XRO / ACCOUNTING

Xero, answered in plain English

29 tools for invoices, bills, payments, bank reconciliation, and financial statements across your Xero organisations, with the same local-only architecture.

29
tools
OAuth
one-time sign-in
Multi-tenant
organisations
Local
runs on your PC

What you can ask

"Show me the Xero invoice summary for April."
"Who owes us money in Xero?"
"What's our outstanding payables to vendors?"
"Show the Xero P&L for this month."
"List unreconciled bank transactions."

TOOLS / XERO

What it does

Receivables and sales

get_xero_invoice_summaryget_xero_outstanding_receivablesget_xero_payments_receivedget_xero_credit_notes_summary

Payables and purchases

get_xero_bill_summaryget_xero_outstanding_payablesget_xero_payments_made

Financial statements

get_xero_pnl_summaryget_xero_balance_sheetget_xero_trial_balanceget_xero_executive_summary

Bank and reconciliation

get_xero_bank_accountsget_xero_bank_transactionsget_xero_reconciliation_summaryget_xero_unreconciled_items

Aging reports

get_xero_ar_aging_reportget_xero_ap_aging_report

Customers, suppliers, items

get_xero_customer_listget_xero_supplier_listget_xero_items_list

SETUP / GET RUNNING

Set it up in three steps

What you'll need
XERO_CLIENT_IDXERO_CLIENT_SECRETXERO_REFRESH_TOKEN

Your Xero client ID and secret, entered on your machine. A browser opens once for OAuth sign-in.

01

Pick Xero

Select it on the connectors page and build your installer.

02

Enter your keys locally

Add your Xero client ID and secret during install. They stay in your local Claude Desktop config.

03

Sign in once

A browser opens for OAuth. The refresh token is saved on your machine automatically.

Privacy

Xero runs on your machine. Credentials live only in your local Claude Desktop config, raw data never reaches our servers, and Claude only ever sees a short, filtered summary. Read how that works.

Add Xero to your installer.

Free account, pick your connectors, download an installer built for your selection. Nothing of yours touches our servers.