Xero Connector for AI agents.
9 live capabilities
Manage your business invoices and financial reports through chat.
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Why people use Xero
Xero for Automated Bookkeeping and Invoice Tracking
With this Connector, that workflow disappears. You just ask your agent for the status of your latest invoices or your current profit margin. It pulls the data directly from Xero and gives you a summary in seconds. You get the answers you need without ever having to open a browser.
What Vinkius changes
You get instant access to your business finances without leaving your chat interface.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 6,100+ Connectors
- Real-world use case 01
Checking unpaid invoices
A business owner asks their agent to list all invoices with outstanding balances.
- Real-world use case 02
Monthly financial reporting
A finance analyst asks for the profit and loss for last month.
- Real-world use case 03
Finding customer IDs
An ops manager needs to find a customer's ID for a new contract.
Complete set · 9capabilities
The complete Xero capability set.
These are the exact actions your AI can choose when you ask it to work with Xero.
01—03
3 capabilities in this set.
Part of 9 available through Xero.
- 01 Capability
Get balance sheet
Get your assets, liabilities, and equity totals for a specific date. It's a quick way to see your financial position at a glance.
- 02 Capability
Get invoice details
See the full details for a specific invoice including line items and taxes. Use this to check exactly what a customer is being charged for.
- 03 Capability
Get organisation info
Retrieve your company's legal registration details and base currency. This helps you maintain compliance and understand your tenant information.
04—06
3 capabilities in this set.
Part of 9 available through Xero.
- 04 Capability
Get profit and loss
Generate a profit and loss report for any specific date range. You can quickly see your revenue and expenses over time.
- 05 Capability
List chart of accounts
Browse all accounts in your Xero chart of accounts. This helps you verify account codes and types before recording new transactions.
- 06 Capability
List bank transactions
List all transactions recorded in your bank accounts. Use this to monitor cash flow and keep up with your accounts receivable.
07—09
3 capabilities in this set.
Part of 9 available through Xero.
- 07 Capability
List xero contacts
Browse all customers and suppliers registered in your Xero account. It's the best way to find contact IDs for accurate reporting.
- 08 Capability
List xero invoices
List all sales and purchase invoices within your organization. You can use this to track your entire invoicing lifecycle.
- 09 Capability
List xero payments
List all payments that have been applied to your invoices. This makes it easy to track which bills are settled and which are still open.
Where the request belongs
Work Xero can move forward.
This is for business owners and finance teams who are tired of manual data entry and clicking through complex accounting menus to find simple answers.
Business Owner
Checks daily bank transactions and pulls PnL reports to monitor cash flow without logging into the full dashboard.
Accountant
Audits invoice details and browses the chart of accounts to verify codes during tax season.
Operations Manager
Finds customer contact IDs and verifies payment statuses to coordinate with the billing team.
Finance Analyst
Retrieves balance sheet data for specific dates to build monthly performance presentations.
When one Connector is not enough
Carry the request into a workflow.
Combine Xero with the systems that finish the task.
View all recipesBuild the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsFinmei
Manage expenses, tax rates, and payments through conversational AI agents with Finmei.
Altoviz
Business management and invoicing. manage customers, invoices, and expenses via AI.
Moneybird
Handle Dutch and European accounting with automated invoicing, bank reconciliation, and tax-ready financial reports.
FreshBooks
Manage small business accounting via FreshBooks. track clients and invoices, handle payments and billing via AI agents.
Dext
Equip your AI agent to manage receipts, track invoices, and monitor accounting data via the Dext API.
QuickBooks Online
Connect QuickBooks to AI. query invoices, manage customers, run financial reports, and automate accounting workflows.
Bring your own AI
Change the model, client or framework. Keep Xero connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Xero.
The practical details behind the request, access and result.
Can the Xero MCP help me with my bookkeeping?
Yes, it helps you manage bookkeeping by letting you browse your chart of accounts, check bank transactions, and verify invoice statuses through a natural chat interface.
How do I get my balance sheet using the Xero MCP?
You can simply ask your AI agent to pull your balance sheet for a specific date, and it will retrieve the assets, liabilities, and equity totals for you.
Can I use the Xero MCP to find customer contact IDs?
Yes, it can browse your full list of customers and suppliers to find specific contact IDs, which is helpful for accurate reporting and billing workflows.
Does the Xero MCP support profit and loss reports?
It does. You can ask your agent to generate a profit and loss report for any specific date range to see your revenue and expenses.
How do I connect my Xero account to my AI agent?
Once you subscribe to the Xero MCP, you just need to provide your Xero Access Token and Tenant ID in your AI client settings to get started.
Can the Xero MCP check my bank transactions?
Yes, it can list all transactions recorded in your bank accounts so you can monitor your cash flow and stay on top of your accounts receivable.
Can I retrieve my profit and loss report for a specific period via chat?
Yes. The get_profit_and_loss capability allows your AI agent to retrieve a PnL report by providing a start and end date. This provides an instant summary of your revenue and expenses without manual reporting.
How do I find out the outstanding amount on a specific invoice?
You can use the get_invoice_details capability. Provide the unique invoice ID, and your agent will return the full metadata, including the original amount, any applied payments, and the current balance due.
Is it possible to see my bank transactions through the agent?
Absolutely. Use the list_bank_transactions capability to retrieve a list of all transactions recorded in your Xero bank accounts, helping you monitor cash flow directly through your conversation.
One connection away
Give your agent a direct line to Xero.
Connect Xero once. Keep it beside 6,100+ managed Connectors when the next task needs more.
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