Xero MCP connector

Xero is a cloud-based accounting platform for managing financial records, invoicing, and business transactions. The Xero MCP connector allows AI agents to create and update contacts, manage chart of accounts, and process invoices with full create, read, and update capabilities. It also supports retrieving lists of financial records, performing upsert operations to synchronize data, and accessing individual account, contact, and invoice details.

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:

• Automate invoice creation and payment tracking across multiple clients
• Sync customer and vendor contacts to keep Xero current with your CRM
• Generate financial reports on demand without manual spreadsheet work
• Record bank transactions and reconcile accounts in real time
• Upsert account details to maintain accurate chart of accounts
• Create and manage inventory items centrally in Xero
• Process bulk contact imports to onboard new customers quickly

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 customer contact in Xero for Acme Corp with their email and phone.
• Retrieve the balance sheet report from Xero for December.
• List all bank transactions in Xero from the last 30 days.
• Update the account code for my consulting revenue account in Xero.
• Create a payment in Xero for invoice INV-1234 from ABC Supplies.
• Get all items in my Xero inventory and their stock levels.
• Add 10 new vendor contacts to Xero from my spreadsheet.
• Retrieve the accounts receivable aging report from Xero.
• Check if a contact named Jane Smith already exists 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	Creates a new contact with the provided information in Xero.
listAccounts	Retrieves a list of all accounts in the Xero organization.
createAccount	Creates a new account or updates an existing account in Xero.
getAccount	Retrieves details for a specific account by its identifier.
listContacts	Retrieves a list of all contacts in the Xero organization.
createContact	Creates a new contact or updates an existing contact in Xero.
getContact	Retrieves details for a specific contact by its identifier.
listInvoices	Retrieves a list of all invoices in the Xero organization.
createInvoice	Creates a new invoice or updates an existing invoice in Xero.
getInvoice	Retrieves details for a specific invoice by its identifier.
createPayment	Records a payment against an invoice in Xero.
listBankTransactions	Retrieves a list of all bank transactions in Xero.
getReport	Retrieves a financial report from Xero.
listItems	Retrieves a list of all items in the Xero organization.