xero-mcp

xero-mcp

3.4

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This MCP server allows Clients to interact with Xero Accounting Software.

The Xero MCP Server is designed to facilitate seamless interaction between clients and the Xero Accounting Software. By leveraging the Model Context Protocol (MCP), this server enables users to perform various accounting tasks such as managing transactions, contacts, invoices, and more, directly through Xero's platform. The server requires users to set up an OAuth 2.0 application within Xero to obtain necessary credentials for authentication. Once configured, users can execute a range of operations, from creating bank transactions to retrieving financial reports, all while ensuring data privacy and security. The server is particularly useful for businesses and individuals looking to streamline their accounting processes by integrating Xero's capabilities into their existing workflows.

Features

  • OAuth2 Authentication: Securely authenticate with Xero using OAuth2 protocol.
  • Transaction Management: Create and list bank transactions efficiently.
  • Contact Management: Add and retrieve contacts within a Xero organization.
  • Financial Reporting: Access balance sheets and other financial reports.
  • Invoice and Payment Handling: Manage invoices, payments, and quotes seamlessly.

Tools

  1. authenticate

    Using OAuth2 authentication Xero

  2. create_bank_transactions

    Create one or more spending or income transactions

  3. create_contacts

    Create one or more contacts in an Xero organization

  4. get_balance_sheet

    Obtain balance sheet report

  5. list_accounts

    Get the complete account chart

  6. list_bank_transactions

    Get all expenses or income transactions

  7. list_contacts

    Get all contacts in your Xero organization

  8. list_invoices

    Get sales invoices or purchase bills

  9. list_journals

    Obtain journal

  10. list_organisations

    Get Xero organization details

  11. list_payments

    Get payment for invoices and credit notes

  12. list_quotes

    Get a sales quote

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