xero-mcp
Version:
A Model Context Protocol server allows Clients to interact with Xero
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# Xero MCP Server
[](https://smithery.ai/server/@john-zhang-dev/xero-mcp)
This MCP server allows Clients to interact with [Xero Accounting Software](https://www.xero.com).
## Get Started
1. Make sure [node](https://nodejs.org) 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`:
```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:
```bash
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](https://central.xero.com/s/article/Use-the-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"
<img src="https://github.com/john-zhang-dev/assets/blob/main/xero-mcp/demo1.jpg?raw=true" width=50% height=50%>
- "Track my spendings over last week"
<img src="https://github.com/john-zhang-dev/assets/blob/main/xero-mcp/demo2.jpg?raw=true" width=50% height=50%>
- "Add all transactions from the monthly statement into my revenue account (account code 201) as receive money"
## License
MIT