How to Use the Xero MCP in CrewAI

Q: How do I run Xero financial reports with CrewAI?

You assign a specialized agent to use the getprofitandloss tool, specifying the required start and end dates. The multi-agent system then processes this report and allows other agents to analyze the results.

Q: Can CrewAI list Xero bank transactions?

Yes. You pass the listbanktransactions tool to your crew. An 'Accounting Agent' can pull these raw bank entries, and a separate agent can cross-reference them against expected payments.

Q: What kind of data does the MCP Server use for Xero contacts?

The server uses listxerocontacts to retrieve all customer and supplier details. This raw contact list is then shared between agents for collaborative tasks, like identifying overdue accounts.

Q: How do I get payment history using Xero and CrewAI?

The listxeropayments tool pulls all payments applied to invoices. You can build a workflow where an 'Investigation Agent' gets this data, and a subsequent agent summarizes which clients are paid up.

Build autonomous Xero operations using specialized agents with CrewAI's collaborative multi-agent framework.

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Create your Vinkius account to connect Xero to CrewAI 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 CrewAI

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Analyze Full Financial Picture

The `get_balance_sheet` tool provides assets, liabilities, and equity totals. You can assign a 'Finance Agent' to run this report, and then another 'Analysis Agent' takes that output to calculate net worth. This role-based specialization means one agent researches the raw data while a second agent performs the complex calculation on shared memory.

Manage Client Records Automatically

Use `list_xero_contacts` to retrieve all customers and suppliers. An 'Intake Agent' can run this list, identifying new contacts. A separate 'Moderator Agent' then verifies if that contact needs follow-up action. This setup allows you to automate entire operational cycles—like onboarding a new supplier—without constant human input.

Track and Report Revenue Streams

The `list_xero_invoices` tool gathers all sales and purchase invoices. You can have an 'Audit Agent' pull this list, passing it to a 'Reporting Agent,' which then generates the final summary report. This sequential execution model is perfect for compliance tasks; one agent collects the data while the next processes and validates the integrity of that dataset.

Setup guide

Set up Xero MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Xero tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Xero Analyst",
    goal="Access and analyze Xero data via MCP.",
    backstory="Expert analyst with direct Xero access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Xero transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Xero Analyst",
        goal="Access and analyze Xero data via MCP.",
        backstory="Expert analyst with direct Xero access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Xero transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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 CrewAI

You assign a specialized agent to use the `get_profit_and_loss` tool, specifying the required start and end dates. The multi-agent system then processes this report and allows other agents to analyze the results.

Yes. You pass the `list_bank_transactions` tool to your crew. An 'Accounting Agent' can pull these raw bank entries, and a separate agent can cross-reference them against expected payments.

The server uses `list_xero_contacts` to retrieve all customer and supplier details. This raw contact list is then shared between agents for collaborative tasks, like identifying overdue accounts.

The `list_xero_payments` tool pulls all payments applied to invoices. You can build a workflow where an 'Investigation Agent' gets this data, and a subsequent agent summarizes which clients are paid up.

The server handles core financial accounting records. When using `get_balance_sheet`, it specifically accesses assets, liabilities, and equity totals.

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