How to Use the Xero MCP in OpenAI Agents SDK

Q: How do I check outstanding invoices using the OpenAI Agents SDK?

You use listxeroinvoices to pull all sale and purchase records. Then, you can cross-reference those details with payment data using listxeropayments. This shows your agent exactly what is due.

Q: Does the OpenAI Agents SDK handle organization setup data from Xero?

Yep. You can call getorganisationinfo to retrieve general details about the Xero organization itself. It's a simple, reliable way to verify basic setup parameters.

Q: What financial reports can I generate with Xero and OpenAI Agents SDK?

The MCP Server handles two main reports: the getbalancesheet for totals (assets, liabilities, equity) on a given date. You can also run getprofitandloss by providing specific start and end dates.

Q: Can I list all accounts in Xero using the OpenAI Agents SDK?

Absolutely. The listchartofaccounts tool gives your agent a complete list of every account available in the Xero chart of accounts. It’s perfect for mapping out where money moves.

Run production finance agents with the OpenAI Agents SDK.

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Connect Xero MCP to OpenAI Agents SDK

Create your Vinkius account to connect Xero to OpenAI Agents SDK 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 OpenAI Agents SDK

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Track and manage Xero invoices.

The `list_xero_invoices` tool lets your agent pull every sale and purchase invoice in the organization. You can then use `get_invoice_details` to get comprehensive data on a single invoice, like who paid it or when. This is useful for checking if an outstanding payment was applied correctly. Your agent knows exactly which invoices need following up.

Generate core financial reports using MCP Server.

Need to know the company's health? The `get_balance_sheet` tool retrieves totals for assets, liabilities, and equity for a specific date. Alternatively, `get_profit_and_loss` gives you a P&L report across custom start and end dates. These functions give your agent the full picture of where the business stands.

Get lists of key financial records.

The `list_bank_transactions` tool pulls every transaction recorded in the bank accounts. Agents can also use `list_xero_contacts` to get a full list of all customers and suppliers registered in Xero. These basic listing tools help your agent gather necessary context before performing complex actions.

Setup guide

Set up Xero MCP in OpenAI Agents SDK

Prerequisites

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

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Xero tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Xero tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Xero tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Xero Agent",
            instructions="You have access to Xero tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about Xero MCP in OpenAI Agents SDK

You use `list_xero_invoices` to pull all sale and purchase records. Then, you can cross-reference those details with payment data using `list_xero_payments`. This shows your agent exactly what is due.

Yep. You can call `get_organisation_info` to retrieve general details about the Xero organization itself. It's a simple, reliable way to verify basic setup parameters.

The MCP Server handles two main reports: the `get_balance_sheet` for totals (assets, liabilities, equity) on a given date. You can also run `get_profit_and_loss` by providing specific start and end dates.

Absolutely. The `list_chart_of_accounts` tool gives your agent a complete list of every account available in the Xero chart of accounts. It’s perfect for mapping out where money moves.

The server touches financial records, including assets, liabilities, and transaction histories across various bank accounts.

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