Xero MCP, Ready to Go
Connect Xero to your AI agents with this Connector to manage invoices, bank transactions, and financial reports through simple chat commands.
No credit card required. Experience the power of this integration risk-free.
Manage your business invoices and financial reports through chat.
Works with every AI agent you already use
…and any MCP-compatible client
How fast is the Xero Connector?
Average time for the server to become ready for requests over the last 14 days, measured until the initialize / tools/list handshake completes. Metrics are updated daily between 00:00 and 04:00 UTC. Create a free account, use this Connector on Vinkius Cloud, and connect it to your AI agent in seconds.
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What AI agents can do with Xero MCP: 9 Tools for Business Accounting
Use these tools to pull reports, browse contacts, check bank activity, and manage invoices via your AI agent.
Get organisation info
Retrieve your company's legal registration details and base currency. This helps you maintain compliance and understand your tenant information.
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.
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.
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.
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.
List bank transactions
List all transactions recorded in your bank accounts. Use this to monitor cash flow and keep up with your accounts receivable.
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.
List xero invoices
List all sales and purchase invoices within your organization. You can use this to track your entire invoicing lifecycle.
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.
A Connector is a URL. Vinkius runs it: hosting, security, governance, observability.
You're looking at one of 5,800+ managed Connectors. The real value isn't the catalog. It's the control plane that secures, governs, audits, and manages every interaction between your agents and the tools they use.
No Shadow AI
Every agent action is visible, approved, and auditable. Nothing runs outside your governance.
Absolute agent control
Fine-grained permissions for every agent, MCP, and tool. Instantly revoke access and audit every execution.
Cost control per token
Spend broken down to the token, tool, and agent. Budgets and hard limits. No surprise invoices.
Managed & monitored infra
We operate the runtime, authentication, scaling, retries, and monitoring. Your team manages AI, not infrastructure.
Data protection, DLP by design
Sensitive data is filtered before reaching the model. Access is governed so agents receive only the information they're allowed to use.
Token optimization, real savings
Lower AI costs by delivering the right context instead of unnecessary tools. Better accuracy, faster responses, and fewer wasted tokens.
Xero MCP for Automated Bookkeeping and Invoice Tracking
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.
Frequently Asked Questions
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 tool 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 tool. 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 tool to retrieve a list of all transactions recorded in your Xero bank accounts, helping you monitor cash flow directly through your conversation.
Your AI, connected to everything.
No credit card required · Free tier available
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