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 OpenAI Agents SDK 9 tools — connect in under 2 minutes

Name: Xero
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 9 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Xero through the Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails — no manual schema definitions required.

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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Xero Assistant",
            instructions=(
                "You help users interact with Xero. "
                "You have access to 9 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Xero"
        )
        print(result.final_output)

asyncio.run(main())

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* 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.

The OpenAI Agents SDK auto-discovers all 9 tools from Xero through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns — chain multiple agents where one queries Xero, another analyzes results, and a third generates reports, all orchestrated through the Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Xero MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 9 tools from Xero

Why Use OpenAI Agents SDK with the Xero MCP Server

OpenAI Agents SDK provides unique advantages when paired with Xero through the Model Context Protocol.

Native MCP integration via `MCPServerSse` — pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Xero + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Xero MCP Server delivers measurable value.

Automated workflows: build agents that query Xero, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents — one queries Xero, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Xero tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Xero to resolve tickets, look up records, and update statuses without human intervention

Xero MCP Tools for OpenAI Agents SDK (9)

These 9 tools become available when you connect Xero to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Xero to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Xero + OpenAI Agents SDK FAQ

Common questions about integrating Xero MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.