Xero

- **List and search contacts**— Retrieve contacts from Xero with`list-contacts`or view contact groups via`list-contact-groups`. - **Manage invoices and credit notes**— Create, update, or list invoices and credit notes using`create-invoice`,`update-invoice`,`list-invoices`, and the equivalent credit note tools. - **View financial reports**— Pull a profit and loss report, balance sheet, trial balance, or aged receivables/payables by contact with`list-profit-and-loss`,`list-report-balance-sheet`,`list-trial-balance`,`list-aged-receivables-by-contact`, and`list-aged-payables-by-contact`. - **Handle bank transactions and payments**— List, create, or update bank transactions and payments via`list-bank-transactions`,`create-bank-transaction`,`update-bank-transaction`,`list-payments`, and`create-payment`. - **Work with payroll data**— List employees, timesheets, and leave records; create, update, approve, or delete timesheets using the`list-payroll-*`,`create-payroll-timesheet`, and related tools. - **Manage chart of accounts and items**— List accounts with`list-accounts`and create or update items via`create-item`and`update-item`. This is a Model Context Protocol (MCP) server implementation for Xero. It provides a bridge between the MCP protocol and Xero's API, allowing for standardized access to Xero's accounting and business features. - Xero OAuth2 authentication with custom connections - Contact management - Chart of Accounts management - Invoice creation and management - MCP protocol compliance - Node.js (v18 or higher) - npm or pnpm - A Xero developer account with API credentials - [Xero Public API Documentation - ](https://developer.xero.com/documentation/api/)[Xero API Explorer - ](https://api-explorer.xero.com/)[Xero OpenAPI Specs - ](https://github.com/XeroAPI/Xero-OpenAPI)[Xero-Node Public API SDK Docs - ](https://xeroapi.github.io/xero-node/accounting)[Developer Documentation If you don't already have a Xero account and organisation already, can create one by signing up](https://developer.xero.com/)[hereusing the free trial. We recommend using a Demo Company to start with because it comes with some pre-loaded sample data. Once you are logged in, switch to it by using the top left-hand dropdown and selecting "Demo Company". You can reset the data on a Demo Company, or change the country, at any time by using the top left-hand dropdown and navigating to](https://www.xero.com/au/signup/)[My Xero. NOTE: To use Payroll-specific queries, the region should be either NZ or UK. There are 2 modes of authentication supported in the Xero MCP server: This is a better choice for testing and development which allows you to specify client id and secrets for a specific organisation. It is also the recommended approach if you are integrating this into 3rd party MCP clients such as Claude Desktop. Set up a Custom Connection following these instructions:](https://my.xero.com)[https://developer.xero.com/documentation/guides/oauth2/custom-connections/ Custom connections require different scopes depending on when they were created.**All scopes in the relevant list must be added to your custom connection:** **Note:**The MCP server automatically tries V1 scopes first and falls back to V2 if needed. You can override these by setting the`XERO_SCOPES`environment variable to a space-separated list of scopes. To add the MCP server to Claude go to Settings > Developer > Edit config and add the following to your claude_desktop_config.json file: ``` `{ "mcpServers": { "xero": { "command": "npx", "args": ](https://developer.xero.com/documentation/guides/oauth2/custom-connections/)["-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" } } } }` ``` The`XERO_SCOPES`variable is optional. If omitted, the default scopes listed above will be used. NOTE: If you are using[Node Version Manager`"command": "npx"`section change it to be the full path to the executable, ie:`your_home_directory/.nvm/versions/node/v22.14.0/bin/npx`on Mac / Linux or`"your_home_directory\\.nvm\\versions\\node\\v22.14.0\\bin\\npx"`on Windows This is a better choice if you are to support multiple Xero accounts at runtime and allow the MCP client to execute an auth flow (such as PKCE) as required. In this case, use the following configuration: ``` `{ "mcpServers": { "xero": { "command": "npx", "args": ](https://github.com/nvm-sh/nvm)["-y", "@xeroapi/xero-mcp-server@latest"], "env": { "XERO_CLIENT_BEARER_TOKEN": "your_bearer_token" } } } }` ``` NOTE: The`XERO_CLIENT_BEARER_TOKEN`will take precedence over the`XERO_CLIENT_ID`if defined. When obtaining a bearer token, you must request the appropriate scopes. The scopes you request should be: **Note:**Some scopes are being deprecated in favour of more granular scopes. See the[Xero OAuth 2.0 Scopes documentationfor details on deprecation timelines. ``` `accounting.transactions (Deprecated) accounting.transactions.read (Deprecated) accounting.invoices accounting.invoices.read accounting.payments accounting.payments.read accounting.banktransactions accounting.banktransactions.read accounting.manualjournals accounting.manualjournals.read accounting.reports.read (Deprecated) accounting.reports.aged.read accounting.reports.balancesheet.read accounting.reports.profitandloss.read accounting.reports.trialbalance.read accounting.contacts accounting.settings payroll.settings payroll.employees payroll.timesheets` ``` - `list-accounts`: Retrieve a list of accounts - `list-contacts`: Retrieve a list of contacts from Xero - `list-credit-notes`: Retrieve a list of credit notes - `list-invoices`: Retrieve a list of invoices - `list-items`: Retrieve a list of items - `list-manual-journals`: Retrieve a list of manual journals - `list-organisation-details`: Retrieve details about an organisation - `list-profit-and-loss`: Retrieve a profit and loss report - `list-quotes`: Retrieve a list of quotes - `list-tax-rates`: Retrieve a list of tax rates - `list-payments`: Retrieve a list of payments - `list-trial-balance`: Retrieve a trial balance report - `list-bank-transactions`: Retrieve a list of bank account transactions - `list-payroll-employees`: Retrieve a list of Payroll Employees - `list-report-balance-sheet`: Retrieve a balance sheet report - `list-payroll-employee-leave`: Retrieve a Payroll Employee's leave records - `list-payroll-employee-leave-balances`: Retrieve a Payroll Employee's leave balances - `list-payroll-employee-leave-types`: Retrieve a list of Payroll leave types - `list-payroll-leave-periods`: Retrieve a list of a Payroll Employee's leave periods - `list-payroll-leave-types`: Retrieve a list of all available leave types in Xero Payroll - `list-timesheets`: Retrieve a list of Payroll Timesheets - `list-aged-receivables-by-contact`: Retrieves aged receivables for a contact - `list-aged-payables-by-contact`: Retrieves aged payables for a contact - `list-contact-groups`: Retrieve a list of contact groups - `list-tracking-categories`: Retrieve a list of tracking categories - `create-bank-transaction`: Create a new bank transaction - `create-contact`: Create a new contact - `create-credit-note`: Create a new credit note - `create-invoice`: Create a new invoice - `create-item`: Create a new item - `create-manual-journal`: Create a new manual journal - `create-payment`: Create a new payment - `create-quote`: Create a new quote - `create-payroll-timesheet`: Create a new Payroll Timesheet - `create-tracking-category`: Create a new tracking category - `create-tracking-option`: Create a new tracking option - `update-bank-transaction`: Update an existing bank transaction - `update-contact`: Update an existing contact - `update-invoice`: Update an existing draft invoice - `update-item`: Update an existing item - `update-manual-journal`: Update an existing manual journal - `update-quote`: Update an existing draft quote - `update-credit-note`: Update an existing draft credit note - `update-tracking-category`: Update an existing tracking category - `update-tracking-options`: Update tracking options - `update-payroll-timesheet-line`: Update a line on an existing Payroll Timesheet - `approve-payroll-timesheet`: Approve a Payroll Timesheet - `revert-payroll-timesheet`: Revert an approved Payroll Timesheet - `add-payroll-timesheet-line`: Add new line on an existing Payroll Timesheet - `delete-payroll-timesheet`: Delete an existing Payroll Timesheet - `get-payroll-timesheet`: Retrieve an existing Payroll Timesheet For detailed API documentation, please refer to the](https://developer.xero.com/documentation/guides/oauth2/scopes/)[MCP Protocol Specification. ``` `# Using npm npm install # Using pnpm pnpm install` ``` ``` `# Using npm npm run build # Using pnpm pnpm build` ``` To link your Xero MCP server in development to Claude Desktop go to Settings > Developer > Edit config and add the following to your`claude_desktop_config.json`file: NOTE: For Windows ensure the`args`path escapes the`\`between folders ie.`"C:\\projects\xero-mcp-server\\dist\\index.js"` ``` `{ "mcpServers": { "xero": { "command": "node", "args": ](https://modelcontextprotocol.io/)["insert-your-file-path-here/xero-mcp-server/dist/index.js"], "env": { "XERO_CLIENT_ID": "your_client_id_here", "XERO_CLIENT_SECRET": "your_client_secret_here" } } } }` ``` Please do not commit your`.env`file or any sensitive credentials to version control (it is included in`.gitignore`as a safe default.) 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