How to Use the Xero MCP in VS Code Copilot

Q: How is Xero configured for VS Code Copilot?

The server config lives in .vscode/mcp.json within the project root and gets version-controlled via Git. This means every developer on your team automatically inherits the ability to use the Xero MCP Server.

Q: Can VS Code Copilot generate a P&L report?

Yes, you can call getprofitandloss by providing the start and end dates. Copilot Chat treats this output like any other API response, allowing your team to write code that processes the resulting financial data structure.

Q: How do I check invoice status with Xero and VS Code Copilot?

You can call getinvoicedetails on a specific ID. This returns all the necessary data points—payment status, due date, etc.—which your team's code then uses to build dashboards or reports.

Automate Xero finance tasks for your team using VS Code Copilot Chat.

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Connect Xero MCP to VS Code Copilot

Create your Vinkius account to connect Xero to VS Code Copilot 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 VS Code Copilot

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Get the organization details.

Need basic operational facts about the business? The `get_organisation_info` tool pulls core details from Xero. This is useful for populating boilerplate documentation or confirming legal names. Your team configures this once in `.vscode/mcp.json`, making these foundational data points available to every developer.

List all sales and purchase invoices.

The `list_xero_invoices` tool pulls a list of all transactions—both sales and purchases—from the Xero system. This allows developers to write functions that process bulk data, like identifying overdue bills. Because this is committed to the repo, everyone on the team uses the same live source of truth.

List all bank transactions for review.

The `list_bank_transactions` tool streams every transaction recorded in Xero's bank accounts. It provides a linear history that any developer can use to write reconciliation scripts. It ensures your entire team has access to the most current, verifiable data without manual setup.

Setup guide

Set up Xero MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Xero MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Xero tools listed. Try asking: "List my recent Xero transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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Common questions about Xero MCP in VS Code Copilot

The server config lives in `.vscode/mcp.json` within the project root and gets version-controlled via Git. This means every developer on your team automatically inherits the ability to use the Xero MCP Server.

Yes, you can call `get_profit_and_loss` by providing the start and end dates. Copilot Chat treats this output like any other API response, allowing your team to write code that processes the resulting financial data structure.

Since the configuration is committed and managed via Git, you just need a pull. The tool definitions remain stable, but your code can then use the updated data retrieved by calling tools like `list_xero_payments`.

You can call `get_invoice_details` on a specific ID. This returns all the necessary data points—payment status, due date, etc.—which your team's code then uses to build dashboards or reports.

This server touches structured accounting records: Assets, Liabilities, and Equity totals from the balance sheet, as well as specific transaction data types like `list_xero_payments` records.

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