.json:{ "mcpServers": { "xero-mcp": { "command": "npx", "args": ["-y", "xero-mcp@latest"], "env": { "XERO_CLIENT_ID": "YOUR_CLIENT_ID", "XERO_CLIENT_SECRET": "YOUR_CLIENT_SECRET", "XERO_REDIRECT_URI": "http://localhost:5000/callback" } } } }Restart Claude Desktop, or reload via Developer -> Reload MCP Configuration.
Claude Code
Run the following command to add the MCP server:
claude mcp add xero-mcp \ -e XERO_CLIENT_ID=YOUR_CLIENT_ID \ -e XERO_CLIENT_SECRET=YOUR_CLIENT_SECRET \ -e XERO_REDIRECT_URI=http://localhost:5000/callback \ -- npx -y xero-mcp@latestThe server will be available in your next Claude Code session. To make it available across all projects, add
--scope userto the command above.When accessing a Xero tool for the first time, a Xero login page will pop up to ask your consent. Complete the auth flow and manually close the web page (as the Xero page will not auto close in this version)
Privacy alert: after completing the Xero OAuth2 flow, your Xero data may go through the LLM that you use. If you are doing testing you should authorize to your Xero Demo Company.
Related MCP server: Xero OAuth 2 Identity Service API Server
Tools
authenticateAuthenticate with Xero using OAuth2
create_bank_transactionsCreates one or more spent or received money transaction
create_contactsCreates one or multiple contacts in a Xero organisation
get_balance_sheetRetrieves report for balancesheet
get_bank_transactionRetrieves a single spent or received money transaction by its Xero bank transaction ID
get_invoiceRetrieves a single sales invoice or purchase bill by its Xero invoice ID
list_accountsRetrieves the full chart of accounts
list_bank_transactionsRetrieves any spent or received money transactions
list_contactsRetrieves all contacts in a Xero organisation
list_invoicesRetrieves sales invoices or purchase bills
list_organisationsRetrieves Xero organisation details
list_paymentsRetrieves payments for invoices and credit notes
list_quotesRetrieves sales quotes
update_bank_transactionUpdates an existing spent or received money transaction (e.g. line items, contact, bank account) by bank transaction ID
update_invoiceUpdates an existing sales invoice or purchase bill (typically a draft), including line items and account codes
Examples
"Visualize my financial position over the last month"
"Track my spendings over last week"
"Add all transactions from the monthly statement into my revenue account (account code 201) as receive money"
License
MIT
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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- Flicense-qualityDmaintenanceAn enhanced MCP server for Xero, enabling natural language interaction with your Xero organisation for accounting tasks like invoices, contacts, bank transactions, and payroll.
- Alicense-qualityBmaintenanceAn MCP server that enables AI assistants to read and write Xero accounting data, including invoices, contacts, accounts, and payments, through natural language.MIT
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