Xero Operational Gateway

This specialized Media Control Protocol (MCP) server facilitates secure connection and control over your organization's ledger within Xero Accounting Software via an API proxy.

Initial Setup Protocol

Prerequisites: 1. Ensure you possess a compatible installation of Node.js. 2. Have access to the Claude Desktop environment.

Configuration Sequence:

1. Credential Acquisition: Generate an OAuth 2.0 application within the Xero developer portal to secure your unique CLIENT_ID and CLIENT_SECRET.
2. Establish a standard Xero user account (or utilize an existing one).
3. Navigate to the Xero Developer center: https://developer.xero.com/app/manage/
4. Initiate a 'New app' registration.
5. Assign a suitable application name.
6. Select the 'Web app' type.
7. Input any syntactically correct URL (e.g., https://www.myapp.com).
8. Set the callback URI to: http://localhost:5000/callback.
9. Consent to the T&Cs and finalize app creation.
10. Access the 'Configuration' section from the left navigation panel.

11. Generate and record the application secret.

12. Configuration File Modification: Update your local claude_desktop_config.json file as follows:

{ "mcpServers": { "xero-mcp": { "command": "npx", "args": ["-y", "xero-mcp@latest"], "env": { "XERO_CLIENT_ID": "YOUR_CLIENT_ID", "XERO_CLIENT_SECRET": "YOUR_CLIENT_SECRET", "XERO_REDIRECT_URI": "http://localhost:5000/callback" } } } }

1. Service Restart: Relaunch the Claude Desktop application to load the new server configuration.

2. Authorization Handshake: The first time an integrated client attempts to invoke a Xero function, a standard OAuth 2.0 consent window will open. Complete the required authentication process and then manually terminate the resulting web browser session (auto-closure is not supported presently).

Security Note: Data exchanged via this OAuth 2.0 pathway may transit through the utilized Large Language Model infrastructure. For initial testing or sensitive operations, please authorize access against your designated Xero Demo Company.

Available Operations

• authenticate: Establishes the initial OAuth2 secure session with the Xero API.
• create_bank_transactions: Records new monetary movements (receipts or expenditures).
• create_contacts: Registers new entities or parties within the organization's address book.
• get_balance_sheet: Fetches the organization's current Balance Sheet statement.
• list_accounts: Retrieves the complete general ledger chart of accounts structure.
• list_bank_transactions: Queries and returns a ledger of all recorded money movements.
• list_contacts: Enumerates all defined external and internal contacts.
• list_invoices: Retrieves records pertaining to outstanding sales invoices or incoming purchase bills.
• list_journals: Fetches underlying journal entries.
• list_organisations: Retrieves metadata pertaining to the configured Xero entity.
• list_payments: Retrieves details of settled transactions against invoices and credit notes.
• list_quotes: Retrieves records for issued sales quotations.

Operational Demonstrations

• Query Example 1: "Generate a visual summary of my firm's fiscal standing for the preceding 30 days"

  

• Query Example 2: "Summarize all expenditure transactions recorded in the past seven days"

  

• Query Example 3: "Automate the inclusion of every line item from the last bank statement file as 'receive money' entries against general ledger account code 201."

Legal

Distributed under the MIT License.

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