Xero MCP | OAuth 2.0 Xero connector for AI agents

CALL ANY TOOL

List and inspect invoices, browse contacts, retrieve bank transactions, pull P&L reports, and review the chart of accounts.

xero_invoices_list

List invoices

List Xero invoices with status, contact, and date filters.

Parameters

Name

Type

Required

Description

status

string

Optional

Filter: DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED

contact_id

string

Optional

Contact ID filter

date_from

string

Optional

Invoice date from: YYYY-MM-DD

limit

integer

Optional

Max invoices

xero_contacts_list

List contacts

xero_transactions_list

List bank transactions

xero_profit_loss

Get P&L report

xero_accounts_list

List accounts

Build your Agent

Drop the toolkit in, point it at the user, and your finance agent can use Xero from the first run.

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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 });

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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 }],
});

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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

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List all overdue invoices.

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Get details for invoice [id].

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Which customers have unpaid invoices over $5K?

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Invoices authorised this month not yet paid.

Reports

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Profit and loss for [month] [year].

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P&L for the last financial year.

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Total revenue this quarter.

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Expense breakdown by account this month.

Contacts & transactions

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List all customers with outstanding balances.

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Get recent bank transactions for [account].

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Suppliers with unpaid bills this month.

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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

Salesforce customer insights agent

Surface Salesforce account activity, NPS signals, and renewal flags into Slack threads for the account team.

Salesforce

Slack

View agent

GTM

HubSpot to Slack updates agent

Watch HubSpot deal stage changes and post structured updates to the right Slack channel. Reps stop checking the CRM all day.

HubSpot

Slack

View agent

Why Scalekit

Secure your agent's access. Connectors ship in minutes

Other connector libraries treat auth as a demo afterthought. Scalekit starts with user identity, scope enforcement, and audit.

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.

Xero

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