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.
What you can ask
TOOLS / XERO
What it does
Receivables and sales
get_xero_invoice_summaryget_xero_outstanding_receivablesget_xero_payments_receivedget_xero_credit_notes_summaryPayables and purchases
get_xero_bill_summaryget_xero_outstanding_payablesget_xero_payments_madeFinancial statements
get_xero_pnl_summaryget_xero_balance_sheetget_xero_trial_balanceget_xero_executive_summaryBank and reconciliation
get_xero_bank_accountsget_xero_bank_transactionsget_xero_reconciliation_summaryget_xero_unreconciled_itemsAging reports
get_xero_ar_aging_reportget_xero_ap_aging_reportCustomers, suppliers, items
get_xero_customer_listget_xero_supplier_listget_xero_items_listSETUP / GET RUNNING
Set it up in three steps
Your Xero client ID and secret, entered on your machine. A browser opens once for OAuth sign-in.
Pick Xero
Select it on the connectors page and build your installer.
Enter your keys locally
Add your Xero client ID and secret during install. They stay in your local Claude Desktop config.
Sign in once
A browser opens for OAuth. The refresh token is saved on your machine automatically.
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.