How to Use the Xero MCP in Claude Code

Q: What data privacy rules apply when using Xero with Claude Code?

The server only touches financial records like listxeropayments or transaction history. All execution happens headless, meaning no user interaction is required and the output is scriptable.

Q: Can I automate invoice processing using Xero and Claude Code?

Yes. You can write a job that first uses listxeroinvoices to get IDs, then calls getinvoicedetails for each ID, aggregating the data into one JSON object for logging.

Q: What kind of reports are best run with Xero and Claude Code?

The most reliable scripts involve reporting. Running getbalancesheet or P&L is ideal because they only require date parameters, making them robust for scheduled execution.

Q: If I need to validate customer data types, what does Xero and Claude Code manage?

You use listxerocontacts to pull the raw list of customers/suppliers. The terminal output gives you a clean text stream that can be piped into CSV format for further script processing.

Automate Xero reporting via Claude Code: Run headless accounting scripts and CI/CD pipelines from your terminal.

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Create your Vinkius account to connect Xero to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Xero with Claude Code

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Run Scheduled Financial Reports

Use `get_profit_and_loss` to pull financial reports without needing a UI. Just pass the required start date and end date as arguments in your shell script. This makes it perfect for cron jobs or CI/CD pipelines that need to run financial reconciliation every night at midnight.

Bulk Data Retrieval for Logging

`list_bank_transactions` lists all bank activity, providing a structured output you can pipe directly into a log file. This is critical for auditing and compliance logging. You can run `list_xero_contacts` to generate an exportable list of every customer and supplier record that needs to be backed up.

Validate Account Structures

`list_chart_of_accounts` quickly dumps the entire account structure. You can write a quick script around this tool to check if specific ledger codes exist before running any major financial action. This is essential for pre-flight checks in an automated deployment pipeline.

Setup guide

Set up Xero MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see xero-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Xero transactions." It will automatically discover and invoke the available Xero tools.

Terminal

claude mcp add --transport http xero-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Xero MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "xero-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Xero MCP in Claude Code

You write a script that loops through time windows, calling `list_xero_invoices` repeatedly. The MCP Server handles the pagination and ensures you get all records in bulk, which is perfect for piping to another tool.

The server only touches financial records like `list_xero_payments` or transaction history. All execution happens headless, meaning no user interaction is required and the output is scriptable.

Yes. You can write a job that first uses `list_xero_invoices` to get IDs, then calls `get_invoice_details` for each ID, aggregating the data into one JSON object for logging.

The most reliable scripts involve reporting. Running `get_balance_sheet` or P&L is ideal because they only require date parameters, making them robust for scheduled execution.

You use `list_xero_contacts` to pull the raw list of customers/suppliers. The terminal output gives you a clean text stream that can be piped into CSV format for further script processing.

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