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 LlamaIndex 9 tools — connect in under 2 minutes

Name: Xero
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 9 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Xero as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

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 llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Xero. "
            "You have 9 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Xero?"
    )
    print(response)

asyncio.run(main())

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About Xero MCP Server

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

LlamaIndex agents combine Xero tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

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 LlamaIndex 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 LlamaIndex via MCP

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

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 9 tools from Xero

Why Use LlamaIndex with the Xero MCP Server

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

Data-first architecture: LlamaIndex agents combine Xero tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Xero tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Xero, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Xero tools were called, what data was returned, and how it influenced the final answer

Xero + LlamaIndex Use Cases

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

Hybrid search: combine Xero real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Xero to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Xero for fresh data

Analytical workflows: chain Xero queries with LlamaIndex's data connectors to build multi-source analytical reports

Xero MCP Tools for LlamaIndex (9)

These 9 tools become available when you connect Xero to LlamaIndex 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 LlamaIndex

Ready-to-use prompts you can give your LlamaIndex 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 LlamaIndex

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

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Xero + LlamaIndex FAQ

Common questions about integrating Xero MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.