Check your P&L, cash position, outstanding invoices, top customers and more — directly from Claude. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. Claude connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/xero. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.xero.com/mcp. Sign-in: Required. Publisher documentation: https://central.xero.com/s/article/Connect-Xero-using-the-Xero-connector-in-Claude?userregion=true. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
get_1099_report_summary
get_aged_payables
get_aged_receivables
get_bank_account_transactions
get_bills
get_cash_position
get_chart_of_accounts
get_connected_organisations
get_contacts
get_financial_position
get_invoices
get_organisation_financial_year
get_organisation_info
get_profit_and_loss
get_purchase_orders
get_repeating_bills
get_repeating_invoices
get_top_customers_by_revenue
get_tracking_categories
show_invoices_summary
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