A powerful integration that connects Claude with your Xero accounting data, enabling intelligent financial analysis and insights.
- Quick access to financial overview
- Real-time bank balances
- Key performance metrics
- Executive summaries
- Balance Sheet analysis
- Profit & Loss statements
- Cash flow tracking
- Budget variance analysis
- Chart of accounts access
- Receivables monitoring
- Payables tracking
- Account reconciliation
- Recent transaction review
- Bank transaction history
- Payment tracking
- Invoice management
-
Set up your Xero credentials:
- Create a
.envfile in the root directory - Add your Xero API credentials:
XERO_CLIENT_ID=your_client_id XERO_CLIENT_SECRET=your_client_secret
- Create a
-
Install dependencies:
pip install -r requirements.txt
-
Run the integration:
python -m xero_mcp.app
Access financial data through organized resource paths:
xero://dashboard/overview- Comprehensive financial overviewxero://reports/balance_sheet- Balance sheet reportsxero://reports/profit_and_loss- P&L statementsxero://accounts/chart- Chart of accountsxero://accounts/receivables- Receivables summaryxero://accounts 7571 /payables- Payables summaryxero://transactions/recent- Recent transactions
Use these prompts for intelligent financial analysis:
-
Financial Health Analysis
- Comprehensive financial health assessment
- Key metrics and ratios
- Industry benchmarks
- Actionable recommendations
-
Cash Flow Analysis
- Cash flow patterns
- Working capital management
- Forecasting and planning
- Optimization strategies
-
Receivables Management
- Collection health metrics
- Risk analysis
- Action plans
- Performance tracking
-
Budget Analysis
- Variance analysis
- Performance tracking
- Trend identification
- Strategic planning
Ask Claude questions like:
- "How is our overall financial health looking?"
- "Analyze our cash flow for the last 3 months"
- "Review our aged receivables and suggest collection strategies"
- "Compare our budget performance against actuals"
- "What are our key financial metrics trending towards?"
This integration:
- Uses secure OAuth2 authentication
- Stores credentials securely
- Implements token refresh
- Maintains secure connections
For issues or questions:
- Check the documentation
- Review the troubleshooting guide
- Submit an issue on GitHub
Planned features:
- Additional financial analysis tools
- Custom report generation
- Advanced forecasting capabilities
- Integration with other financial services