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Xero Accounting

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Integrates with Xero Accounting Software to access financial data including accounts, transactions, contacts, invoices, and more through authenticated API conne

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Integrates with Xero Accounting Software to access financial data including accounts, transactions, contacts, invoices, and more through authenticated API connections for financial analysis and bookkeeping tasks.

README

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This MCP server allows Clients to interact with Xero Accounting Software.

Get Started

  1. Make sure node is installed.

  2. 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/callback

      Note: The redirect URI can be customized, but it must use localhost and include both an explicit port and a path (e.g. http://localhost:5050/my-path). Set the same value as XERO_REDIRECT_URI in 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

  3. 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@latest
    

    The server will be available in your next Claude Code session. To make it available across all projects, add --scope user to the command above.

  4. 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.

Tools

  • authenticate

    Authenticate with Xero using OAuth2

  • create_bank_transactions

    Creates one or more spent or received money transaction

  • create_contacts

    Creates one or multiple contacts in a Xero organisation

  • get_balance_sheet

    Retrieves report for balancesheet

  • get_bank_transaction

    Retrieves a single spent or received money transaction by its Xero bank transaction ID

  • get_invoice

    Retrieves a single sales invoice or purchase bill by its Xero invoice ID

  • list_accounts

    Retrieves the full chart of accounts

  • list_bank_transactions

    Retrieves any spent or received money transactions

  • list_contacts

    Retrieves all contacts in a Xero organisation

  • list_invoices

    Retrieves sales invoices or purchase bills

  • list_organisations

    Retrieves Xero organisation details

  • list_payments

    Retrieves payments for invoices and credit notes

  • list_quotes

    Retrieves sales quotes

  • update_bank_transaction

    Updates an existing spent or received money transaction (e.g. line items, contact, bank account) by bank transaction ID

  • update_invoice

    Updates 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

from github.com/john-zhang-dev/xero-mcp

Install Xero Accounting in Claude Desktop, Claude Code & Cursor

Recommended · one command, every IDE
unyly install xero-accounting

Installs into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.

First time? Get the CLI: curl -fsSL https://unyly.org/install | sh

Or configure manually

Run in your terminal:

claude mcp add xero-accounting -- npx -y xero-mcp

Step-by-step: how to install Xero Accounting

FAQ

Is Xero Accounting MCP free?

Yes, Xero Accounting MCP is free — one-click install via Unyly at no cost.

Does Xero Accounting need an API key?

No, Xero Accounting runs without API keys or environment variables.

Is Xero Accounting hosted or self-hosted?

Self-hosted: the server runs locally on your machine via the install command above.

How do I install Xero Accounting in Claude Desktop, Claude Code or Cursor?

Open Xero Accounting on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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