Provides a bridge to the Xero accounting API, enabling financial data interactions and accounting operations through OAuth2 custom connections for automated workflow management.
Create a Xero Developer Account
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.
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.
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.
Copy Your Credentials
- Carefully copy your Client ID and Client Secret. You will need both in the next step.
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.
