Full read-write Claude connector for Xero
Have Claude draft invoices and code bills in Xero
Stop clicking through screens to code bills and post journals. Claude works directly in your ledger: drafting invoices, categorizing bills, and preparing manual journals where your accounts already live, with anything that changes the books waiting for your sign-off.
Xero is cloud accounting software that small businesses and their bookkeepers run their finances from. People want Claude to do more than read reports: to draft invoices, code bills, and post manual journals directly in the ledger.
What is a Xero MCP server?
A Xero MCP server is a small hosted service that exposes Xero's data and actions to Claude over the Model Context Protocol, so Claude can invoices, payments, and books inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.
What can Xero's current connector do today?
There is a native Xero connector for Claude, but it is read-only. It can pull reports and answer questions about your finances, yet it cannot draft an invoice, code a bill, or post a manual journal. A custom Xero connector adds scoped write actions on top of that read access, with read and write tools separated and human-in-the-loop controls on anything that changes the books.
What does full read-write Xero access unlock?
Full read-write Xero access lets Claude draft and send invoices, create and categorize bills, add contacts, and post manual journals once you approve. The month-end work that used to mean clicking through screens happens where your ledger already lives, with you confirming each change.
- Draft a sales invoice for a contact and submit it for your approval
- Create and code a bill to the right account and tax rate
- Send a drafted sales invoice to the contact once you approve it
- Add or update a contact record with billing details
- Post a draft manual journal for an adjustment you describe
- Pull a profit and loss or aged receivables report and flag what stands out
Can Claude create and send invoices in Xero?
Claude can create invoices in Xero by drafting a sales invoice against the right contact, account, and tax rate through a dedicated write tool. Sending is a separate, gated step, so the invoice is issued only after you approve it. Drafting flows freely while the outbound send always waits for you.
Can Claude manage contacts and run reports in Xero?
Yes. Claude can add or update a contact record with billing details and pull reports like profit and loss or aged receivables, then flag what stands out. Read and write tools stay separated, so any change to a contact is a gated step that runs only once you sign off.
Can Claude code bills and post journals in Xero?
Claude can create and code a bill to the correct account and tax rate, add or update contacts, and prepare a draft manual journal for an adjustment you describe in Xero. Read and write tools stay separated, and posting to the ledger is a gated action that runs only once you sign off.
How a Xero connector works
We build a small MCP server that authenticates to Xero with OAuth 2.0 and the narrowest scopes the work needs. Read tools (reports, transaction lookups) and write tools (draft invoice, create bill, post manual journal) are separated, and actions that send a document or change the ledger require your confirmation. Claude only ever has the access your own Xero login already has.
Frequently asked questions
Can Claude create and send invoices in Xero?
Will Claude change my books without my approval?
Does a Xero connector get more access than my own login?
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