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Provides a bridge to the Xero accounting API, enabling financial data interactions and accounting op...

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Updated Sep 9, 2025
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Provides a bridge to the Xero accounting API, enabling financial data interactions and accounting operations through OAuth2 custom connections for automated workflow management.
  1. Create a Xero Developer Account

  2. Create a Xero App for Custom Connection

    • Log in to your Xero developer account.
    • Go to "My Apps" and create a new app.
    • When creating the app, provide a name and a company or organization URL.
    • Select “Custom connection” as the integration type.
  3. Obtain Client ID and Client Secret

    • Once your app is created, you will see your Client ID and Client Secret on the app settings page.
  4. Configure the App to Allow Custom Connections

    • Follow the steps in the Xero documentation: Set up a Custom Connection
    • Add the necessary scopes according to your project’s requirements. Scopes required are likely listed in your project or can be cross-verified in the repo at src/clients/xero-client.ts#L91-L92.
    • Complete the setup, authorizing your app to access your organization's data.
  5. Copy Your Credentials

    • Carefully copy your Client ID and Client Secret. You will need both in the next step.
  6. Fill in ENV Values in FastMCP

    • Go to the FastMCP connection interface.
    • Click the “Install Now” button for the Xero MCP Server.
    • Enter the following ENV values:
      • XERO_CLIENT_ID: Paste your Client ID.
      • XERO_CLIENT_SECRET: Paste your Client Secret.
    • Save or confirm to enable the connection.

Alternative (Bearer Token)

  • If you wish to use a Bearer Token instead (to manage multiple Xero accounts via OAuth flow), follow the instructions in your MCP client to authenticate with Xero and generate a bearer token.
  • Then, in the FastMCP connection interface, fill in:
    • XERO_CLIENT_BEARER_TOKEN: Paste your bearer token.
  • The bearer token will take precedence over the client ID/secret if both are provided.

Note: Credentials are sensitive—do not share them or commit them to version control.

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