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xero-connector

Connect and manage Xero accounting data via an MCP server.

Updated Aug 23, 2026
Search Tags:#integration#mcp#invoices#accounting#connector#contacts#xero
One-click install
npx skills add https://github.com/selrai-company/claude-workshop-kit --skill xero-connector
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: xero-connector
Source: https://github.com/selrai-company/claude-workshop-kit/tree/main/skills/xero-connector
Command: npx skills add https://github.com/selrai-company/claude-workshop-kit --skill xero-connector

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Connects Claude Code to a user's Xero organisation so the assistant can read and update accounting data without manual API management, removing the need for users to perform repetitive lookups or export/import steps.

Core Features & Use Cases

  • Install & Connect (conversational). Walks a non-technical user step‑by‑step to create a Xero Custom Connection, collect the Client ID and Client Secret, and save a managed MCP server entry to the local Claude config.
  • Live account operations. List and search invoices, contacts, accounts, bank transactions, payments, items, quotes, credit notes, manual journals, tax rates, P&L, balance sheet, trial balance, aged receivables/payables, and contact groups.
  • Create/update with safeguards. Drafts invoices, quotes, credit notes and other writes only after explicit user confirmation; includes pagination, currency formatting, scope troubleshooting, and NZ/UK payroll support where available.
  • Error handling & privacy rules. Built-in flows to diagnose invalid credentials, insufficient scopes, deactivated connections, rate limits, and to never echo or expose client credentials.

Quick Start

Ask the assistant: connect my Xero and follow the prompts to create a Custom Connection and paste the Client ID and Client Secret.

Frequently Asked Questions about xero-connector

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I connect my Xero accounting data to Claude Code?▼

To connect Xero accounting data, you need to create a Xero Custom Connection and provide your Client ID and Client Secret. The Skill guides you through this conversational setup and automatically merges the configuration into your local Claude config file.

What Xero accounting data can I read and search through this integration?▼

You can read and search Xero accounting data including invoices, contacts, bank transactions, quotes, credit notes, manual journals, tax rates, chart of accounts, P&L, balance sheet, trial balance, and aged receivables or payables.

Can I create invoices and quotes in Xero without manual API management?▼

Yes, you can create invoices, quotes, and credit notes without manual API management. The Skill drafts these records using Xero MCP tools and only executes the write action after you provide explicit confirmation.

Does this Xero connector support payroll data for UK and New Zealand organisations?▼

Yes, the Xero connector supports accessing payroll data specifically for UK and New Zealand organisations. This functionality is included alongside standard accounting operations through the managed MCP server connection.

What happens if my Xero credentials are invalid or have insufficient scopes?▼

The Skill includes built-in error handling flows to diagnose invalid credentials, insufficient scopes, deactivated connections, and rate limits. It guides you through troubleshooting steps without ever exposing or echoing your client credentials.

Do I need technical knowledge to set up the Xero MCP server?▼

No technical knowledge is needed to set up the Xero MCP server. A conversational setup walks non-technical users step-by-step through creating a Custom Connection and saving the managed server entry to the local Claude configuration.

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