How to Use the Xero MCP in Claude

Q: Does the Xero MCP Server support P&L reports?

Yes, absolutely. The getprofitandloss tool requires two specific parameters: a fromdate and a todate. It returns the full Profit and Loss (PnL) report for that exact window.

Q: Can I list invoices using the Claude Desktop MCP Server?

Yes, you can use the listxeroinvoices tool. This pulls all sales and purchase invoices from your Xero organization so you can get a running count of outstanding items.

Q: Is the Xero MCP Server available in Claude Web?

It is, but remember that for the web version (claude.ai), the server must be publicly reachable—no local host access allowed. You connect it by pasting the remote HTTPS URL into Settings > Integrations.

Connect Xero financial data directly in the Claude Desktop app.

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Setup Xero with Claude Desktop

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Get P&L reports instantly.

Need to see how much money came in over a specific time? The `get_profit_and_loss` tool fetches the Profit and Loss (PnL) report. You just pass it two dates—a start date and an end date—and get the full financial breakdown. This means you can check revenue, expenses, and net profit without leaving your chat. It’s perfect for drafting executive summaries that need real numbers.

List all Xero bank transactions.

The `list_bank_transactions` tool gives you a full feed of everything recorded in the linked bank accounts. Your agent pulls every transaction, letting you see when money moved and where it came from. Don't waste time switching apps to reconcile accounts; just ask your AI client to list them all up for review.

Check customer and supplier info.

The `list_xero_contacts` tool pulls every customer and supplier registered in Xero. It gives you a clean roster of who owes money or who paid you. If you're drafting an email to Accounts Payable, your agent can pull the full contact details for the vendor right into your response.

Setup guide

Set up Xero MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Xero MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Xero MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under xero-mcp.

json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Xero. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Xero MCP in Claude Desktop

You set it up via the native app's Developer settings. You add the MCP Server under the `mcpServers` key, specifying the command and arguments for your local stdio server. After restarting, you can verify the tool using the hammer icon in the chat input.

Yes, absolutely. The `get_profit_and_loss` tool requires two specific parameters: a `from_date` and a `to_date`. It returns the full Profit and Loss (PnL) report for that exact window.

It touches financial reports, bank transactions, contact records, and invoice details. Specifically, you're dealing with `list_xero_contacts` data when listing vendors or customers.

Yes, you can use the `list_xero_invoices` tool. This pulls all sales and purchase invoices from your Xero organization so you can get a running count of outstanding items.

It is, but remember that for the web version (`claude.ai`), the server must be publicly reachable—no local host access allowed. You connect it by pasting the remote HTTPS URL into Settings > Integrations.

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