Xero MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| XERO_CLIENT_ID | Yes | Your Xero OAuth 2.0 app client ID | |
| XERO_REDIRECT_URI | No | The OAuth 2.0 redirect URI | http://localhost:5000/callback |
| XERO_CLIENT_SECRET | Yes | Your Xero OAuth 2.0 app client secret |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
| resources | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| authenticateC | Authenticate with Xero using OAuth2 |
| create_bank_transactionsB | Creates one or more spent or received money transaction. Only use this tool when user has directly and explicitly ask you to create transactions. |
| create_contactsA | Creates one or multiple contacts in a Xero organisation. Only use this tool when user has directly and explicitly ask you to create contact. |
| get_balance_sheetC | Returns a balance sheet for the end of the month of the specified date. It also returns the value at the end of the same month for the previous year. |
| get_bank_transactionA | Retrieves a single spent or received money transaction by its Xero bank transaction ID |
| get_invoiceA | Retrieves a single sales invoice or purchase bill by its Xero invoice ID |
| list_accountsB | Retrieves the full chart of accounts |
| list_bank_transactionsB | Retrieves any spent or received money transactions |
| list_contactsC | Retrieves all contacts in a Xero organisation |
| list_invoicesC | Retrieves sales invoices or purchase bills |
| list_organisationsB | Retrieves Xero organisation details |
| list_paymentsB | Retrieves payments for invoices and credit notes |
| list_quotesB | Retrieves sales quotes |
| update_bank_transactionC | Updates an existing spent or received money transaction by its Xero bank transaction ID |
| update_invoiceA | Updates an existing sales invoice or purchase bill (typically a draft) to change fields like line items and account codes |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| Xero Accounting API (OpenAPI) | OpenAPI 3.0 document for the Xero Accounting API (paths, operations, schemas). Use when you need request/response shapes or endpoint details beyond the bundled tools. |
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