MCP connector · Xero
Connect your AI to your Xero.
Ask about your numbers in plain English, chase who owes you, and draft invoices, without leaving the conversation.
What it can do
Query invoices & bills
“What’s outstanding this month?” answered from live data.
Chase debtors
See who owes you and draft the follow-up in one step.
Reconcile transactions
Match and categorise, with you confirming the calls.
Answer cash-flow questions
Runway, trends and “can we afford this?” on demand.
Draft invoices
Spin up a draft for review, never sent without a nod.
Do it yourself
Set it up in three steps
- 1Add the connector in Claude, ChatGPT or Copilot.
- 2Sign in to Xero to authorise access.
- 3Start asking. That’s it, you’re live.
https://xero.trueagent.com.au/mcpDone for you
We'll wire it in
For teams that want it set up properly from day one.
- Configured to your Xero organisation
- Guardrails on what it can touch
- Your crew trained to use it
Your data stays yours
OAuth sign-in
You authorise through Xero. No password ever reaches us.
Confirmation on writes
Nothing is sent or changed without your explicit yes.
Scoped permissions
Only the access the task needs, revocable any time.
Data stays in Xero
We read what you ask for. We don’t warehouse your ledger.
Questions
Is my financial data safe?
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Yes. You authorise through Xero’s own OAuth, we never see your password, and anything that changes your books is confirmed before it happens.
What can it actually touch?
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Only the Xero data the connector is scoped to read, and it asks before it writes. You can revoke access from Xero at any time.
Which AI assistants does it work with?
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Claude, ChatGPT (including Codex) and Microsoft Copilot, or any assistant that supports remote MCP connectors. Add it in the app you already use.
What does it cost?
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Talk to us and we’ll sort out what suits your team.
Put your AI to work on your books.
Set it up yourself in minutes, or have us do it with you.