Xero MCP connector
Updated
Xero is a cloud-based accounting platform for managing business finances and bookkeeping. The Xero MCP connector allows AI agents to create and manage contacts, accounts, and invoices, as well as retrieve individual records or full lists of financial data. It also supports upserting existing records, helping keep accounting data accurate and up to date across a Xero tenant.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Xero MCP connector to perform the following actions:
- Track outstanding invoices and speed up collections across customer accounts
- Sync contact records between Xero and other business systems automatically
- Generate financial reports for real-time visibility into cash flow
- Reconcile bank transactions against invoices to speed up month-end closing
- Automate invoice creation and updates for recurring billing workflows
- Maintain accurate chart of accounts across multiple business entities
- Record customer payments instantly to keep accounts receivable current
- Retrieve inventory items and pricing for quoting and order fulfillment
Example prompts
Use the following example prompts to invoke Xero MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open invoices from last month in Xero.Create a new contact for Acme Corp in Xero.What's my current bank transaction activity in Xero?Generate a profit and loss report for this quarter in Xero.Update the invoice for Bright Solutions with a new due date in Xero.List all accounts in my Xero chart of accounts.Record a payment received from Johnson Industries in Xero.Find the contact details for Sarah Lee in Xero.Show me all items and their prices in Xero.Create an invoice for 500 dollars for consulting services in Xero.
Xero MCP connector tools
The Xero MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| xero_xerocreatecontact_invoke | Create a new contact in Xero |
| listAccounts | Retrieve list of accounts |
| createAccount | Create or update accounts (upsert) |
| getAccount | Retrieve a single account |
| listContacts | Retrieve list of contacts |
| createContact | Create or update contacts (upsert) |
| getContact | Retrieve a single contact |
| listInvoices | Retrieve list of invoices |
| createInvoice | Create or update invoices (upsert) |
| getInvoice | Retrieve a single invoice |
| createPayment | Create payments |
| listBankTransactions | Retrieve list of bank transactions |
| getReport | Retrieve a financial report |
| listItems | Retrieve list of items |
