Resources · Claude connector

Claude Xero connectorWhat Claude can do in your Xero account.

The Claude Xero connector exposes 19 tools: 19 read, 0 write. Claude answers questions about your profit, cash, invoices and customers from live Xero data, then links back to the source. Below: what it reads, why your books stay untouched, and what to set up first.

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Overview

What the Claude Xero connector changes for a small business

You stop building reports to answer simple questions. Ask Claude what your profit was this quarter or who still owes you money, and it pulls the answer from your live Xero data, in plain English, with a link back to Xero so you can check, without opening a single report.

See the quarter at a glance. Xero's own example is a profit question answered with a plain-English P&L summary; get_profit_and_loss is the tool behind it.

Know who to chase. Ask who owes you money and Claude surfaces overdue invoices and your top customers from your records, so the calls you make on Monday go to the right people first.

Check cash before a big payment. With get_cash_position, Claude gives your balance and sets what you are owed against what you owe.

Now what it will not do. Xero states the connector has no write actions: Claude cannot edit an invoice, post a transaction or change anything in your books. You follow the link back to Xero and make the change yourself. It is also not tax, compliance or financial advice, Xero adds. Nothing runs on a schedule either: if you want a reminder sent each time an invoice goes overdue, that is an automation tool's job, a different trade covered by the Xero n8n integration and the Xero Make integration.

Vocabulary

Five words before you connect Xero

The Claude vocabulary around this connector, in one minute.

Connector
The link you set up once between Claude and an account you already own, so Claude can work with that account while it answers you.
Tool
One named thing the connector lets Claude do. Claude picks the tools it needs on its own; the directory lists all 19 by name.
Authorization
Xero's own sign-in screen, where you grant the access Claude will use. You give it once per person, and you can take it back later from Xero.
Approval
The confirmation Claude waits for before it changes something in an account. With Xero's read only tools, there is nothing to change.
MCP
The shared standard connectors are built on: it is what lets an assistant such as Claude talk to an outside service like Xero.
Connect

Connect Xero to Claude in three steps

  1. 01

    Find Xero in Claude

    Open Claude's settings, go to Customize then Connectors, and look up Xero. On a Team or Enterprise workspace, an Owner or Primary Owner must enable the connector before members can each sign in.

  2. 02

    Start the connection

    Click Connect on the Xero row, then sign in with your usual Xero login in the window Xero opens itself. If the link ever breaks, Disconnect and connect again.

  3. 03

    Read the authorization screen

    Check Xero's authorization screen before you accept. That screen belongs to Xero, not to Claude, and it sets what the access covers. You can withdraw that access later from the Xero side as well.

Tools

The 19 tools, all on the reading side

Xero gives Claude 19 tools: 19 that read your account, 0 that change something in it.

Every tool reads. Xero describes the connector as a whole, not tool by tool, so the notes say what is sourced and flag what is not. Names stay exactly as Claude shows them.

  • 19 read

What Claude reads (19)

19 tools

Nineteen tools that look at your books and leave them exactly as they are.

get_financial_position

Its name refers to your financial position. Xero does not describe this tool on its own; it sits in the reading column only because Xero says of the whole connector that “Claude reads your data”. What it returns is not documented.

When it helps
Xero gives no example for it; the examples Xero does publish stop at cash, profit and loss, and who owes you.
Watch out
Xero adds that the connector is no source of financial advice.

Sourcexero.com · September 30, 2026 ↗

get_cash_position

Returns your current balance and sets what you are owed against what you owe, the answer Xero shows for a cash question asked in plain words.

When it helps
payroll leaves on Friday and you want to know whether the week is tight.
Watch out
it is a reading, not a forecast.

Sourcexero.com · September 30, 2026 ↗

get_profit_and_loss

Produces the plain-English P&L summary Xero uses as its first example, built from your own figures for the period you ask about.

When it helps
the quarter just closed and you want the headline before your accountant's full report arrives.
Watch out
Xero is clear that this is not tax or financial advice.

Sourcexero.com · September 30, 2026 ↗

get_top_customers_by_revenue

Brings up the customers who weigh most in your revenue. Xero pairs this with overdue invoices when you ask who owes you money, so both appear in the same answer.

When it helps
you plan account reviews and want to start with the clients that matter most to turnover.

Sourcexero.com · September 30, 2026 ↗

get_organisation_financial_year

Named after your organization's financial year, this tool gets no description of its own from Xero. Its reading status comes from one general line, “Claude reads your data”, and its returned fields are unpublished.

When it helps
No use case is published for it. The only sourced step around organizations is that you choose one Xero organization while connecting.

Sourcexero.com · September 30, 2026 ↗

get_organisation_info

The name points to information about your Xero organization. Xero describes the connector as a whole, not this tool: “Claude reads your data” is the line that classes it, and nothing says which details come back.

When it helps
Xero lists no situation for it. Claude works with the rights of the person who connected and nothing more, so it sees only what that login sees.

Sourcexero.com · September 30, 2026 ↗

get_aged_receivables

Belongs to the receivables side Xero highlights: money customers owe you, overdue invoices included. Its exact output is not documented tool by tool.

When it helps
you want to chase the oldest unpaid invoices first.
Watch out
the reminder itself goes out from Xero, by you.

Sourcexero.com · September 30, 2026 ↗

get_aged_payables

What you owe is the object its name refers to, sorted by age. Xero does not describe this tool separately; it counts as reading from the general phrase “Claude reads your data”, and the fields it returns are not published.

When it helps
No example is given for it. Xero's own examples cover what customers owe you, not what you owe.
Watch out
To pay a supplier, follow the link back to Xero and do it yourself, as Xero advises.

Sourcexero.com · September 30, 2026 ↗

get_invoices

Gives Claude a view of your invoice records, a subject Xero's own examples keep returning to: outstanding and overdue invoices. What it returns field by field is not published.

When it helps
a client disputes an amount and you want the invoice in front of you.

Sourcexero.com · September 30, 2026 ↗

show_invoices_summary

An invoice summary is what this name refers to, and it is the only tool here starting with show. Xero does not say how it differs from the invoice tool; it reads per the line “Claude reads your data”, with an undocumented output.

When it helps
Xero publishes no example specific to it, only invoice themes for the whole connector: outstanding and overdue invoices.

Sourcexero.com · September 30, 2026 ↗

get_contacts

Contacts in your Xero file are what the name refers to. Xero does not describe the tool on its own, it reads because Xero says “Claude reads your data” of every tool, and the fields returned are not documented.

When it helps
Xero gives no scenario for it. Answers link back to Xero, where any correction is yours to make.

Sourcexero.com · September 30, 2026 ↗

get_bills

Behind this name are supplier bills. The tool has no description of its own from Xero; the general line “Claude reads your data” is what puts it on the reading side, and which fields come back is unpublished.

When it helps
No example is attached to it. What Xero does say applies to all tools: an active Xero subscription is required.

Sourcexero.com · September 30, 2026 ↗

get_repeating_invoices

Repeating invoices are the object its name names. Xero never describes the tool individually; it reads by virtue of the connector-wide phrase “Claude reads your data”, and its output is not documented.

When it helps
Xero publishes no case for it. Per Xero, your data disappears once the chat ends and never trains AI models.

Sourcexero.com · September 30, 2026 ↗

get_repeating_bills

Supplier bills set to repeat are what the name points at. No Xero page describes the tool by itself; reading is its direction because Xero says “Claude reads your data” for the whole connector. Returned fields: undocumented.

When it helps
No example exists for it. Xero describes this reading-only setup as the state at launch, and gives no date for anything beyond it.

Sourcexero.com · September 30, 2026 ↗

get_tracking_categories

Tracking categories are what this name refers to. Xero leaves the tool undescribed; it is reading-only per the general sentence “Claude reads your data”, and nothing documents what it returns.

When it helps
None is published. Xero pitches the whole connector as a quick way to check your own numbers in plain English.

Sourcexero.com · September 30, 2026 ↗

get_purchase_orders

Purchase orders give this tool its name. Xero has no separate description for it: the connector-wide line “Claude reads your data” classes it as reading, and its fields are not published.

When it helps
Xero offers no example for it. Acting on anything you learn happens in Xero, by you, through the link back.

Sourcexero.com · September 30, 2026 ↗

get_chart_of_accounts

By its name, this one concerns your chart of accounts. Xero publishes no description of the tool itself; its reading status rests on “Claude reads your data”, said of the whole connector, and its output is undocumented.

When it helps
No use case is published for it. Official per-tool permission labels exist only in the settings of a connected account, not on any public page.

Sourcexero.com · September 30, 2026 ↗

get_bank_account_transactions

Bank account transactions are the object in its name. Xero does not describe this tool on its own; the general phrase “Claude reads your data” is what classes it, and the fields it returns are not documented.

When it helps
Xero lists no example for it. Reconciling a line stays in Xero: Xero says Claude cannot post transactions.

Sourcexero.com · September 30, 2026 ↗

get_1099_report_summary

A US tax form, the 1099, gives this tool its name. Xero does not describe it; it reads only per the connector-wide “Claude reads your data”, and what the summary holds is unpublished.

When it helps
No example is given. Xero states the connector is not a source of tax or compliance advice.

Sourcexero.com · September 30, 2026 ↗

Approvals

What Claude checks with you first

By default, Claude stops and asks before each action it takes on an account for someone. With Xero the question rarely comes up: all 19 tools only read.

The general rule still frames the connector. On Team and Enterprise workspaces, owners decide whether members may let some actions run without a prompt each time. They can also limit what a connector may do for the whole organization, keeping reading on and writing off, and nobody overrides that from a personal account. Claude works with the rights of the person who connected and nothing more: a Xero organization you cannot open stays out of its reach, and you choose which one it sees.

Plans

Which plans include it

None of the 819 sheets in the official directory shows plan availability. The answer per connector is published nowhere, and that is a real gap in the catalog.

What is published is the general rule: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner opens a connector for the organization before members can each connect. Xero's own page says something on the subject too; the limits section below puts both side by side. For the live state, check the Xero sheet in the official directory. Only Xero documents this connector; no Claude help article covers it.

Limits

Where the Xero connector stops

A connector is not an automation. Claude calls these tools while it answers you, so nothing happens when an invoice goes overdue or a payment lands.

Xero calls the connection read only. It says your data disappears once the chat ends and is never used to train AI models; the directory sheet adds that retrieved data is not stored between sessions. The partner badge in the directory is not a security audit, and Anthropic states on every sheet that it neither picks the tools a publisher exposes nor guarantees they behave as announced. Xero also separates this connector from its MCP server for developers, which is a different product for custom workflows. For a connector that sends as well as reads, see the Claude gmail connector.

Two official sources disagree

Which Claude plans can use the Xero connector?

What this page followsThe two point the same way, and neither is outdated. One is Anthropic's rule for every connector, the other is the publisher speaking about its own. Check the directory sheet on your own account before relying on either.

Need help

Need help connecting Xero to Claude?

A person reads every message.

FAQ

Questions about the Claude Xero connector

01What can Claude do with the Xero connector?
Claude can answer questions about your business finances from live Xero data. Xero's examples cover profit for a period as a plain-English P&L summary, who owes you money with overdue invoices and top customers, and your cash position with what you are owed against what you owe. The directory lists 19 tools, reaching invoices, bills, contacts, purchase orders, bank transactions and more. Answers link back to Xero for a closer look.
02Can Claude create or edit invoices in Xero?
No. Xero states that Claude has no write actions: it cannot edit invoices, post transactions or change anything in your books. All 19 listed tools read. When you want to act on something Claude found, you follow its link back into Xero and make the change yourself. Xero describes the connector as read only at launch, so keep an eye on the directory sheet, which lists the tools exposed today.
03Does Claude ask before it acts in my Xero account?
By default, Claude asks for confirmation before each action it takes on an account for someone. With Xero there is no write tool to confirm, so in practice every call is a reading. On Team and Enterprise workspaces, owners decide whether members may let certain actions run without a prompt, and they can limit what any connector does across the organization. Nobody can lift that limit from a personal account.
04Which plans is the Xero connector available on?
No official source publishes plan availability connector by connector, and none of the 819 directory sheets shows it. The general rule is that remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, with an Owner or Primary Owner enabling them first on Team and Enterprise. Xero's own page also speaks to plans, which this page quotes in its limits section. The directory sheet shows the current state for your account.
05Can Claude see all of my Xero data?
Claude sees what your own Xero login can see, in the organization you chose when connecting, and nothing beyond. Xero has you pick which organization to connect. The directory sheet says retrieved data is used only to answer you, and Xero adds that it disappears when the chat ends and is never used to train AI models. An owner on Team or Enterprise can also narrow or remove the connector for everyone.
06Can I rely on Claude's Xero answers for my tax return?
No, and Xero says so itself. The connector is meant as a quick way to check your own numbers in plain English, not a source of tax, compliance or financial advice. Use it to arrive at the conversation better informed. Xero also describes the connector as read only, so nothing in your books changes while you ask. Answers link back to Xero, which is where you should verify a figure before acting on it.
07Should I use Claude or an automation tool with Xero?
They do different jobs, so choose by need. Claude with this connector is for asking questions: profit, cash, who owes what, which bills are oldest. It reads, answers, and stops when you stop talking. It will not send a reminder when an invoice goes overdue or copy a sale into Xero from your shop. Those event-driven, hands-off tasks belong to an automation tool connected to Xero with its own write access.