How to Use the Xero MCP in Pydantic AI

Q: Can I list all payments applied to invoices using Pydantic AI?

Yes, the listxeropayments tool pulls every payment record. You can then cross-reference that data with specific invoice details using getinvoicedetails. It's a safe process.

Q: How does Pydantic AI handle Xero contact lists?

The agent uses the listxerocontacts tool to pull all customers and suppliers. Because of the type validation, your system knows exactly what fields it's getting back.

Q: Is checking basic organization info reliable with Xero and Pydantic AI?

It is. The getorganisationinfo tool provides core setup data that passes validation checks, keeping your agent running smoothly without unexpected inputs.

Ensure perfect data integrity when using Xero with Pydantic AI.

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Connect Xero MCP to Pydantic AI

Create your Vinkius account to connect Xero to Pydantic AI 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 Pydantic AI

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Validate bank and invoice lists.

The `list_bank_transactions` tool pulls every transaction recorded in the bank accounts, which your agent can validate against a strict schema. Similarly, `list_xero_invoices` gives you all sales and purchase invoices to check for completeness. Because of Pydantic AI's validation, if the API sends bad data, your agent fails loudly—no silent corruption.

Get foundational Xero setup information.

You can reliably get basic organizational details using `get_organisation_info`. For structure, `list_chart_of_accounts` provides a type-safe list of all accounts in the Xero chart. The agent knows it'll receive clean data here. This foundational layer makes your whole pipeline much safer.

Run structured reports for financial review.

If you need to see profitability, `get_profit_and_loss` requires specific start and end dates. Likewise, `get_balance_sheet` gives reliable asset/liability totals for a given date. This ensures that any report data your agent handles passes Pydantic's type checks at runtime.

Setup guide

Set up Xero MCP in Pydantic AI

Prerequisites

Python 3.10+ installed
pydantic-ai-slim[fastmcp] package
Active Vinkius subscription with a valid endpoint token

1

Install Pydantic AI with FastMCP
Run pip install "pydantic-ai-slim[fastmcp]". The FastMCP toolset replaces the deprecated MCPServerHTTP class with full protocol support.
2

Configure the FastMCPToolset
Pass a JSON-style config dict to FastMCPToolset with your Vinkius URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports Streamable HTTP, SSE, and Stdio transports.
3

Create and run your agent
Pass the toolset to Agent(toolsets=[toolset]) and call agent.run(). Swap openai:gpt-4o for any supported model — Anthropic, Google, Mistral, or Groq.

agent.py

from pydantic_ai import Agent
from pydantic_ai.toolsets.fastmcp import FastMCPToolset

toolset = FastMCPToolset({
    "mcpServers": {
        "xero-mcp": {
            "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
        }
    }
})

agent = Agent(
    "openai:gpt-4o",
    toolsets=[toolset],
    system_prompt="You have access to Xero tools.",
)

result = await agent.run("List recent Xero transactions")
print(result.output)

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Common questions about Xero MCP in Pydantic AI

The agent fails loudly. Pydantic AI validates every response against defined models, so you never get silent corruption or hallucinated fields—it's always correct.

Yes, the `list_xero_payments` tool pulls every payment record. You can then cross-reference that data with specific invoice details using `get_invoice_details`. It's a safe process.

The agent uses the `list_xero_contacts` tool to pull all customers and suppliers. Because of the type validation, your system knows exactly what fields it's getting back.

It is. The `get_organisation_info` tool provides core setup data that passes validation checks, keeping your agent running smoothly without unexpected inputs.

The server touches financial records, including transactions from bank accounts and detailed account structures (chart of accounts).

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