Xero

Live

OAUTH 2.0

ACCOUNTING

Accounting & Finance

Every invoice, transaction, and financial report your team manages lives in Xero. Xero MCP gives your agent authenticated access to accounting data scoped to the user who authorized it.

  • Acts as the user: Access and write actions stay tied to the Xero account that authorized the agent.
  • Credentials stay vaulted: AES-256, resolved at request time, never in LLM context.
  • Scoped before every call: Permissions enforced. 90-day audit trail.
Xero
agent · Acme Q3
Run
Which invoices are overdue and what is the total outstanding amount?
S
xero_invoices_list
77ms
Finance agent
9 overdue invoices. Total outstanding: $38,400. Oldest: Globex Ltd ($9,200, 52 days overdue). 3 customers account for 71% of the outstanding balance. Average days overdue: 24 days.
Sources: Xero AR, overdue
xeromcp
9 invoices
18:29
Message Claude...

Tools your finance agent reaches for on Xero, scoped per user.

CALL ANY TOOL
List and inspect invoices, browse contacts, retrieve bank transactions, pull P&L reports, and review the chart of accounts.
xero_item_get
Item get
Retrieve a single item by its ItemID or Code.
Parameters
Name
Type
Required
Description
item_id
string
Required
Xero item GUID or item Code.
xero_items_list
Items list
xero_user_get
User get
xero_users_list
Users list
xero_quote_get
Quote get
xero_item_create
Item create
xero_account_get
Account get
xero_item_delete
Item delete
xero_contact_get
Contact get
xero_item_update
Item update
xero_invoice_get
Invoice get
xero_quotes_list
Quotes list
xero_journal_get
Journal get
xero_quote_create
Quote create
xero_payment_get
Payment get
xero_quote_update
Quote update
xero_employee_get
Employee get
xero_reports_list
Reports list
xero_account_create
Account create
xero_accounts_list
Accounts list
xero_account_delete
Account delete
xero_contacts_list
Contacts list
xero_account_update
Account update
xero_invoices_list
Invoices list
xero_contact_create
Contact create
xero_journals_list
Journals list
xero_contact_update
Contact update
xero_payments_list
Payments list
xero_invoice_create
Invoice create
xero_employees_list
Employees list
Build your Agent
Drop the toolkit in, point it at the user, and your finance agent can use Xero from the first run.
Python · LlamaIndex
import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["xero"], toolNames: ["xero_invoices_list", "xero_contacts_list", "xero_transactions_list"] },
pageSize: 100,
});

const lcTools = tools.map((t) => new DynamicStructuredTool({
name: t.tool.definition.name,
description: t.tool.definition.description,
schema: z.object({}).passthrough(),
func: async (args) => {
const { data } = await sk.tools.executeTool({
toolName: t.tool.definition.name,
identifier: "user_123",
params: args,
});
return JSON.stringify(data);
},
}));

const agent = createReactAgent({ llm, tools: lcTools });
import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["xero"], toolNames: ["xero_invoices_list", "xero_contacts_list", "xero_transactions_list"] },
pageSize: 100,
});

const llmTools = tools.map((t) => ({
type: "function",
function: {
name: t.tool.definition.name,
description: t.tool.definition.description,
parameters: t.tool.definition.input_schema,
},
}));

const resp = await openai.responses.create({
model: "gpt-4o", input: prompt, tools: llmTools,
});
import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["xero"], toolNames: ["xero_invoices_list", "xero_contacts_list", "xero_transactions_list"] },
pageSize: 100,
});

const llmTools = tools.map((t) => ({
name: t.tool.definition.name,
description: t.tool.definition.description,
input_schema: t.tool.definition.input_schema,
}));

const msg = await anthropic.messages.create({
model: "claude-sonnet-4-6", max_tokens: 1024,
tools: llmTools,
messages: [{ role: "user", content: prompt }],
});
import { Agent } from "@google/adk/agents";
import {
MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";

const toolset = new MCPToolset({
connectionParams: new StreamableHTTPConnectionParams({
url: "https://mcp.scalekit.com/xero",
headers: { Authorization: `Bearer ${userScopedToken}` },
}),
});

const agent = new Agent({
name: "agent", model: "gemini-2.0-flash",
tools: await toolset.getTools(),
});
Try these prompts
Paste any prompt into your agent to start using Xero.
Invoices & AR
Copy the prompt
Copied
List all overdue invoices.
Copy the prompt
Copied
Get details for invoice [id].
Copy the prompt
Copied
Which customers have unpaid invoices over $5K?
Copy the prompt
Copied
Invoices authorised this month not yet paid.
Reports
Copy the prompt
Copied
Profit and loss for [month] [year].
Copy the prompt
Copied
P&L for the last financial year.
Copy the prompt
Copied
Total revenue this quarter.
Copy the prompt
Copied
Expense breakdown by account this month.
Contacts & transactions
Copy the prompt
Copied
List all customers with outstanding balances.
Copy the prompt
Copied
Get recent bank transactions for [account].
Copy the prompt
Copied
Suppliers with unpaid bills this month.
Copy the prompt
Copied
Contacts added this week.
SEE HOW AUTH WORKS
Users authorize Xero once. Their credentials stay vaulted, every call is checked, and every action is logged.
1
Authorize
Your user connects
Xero
once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access
Who:
user ‘A’
when:
Once per user
access:
Limited to user
2
Store
Their
Xero
token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection
vault:
encrypted
scope:
per-user
tokens:
auto-refreshed
3
Resolve
When your agent calls a
Xero
tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs
speed:
~40ms
check:
before every call
seen by:
nobody
4
Audit
Every
Xero
tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it
history:
90 days
export:
SIEM-ready
logged:
every call
Test other agents
Same per-user auth pattern across other finance agents and MCP connectors. Working code, live demos, fork what fits.
GTM and RevOps Teams
Revenue forecast commentary
Pulls open pipeline from Salesforce and HubSpot, calculates coverage against quota, flags at-risk stages, posts commentary to Slack, and logs every snapshot to Google Sheets.
GTM and RevOps Teams
Deal room sync
Pulls opportunity context from Salesforce, captures key decisions from Slack, and syncs a running summary to the deal room doc in Google Drive, but only when the deal actually changed.
People Ops and HR teams
Offer letter routing agent
Drafts the offer in PandaDoc, blocks on the hiring manager's approval in Slack, then emails the candidate their e-signature link. Every call runs as the recruiter who triggered it, never a shared HR bot.
GTM and RevOps Teams
CRM AI agent
Reads the Granola transcript after every call, extracts next steps and updates the HubSpot record, drafts the follow-up in Gmail, and confirms in Slack, all on the rep's own delegated OAuth.
Test other agents
Same per-user auth pattern across other finance agents and MCP connectors. Working code, live demos, fork what fits.
GTM
Revenue forecast agent
Score pipeline coverage against quota across Salesforce and HubSpot, post forecast commentary to Slack, log snapshots to Sheets.
GTM
Deal room sync agent
Pull opportunity context from Salesforce, capture decisions from Slack, and keep the Google Drive deal room doc current.
PEOPLE OPS
Offer letter routing agent
Draft the offer in PandaDoc, gate it on hiring manager approval in Slack, then email the candidate their signature link.
GTM
CRM AI agent
Turn each Granola call transcript into a HubSpot record update, a drafted Gmail follow-up, and a Slack recap.
Why Scalekit
Secure your agent's access. Connectors ship in minutes
01.
Shared tokens break per-user analytics
A shared token looks fine in a demo. In production every call looks like a service account. Scalekit resolves the real user credential so attribution, audit, and scope stay accurate.
// shared token
 audit → bot_service_account
 user_filter → broken

 // scalekit
 audit → user_abc
 scope → enforced ✓
02.
Authentication is not authorization
03.
Multi-tenancy is architectural
04.
Xero today. Others tomorrow.
“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”
Venu Madhav Kattagoni
Head of Engineering / Von
FAQs
Frequently Asked Questions
Does the agent access Xero as the user or as a shared key?
As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.
Where is the Xero oauth 2.0 stored?
In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.
Can I limit what the agent is allowed to do in Xero?
Yes. Pass a tool name filter to listScopedTools so the finance agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches Xero.
What happens when a user revokes Xero access?
The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.
Can the agent access multiple Xero organisations under one connection?
No. Each Xero OAuth connection maps to a single organisation. Multi-org access requires a separate connected account per org. The agent cannot switch org context within one connection.
Start in your coding agent
Up and running in one command
Install the Scalekit skill in your editor of choice. Connector, auth, tools, prompt, all wired up
Claude Code REPL
/plugin marketplace add scalekit-inc/claude-code-authstack
/plugin install agentkit@scalekit-auth-stack
Cursor Code REPL
# ~/.cursor/mcp.json
{
""mcpServers"": {
""xero"": {
""url"": ""https://mcp.scalekit.com/xero"",
""headers"": { ""Authorization"": ""Bearer $SCALEKIT_TOKEN"" }
}
}
}
Codex Code REPL
# ~/.codex/config.toml
[mcp_servers.xero]
url = ""https://mcp.scalekit.com/xero""
auth_env = ""SCALEKIT_TOKEN""
Copilot Code REPL
# .vscode/mcp.json
{
""servers"": {
""xero"": {
""url"": ""https://mcp.scalekit.com/xero"",
""type"": ""http""
}
}
}