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Vinkius

Xero Connector for AI agents.

9 live capabilities

Manage your business invoices and financial reports through chat.

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AI Agent

Why people use Xero

Xero for Automated Bookkeeping and Invoice Tracking

With this Connector, that workflow disappears. You just ask your agent for the status of your latest invoices or your current profit margin. It pulls the data directly from Xero and gives you a summary in seconds. You get the answers you need without ever having to open a browser.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get instant access to your business finances without leaving your chat interface.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Checking unpaid invoices

    A business owner asks their agent to list all invoices with outstanding balances.

  2. Real-world use case 02

    Monthly financial reporting

    A finance analyst asks for the profit and loss for last month.

  3. Real-world use case 03

    Finding customer IDs

    An ops manager needs to find a customer's ID for a new contract.

Complete set · 9capabilities

The complete Xero capability set.

These are the exact actions your AI can choose when you ask it to work with Xero.

Capability set01 / 03

01—03

3 capabilities in this set.

Part of 9 available through Xero.

  1. 01 Capability

    Get balance sheet

    Get your assets, liabilities, and equity totals for a specific date. It's a quick way to see your financial position at a glance.

  2. 02 Capability

    Get invoice details

    See the full details for a specific invoice including line items and taxes. Use this to check exactly what a customer is being charged for.

  3. 03 Capability

    Get organisation info

    Retrieve your company's legal registration details and base currency. This helps you maintain compliance and understand your tenant information.

Capability set02 / 03

04—06

3 capabilities in this set.

Part of 9 available through Xero.

  1. 04 Capability

    Get profit and loss

    Generate a profit and loss report for any specific date range. You can quickly see your revenue and expenses over time.

  2. 05 Capability

    List chart of accounts

    Browse all accounts in your Xero chart of accounts. This helps you verify account codes and types before recording new transactions.

  3. 06 Capability

    List bank transactions

    List all transactions recorded in your bank accounts. Use this to monitor cash flow and keep up with your accounts receivable.

Capability set03 / 03

07—09

3 capabilities in this set.

Part of 9 available through Xero.

  1. 07 Capability

    List xero contacts

    Browse all customers and suppliers registered in your Xero account. It's the best way to find contact IDs for accurate reporting.

  2. 08 Capability

    List xero invoices

    List all sales and purchase invoices within your organization. You can use this to track your entire invoicing lifecycle.

  3. 09 Capability

    List xero payments

    List all payments that have been applied to your invoices. This makes it easy to track which bills are settled and which are still open.

Set up in minutes

One URL. Then ask Xero to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Xero from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_7skKUNjMnzaaQpuXte9cw9qWufD73Iua2fEEvkdg/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Xero, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Xero for the conversation.

Where the request belongs

Work Xero can move forward.

Built around the request

This is for business owners and finance teams who are tired of manual data entry and clicking through complex accounting menus to find simple answers.

01

Business Owner

Checks daily bank transactions and pulls PnL reports to monitor cash flow without logging into the full dashboard.

02

Accountant

Audits invoice details and browses the chart of accounts to verify codes during tax season.

03

Operations Manager

Finds customer contact IDs and verifies payment statuses to coordinate with the billing team.

04

Finance Analyst

Retrieves balance sheet data for specific dates to build monthly performance presentations.

When one Connector is not enough

Combine Xero with the systems that finish the task.

View all recipes
01

Track Invoices Automatically Using Connectors

Overdue invoices detected, spreadsheet updated, payment reminders sent , your agent handles accounts receivable

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Finmei logo
01 12 capabilities

Finmei

Manage expenses, tax rates, and payments through conversational AI agents with Finmei.

View Connector
Altoviz logo
02 10 capabilities

Altoviz

Business management and invoicing. manage customers, invoices, and expenses via AI.

View Connector
Moneybird logo
03 12 capabilities

Moneybird

Handle Dutch and European accounting with automated invoicing, bank reconciliation, and tax-ready financial reports.

View Connector
FreshBooks logo
04 12 capabilities

FreshBooks

Manage small business accounting via FreshBooks. track clients and invoices, handle payments and billing via AI agents.

View Connector
Dext logo
05 10 capabilities

Dext

Equip your AI agent to manage receipts, track invoices, and monitor accounting data via the Dext API.

View Connector
QuickBooks Online logo
06 10 capabilities

QuickBooks Online

Connect QuickBooks to AI. query invoices, manage customers, run financial reports, and automate accounting workflows.

View Connector

Bring your own AI

Change the model, client or framework. Keep Xero connected.

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Before you connect

Questions about Xero.

The practical details behind the request, access and result.

Can the Xero MCP help me with my bookkeeping?

Yes, it helps you manage bookkeeping by letting you browse your chart of accounts, check bank transactions, and verify invoice statuses through a natural chat interface.

How do I get my balance sheet using the Xero MCP?

You can simply ask your AI agent to pull your balance sheet for a specific date, and it will retrieve the assets, liabilities, and equity totals for you.

Can I use the Xero MCP to find customer contact IDs?

Yes, it can browse your full list of customers and suppliers to find specific contact IDs, which is helpful for accurate reporting and billing workflows.

Does the Xero MCP support profit and loss reports?

It does. You can ask your agent to generate a profit and loss report for any specific date range to see your revenue and expenses.

How do I connect my Xero account to my AI agent?

Once you subscribe to the Xero MCP, you just need to provide your Xero Access Token and Tenant ID in your AI client settings to get started.

Can the Xero MCP check my bank transactions?

Yes, it can list all transactions recorded in your bank accounts so you can monitor your cash flow and stay on top of your accounts receivable.

Can I retrieve my profit and loss report for a specific period via chat?

Yes. The get_profit_and_loss capability 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 capability. 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 capability to retrieve a list of all transactions recorded in your Xero bank accounts, helping you monitor cash flow directly through your conversation.

One connection away

Give your agent a direct line to Xero.

Connect Xero once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available