Xero MCP Server: connect your Xero books to Claude, Cursor and other AI apps

• Finds your invoices, draft, sent or paid, for a customer or invoice number

  Lists invoices in Xero, including drafts, sent and paid ones. You can narrow it to one customer or invoice number.

  Try: “Show me all unpaid invoices for Acme Ltd”

  Network · list-invoices

• Lists your customers and suppliers

  Lists the customers and suppliers saved in your Xero organisation.

  Try: “Find the contact details for our supplier Green Print”

  Network · list-contacts

• Shows payments received or made against invoices

  Lists payments made against invoices, with date, amount and method. You can look them up by invoice number or reference.

  Try: “Has invoice INV-0042 been paid yet?”

  Network · list-payments

• Gives you a profit and loss report for any period

  Pulls Xero's profit and loss report, showing revenue, expenses and profit or loss for the period you choose.

  Try: “What was our profit last quarter?”

  Network · list-profit-and-loss

• Gives you the balance sheet

  Pulls the balance sheet report from Xero.

  Try: “Show me our balance sheet as of the end of last month”

  Network · list-report-balance-sheet

• Gives you a trial balance of every account

  Pulls the trial balance, a snapshot of the general ledger with debit and credit balances for each account.

  Try: “Run a trial balance for September”

  Network · list-trial-balance

• Shows how much a customer owes you and how overdue it is

  Shows the aged receivables for one customer up to a date, so you can see what they owe and for how long.

  Try: “How overdue is Acme Ltd on what they owe us?”

  Network · list-aged-receivables-by-contact

• Shows how much you owe a supplier and how overdue it is

  Shows the aged payables for one supplier up to a date, so you can see what you owe them and for how long.

  Try: “What do we still owe Green Print, and how late is it?”

  Network · list-aged-payables-by-contact

• Lists bank account transactions

  Lists the transactions on your bank accounts in Xero, for one account or all of them.

  Try: “Show the last 10 transactions on our business account”

  Network · list-bank-transactions

• Lists your quotes, for one customer or all

  Lists the quotes in Xero, either all of them or those for one customer.

  Try: “List the quotes we sent to Acme Ltd”

  Network · list-quotes

• Lists credit notes, for one customer or all

  Lists credit notes in Xero, either all of them or those for one contact.

  Try: “Show any credit notes issued to Acme Ltd”

  Network · list-credit-notes

• Lists manual journal entries

  Lists manual journals in Xero, or shows one journal, or only those changed after a date.

  Try: “Show manual journals posted this month”

  Network · list-manual-journals

• Lists the products and services you sell

  Lists the items saved in Xero, with their codes and descriptions, for use on invoices.

  Try: “What items do we have set up for consulting work?”

  Network · list-items

• Lists contact groups and who is in them

  Lists the contact groups in Xero, or shows one group with its members.

  Try: “Who is in our Wholesale customers group?”

  Network · list-contact-groups

• Lists tracking categories such as departments or regions

  Lists your tracking categories and their options, like departments or regions used to tag transactions.

  Try: “What tracking categories do we use?”

  Network · list-tracking-categories

• Lists payroll employees and their details

  Lists payroll employees with names, contact details, start dates and whether they are permanent, fixed term or casual.

  Try: “List all our permanent employees”

  Network · list-payroll-employees

• Lists payroll timesheets

  Lists payroll timesheets with employee, dates and total hours.

  Try: “Show this week's timesheets”

  Network · list-timesheets

• Shows one payroll timesheet in detail

  Gets one payroll timesheet with its employee, dates, total hours and last update.

  Try: “Show me the details of Sam's latest timesheet”

  Network · get-timesheet

• Shows an employee's leave history

  Lists all leave for one employee, including approved, pending and processed time off.

  Try: “What leave has Priya taken this year?”

  Network · list-payroll-employee-leave

• Shows how much leave an employee has left

  Shows an employee's current leave balances for annual, sick and other leave types.

  Try: “How many days of annual leave does Sam have left?”

  Network · list-payroll-employee-leave-balances

• Shows an employee's leave periods and when they are paid

  Lists an employee's time-off periods with start and end dates, status, payment dates and leave type.

  Try: “When is Priya's next leave period?”

  Network · list-payroll-leave-periods

• Shows which leave types an employee can take

  Lists the leave types one employee can take, with how leave builds up and their entitlement.

  Try: “What leave types is Sam entitled to?”

  Network · list-payroll-employee-leave-types

• Lists every leave type set up in payroll

  Lists all leave categories set up in Xero Payroll, including statutory and company-specific ones.

  Try: “What leave types do we have in payroll?”

  Network · list-payroll-leave-types

• Shows details of your Xero organisation

  Shows the details of the connected Xero organisation, such as its name and settings.

  Try: “Which Xero organisation are you connected to?”

  Network · list-organisation-details

• Creates an invoice and gives you a link to it in Xero

  Creates a new invoice in Xero and returns a link so you can open it in Xero.

  Try: “Create an invoice for Acme Ltd for 10 hours of consulting at $150”

  Write · create-invoice

• Creates a quote and gives you a link to it

  Creates a new quote in Xero and returns a link to open it.

  Try: “Draft a quote for Acme Ltd for a website redesign at $4,000”

  Write · create-quote

• Adds a new customer or supplier

  Creates a new contact in Xero and returns a link to it.

  Try: “Add a new customer called Blue Harbour Cafe”

  Write · create-contact

• Records a payment against an invoice

  Records a payment against an invoice, from the account you choose, for an amount no larger than what is owed.

  Try: “Mark invoice INV-0042 as paid in full from our business account”

  Write · create-payment

• Records a new bank transaction

  Creates a spend or receive transaction on a bank account in Xero and returns a link to it.

  Try: “Record a $45 spend on office supplies from our business account”

  Write · create-bank-transaction

• Creates a credit note

  Creates a new credit note in Xero and returns a link to it.

  Try: “Create a credit note for Acme Ltd for $200”

  Write · create-credit-note

• Posts a manual journal entry

  Creates a manual journal with at least two lines using your account codes.

  Try: “Post a journal moving $500 from prepaid expenses to rent”

  Write · create-manual-journal

• Adds a new product or service item

  Creates a new item you can use on invoices and quotes.

  Try: “Add an item called Hourly consulting at $150”

  Write · create-item

• Creates a payroll timesheet for an employee

  Creates a new payroll timesheet for an employee with the pay calendar, dates and hours.

  Try: “Create a timesheet for Sam for this week with 8 hours a day”

  Write · create-timesheet

• Creates a tracking category

  Creates a new tracking category, such as a department or region.

  Try: “Create a tracking category called Region”

  Write · create-tracking-category

• Adds options to a tracking category

  Adds new options, such as North or South, to a tracking category.

  Try: “Add North and South to the Region category”

  Write · create-tracking-options

• Changes a draft invoice

  Changes an invoice that is still a draft. Lines that are left out of the update are removed.

  Try: “Change the quantity on draft invoice INV-0050 to 12 hours”

  Write · update-invoice

• Changes a draft quote

  Changes a quote that is still a draft. Lines that are left out of the update are removed.

  Try: “Add a hosting line to the draft quote for Acme Ltd”

  Write · update-quote

• Changes a draft credit note

  Changes a credit note that is still a draft. Lines that are left out are removed.

  Try: “Change the draft credit note for Acme Ltd to $150”

  Write · update-credit-note

• Updates a customer or supplier's details

  Updates a contact's details in Xero and returns a link to it.

  Try: “Update Blue Harbour Cafe's email to accounts@blueharbour.example”

  Write · update-contact

• Changes a bank transaction

  Updates an existing bank transaction in Xero and returns a link to it.

  Try: “Change the description on yesterday's office supplies transaction”

  Write · update-bank-transaction

• Changes a draft manual journal

  Updates a manual journal that is still a draft.

  Try: “Change the narration on the draft rent journal”

  Write · update-manual-journal

• Changes a product or service item

  Updates an existing item, such as its price or description.

  Try: “Raise the price of Hourly consulting to $160”

  Write · update-item

• Renames or changes a tracking category

  Updates an existing tracking category.

  Try: “Rename the Region category to Territory”

  Write · update-tracking-category

• Changes options in a tracking category

  Updates the options within a tracking category.

  Try: “Rename the North option to Northern”

  Write · update-tracking-options

• Adds hours to an existing timesheet

  Adds a new line of hours to an existing payroll timesheet.

  Try: “Add 4 hours of overtime to Sam's timesheet on Friday”

  Write · add-timesheet-line

• Changes hours on an existing timesheet

  Updates a line on an existing payroll timesheet.

  Try: “Change Sam's Tuesday hours to 6”

  Write · update-timesheet-line

• Approves a payroll timesheet

  Approves a payroll timesheet so it can be paid.

  Try: “Approve Sam's timesheet for this week”

  Write · approve-timesheet

• Sends an approved timesheet back to draft

  Reverts an approved payroll timesheet to draft so it can be changed.

  Try: “Revert Sam's approved timesheet so I can fix it”

  Write · revert-timesheet

• Deletes a payroll timesheet

  Deletes an existing payroll timesheet.

  Try: “Delete the duplicate timesheet for Sam”

  Delete · delete-timesheet

• Used by the assistant behind the scenes

  Looks up account codes to use on invoices

  Lists your chart of accounts with codes and names. The assistant uses it to pick the right account when it creates invoices or journals.

  Try: “What account code do we use for sales?”

  Network · list-accounts

• Looks up tax rates to use on invoices

  Lists the tax rates set up in Xero. The assistant uses it to apply the right tax when it creates invoices.

  Try: “What GST rates do we have set up?”

  Network · list-tax-rates

Watch out for

• It can record payments and post journals

  The assistant can create payments, bank transactions, invoices, credit notes and manual journals in your live books. Approve each action by hand and test on the Demo Company first. github.com

• There is no read-only mode

  Every connection gets the create and update tools. Give the Custom Connection only the scopes you need if you just want reports and lookups. github.com

• Your Xero secret sits in a config file

  The client secret is stored in plain text in your app's settings. Keep that file private and never commit it. github.com

• It can delete payroll timesheets

  One tool deletes a payroll timesheet, and others approve or revert them. Check payroll changes before they go through. github.com

Security advisories

In their words