xero-expenses-mcp

MCP (Model Context Protocol) server for Xero accounting. Supports Invoices, Bills, Expenses (Bank Transactions), and Expense Claims with PKCE authentication.

Features

• Invoices (ACCREC) - Create sales invoices to send to customers
• Bills (ACCPAY) - Create bills you'll pay later
• Expenses - Create "Spend Money" bank transactions for already-paid expenses
• Expense Claims - Create receipts and submit expense claims for reimbursement
• Attachments - Attach PDFs and images to invoices, bills, expenses, and receipts
• PKCE Auth - Desktop app OAuth flow (no client secret required)

Installation

npx xero-expenses-mcp

Or install globally:

npm install -g xero-expenses-mcp

Xero App Setup

1. Go to Xero Developer Portal
2. Create a new app:
   • App name: Your choice (e.g., "Expense Manager")
   • Integration type: "Mobile or desktop app" (uses PKCE, no secret needed)
   • Redirect URI: http://localhost:3000/callback
3. Note your Client ID

Claude Code Configuration

Add to your Claude Code MCP settings:

{
  "mcpServers": {
    "xero-expenses": {
      "command": "npx",
      "args": ["xero-expenses-mcp"],
      "env": {
        "XERO_CLIENT_ID": "YOUR_CLIENT_ID"
      }
    }
  }
}

Or use the CLI:

claude mcp add xero-expenses -- npx xero-expenses-mcp

Then set environment variables in your shell or .env file.

Environment Variables

Variable	Required	Description
XERO_CLIENT_ID	Yes	Your Xero app's client ID
XERO_CLIENT_SECRET	No	Only for Web apps (not PKCE)
XERO_REDIRECT_URI	No	Default: http://localhost:3000/callback

Authentication

On first use, the server will open a browser for Xero OAuth. After authenticating, tokens are stored in ~/.xero-mcp/token.json.

Available Tools

Accounts & Contacts

• xero_list_accounts - List expense accounts/categories
• xero_list_bank_accounts - List bank accounts
• xero_list_contacts - Search vendors/contacts
• xero_list_users - List organization users (for expense claims)

Invoices (Accounts Receivable)

• xero_create_invoice - Create a sales invoice to send to customers
• xero_attach_file_to_invoice - Attach file to an invoice

Bills (Accounts Payable)

• xero_create_bill - Create a bill for future payment
• xero_attach_file - Attach file to a bill

Expenses (Bank Transactions)

• xero_create_expense - Create a "Spend Money" transaction
• xero_attach_file_to_expense - Attach file to an expense

Expense Claims (deprecated Feb 2026)

• xero_create_expense_claim - Create receipt + expense claim
• xero_attach_file_to_receipt - Attach file to a receipt

Example Usage

In Claude Code:

"Create an expense for $45.50 lunch at Cafe Example on 2024-01-15, categorize as Business Meals (account 620)"

Claude will use the xero_create_expense_claim tool with:

{
  "vendorName": "Cafe Example",
  "amount": 45.50,
  "description": "Lunch",
  "accountCode": "620",
  "date": "2024-01-15"
}

Token Storage

Tokens are stored in ~/.xero-mcp/token.json. To re-authenticate, delete this file.

License

MIT