Xero MCP Server

The Xero MCP Server is the official Model Context Protocol implementation maintained by Xero (XeroAPI). It bridges MCP clients such as Claude Desktop to the Xero accounting API, letting AI agents securely read and write financial data inside a Xero organisation. The server is distributed as the @xeroapi/xero-mcp-server npm package and uses Xero's OAuth2 Custom Connections (or a runtime bearer token) for authentication.

It exposes 60+ tools spanning accounting, payments, and payroll. Read operations include listing accounts, contacts, invoices, items, payments, bank transactions, payroll employees, and standard reports (profit and loss, balance sheet, trial balance, aged receivables/payables). Write operations support creating and updating contacts, invoices, payments, quotes, credit notes, manual journals, items, and bank transactions. Payroll capabilities (NZ and UK regions) cover timesheets, leave records, and leave balances.

As the official server from Xero itself, it is the canonical integration for connecting LLMs to Xero data. It supports two auth modes: a single-org Custom Connection (recommended for personal/Claude Desktop use) and a bearer-token flow for multi-account scenarios where the host performs PKCE/authorization-code OAuth.

Tools

Prerequisites

• Node.js v18+ and npm (or pnpm)
• A Xero account (a free trial with a Demo Company works fine for testing)
• A Xero developer app with a Custom Connection configured, giving you XERO_CLIENT_ID and XERO_CLIENT_SECRET

Install via npx (recommended)

Add the following to your Claude Desktop config (claude_desktop_config.json) or equivalent MCP client config:

{
  "mcpServers": {
    "xero": {
      "command": "npx",
      "args": ["-y", "@xeroapi/xero-mcp-server@latest"],
      "env": {
        "XERO_CLIENT_ID": "your_client_id_here",
        "XERO_CLIENT_SECRET": "your_client_secret_here",
        "XERO_SCOPES": "accounting.invoices accounting.contacts accounting.settings"
      }
    }
  }
}

NVM users should replace "npx" with the full path to the npx executable.

Environment variables

• XERO_CLIENT_ID: Custom Connection client ID
• XERO_CLIENT_SECRET: Custom Connection client secret
• XERO_CLIENT_BEARER_TOKEN: Optional. If set, takes precedence over client ID/secret and supports multi-account flows
• XERO_SCOPES: Optional, space-separated. Server defaults to V1 scopes for connections created before Apr 29, 2026 and V2 (granular) scopes for newer ones

Local development build

git clone https://github.com/XeroAPI/xero-mcp-server.git
cd xero-mcp-server
npm install
npm run build

Then point your MCP client at the built file:

{
  "mcpServers": {
    "xero": {
      "command": "node",
      "args": ["/absolute/path/to/xero-mcp-server/dist/index.js"],
      "env": {
        "XERO_CLIENT_ID": "your_client_id_here",
        "XERO_CLIENT_SECRET": "your_client_secret_here"
      }
    }
  }
}

On Windows, escape backslashes in paths (C:\\projects\\xero-mcp-server\\dist\\index.js). Payroll-related tools require an NZ or UK Xero organisation.

• Draft and send sales invoices in Xero directly from chat by describing the customer and line items
• Pull a profit and loss, balance sheet, or aged receivables report for a given date range and have the agent summarise it
• Reconcile activity by listing recent bank transactions and matching them to invoices or payments
• Create or update contacts (customers/suppliers) and keep details synced from CRM or email threads
• Manage UK/NZ payroll timesheets: create, update lines, and approve via natural language

• "Create a draft invoice in Xero for Acme Ltd: 10 hours of consulting at $150/hr, due in 30 days."
• "Show me the profit and loss report for last quarter and highlight the three biggest expense categories."
• "List all unpaid invoices over 60 days old and draft polite follow-up emails to each contact."
• "Add a new supplier contact for Globex Corp with email ap@globex.com and create a bill for $2,400."
• "Approve all pending timesheets for the current pay period and tell me the total hours by employee."

• Official server maintained by Xero (XeroAPI org), so coverage and auth flows track the platform
• Broad surface area: 60+ tools across accounting, banking, items, quotes, journals, and payroll
• Supports both single-org Custom Connections and multi-account bearer-token flows
• Published as an npm package, so setup is a single npx command with no build step

• Custom Connections require a paid Xero plan for production organisations (Demo Company works for testing)
• Payroll tools are restricted to NZ and UK Xero regions
• Scope management is non-trivial: V1 vs V2 scopes depend on when the connection was created, and may need manual override via XERO_SCOPES

• john-zhang-dev/xero-mcp: community-maintained Xero MCP server
• CData Xero MCP Server: read-only access via CData JDBC drivers
• QuickBooks or FreshBooks MCP integrations for users on other accounting platforms