Xero MCP Server

Xero MCP Server

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