Xero Expenses MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| XERO_CLIENT_ID | Yes | Your Xero app's client ID | |
| XERO_REDIRECT_URI | No | The redirect URI for OAuth callback | http://localhost:3000/callback |
| XERO_CLIENT_SECRET | No | Only for Web apps (not PKCE) |
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 | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| xero_list_accountsB | List available Xero accounts/categories for expenses |
| xero_list_bank_accountsB | List available Xero bank accounts for expenses |
| xero_list_contactsC | Search for vendors/contacts in Xero |
| xero_create_billB | Create a bill (accounts payable) in Xero - use for invoices you'll pay later |
| xero_list_draft_billsB | List draft bills (ACCPAY invoices) - use to find existing draft to add expenses to |
| xero_get_billB | Get details of a specific bill including all line items |
| xero_add_line_item_to_billA | Add a line item (expense) to an existing DRAFT bill |
| xero_submit_billB | Change a DRAFT bill to SUBMITTED status for approval |
| xero_create_expenseA | Create a spend money transaction (direct expense) in Xero - use for already-paid expenses like receipts |
| xero_attach_fileC | Attach a file (PDF, image) to an existing Xero bill |
| xero_attach_file_to_expenseC | Attach a file (PDF, image) to an existing Xero expense (bank transaction) |
| xero_list_usersB | List users in the Xero organization (for expense claims) |
| xero_create_expense_claimB | Create an expense claim for reimbursement - creates a receipt and submits it as an expense claim (deprecated Feb 2026) |
| xero_attach_file_to_receiptC | Attach a file (PDF, image) to an existing Xero receipt |
| xero_create_invoiceA | Create a sales invoice (accounts receivable) in Xero - use for invoices you send to customers |
| xero_attach_file_to_invoiceC | Attach a file (PDF, image) to an existing Xero invoice |
| xero_create_receiptA | Create a receipt WITHOUT submitting as expense claim - use this to batch multiple receipts into one claim later |
| xero_submit_expense_claimA | Submit multiple receipts as a single expense claim - use after creating receipts with xero_create_receipt |
| xero_list_expense_claimsB | List expense claims - optionally filter by status (SUBMITTED, AUTHORISED, PAID) |
| xero_get_expense_claimC | Get details of a specific expense claim including all receipts |
| xero_list_receiptsC | List all receipts - optionally filter by user ID |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 21 tools
Most tools have distinct purposes targeting specific Xero entities (bills, expenses, invoices, receipts) with clear action verbs, but there is some potential confusion between xero_create_expense and xero_create_receipt as both handle expense-related creation. The descriptions help clarify, but the overlap in domain could cause misselection without careful reading.
All tool names follow a consistent xero_verb_noun pattern with snake_case throughout, such as xero_create_bill, xero_list_expense_claims, and xero_attach_file_to_invoice. This predictability makes it easy for agents to understand and navigate the toolset without confusion from mixed conventions.
With 21 tools, the count is on the higher side but reasonable for the comprehensive expense management domain, covering CRUD operations, file attachments, and listing across multiple entities. It might feel slightly heavy, but each tool appears to serve a specific function without obvious redundancy.
The toolset provides complete coverage for Xero expense management, including creation, retrieval, listing, and submission for bills, expenses, invoices, receipts, and claims, along with supporting operations like file attachments and listing accounts/contacts. There are no apparent gaps that would hinder agent workflows in this domain.