Xero MCP Server
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# Xero MCP Integration A powerful integration that connects Claude with your Xero accounting data, enabling intelligent financial analysis and insights. ## Features ### 1. Financial Dashboard - Quick access to financial overview - Real-time bank balances - Key performance metrics - Executive summaries ### 2. Financial Reports - Balance Sheet analysis - Profit & Loss statements - Cash flow tracking - Budget variance analysis ### 3. Account Management - Chart of accounts access - Receivables monitoring - Payables tracking - Account reconciliation ### 4. Transaction Analysis - Recent transaction review - Bank transaction history - Payment tracking - Invoice management ## Getting Started 1. Set up your Xero credentials: - Create a `.env` file in the root directory - Add your Xero API credentials: ``` XERO_CLIENT_ID=your_client_id XERO_CLIENT_SECRET=your_client_secret ``` 2. Install dependencies: ```bash pip install -r requirements.txt ``` 3. Run the integration: ```bash python -m xero_mcp.app ``` ## Using the Integration ### Available Resources Access financial data through organized resource paths: - `xero://dashboard/overview` - Comprehensive financial overview - `xero://reports/balance_sheet` - Balance sheet reports - `xero://reports/profit_and_loss` - P&L statements - `xero://accounts/chart` - Chart of accounts - `xero://accounts/receivables` - Receivables summary - `xero://accounts/payables` - Payables summary - `xero://transactions/recent` - Recent transactions ### Financial Analysis Prompts Use these prompts for intelligent financial analysis: 1. **Financial Health Analysis** - Comprehensive financial health assessment - Key metrics and ratios - Industry benchmarks - Actionable recommendations 2. **Cash Flow Analysis** - Cash flow patterns - Working capital management - Forecasting and planning - Optimization strategies 3. **Receivables Management** - Collection health metr…
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