MCP 服务器

Xero MCP Server

一个模型上下文协议（Model Context Protocol，MCP）服务器实现，提供对Xero会计和业务功能的标准化访问，从而可以通过MCP实现诸如联系人管理、发票创建和科目表管理等操作。

Tools

list-contacts

List all contacts in Xero. This includes Suppliers and Customers.

update-contact

Update a contact in Xero.

create-quote

Create a quote in Xero.

list-invoices

List invoices in Xero. This includes Draft, Submitted, and Paid invoices. Ask the user if they want to see invoices for a specific contact, invoice number, or to see all invoices before running. Ask the user if they want the next page of invoices after running this tool if 10 invoices are returned. If they want the next page, call this tool again with the next page number and the contact or invoice number if one was provided in the previous call.

create-contact

Create a contact in Xero.

create-invoice

Create an invoice in Xero.

list-accounts

Lists all accounts in Xero. Use this tool to get the account codes and names to be used when creating invoices in Xero

list-tax-rates

Lists all tax rates in Xero. Use this tool to get the tax rates to be used when creating invoices in Xero

list-quotes

List all quotes in Xero. Ask the user if they want to see quotes for a specific contact before running. Ask the user if they want the next page of quotes after running this tool if 10 quotes are returned. If they do, call this tool again with the page number and the contact provided in the previous call.

update-invoice

Update an invoice in Xero. Only works on draft invoices.

list-credit-notes

List credit notes in Xero. Ask the user if they want to see credit notes for a specific contact, or to see all credit notes before running. Ask the user if they want the next page of credit notes after running this tool if 10 credit notes are returned. If they want the next page, call this tool again with the next page number and the contact if one was provided in the previous call.

create-credit-note

Create a credit note in Xero.

README

Xero MCP 服务器

这是一个用于 Xero 的模型上下文协议 (MCP) 服务器实现。它提供了 MCP 协议和 Xero API 之间的桥梁，允许以标准化方式访问 Xero 的会计和业务功能。

功能

具有自定义连接的 Xero OAuth2 身份验证
联系人管理
会计科目管理
发票创建和管理
符合 MCP 协议

前提条件

Node.js (v18 或更高版本)
npm 或 pnpm
具有 API 凭据的 Xero 开发者帐户

配置您的 Xero 开发者帐户

按照以下说明设置自定义连接：https://developer.xero.com/documentation/guides/oauth2/custom-connections/

目前需要以下范围： accounting.transactions accounting.contacts accounting.settings.read

将 MCP 服务器与 Claude Desktop 集成

要将 MCP 服务器添加到 Claude，请转到 Settings > Developer > Edit config，并将以下内容添加到您的 claude_desktop_config.json 文件中：

{
  "mcpServers": {
    "xero": {
      "command": "npx",
      "args": ["-y", "@xeroapi/xero-mcp-server@latest"],
      "env": {
        "XERO_CLIENT_ID": "your_client_id_here",
        "XERO_CLIENT_SECRET": "your_client_secret_here"
      }
    }
  }
}

可用的 MCP 命令

list-contacts: 从 Xero 检索联系人列表
list-invoices: 检索发票列表
list-accounts: 检索帐户列表
list-tax-rates : 检索税率列表
list-quotes : 检索报价单列表
list-credit-notes: 检索贷项通知单列表
create-contact: 创建新联系人
create-invoice: 创建新发票
create-quote: 创建新报价单
create-credit-note: 创建新贷项通知单
update-contact: 更新现有联系人
update-invoice: 更新现有草稿发票
update-quote: 更新现有草稿报价单

有关详细的 API 文档，请参阅 MCP 协议规范。

开发者须知

安装

# 使用 npm
npm install

# 使用 pnpm
pnpm install

运行构建

# 使用 npm
npm run build

# 使用 pnpm
pnpm build

与 Claude Desktop 集成

要将 MCP 服务器添加到 Claude，请转到 Settings > Developer > Edit config，并将以下内容添加到您的 claude_desktop_config.json 文件中：

{
  "mcpServers": {
    "xero": {
      "command": "node",
      "args": ["insert-your-file-path-here/xero-mcp-server/dist/index.js"],
      "env": {
        "XERO_CLIENT_ID": "your_client_id_here",
        "XERO_CLIENT_SECRET": "your_client_secret_here"
      }
    }
  }
}