Xero MCP Server

Xero MCP Server

A Model Context Protocol server implementation providing standardized access to Xero's accounting and business features, enabling operations like contact management, invoice creation, and chart of accounts management through MCP.

XeroAPI

Developer Tools
Visit Server

Tools

list-contacts

List all contacts in Xero. This includes Suppliers and Customers.

update-contact

Update a contact in Xero.

create-quote

Create a quote in Xero.

list-invoices

List invoices in Xero. This includes Draft, Submitted, and Paid invoices. Ask the user if they want to see invoices for a specific contact, invoice number, or to see all invoices before running. Ask the user if they want the next page of invoices after running this tool if 10 invoices are returned. If they want the next page, call this tool again with the next page number and the contact or invoice number if one was provided in the previous call.

create-contact

Create a contact in Xero.

create-invoice

Create an invoice in Xero.

list-accounts

Lists all accounts in Xero. Use this tool to get the account codes and names to be used when creating invoices in Xero

list-tax-rates

Lists all tax rates in Xero. Use this tool to get the tax rates to be used when creating invoices in Xero

list-quotes

List all quotes in Xero. Ask the user if they want to see quotes for a specific contact before running. Ask the user if they want the next page of quotes after running this tool if 10 quotes are returned. If they do, call this tool again with the page number and the contact provided in the previous call.

update-invoice

Update an invoice in Xero. Only works on draft invoices.

list-credit-notes

List credit notes in Xero. Ask the user if they want to see credit notes for a specific contact, or to see all credit notes before running. Ask the user if they want the next page of credit notes after running this tool if 10 credit notes are returned. If they want the next page, call this tool again with the next page number and the contact if one was provided in the previous call.

create-credit-note

Create a credit note in Xero.

README

Xero MCP Server

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.

Features

  • Xero OAuth2 authentication with custom connections
  • Contact management
  • Chart of Accounts management
  • Invoice creation and management
  • MCP protocol compliance

Prerequisites

  • Node.js (v18 or higher)
  • npm or pnpm
  • A Xero developer account with API credentials

Configuring your Xero Developer account

Set up a Custom Connection following these instructions: https://developer.xero.com/documentation/guides/oauth2/custom-connections/

Currently the following scopes are required: accounting.transactions accounting.contacts accounting.settings.read

Integrating the MCP server with Claude Desktop

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": ["-y", "@xeroapi/xero-mcp-server@latest"],
      "env": {
        "XERO_CLIENT_ID": "your_client_id_here",
        "XERO_CLIENT_SECRET": "your_client_secret_here"
      }
    }
  }
}

Available MCP Commands

  • list-contacts: Retrieve a list of contacts from Xero
  • list-invoices: Retrieve a list of invoices
  • list-accounts: Retrieve a list of accounts
  • list-tax-rates : Retrieve a list of tax rates
  • list-quotes : Retrieve a list of quotes
  • list-credit-notes: Retrieve a list of credit notes
  • create-contact: Create a new contact
  • create-invoice: Create a new invoice
  • create-quote: Create a new quote
  • create-credit-note: Create a new credit note
  • update-contact: Update an existing contact
  • update-invoice: Update an existing draft invoice
  • update-quote: Update an existing draft quote

For detailed API documentation, please refer to the MCP Protocol Specification.

For Developers

Installation

# Using npm
npm install

# Using pnpm
pnpm install

Run a build

# Using npm
npm run build

# Using pnpm
pnpm build

Integrating with Claude Desktop

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": "node",
      "args": ["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"
      }
    }
  }
}

License

MIT

Security

Please do not commit your .env file or any sensitive credentials to version control.

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