Xero MCP Integration

A powerful integration that connects Claude with your Xero accounting data, enabling intelligent financial analysis and insights.

Features

1. Financial Dashboard

• Quick access to financial overview
• Real-time bank balances
• Key performance metrics
• Executive summaries

2. Financial Reports

• Balance Sheet analysis
• Profit & Loss statements
• Cash flow tracking
• Budget variance analysis

3. Account Management

• Chart of accounts access
• Receivables monitoring
• Payables tracking
• Account reconciliation

4. Transaction Analysis

• Recent transaction review
• Bank transaction history
• Payment tracking
• Invoice management

Getting Started

1. Set up your Xero credentials:

   • Create a .env file in the root directory
   • Add your Xero API credentials:

     XERO_CLIENT_ID=your_client_id
     XERO_CLIENT_SECRET=your_client_secret
     

2. Install dependencies:

   pip install -r requirements.txt
   

3. Run the integration:

   python -m xero_mcp.app
   

Using the Integration

Available Resources

Access financial data through organized resource paths:

• xero://dashboard/overview - Comprehensive financial overview
• xero://reports/balance_sheet - Balance sheet reports
• xero://reports/profit_and_loss - P&L statements
• xero://accounts/chart - Chart of accounts
• xero://accounts/receivables - Receivables summary
• xero://accounts/payables - Payables summary
• xero://transactions/recent - Recent transactions

Financial Analysis Prompts

Use these prompts for intelligent financial analysis:

1. Financial Health Analysis

   • Comprehensive financial health assessment
   • Key metrics and ratios
   • Industry benchmarks
   • Actionable recommendations

2. Cash Flow Analysis

   • Cash flow patterns
   • Working capital management
   • Forecasting and planning
   • Optimization strategies

3. Receivables Management

   • Collection health metrics
   • Risk analysis
   • Action plans
   • Performance tracking

4. Budget Analysis

   • Variance analysis
   • Performance tracking
   • Trend identification
   • Strategic planning

Example Usage

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?"

Security

This integration:

• Uses secure OAuth2 authentication
• Stores credentials securely
• Implements token refresh
• Maintains secure connections

Support

For issues or questions:

1. Check the documentation
2. Review the troubleshooting guide
3. Submit an issue on GitHub

Future Enhancements

Planned features:

• Additional financial analysis tools
• Custom report generation
• Advanced forecasting capabilities
• Integration with other financial services