Xero Mcp Server
An MCP server that integrates with the MCP protocol. [MCP Protocol Introduction](https://modelcontextprotocol.io/introduction)
Overview
What is xero-mcp-server?
The ### xero-mcp-server is an implementation of a server that integrates with the Model Context Protocol (MCP). This server allows developers to build applications that can communicate effectively using the MCP, facilitating data exchange and interaction between different systems. The MCP is designed to provide a standardized way for applications to share context and data, making it easier to develop interconnected services.
Features of xero-mcp-server
- Integration with MCP: The server is built to seamlessly integrate with the Model Context Protocol, ensuring compatibility and ease of use for developers.
- Public Repository: The xero-mcp-server is available as a public repository, allowing developers to access the source code, contribute, and collaborate on improvements.
- MIT License: The project is licensed under the MIT license, which allows for free use, modification, and distribution of the software.
- Active Community: With a growing number of stars and forks, the xero-mcp-server has an active community that contributes to its development and support.
How to Use xero-mcp-server
-
Clone the Repository: Start by cloning the xero-mcp-server repository from GitHub to your local machine using the command:
git clone https://github.com/XeroAPI/xero-mcp-server.git
-
Install Dependencies: Navigate to the project directory and install any necessary dependencies. This typically involves running:
npm install
-
Run the Server: After installing dependencies, you can start the server with:
npm start
-
Integrate with Your Application: Use the server's API to integrate it with your application, following the documentation provided in the repository.
-
Contribute: If you want to contribute to the project, feel free to fork the repository, make your changes, and submit a pull request.
Frequently Asked Questions
What is the Model Context Protocol (MCP)?
The Model Context Protocol (MCP) is a protocol designed to facilitate the sharing of context and data between applications. It provides a standardized way for different systems to communicate, making it easier to develop interconnected services.
Is xero-mcp-server free to use?
Yes, xero-mcp-server is licensed under the MIT license, which allows for free use, modification, and distribution.
How can I contribute to the xero-mcp-server project?
You can contribute by forking the repository, making your changes, and submitting a pull request. The community welcomes contributions that enhance the functionality and usability of the server.
Where can I find the documentation for xero-mcp-server?
Documentation for the xero-mcp-server can typically be found in the repository's README file or in a dedicated documentation folder within the repository.
How can I report issues or bugs in xero-mcp-server?
You can report issues or bugs by navigating to the "Issues" section of the xero-mcp-server GitHub repository and submitting a new issue with details about the problem you encountered.
Details
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
Docs and Links
- Xero Public API Documentation
- Xero API Explorer
- Xero OpenAPI Specs
- Xero-Node Public API SDK Docs
- Developer Documentation
Setup
Create a Xero Account
If you don't already have a Xero account and organisation already, can create one by signing up here using the free trial.
We recommend using a Demo Company to start with because it comes with some pre-loaded sample data. Once you are logged in, switch to it by using the top left-hand dropdown and selecting "Demo Company". You can reset the data on a Demo Company, or change the country, at any time by using the top left-hand dropdown and navigating to My Xero.
NOTE: To use Payroll-specific queries, the region should be either NZ or UK.
Authentication
There are 2 modes of authentication supported in the Xero MCP server:
1. Custom Connections
This is a better choice for testing and development which allows you to specify client id and secrets for a specific organisation. It is also the recommended approach if you are integrating this into 3rd party MCP clients such as Claude Desktop.
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 for all sessions: scopes
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"
}
}
}
}
NOTE: If you are using Node Version Manager "command": "npx"
section change it to be the full path to the executable, ie: your_home_directory/.nvm/versions/node/v22.14.0/bin/npx
on Mac / Linux or "your_home_directory\\.nvm\\versions\\node\\v22.14.0\\bin\\npx"
on Windows
2. Bearer Token
This is a better choice if you are to support multiple Xero accounts at runtime and allow the MCP client to execute an auth flow (such as PKCE) as required. In this case, use the following configuration:
{
"mcpServers": {
"xero": {
"command": "npx",
"args": ["-y", "@xeroapi/xero-mcp-server@latest"],
"env": {
"XERO_CLIENT_BEARER_TOKEN": "your_bearer_token"
}
}
}
}
NOTE: The XERO_CLIENT_BEARER_TOKEN
will take precedence over the XERO_CLIENT_ID
if defined.
Available MCP Commands
list-accounts
: Retrieve a list of accountslist-contacts
: Retrieve a list of contacts from Xerolist-credit-notes
: Retrieve a list of credit noteslist-invoices
: Retrieve a list of invoiceslist-items
: Retrieve a list of itemslist-organisation-details
: Retrieve details about an organisationlist-profit-and-loss
: Retrieve a profit and loss reportlist-quotes
: Retrieve a list of quoteslist-tax-rates
: Retrieve a list of tax rateslist-payments
: Retrieve a list of paymentslist-trial-balance
: Retrieve a trial balance reportlist-profit-and-loss
: Retrieve a profit and loss reportlist-bank-transactions
: Retrieve a list of bank account transactionslist-payroll-employees
: Retrieve a list of Payroll Employeeslist-report-balance-sheet
: Retrieve a balance sheet reportlist-payroll-employee-leave
: Retrieve a Payroll Employee's leave recordslist-payroll-employee-leave-balances
: Retrieve a Payroll Employee's leave balanceslist-payroll-employee-leave-types
: Retrieve a list of Payroll leave typeslist-payroll-leave-periods
: Retrieve a list of a Payroll Employee's leave periodslist-payroll-leave-types
: Retrieve a list of all avaliable leave types in Xero Payrolllist-aged-receivables-by-contact
: Retrieves aged receivables for a contactlist-aged-payables-by-contact
: Retrieves aged payables for a contactlist-contact-groups
: Retrieve a list of contact groupscreate-contact
: Create a new contactcreate-credit-note
: Create a new credit notecreate-invoice
: Create a new invoicecreate-payment
: Create a new paymentcreate-quote
: Create a new quotecreate-credit-note
: Create a new credit notecreate-payroll-timesheet
: Create a new Payroll Timesheetupdate-contact
: Update an existing contactupdate-invoice
: Update an existing draft invoiceupdate-quote
: Update an existing draft quoteupdate-credit-note
: Update an existing draft credit noteupdate-payroll-timesheet-line
: Update a line on an existing Payroll Timesheetapprove-payroll-timesheet
: Approve a Payroll Timesheetrevert-payroll-timesheet
: Revert an approved Payroll Timesheetadd-payroll-timesheet-line
: Add new line on an existing Payroll Timesheetdelete-payroll-timesheet
: Delete an existing Payroll Timesheetget-payroll-timesheet
: Retrieve an existing Payroll Timesheet
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 link your Xero MCP server in development to Claude Desktop go to Settings > Developer > Edit config and add the following to your claude_desktop_config.json
file:
NOTE: For Windows ensure the args
path escapes the \
between folders ie. "C:\\projects\xero-mcp-server\\dist\\index.js"
{
"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 (it is included in .gitignore
as a safe default.)
Server Config
{
"mcpServers": {
"xero-mcp-server": {
"command": "docker",
"args": [
"run",
"-i",
"--rm",
"ghcr.io/metorial/mcp-container--xeroapi--xero-mcp-server--xero-mcp-server",
"node ./dist/index.js"
],
"env": {
"XERO_CLIENT_ID": "xero-client-id",
"XERO_CLIENT_SECRET": "xero-client-secret"
}
}
}
}