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When the Client decides to access a Xero tool for the first time, a Xero login page will pop up to ask your consent. Complete the auth flow and manually close the web page (as the Xero page will not auto close in this version)
Privacy alert: after completing the Xero OAuth2 flow, your Xero data may go through the LLM that you use. If you are doing testing you should authorize to your Xero Demo Company.
Tools
authenticate
Authenticate with Xero using OAuth2
create_bank_transactions
Creates one or more spent or received money transaction
create_contacts
Creates one or multiple contacts in a Xero organisation
get_balance_sheet
Retrieves report for balancesheet
list_accounts
Retrieves the full chart of accounts
list_bank_transactions
Retrieves any spent or received money transactions
list_contacts
Retrieves all contacts in a Xero organisation
list_invoices
Retrieves sales invoices or purchase bills
list_journals
Retrieves journals
list_organisations
Retrieves Xero organisation details
list_payments
Retrieves payments for invoices and credit notes
list_quotes
Retrieves sales quotes
Examples
"Visualize my financial position over the last month"
"Track my spendings over last week"
"Add all transactions from the monthly statement into my revenue account (account code 201) as receive money"
License
MIT
About
A Model Context Protocol server allows Clients to interact with Xero