
Gl Importer MCP server
com.synder/gl-importer-mcp·v0.1.1Import CSV/XLSX accounting data into QuickBooks Online or Xero via the Synder Importer API.
0 stars46 downloads/wk
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Gl Importer tools (19, 7 write)
write = sends, deletes, buys or postsRead from the package source without running it. The installed server may list more.
account_getReturns the current Synder Importer account: email, name, status, subscription, and connected-company count. Call this first to verify the IMPORTER_API_TOKEN is valid.
companies_listLists all accounting companies connected to the Importer account (QuickBooks Online via 'intuit', Xero via 'xero'). Use the returned 'id' as companyId for downstream tools.
entities_listLists importable entity types for a company (Invoice, Bill, JournalEntry, Customer, Vendor, etc.). Use the returned 'name' as entityName for fields_get and import tools.
fields_getReturns the field schema for an entity in a company: every field with its type, required flag, alternativeTitles, and predefinedValues. Use to build or verify a mapping before running an import.
import_autowrite actionUploads a file and asks the server to auto-map columns to the target entity. Set dryRun=true to get the proposed mapping back without creating an import — useful for showing the user what will happen and asking 'does this look right?' before committing. Set dryRun=false (default) to auto-map and import in one call.
import_cancelwrite actionCancels a SCHEDULED or IN_PROGRESS import. Already-imported rows are NOT rolled back — use import_revert for that. Returns the updated import status.
import_csvHappy-path CSV/XLSX importer. Two-step: first call (without confirmed) auto-resolves the company, uploads the file, and returns the server's proposed mapping plus any missingRequired fields — show this to the user. Re-call with confirmed=true (and the same filePath) to run the real import and poll until it terminates. Returns { stage: 'DRY_RUN' | 'DONE', importId?, status, summary?, proposedMappin
import_executewrite actionUploads a CSV/XLSX file and starts an import using an existing mapping. The MCP server reads the file from disk — pass an absolute path. Returns the created import object including importId. Status starts as SCHEDULED — poll import_status or use import_wait. Limits: .csv/.xlsx/.xls only, 50MB max.
import_resultsReturns per-row results for a finished import. Filter by 'type' (INFO / WARNING / ERROR) to surface only failures. Paginated — defaults to 20 rows per page, max 100.
import_revertReverts a FINISHED or FINISHED_WITH_WARNINGS import — deletes the QuickBooks/Xero entries the import created, using their live SyncTokens. Status transitions FINISHED → REVERTING → REVERTED. Confirm with the user before calling — irreversible from their perspective.
import_statusReturns a single import's current status and summary (total / succeeded / failed / warnings). Status lifecycle: SCHEDULED → IN_PROGRESS → FINISHED | FINISHED_WITH_WARNINGS | FAILED | CANCELED. FINISHED can transition to REVERTING → REVERTED.
import_waitPolls import_status until the import reaches a terminal state (FINISHED, FINISHED_WITH_WARNINGS, FAILED, CANCELED, REVERTED). Exponential backoff (2s → 1.5× → cap 30s). Default timeout 600s — if exceeded, returns { status: 'POLLING', importId, lastSeen } so the LLM can re-call. Includes a per-type result count summary on terminal states (INFO / WARNING / ERROR; null if the server didn't return tot
imports_listLists recent imports for a company with status and timestamps. Use to find an importId for status / results / revert / cancel.
mapping_createwrite actionCreates a new field mapping for an entity (e.g. 'Journal Entry', 'Bill', 'Invoice'). Look up valid target fields with fields_get first. Returns the created mapping including its id.
mapping_deletewrite actionDeletes a saved mapping. Irreversible. Imports that referenced this mapping keep their historical record but new imports can no longer pick it.
mapping_updatewrite actionReplaces an existing mapping in full. Fetch the current mapping with mappings_list first and send the whole desired shape — this is a PUT, not a patch. Returns the updated mapping.
mappings_listLists field mappings saved for a company. Each mapping is reusable across imports of the same entity type.
settings_getReturns per-company import settings (dateFormat, document-number behavior, product/account auto-creation, duplicate-skip). Check dateFormat before importing — CSV date columns must match.
settings_updatewrite actionUpdates per-company import settings. Pass only the fields you want to change inside 'settings' (e.g. { dateFormat: 'dd/MM/yyyy' }). Fetch current values with settings_get first so you don't clobber unrelated fields. Returns the updated settings.
Public scan report
scanner v0.1.9 · 2026-09-26 · same rubric, same numbers if you re-run it
- Code scan25 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 76 days ago12/15
- Maintainer identitynamespace and repository owner differ; GitHub account older than a year6/10
How Gl Importer compares
Against every graded Finance MCP server, from our own scans and uptime checks. Updated after each scan run.
- Safety score
- 75/100
- higher than 50% of 1,765 Finance servers
- Tools
- 19
- the typical Finance server has 8
- Tools that change things
- 37%
- typical: 0%. Fewer write tools means less an agent can break
- Downloads a week
- 46
- more than 45% of 413 Finance servers with a package
What its tools let an agent do: 5 read · 9 create · 5 change
Install Gl Importer in Claude Code, Cursor or VS Code
Runs npx -y @cloudbusiness/gl-importer-mcp on your machine. Read the scan report first; the gateway never runs local packages.
claude mcp add gl-importer-mcp -- npx -y @cloudbusiness/gl-importer-mcp
What the publisher says
From the Gl Importer repository's README, as published. We do not edit it. Read it on GitHub
gl-importer (Claude Code plugin)
Import CSV/XLSX accounting data into QuickBooks Online or Xero from inside Claude Code, using the Synder Importer API.
This plugin bundles:
19 tools covering account, companies, settings, entities, fields, mappings, imports, status polling, results, cancel, revert, plus two composite "happy path" tools.
- An MCP server wrapping the Synder Importer REST API (/api/v1) — full read + write,
import flow (dry-run → confirm).
- The gl-importer agent skill with natural-language guidance for the two-step
Requirements
Generate at importer.synder.com → Account → API Keys.
- Node.js 18 or newer
- Claude Code with plugin support (/plugin command available)
- A Synder Importer API token — set as IMPORTERAPITOKEN in your shell env.
Install
From the Claude Code marketplace (recommended)
/plugin marketplace add SynderAccounting/gl-importer-plugin
/plugin install gl-importerThen set your token in the shell that launches Claude Code:
export IMPORTER_API_TOKEN="your_token_here"Claude Desktop (one-click MCP install)
Download the latest .mcpb bundle from Releases and double-click it. Claude Desktop will prompt you for the API token.
From source (development)
git clone https://github.com/SynderAccounting/gl-importer-plugin
cd gl-importer-plugin
npm install
npm run build
# Point Claude Code at this directory:
claude --plugin-dir .Configuration
Example prompts
Once installed, talk to Claude Code naturally:
- "Import ~/Downloads/march-bills.csv as Bills into my QuickBooks company."
- "What entities can I import into Xero?"
- "Show me the saved mapping called 'Stripe payouts' and update it to map Date → TxnDate."
- "List my last 10 imports and tell me which ones failed."
- "Revert import 12345 — I uploaded the wrong file."
- "What's the status of import 12345? Wait for it to finish and tell me how many warnings."
The skill will walk Claude Code through a safe two-step flow: a dry-run that shows the proposed field mapping, then a confirmed call that actually creates the import and polls until it terminates.
Tools
The MCP server exposes 19 tools. The ones an LLM will hit most often:
Full schemas are emitted at MCP startup — the agent skill (skills/gl-importer/SKILL.md) also documents the conventions.
Development
npm install
npm run build # tsc → dist/
npm test # vitest, 60+ unit tests, virtual-clock polling tests
npm run watch # tsc --watch for iterative devCI runs on every push and PR (.github/workflows/ci.yml).
Release process
Shortened. The full README is on GitHub.
Nothing above is checked by us. What we check is on the safety report.
Gl Importer: common questions
- Is Gl Importer MCP server safe?
- Mostly: it is graded B (75/100). Read the Gl Importer safety report
- How do I install Gl Importer?
- It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
- Does Gl Importer need an API key?
- Yes. The registry entry asks for
IMPORTER_API_TOKEN. - Is Gl Importer maintained?
- The last commit was 112 days ago (2026-07-13). The latest release is v0.1.1.
- What can I use instead of Gl Importer?
- Servers from other publishers that do the same job: E Arveldaja MCP server, Quickbooks MCP server and Quickbooks MCP server.
- How does Gl Importer compare with other Finance MCP servers?
- safety score 75/100 (higher than 50% of 1,765 Finance servers); tools 19 (the typical Finance server has 8); tools that change things 37% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.
Alternatives to Gl Importer
Same job from other publishers: the closest match first, then the best rated.
- E ArveldajaEstonian e-arveldaja (RIK e-Financials) accounting — invoices, bank import, reports.not reviewedEstablishedB
- QuickbooksMCP server for QuickBooks Online (Intuit) — customers, invoices, payments, items, accounts, P&Lnot reviewedEstablishedB
- QuickbooksMCP server for QuickBooks Online API integrationnot reviewedGrowingB
- RoboSystemsAccounting knowledge graphs: SEC XBRL filings, QuickBooks ledgers, reports and forecasts over MCP.not reviewedGrowingA
- QuickBooks OnlineQuickBooks Online MCP server: invoices, bills, customers, vendors, employees, and accountsnot reviewedGrowingA