Xero MCP server

Read from the package source without running it. The installed server may list more.

• archive_contact

  Archive a Xero contact by setting ContactStatus=ARCHIVED. Archived contacts are hidden from default lists but history is preserved.

• create_bank_transactionwrite action

  Create a bank transaction (SPEND = money out, RECEIVE = money in) directly on a bank account — for transactions without a matching invoice/bill (fees, transfers, one-off expenses).

• create_contactwrite action

  Create a Xero contact (customer or supplier — Xero uses one unified Contact object with IsCustomer/IsSupplier flags inferred from transactions).

• create_credit_notewrite action

  Create a credit note. Type ACCRECCREDIT = credit to a customer (offsets an AR invoice), ACCPAYCREDIT = credit from a supplier (offsets an AP bill).

• create_invoicewrite action

  Create an invoice in Xero. Type ACCREC = accounts-receivable (sales invoice to a customer), ACCPAY = accounts-payable (bill from a supplier). Default Status=DRAFT; set AUTHORISED to issue immediately.

• create_itemwrite action

  Create a Xero inventory/product item. Items can be sales-only, purchase-only, or tracked inventory (requires IsTrackedAsInventory + InventoryAssetAccountCode).

• create_paymentwrite action

  Record a payment against an invoice or credit note. Reduces the invoice's AmountDue and posts to the specified bank/payment account.

• email_invoicewrite action

  Email an AUTHORISED invoice to the contact's email address on file. Xero uses the default invoice email template. No body required.

• get_balance_sheet

  Retrieve the Balance Sheet report for the tenant. Returns assets, liabilities, and equity grouped by account as of a given date.

• get_contact

  Retrieve a single Xero contact by ContactID (UUID).

• get_invoice

  Retrieve a single invoice by InvoiceID (UUID) or InvoiceNumber.

• get_payment

  Retrieve a single payment by PaymentID.

• list_accounts

  List the Xero chart of accounts. Use this to discover AccountCodes/AccountIDs needed for invoice line items and payments.

• list_bank_transactions

  List bank transactions (spend/receive entries on bank accounts). Supports where-clause filtering by BankAccount.AccountID, Type, Date, etc.

• list_contacts

  List Xero contacts. Supports Xero's where clause for server-side filtering (e.g. 'Name=="ACME Ltd"', 'IsCustomer==true').

• list_credit_notes

  List credit notes. Supports where-clause filtering by Type, Status, Contact.ContactID, Date.

• list_invoices

  List invoices with optional Xero where-clause filtering. Common filters: Status=="AUTHORISED", Type=="ACCREC", Contact.ContactID==guid("..."), Date>=DateTime(2026,1,1).

• list_items

  List all items/products in the Xero tenant. Supports where clause, e.g. 'IsSold==true'.

• list_organisations

  Retrieve the Xero organisation(s) the access token has access to — returns name, base currency, country, fiscal year start, tax settings, and edition.

• list_payments

  List payments recorded in Xero. Supports where-clause filtering (e.g. 'Status=="AUTHORISED"', 'Date>=DateTime(2026,1,1)').

• list_tax_rates

  List tax rates configured in the Xero tenant. Use the returned TaxType codes on invoice/bill line items. Supports where clause like 'Status=="ACTIVE"'.

• update_contactwrite action

  Update an existing Xero contact. POSTs to /Contacts/{ContactID}. Only include fields you want changed; Xero merges updates.

• update_invoicewrite action

  Update an existing invoice. POSTs to /Invoices/{InvoiceID}. DRAFT/SUBMITTED invoices are fully editable; AUTHORISED invoices have limited editable fields (Reference, DueDate, etc).

• void_invoice

  Void an invoice by setting Status=VOIDED. Only DRAFT, SUBMITTED, or AUTHORISED invoices with zero payments can be voided.

• Code scan5 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitystatic API keys via environment variables6/15
• Maintenancelast push 29 days ago15/15
• Maintainer identityregistry namespace matches repository owner7/10

Safety score

82/100

higher than 73% of 1,761 Finance servers

Tools

24

the typical Finance server has 8

Tools that change things

38%

typical: 0%. Fewer write tools means less an agent can break

GitHub stars

271

more than 95% of 946 Finance servers

Xero: common questions

Is Xero MCP server safe?

Mostly: it is graded B (82/100). Read the Xero safety report

How do I install Xero?

It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.

Does Xero need an API key?

Yes. The registry entry asks for XERO_ACCESS_TOKEN.

Is Xero maintained?

The last commit was 67 days ago (2026-08-29). The latest release is v0.2.2.

What can I use instead of Xero?

Servers from other publishers that do the same job: E Arveldaja MCP server, Bexio MCP server and Norman Finance — AI Bookkeeping, Accounting & Taxes MCP server. Compare all Xero alternatives.

How does Xero compare with other Finance MCP servers?

safety score 82/100 (higher than 73% of 1,761 Finance servers); tools 24 (the typical Finance server has 8); tools that change things 38% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.