Accounting · 1 skill

Xero MCP and Claude skills

Pull profit and loss, cash position, overdue invoices and bills due from Xero, and report the month's numbers and who to chase without opening the books.

Connect Xero to your agent (MCP)

Xero connector for Claude, Xero's own remote server at https://mcp.xero.com/mcp, in Claude's connector directory. It connects with read-only access and has tools for profit and loss, financial and cash position, aged receivables and payables, invoices, bills, contacts and bank transactions. Connectors added in claude.ai also appear in Claude Code when you sign in with that account.
Xero MCP server (open source). Xero's local server, @xeroapi/xero-mcp-server, runs with a custom connection's client ID and secret or with a bearer token: claude mcp add --env XERO_CLIENT_ID=<id> --env XERO_CLIENT_SECRET=<secret> --transport stdio xero -- npx -y @xeroapi/xero-mcp-server@latest, and the same command and variables in Codex or Cursor. It also has tools that create invoices, payments and journals, so set XERO_SCOPES to read scopes only (source).
Accounting API with a custom connection. A custom connection links one organisation to your app through the client credentials grant. Store XERO_CLIENT_ID and XERO_CLIENT_SECRET and request granular read scopes such as accounting.invoices.read, accounting.banktransactions.read, accounting.reports.profitandloss.read, accounting.reports.aged.read and accounting.contacts.read; custom connections created since April 29, 2026 use these granular scopes.

The Claude connector is read-only already. On the API, request only .read scopes: a token without write scopes can't raise an invoice or record a payment.

1 Xero skill

Xero weekly cash flow report

Every Monday: each Xero bank account's balance, the cash that came in and went out last week, and the five biggest movements.

FinanceMondays at 8:00Report card

What agents do with Xero

The Xero Accounting API (https://api.xero.com/api.xro/2.0, with the organisation set in the xero-tenant-id header) has the reports and records a finance summary needs. Reports/ProfitAndLoss takes fromDate, toDate, periods and timeframe=MONTH for months side by side, and Reports/BalanceSheet, Reports/BankSummary and Reports/TrialBalance work the same way. Invoices accepts a where filter such as Type=="ACCREC" AND Status=="AUTHORISED" and returns AmountDue, DueDate and the contact, so overdue receivables are the authorised sales invoices whose due date has passed; bills are the ACCPAY invoices. Aged receivables and payables reports run per contact.

Owners, bookkeepers and fractional CFOs schedule a monthly P&L against last month and the same month last year, overdue invoices by customer with days outstanding, bills due in the next seven days, the cash position across bank accounts, and top customers by revenue.

xero.com

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Your Xero numbers, on one board with everything else

Skills are free to use with any agent. Briefkin is where their results land: one board for every report, number and question your agents send, with a ping when something needs you.

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