Gl Importer

Import CSV/XLSX accounting data into QuickBooks Online or Xero from inside Claude Code, using the Synder Importer API.

This plugin bundles:

• An MCP server wrapping the Synder Importer REST API (/api/v1) — full read + write, 19 tools covering account, companies, settings, entities, fields, mappings, imports, status polling, results, cancel, revert, plus two composite "happy path" tools.
• The gl-importer agent skill with natural-language guidance for the two-step import flow (dry-run → confirm).

Requirements

• Node.js 18 or newer
• Claude Code with plugin support (/plugin command available)
• A Synder Importer API token — set as IMPORTER_API_TOKEN in your shell env. Generate at importer.synder.com → Account → API Keys.

Install

From the Claude Code marketplace (recommended)

/plugin marketplace add SynderAccounting/gl-importer-plugin
/plugin install gl-importer

Then set your token in the shell that launches Claude Code:

export IMPORTER_API_TOKEN="your_token_here"

Claude Desktop (one-click MCP install)

Download the latest .mcpb bundle from Releases and double-click it. Claude Desktop will prompt you for the API token.

From source (development)

git clone https://github.com/SynderAccounting/gl-importer-plugin
cd gl-importer-plugin
npm install
npm run build
# Point Claude Code at this directory:
claude --plugin-dir .

Configuration

Env var	Required	Default	Purpose
IMPORTER_API_TOKEN	yes	—	Bearer token for the Synder Importer API
IMPORTER_BASE_URL	no	https://importer.synder.com/api/v1	Override for staging/test

Example prompts

Once installed, talk to Claude Code naturally:

• "Import ~/Downloads/march-bills.csv as Bills into my QuickBooks company."
• "What entities can I import into Xero?"
• "Show me the saved mapping called 'Stripe payouts' and update it to map Date → TxnDate."
• "List my last 10 imports and tell me which ones failed."
• "Revert import 12345 — I uploaded the wrong file."
• "What's the status of import 12345? Wait for it to finish and tell me how many warnings."

The skill will walk Claude Code through a safe two-step flow: a dry-run that shows the proposed field mapping, then a confirmed call that actually creates the import and polls until it terminates.

Tools

The MCP server exposes 19 tools. The ones an LLM will hit most often:

Tool	Purpose
import_csv	Happy path. Auto-resolves company, uploads file, runs dry-run, then (on confirm) executes + waits.
wait_for_import	Polls a running import to a terminal state with exponential backoff (2s → 1.5× → 30s cap).
list_companies / list_entities / get_fields	Discover what you can import where.
list_mappings / create_mapping / update_mapping / delete_mapping	Saved-mapping CRUD.
auto_import / execute_import	Lower-level: create an import with auto-mapping or an explicit mapping.
get_import_status / get_import_results / cancel_import / revert_import	Lifecycle.
get_settings / update_settings	Per-company import settings.
get_account	Whoami / token check.

Full schemas are emitted at MCP startup — the agent skill (skills/gl-importer/SKILL.md) also documents the conventions.

Development

npm install
npm run build       # tsc → dist/
npm test            # vitest, 60+ unit tests, virtual-clock polling tests
npm run watch       # tsc --watch for iterative dev

CI runs on every push and PR (.github/workflows/ci.yml).

Release process

1. Bump version in package.json and .claude-plugin/plugin.json (keep them in sync).
2. Commit and tag: git tag v0.x.y && git push --tags.
3. The publish.yml workflow publishes to npm on the tag push (uses NPM_TOKEN secret).
4. The marketplace install path resolves through this GitHub repo, so the tag is the release.

License

MIT — see LICENSE.

Support

• Issues: https://github.com/SynderAccounting/gl-importer-plugin/issues
• Email: [email protected]