Xero MCP Server - Barndoor Documentation
Xero
Summary: Xero is a cloud-based accounting and financial management platform that helps teams handle invoicing, payments, bank transactions, reporting, and bookkeeping with accuracy and ease.
How Teams Use It: With the Barndoor-Managed Xero MCP Server, teams can safely connect AI agents to manage invoices, reconcile payments, update bank transactions, create journal entries, and generate financial reports — all while respecting Xero permissions and protecting sensitive financial data.
| Tool Name | Tool Description | Tool Type |
|---|---|---|
| Create Bank Transfer | Retrieves bank transfer records from Xero. Returns transfers between bank accounts. Supports filtering. | Read |
| Create Batch Payment | Retrieves inventory items from Xero. Returns item codes, descriptions, and pricing. Supports filtering. | Read |
| Create Credit Notes | Updates an existing inventory item in Xero. Can modify description, pricing, or accounts. Requires item ID. | Update |
| Create Items | Retrieves batch payment records from Xero. Returns grouped payments processed together. Supports filtering. | Read |
| Create Manual Journals | Creates a new payment record in Xero. Records payment against an invoice. Requires invoice, account, amount, and date. | Create |
| Create Or Update Bank Transactions | Retrieves contacts (customers and suppliers) from Xero. Returns contact details with addresses and payment terms. Supports search and filtering. | Read |
| Create Or Update Contacts | Retrieves bank transactions from Xero. Returns spend and receive money transactions. Supports filtering by type, status, and date. | Read |
| Create Or Update Invoices | Retrieves a specific budget by its ID. Returns budget details including line items and periods. Requires budget ID. | Read |
| Create Payment | Creates new manual journal entries in Xero. Used for adjustments and non-standard entries. Requires journal lines with accounts. | Create |
| Get Balance Sheet Report | Updates an existing invoice in Xero. Can modify status, line items, or other details. Requires invoice ID and updated fields. | Update |
| Get Bank Transaction | Retrieves a specific bank transfer by its ID. Returns transfer details including accounts and amount. Requires bank transfer ID. | Read |
| Get Bank Transactions | Creates new contacts or updates existing ones in Xero. Can process multiple contacts. Requires contact name at minimum. | Create |
| Get Bank Transfer | Retrieves a specific bank transaction by its ID. Returns full transaction details. Requires bank transaction ID. | Read |
| Get Bank Transfers | Creates a new bank transfer in Xero. Records money movement between bank accounts. Requires from account, to account, and amount. | Create |
| Get Batch Payment | Retrieves a specific contact by its ID. Returns full contact details including addresses and bank details. Requires contact ID. | Read |
| Get Batch Payments | Creates new inventory items in Xero. Can process multiple items. Requires item code and description. | Create |
| Get Budget | Creates new invoices or updates existing ones in Xero. Can process multiple invoices in batch. Requires invoice details including contact and line items. | Create |
| Get Budgets | Retrieves a specific invoice by its ID. Returns full invoice details including line items and payments. Requires invoice ID. | Read |
| Get Contact | Retrieves a specific batch payment by its ID. Returns batch details and included payments. Requires batch payment ID. | Read |
| Get Contacts | Creates new bank transactions or updates existing ones. Can process multiple transactions. Requires transaction details. | Create |