> mcp // accounting & payments
Xero
for AI.
MCP server enabling Claude to interact with Xero accounting (Contacts, Invoices, Credit Notes, Quotes, Items, Reports, Bank Transactions, Purchase Orders, Manual Journals, Payments, Payroll).
// what it is
Xero holds the financial truth for a business: contacts, invoices, payments, and the reports that show how everything is tracking. This connector lets your AI assistant read and write across the full Xero data model: draft an invoice, look up a supplier, create a credit note, log a payment, or pull a financial report, all from a conversation without opening the Xero dashboard.
GOOD FOR // Accountants, bookkeepers, and business owners who want to create invoices, chase payments, and check financial reports through their AI assistant instead of clicking through the Xero UI.
// what you can do
Invoices, quotes, and credit notes
Create, update, void, and email sales invoices, quotes, and credit notes. Supports the full ACCREC lifecycle from draft through to paid.
Contacts and inventory
Search and manage customers and suppliers using natural-language queries. Look up, create, and update inventory items and their pricing.
Payments and bank transactions
Record payments against invoices, log bank receive and spend transactions, and manage purchase orders, keeping the books up to date from a conversation.
Reports and accounts
Pull financial reports, browse the chart of accounts, check tax rates, and view payroll data (AU region), useful for quick checks and AI-assisted summaries.
// try asking
Create an invoice for Coastal Constructions for $4,800 plus GST and email it to them.
What invoices are overdue for more than 30 days?
Record a payment of $2,200 against invoice INV-0143.
Show me the profit and loss report for this financial year.
// the full toolset
xero_organisation list Organization settings and info xero_accounts list, get, create, update Chart of accounts xero_contacts list, get, create, update Customers and suppliers (AI natural query) xero_invoices list, get, create, update, void, email Sales invoices (ACCREC) xero_credit_notes list, get, create, update, email Credit notes xero_quotes list, get, create, update, email, delete Quotes/estimates xero_purchase_orders list, get, create, update, delete Purchase orders xero_payments list, get, create Payment records xero_bank_transactions list, get, create_receive, create_spend Bank transactions xero_items list, get, create, update Inventory items xero_tax_rates list Tax rate configuration xero_tracking list Tracking categories xero_manual_journals list, get, create, update Manual journal entries xero_reports list Financial reports xero_payroll list Payroll (AU region) // connect
Works with Claude (Code, Desktop, claude.ai), and any MCP-compatible client. OAuth on first connect: no keys to paste.
claude mcp add --transport http xero-mcp https://xero.mcp.jezweb.ai/mcpclaude.ai: Settings → Connectors → Add connector → https://xero.mcp.jezweb.ai/mcp