Xero MCP: Documentation

Connection

npx -y @xeroapi/xero-mcp-server@latest (stdio). Two modes:

• Custom Connections — XERO_CLIENT_ID/XERO_CLIENT_SECRET scoped to a single organisation (set up in Xero Developer); recommended for testing and Claude Desktop. Optionally set XERO_SCOPES for a precise permission set.
• Bearer token — the XERO_CLIENT_BEARER_TOKEN variable (takes priority over Client ID) if your MCP client runs its own OAuth/PKCE flow and supports multiple accounts.

To start with no risk to real data, create a free Xero account and switch to the built-in Demo Company — it can be reset at any time.

Tools

50+ list-*/create-*/update-* commands: contacts and contact groups, invoices, credit notes, quotes, bank transactions, manual journals, tracking categories, chart of accounts, tax rates, aged receivables/payables by contact, P&L/balance sheet/trial balance reports, plus payroll — employees, leave (records, balances, types), leave periods, timesheets.

Agent flow

"Create an invoice for Bright Design Co for £640", "show me this quarter's P&L", "what's contact X's aging debt breakdown?", "add a new tracking category called Marketing".

Important

The server operates on the organisation's real books — invoices and journals are visible to your accountant and affect reporting. Test on the Demo Company or a separate organisation with a Custom Connection before connecting a live account.

Pricing

The MCP server is free (open source); access to Xero itself follows Xero's pricing plans (a free trial is available on signup).