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 do I find out the outstanding amount on a specific invoice?

You can use the `get_invoice_details` tool. Provide the unique invoice ID, and your agent will return the full metadata, including the original amount, any applied payments, and the current balance due.

Is it possible to see my bank transactions through the agent?

Absolutely. Use the `list_bank_transactions` tool to retrieve a list of all transactions recorded in your Xero bank accounts, helping you monitor cash flow directly through your conversation.

Xero MCP Server for AutoGen 9 tools — connect in under 2 minutes

Name: Xero
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 9 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Xero as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="xero_agent",
            tools=tools,
            system_message=(
                "You help users with Xero. "
                "9 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Xero MCP Server

Connect your Xero account to any AI agent and manage your business finances through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Xero tools. Connect 9 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Invoicing Lifecycle — List all sales and purchase invoices, retrieve comprehensive details including line items and taxes, and track payment statuses
Contact Management — Browse your entire database of customers and suppliers to retrieve contact IDs for accurate invoicing and reporting
Bank Reconciliation — Monitor cash flow by listing bank transactions and applied payments to stay on top of your accounts receivable and payable
Financial Reporting — Retrieve real-time Balance Sheet and Profit and Loss (PnL) reports for any specific date or period through simple commands
Chart of Accounts — Browse your general ledger accounts to verify codes and types (Bank, Expense, Revenue) before recording transactions
Organization Audit — Retrieve legal registration details, base currency, and high-level tenant information for compliance purposes
Business Insights — Quickly find unique invoice, transaction, and contact IDs required for automated accounting workflows

The Xero MCP Server exposes 9 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Xero to AutoGen via MCP

Follow these steps to integrate the Xero MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 9 tools from Xero automatically

Why Use AutoGen with the Xero MCP Server

AutoGen provides unique advantages when paired with Xero through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Xero tools to solve complex tasks

Role-based architecture lets you assign Xero tool access to specific agents — a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Xero tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Xero tool responses in an isolated environment

Xero + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Xero MCP Server delivers measurable value.

Collaborative analysis: one agent queries Xero while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Xero, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Xero data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Xero responses in a sandboxed execution environment

Xero MCP Tools for AutoGen (9)

These 9 tools become available when you connect Xero to AutoGen via MCP:

get_balance_sheet

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

get_invoice_details

Retrieves comprehensive details for a specific Xero invoice

get_organisation_info

Retrieves details about the Xero organization

get_profit_and_loss

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

list_bank_transactions

Lists all transactions recorded in bank accounts

list_chart_of_accounts

Lists all accounts in the Xero chart of accounts

list_xero_contacts

Lists all customers and suppliers registered in Xero

list_xero_invoices

Lists all sales and purchase invoices in the Xero organization

list_xero_payments

Lists all payments applied to invoices

Example Prompts for Xero in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Xero immediately.

"List all my unpaid invoices in Xero."

"What is our Profit and Loss for March 2026?"

"Find the contact ID for 'Global Tech' and show their last 3 payments."

Troubleshooting Xero MCP Server with AutoGen

Common issues when connecting Xero to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Xero + AutoGen FAQ

Common questions about integrating Xero MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Xero tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.