XRO / ACCOUNTING

Xero, asked the way you'd ask a colleague

32 tools for invoices, bills, payments, real-time cash position, bank reconciliation and full financial statements across every Xero tenant you connect.

Get started free All connectors

tools

OAuth

one-time sign-in

Multi-tenant

supported

Local

runs on your PC

What you can ask

"What's our cash position right now across all bank accounts?"

"Show me the Xero invoice summary for March."

"Which expense categories were biggest last month?"

"List the unreconciled bank transactions."

TOOLS / XERO

What it does

Contacts

get_xero_customer_listget_xero_customer_detailget_xero_supplier_listget_xero_supplier_detail

Receivables

get_xero_invoice_summaryget_xero_invoice_detailget_xero_outstanding_receivablesget_xero_payments_receivedget_xero_credit_notes_summaryget_xero_ar_aging_report

Payables

get_xero_bill_summaryget_xero_bill_detailget_xero_bills_listget_xero_outstanding_payablesget_xero_payments_madeget_xero_ap_aging_report

Cash and banking

get_xero_cash_positionget_xero_bank_accountsget_xero_bank_transactionsget_xero_bank_summaryget_xero_reconciliation_summaryget_xero_unreconciled_items

Financial statements

get_xero_pnl_summaryget_xero_balance_sheetget_xero_trial_balanceget_xero_executive_summaryget_xero_expense_by_category

Products

get_xero_items_listget_xero_item_detail

SETUP / GET RUNNING

Set it up in three steps

What you'll need

XERO_CLIENT_IDXERO_CLIENT_SECRETXERO_REFRESH_TOKEN

Your own Xero app credentials. The installer completes OAuth once and saves the refresh token to your local config.

Pick Xero

Select it on the connectors page and build your installer.

Add your credentials locally

Enter your Xero client ID and secret during install. OAuth runs once and the token is stored locally.

Ask in plain English

Ask for cash position, invoice summaries, or the balance sheet across your tenants.

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.

MORE / CONNECTORS