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Xero

Finance and Trading · by Xero Limited · Verified

Connector Access your Xero financials from any conversation

Install

  1. In Claude, open Settings, then Connectors.
  2. Find Xero in the directory, or choose Add custom connector and paste the URL below.
  3. Sign in to Xero Limited and review what it asks to reach.
Connector URL
https://mcp.xero.com/mcp

Add in Claude Open on claude.com

About

Check your P&L, cash position, outstanding invoices, top customers and more — directly from Claude. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. Claude connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.

Tools

  • get_financial_position
  • get_cash_position
  • get_profit_and_loss
  • get_top_customers_by_revenue
  • get_organisation_financial_year
  • get_organisation_info
  • get_aged_receivables
  • get_aged_payables
  • get_invoices
  • show_invoices_summary
  • get_contacts
  • get_bills
  • get_repeating_invoices
  • get_repeating_bills
  • get_tracking_categories
  • get_purchase_orders
  • get_chart_of_accounts
  • get_bank_account_transactions
  • get_1099_report_summary
  • get_connected_organisations

20 tools. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind
Connector
Category
Finance and Trading
Made by
Xero Limited
Runs
Remote server
Works in
Claude, Claude API, Claude Desktop
Sign-in
Required
Interactive UI
Yes
Added
2026-04-30
Source
Verified

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