Integrate Xero with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: Can I retrieve my profit and loss report for a specific period via chat?

Yes. The getprofitand_loss tool allows your AI agent to retrieve a PnL report by providing a start and end date. This provides an instant summary of your revenue and expenses without manual reporting.

Manage invoices, bank transactions, and financial reports on Xero — the beautiful accounting software for small business.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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Get balance sheet on Xero

Returns assets, liabilities, and equity totals. Retrieves the balance sheet report for a specific date

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Get invoice details on Xero

Retrieves comprehensive details for a specific Xero invoice

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Get organisation info on Xero

Retrieves details about the Xero organization

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Get profit and loss on Xero

Provide from_date and to_date. Retrieves the profit and loss (PnL) report for a specific date range

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List bank transactions on Xero

Lists all transactions recorded in bank accounts

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List chart of accounts on Xero

Lists all accounts in the Xero chart of accounts

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List xero contacts on Xero

Lists all customers and suppliers registered in Xero

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List xero invoices on Xero

Lists all sales and purchase invoices in the Xero organization

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List xero payments on Xero

Lists all payments applied to invoices

Security & Code Integrity Audit

Every tool in the Xero MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

Can I retrieve my profit and loss report for a specific period via chat?

Yes. The get_profit_and_loss tool allows your AI agent to retrieve a PnL report by providing a start and end date. This provides an instant summary of your revenue and expenses without manual reporting.

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

How Chatbots Interact with Xero

Enable conversational interfaces like ChatGPT and Claude to execute programmatic commands against the Xero infrastructure.

Claude Code Integration for invoicing

The Xero MCP manages API routing for invoicing. This enables AI agents like Claude Code to execute structured money moves queries.

Seamless bookkeeping Integration

Use Xero to manage bookkeeping via conversational interfaces. The integration centralizes access control for money moves operations performed by ChatGPT.