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Accounting connector

A Xero connector for Claude that works across every organisation you run.

Xero has an official MCP server, both open source and hosted. It connects one organisation at a time with Xero's standard tools. We build when you need several organisations, your own tracking categories, or writes that wait for approval.

What your team could ask

  • What is our cash position across all four Xero organisations, converted to GBP?
  • Which contacts owe us more than 5,000 and have not paid in 45 days?
  • Show expenses by tracking category for the Sydney office this financial year.
  • Which bank transactions from last week are still unreconciled?

What it could do, with approval

Write actions are optional. Each one is shown to a person before it changes anything.

  • Draft invoices from a list of completed jobs, held as drafts in Xero
  • Prepare credit notes for approval when a customer dispute is confirmed
  • Add a new contact after checking it does not already exist

What already exists for Xero

Checked against vendor and platform sources on October 23, 2026. If an official option covers your need, use it.

Xero publishes an official open-source MCP server (XeroAPI/xero-mcp-server) that runs locally with a Custom Connection or a bearer token. Xero's developer FAQ also documents an official remote MCP endpoint that uses the same OAuth 2.0 sign-in and rate limits as the Xero API, included on plans Core and above.

  • Covers: contacts, invoices, payments, bank transactions, reports, and selected payroll tools.
  • Limits: the local server's Custom Connection is tied to one organisation.
  • Does not cover: consolidated answers across organisations or your own approval rules on writes.

Why build a custom one

  • Groups and practices

    Owners with several entities and accounting practices with many clients need one connector that knows which organisation each question is about.

  • Your tracking categories

    We map tracking categories and account codes to the way you report, so 'Sydney office costs' means the same thing every time.

  • Approval before posting

    Invoices and credit notes are created as drafts, and anything that would be authorised waits for a person.

How we would build it

API
Xero Accounting API, plus the Payroll APIs for your region where needed.
Sign-in
OAuth 2.0 with granular scopes, starting from read-only scopes and adding write scopes per tool.
  1. Connect the Xero Demo Company first and agree the question list.

  2. Build read tools for contacts, invoices, bank transactions, and reports.

  3. Add cross-organisation routing and currency handling if you run more than one.

  4. Add draft-only write tools and deploy as a remote server for the team.

Questions we get

Sources

Vendor products and plan rules change often. Check the linked pages before you plan a rollout.

Want a Xero connector built for your team?

Bring the questions your team asks and the systems behind them. We will come back with a written scope and a fixed price.

Book a scoping call