Overview of MCP Server for Xero

The MCP Server for Xero is a robust implementation of the Model Context Protocol (MCP), designed to seamlessly integrate with Xero’s accounting and business features. This server acts as a bridge, facilitating standardized access to Xero’s API, thereby enhancing the efficiency and effectiveness of business operations.

Key Features

• Xero OAuth2 Authentication: The server supports custom connections, allowing developers to specify client IDs and secrets for specific organizations, making it ideal for testing and development.
• Comprehensive Contact Management: Manage your contacts effortlessly with features that allow you to retrieve, create, and update contact information.
• Chart of Accounts Management: Streamline your financial tracking by managing your chart of accounts directly through the server.
• Invoice Management: Create, retrieve, and update invoices with ease, ensuring your billing processes are smooth and efficient.
• MCP Protocol Compliance: The server is fully compliant with the MCP protocol, ensuring standardized communication and integration.

Use Cases

1. Enhanced Financial Management: By integrating the MCP server with Xero, businesses can automate and streamline their financial management processes. This includes managing invoices, accounts, and contacts, which are crucial for maintaining accurate financial records.

2. Development and Testing: Developers can utilize the custom connection feature to test and develop applications that require integration with Xero’s API. This is particularly useful for third-party MCP clients such as Claude Desktop.

3. Multi-Account Support: For businesses managing multiple Xero accounts, the bearer token authentication mode allows for seamless switching and management of different accounts at runtime.

4. Custom AI Agent Integration: With UBOS, businesses can orchestrate AI agents that utilize the MCP server to interact with Xero’s data, enabling advanced data processing and decision-making capabilities.

UBOS Platform Integration

UBOS is a full-stack AI Agent Development Platform that focuses on bringing AI Agents to every business department. By integrating the MCP Server for Xero with UBOS, businesses can leverage AI to automate and optimize their accounting processes. UBOS facilitates the orchestration of AI agents, connecting them with enterprise data and allowing for the development of custom AI solutions tailored to specific business needs.

Detailed Setup Instructions

Prerequisites

To set up the MCP Server for Xero, ensure you have the following:

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

Creating a Xero Account

If you do not have a Xero account, you can create one by signing up here. We recommend using a Demo Company to start with, as it comes with pre-loaded sample data.

Authentication Modes

1. Custom Connections: Ideal for development and testing, allowing specification of client IDs and secrets.
2. Bearer Token: Suitable for supporting multiple Xero accounts at runtime, allowing for dynamic authentication flows.

Available MCP Commands

The MCP Server for Xero supports a wide range of commands, including retrieving lists of accounts, contacts, invoices, and more, as well as creating and updating these entities. This comprehensive command set ensures that businesses can manage their financial data with precision and ease.

Conclusion

The MCP Server for Xero is a powerful tool for businesses seeking to enhance their accounting and financial management processes. By integrating with Xero’s API and leveraging the capabilities of the UBOS platform, businesses can automate, streamline, and optimize their operations, leading to improved efficiency and productivity.