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 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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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