# Xero (verified)

Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y @smithery/cli@latest mcp add xero

# Browse available tools
npx -y @smithery/cli@latest tool list xero

# Get full schema for a tool
npx -y @smithery/cli@latest tool get xero XERO_CREATE_BANK_TRANSACTION

# Call a tool
npx -y @smithery/cli@latest tool call xero XERO_CREATE_BANK_TRANSACTION '{}'
```

## Direct MCP Connection

Endpoint: `https://xero.run.tools`

## Tools (40)

- `XERO_CREATE_BANK_TRANSACTION` — Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
- `XERO_CREATE_CONTACT` — Create a new contact in Xero. Contacts can be customers, suppliers, or both.
- `XERO_CREATE_INVOICE` — Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
- `XERO_CREATE_ITEM` — Create an inventory item in Xero. Items can be tracked for sales and/or purchases.
- `XERO_CREATE_PAYMENT` — Create a payment in Xero to link an invoice with a bank account transaction.
- `XERO_CREATE_PURCHASE_ORDER` — Create a purchase order in Xero to order goods/services from suppliers.
- `XERO_GET_ACCOUNT` — Retrieve a specific account from the chart of accounts by ID. Returns account code, name, type, and settings.
- `XERO_GET_ASSET` — Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.
- `XERO_GET_BALANCE_SHEET_REPORT` — Retrieve Balance Sheet report from Xero. Shows assets, liabilities, and equity at a specific date.
- `XERO_GET_BUDGET` — Retrieve a budget from Xero. Budgets track planned vs actual spending by account.
- `XERO_GET_CONNECTIONS` — Tool to list active Xero connections. Use when you need to retrieve all current tenant connections for the authenticate…
- `XERO_GET_CONTACT` — Retrieve a specific contact by ID from Xero. Returns full contact details including addresses and phone numbers.
- `XERO_GET_CONTACTS` — Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or increm…
- `XERO_GET_INVOICE` — Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.
- `XERO_GET_ITEM` — Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.
- `XERO_GET_MANUAL_JOURNAL` — Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.
- `XERO_GET_ORGANISATION` — Retrieve organisation details from Xero. Returns company info, base currency, timezone, financial year settings, etc.
- `XERO_GET_PROFIT_LOSS_REPORT` — Retrieve Profit & Loss report from Xero. Shows income, expenses, and net profit for a specified period.
- `XERO_GET_PROJECT` — Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.
- `XERO_GET_PURCHASE_ORDER` — Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.
- `XERO_GET_QUOTES` — Tool to retrieve a list of quotes. Use when you need to list, filter, or page through sales quotes. Use after obtaining…
- `XERO_LIST_ACCOUNTS` — Retrieve chart of accounts from Xero. Returns all accounting codes used for categorizing transactions.
- `XERO_LIST_ASSETS` — Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.
- `XERO_LIST_ATTACHMENTS` — List all attachments for a specific entity in Xero (invoice, contact, etc.).
- `XERO_LIST_BANK_TRANSACTIONS` — Retrieve bank transactions from Xero. Includes spend (payments) and receive (receipts) transactions.
- `XERO_LIST_CREDIT_NOTES` — Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.
- `XERO_LIST_FILES` — Retrieve files from Xero Files. Lists documents stored in Xero's file management system.
- `XERO_LIST_FOLDERS` — Retrieve folders from Xero Files. Lists document folders in Xero's file management system.
- `XERO_LIST_INVOICES` — Retrieve a list of invoices from Xero. Supports filtering by status, contact, date range, and pagination.
- `XERO_LIST_ITEMS` — Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.
- `XERO_LIST_JOURNALS` — Retrieve journals from Xero. Journals show the accounting entries for all transactions.
- `XERO_LIST_MANUAL_JOURNALS` — Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.
- `XERO_LIST_PAYMENTS` — Retrieve list of payments from Xero. Payments link invoices to bank transactions.
- `XERO_LIST_PROJECTS` — Retrieve projects from Xero. Projects track time and costs for client work.
- `XERO_LIST_PURCHASE_ORDERS` — Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.
- `XERO_LIST_TAX_RATES` — Retrieve tax rates from Xero. Shows available tax codes and rates for the organization.
- `XERO_LIST_TRACKING_CATEGORIES` — Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, …
- `XERO_POST_INVOICE_UPDATE` — Tool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created.
- `XERO_UPDATE_CONTACT` — Update an existing contact in Xero. Only provided fields will be updated.
- `XERO_UPLOAD_ATTACHMENT` — Upload a file attachment to a Xero entity (invoice, contact, etc.). Supports PDF, images, and documents.

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get xero <tool-name>
```