Bring Invoicing
to Claude Code

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

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

How it works

1. Subscribe to this server
2. Enter your Xero Access Token and Tenant ID
3. Start monitoring your financial health through Claude, Cursor, or any MCP-compatible client

No more manual navigation through complex accounting dashboards to check if a bill was paid. Your AI agent becomes your financial operations assistant.

Who is this for?

• Business Owners — monitor real-time PnL and check bank transaction history through simple chat commands
• Accountants & Bookkeepers — audit invoice details and browse chart of accounts without manual data entry
• Operations Teams — verify payment statuses and retrieve customer contact details for billing coordination
• Finance Analysts — quickly surface balance sheet data and reconcile payments through conversation