Xero FAQs

Question 1

What is 'Gateway Mode' and when should I use it?

Accepted Answer

Gateway Mode allows Xero credentials (access token and tenant ID) to be passed per-request via HTTP headers, rather than relying on environment variables. This mode is ideal for managing multi-tenant environments securely through an intermediary gateway or proxy.

Question 2

What types of Xero accounting data can I manage with this tool?

Accepted Answer

You can manage a comprehensive range of Xero accounting data, including contacts, invoices, payments, and accounts. Additionally, it provides access to crucial financial reports like Profit and Loss and Balance Sheet.

Question 3

Does the server provide access to financial reports?

Accepted Answer

Yes, the Xero MCP Server includes tools to generate and access key financial reports. You can retrieve Profit and Loss statements, Balance Sheets, Aged Receivables, and Aged Payables directly through the server, aiding in financial analysis.

Question 4

What is the Xero MCP Server?

Accepted Answer

The Xero MCP Server is a Model Context Protocol (MCP) server designed to enable MCP-compatible clients, such as Claude, to seamlessly manage and interact with your Xero accounting data through a unified interface.

Question 5

How can I deploy and run the Xero MCP Server?

Accepted Answer

The server offers flexible deployment options. You can run it directly using Node.js in either standard I/O (stdio) or HTTP mode, requiring Xero OAuth2 credentials. Full Docker support is also provided for easy containerized deployment.

Xero

Xero

Key Features

Use Cases

Key Features

Use Cases