Bring Invoicing
to Claude Desktop
Create your Vinkius account to connect Xero to Claude Desktop and start using all 9 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Xero MCP Server?
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
- Subscribe to this server
- Enter your Xero Access Token and Tenant ID
- 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
Built-in capabilities (9)
Returns assets, liabilities, and equity totals. Retrieves the balance sheet report for a specific date
Retrieves comprehensive details for a specific Xero invoice
Retrieves details about the Xero organization
Provide from_date and to_date. Retrieves the profit and loss (PnL) report for a specific date range
Lists all transactions recorded in bank accounts
Lists all accounts in the Xero chart of accounts
Lists all customers and suppliers registered in Xero
Lists all sales and purchase invoices in the Xero organization
Lists all payments applied to invoices
Why Claude Desktop?
Claude Desktop is the definitive way to connect Xero to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 9 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Xero in Claude Desktop
Why run Xero with Vinkius?
The Xero connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 9 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Xero using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Xero and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Xero to Claude Desktop through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Xero for Claude Desktop
Every request between Claude Desktop and Xero is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.
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