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How to connect Xero to Claude

Connect Claude Web, Desktop and Cowork to Xero MCP. List all active xero tenant connections, show latest contacts added this week, and more using natural language, with authentication handled for you.

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Xero is cloud-based accounting software for small businesses, offering invoicing, bookkeeping, and real-time financial reports. It helps you manage business finances efficiently from anywhere.

41 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Xero account to Claude via Composio Connect, enabling it to list all active Xero tenant connections, show latest contacts added this week, retrieve all open quotes for this month, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Xero with

Claude CodeCursorChatGPTAntigravityOpenAI Agents SDKClaude Agent SDKCodexKimi CodeGrok BuildVS CodeOpenCodeOpenClawHermesAtomic AgentCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Xero to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Xero account

Back in Claude, ask it to connect to Xero or give it any Xero-related task.

For example, ask Claude to:

  • "List all active Xero tenant connections"
  • "Show latest contacts added this week"
  • "Retrieve all open quotes for this month"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Xero account is ready to use.

What is the Xero Claude Connector, and what's possible with it?

The Xero MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Xero account. It provides structured and secure access to your accounting data, so your agent can retrieve contacts, manage connections, update invoices, and monitor quotes automatically on your behalf.

  • Connection management: Instantly list all active Xero tenant connections linked to your account, making it easy for your agent to select and operate on the right organization.
  • Contact retrieval and lookup: Fetch detailed, up-to-date lists of business contacts including filtering, paging, and incremental updates to keep your records synchronized and actionable.
  • Quote management and tracking: Retrieve, filter, or search through your sales quotes so your agent can help you stay on top of prospective business and follow up faster.
  • Invoice updating and automation: Modify details of existing invoices—such as amounts, due dates, and line items—allowing your agent to keep your invoicing accurate and up to date without manual edits.

Troubleshooting

1. Why does Claude not use the Composio connector for Xero?

The connector can show as connected, but Claude must use it in each Xero conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Xero again.

2. Why does Claude show an MCP server error before Xero connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Xero.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Xero.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Xero authorization link not work?

The Composio connector is one server. Your Xero account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Xero connection.
  • Composio creates a fresh Xero authorization link.
  • Open that link in your browser and finish the Xero sign-in.

4. Why do Xero actions fail after they worked before?

The Xero connection can expire or lose permission.

  • Ask Claude to inspect the Xero connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Xero account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Xero.
  • If the action still fails with a permission error, check that the connected account has that permission in Xero itself.

5. How do I switch to a different Xero account?

Claude can manage the Xero connection for you.

  • Ask Claude to disconnect or delete the current Xero account.
  • Ask Claude to connect Xero again.
  • Open the new Composio authorization link for Xero.
  • Sign in with the other Xero account in the browser.
  • After the account connects, ask Claude to retry the Xero task.

6. Why is my Xero connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Xero connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Xero tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Xero.
TOOLS

Supported Tools

Every Xero action and event your agent gets out of the box.

Create Bank Transaction

Create a bank transaction in Xero.

Create Contact

Create a new contact in Xero.

Create Invoice

Create a new invoice in Xero.

Create Item

Create an inventory item in Xero.

Create Manual Journal

Create one or more manual journals (journal entries) in Xero with journal lines.

Create Payment

Create a payment in Xero to link an invoice with a bank account transaction.

Create Purchase Order

Create a purchase order in Xero to order goods/services from suppliers.

Get Account

Retrieve a specific account from Xero's chart of accounts by its unique ID.

Get Asset

Retrieve a specific asset by ID from Xero.

Get Balance Sheet Report

Retrieve Balance Sheet report from Xero.

Get Budget

Retrieve a budget from Xero.

Get Connections

Tool to list active Xero connections.

Get Contacts

Tool to retrieve a list of contacts.

Get Invoice

Retrieve a specific invoice by ID from Xero.

Get Item

Retrieve a specific item by ID from Xero.

Get Manual Journal

Retrieve a specific manual journal by ID from Xero.

Get Organisation

Retrieve organisation details from Xero.

Get Profit & Loss Report

Retrieve Profit & Loss report from Xero.

Get Project

Retrieve a specific project by ID from Xero.

Get Purchase Order

Retrieve a specific purchase order by ID from Xero.

Get Quotes

Tool to retrieve a list of quotes.

Get Trial Balance Report

Retrieve Trial Balance report from Xero.

List Accounts

Retrieve chart of accounts from Xero.

List Assets

Retrieve fixed assets from Xero.

List Attachments

List all attachments for a specific entity in Xero (invoice, contact, etc.

List Bank Transactions

Retrieve bank transactions from Xero.

List Credit Notes

Retrieve list of credit notes from Xero.

List Files

Retrieve files from Xero Files.

List Folders

Retrieve folders from Xero Files.

List Invoices

Retrieve a list of invoices from Xero.

List Items

Retrieve items (inventory/products) from Xero.

List Journals

Retrieve journals from Xero.

List Manual Journals

Retrieve manual journals from Xero.

List Payments

Retrieve list of payments from Xero.

List Projects

Retrieve projects from Xero.

List Purchase Orders

Retrieve list of purchase orders from Xero.

List Tax Rates

Retrieve tax rates from Xero.

List Tracking Categories

Retrieve tracking categories from Xero.

Update Invoice

Tool to update an existing invoice.

Update Contact

Update an existing contact in Xero.

Upload Attachment

Upload a file attachment to a Xero entity (invoice, contact, etc.

FRAMEWORKS

How to build Xero MCP Agent with another framework

Claude Code logo

Claude Code

Use Xero MCP with Claude Code

Cursor logo

Cursor

Use Xero MCP with Cursor

ChatGPT logo

ChatGPT

Use Xero MCP with ChatGPT

Antigravity logo

Antigravity

Use Xero MCP with Antigravity

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Xero MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Xero MCP with Claude Agent SDK

Codex logo

Codex

Use Xero MCP with Codex

Kimi Code logo

Kimi Code

Use Xero MCP with Kimi Code

Grok Build logo

Grok Build

Use Xero MCP with Grok Build

VS Code logo

VS Code

Use Xero MCP with VS Code

OpenCode logo

OpenCode

Use Xero MCP with OpenCode

OpenClaw logo

OpenClaw

Use Xero MCP with OpenClaw

Hermes logo

Hermes

Use Xero MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Xero MCP with Atomic Agent

CLI logo

CLI

Use Xero MCP with CLI

Google ADK logo

Google ADK

Use Xero MCP with Google ADK

LangChain logo

LangChain

Use Xero MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Xero MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Xero MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Xero MCP with LlamaIndex

CrewAI logo

CrewAI

Use Xero MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Xero MCP with Pydantic AI

AutoGen logo

AutoGen

Use Xero MCP with AutoGen

FAQ

Frequently asked questions

With a standalone Xero MCP server, the agents and LLMs can only access a fixed set of Xero tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Xero and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Xero tools.

Yes, absolutely. You can configure which Xero scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Xero data and credentials are handled as safely as possible.

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