Xero MCP Server: Future-Proof Scalability & Enterprise Reliability

What is Xero MCP Server: Future-Proof Scalability & Enterprise Reliability?

Xero MCP Server is a purpose-built middleware solution that bridges the Model Context Protocol (MCP) with Xero's accounting APIs. It enables seamless integration, standardized access, and reliable scalability for enterprise-level business operations. Designed to future-proof applications, this server ensures compatibility with evolving MCP standards while maintaining robust performance for critical financial workflows.

How to Use Xero MCP Server: Future-Proof Scalability & Enterprise Reliability?

Implementing the server requires three core steps: configure Xero credentials, install dependencies, and deploy the service. Begin by setting up a Custom Connection in your Xero developer account with required scopes. Install via npm/pnpm, then integrate with tools like Claude Desktop by specifying server paths and environment variables in configuration files. Ensure Node.js v18+ and proper API permissions are in place for optimal reliability.

Key Features of Xero MCP Server: Future-Proof Scalability & Enterprise Reliability?

• Secure Authentication: OAuth2 handling with custom connections for enterprise-grade security
• End-to-End Management: Full lifecycle control over contacts, invoices, quotes, and accounts
• Protocol Compliance: MCP-standardized endpoints for future-proof API interoperability
• Taxonomy Control: Granular management of chart of accounts and tax configurations
• Batch Operations: Efficient bulk processing of financial documents through standardized commands

Use Cases of Xero MCP Server: Future-Proof Scalability & Enterprise Reliability?

Organizations leverage this server to:

• Automate financial workflows across enterprise systems
• Create audit-ready invoice histories with version control
• Sync customer/vendor data across multi-platform ecosystems
• Deploy scalable solutions for tax-compliant financial reporting
• Power custom applications requiring real-time accounting data access

FAQ from Xero MCP Server: Future-Proof Scalability & Enterprise Reliability?

• How do I handle version upgrades? The server auto-updates via package managers to maintain MCP protocol compliance.
• What error handling exists? Built-in retry logic and logging for unstable network conditions.
• Can I customize endpoints? Yes, through extending the server's modular API handlers.
• Does it support multi-tenancy? Environment variables allow configuration per tenant instance.
• Where should I store credentials? Use secure .env files never committed to version control (MIT license allows enterprise deployment).

Explore MCP Protocol Specifications

Xero MCP Server

This is a Model Context Protocol (MCP) server implementation for Xero. It provides a bridge between the MCP protocol and Xero's API, allowing for standardized access to Xero's accounting and business features.

Features

• Xero OAuth2 authentication with custom connections
• Contact management
• Chart of Accounts management
• Invoice creation and management
• MCP protocol compliance

Prerequisites

• Node.js (v18 or higher)
• npm or pnpm
• A Xero developer account with API credentials

Configuring your Xero Developer account

Set up a Custom Connection following these instructions: https://developer.xero.com/documentation/guides/oauth2/custom-connections/

Currently the following scopes are required: accounting.transactions accounting.contacts accounting.settings.read

Integrating the MCP server with Claude Desktop

To add the MCP server to Claude go to Settings > Developer > Edit config and add the following to your claude_desktop_config.json file:

{
  "mcpServers": {
    "xero": {
      "command": "npx",
      "args": ["-y", "@xeroapi/xero-mcp-server@latest"],
      "env": {
        "XERO_CLIENT_ID": "your_client_id_here",
        "XERO_CLIENT_SECRET": "your_client_secret_here"
      }
    }
  }
}

Available MCP Commands

• list-contacts: Retrieve a list of contacts from Xero
• list-invoices: Retrieve a list of invoices
• list-accounts: Retrieve a list of accounts
• list-tax-rates : Retrieve a list of tax rates
• list-quotes : Retrieve a list of quotes
• list-credit-notes: Retrieve a list of credit notes
• create-contact: Create a new contact
• create-invoice: Create a new invoice
• create-quote: Create a new quote
• create-credit-note: Create a new credit note
• update-contact: Update an existing contact
• update-invoice: Update an existing draft invoice

For detailed API documentation, please refer to the MCP Protocol Specification.

For Developers

Installation

# Using npm
npm install

# Using pnpm
pnpm install

Run a build

# Using npm
npm run build

# Using pnpm
pnpm build

Integrating with Claude Desktop

To add the MCP server to Claude go to Settings > Developer > Edit config and add the following to your claude_desktop_config.json file:

{
  "mcpServers": {
    "xero": {
      "command": "node",
      "args": ["insert-your-file-path-here/xero-mcp-server/dist/index.js"],
      "env": {
        "XERO_CLIENT_ID": "your_client_id_here",
        "XERO_CLIENT_SECRET": "your_client_secret_here"
      }
    }
  }
}

License

MIT

Security

Please do not commit your .env file or any sensitive credentials to version control.