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Xero MCP

Your personal AI data analyst for Xero accounting data is finally here with the Coupler.io MCP server. Ask AI to analyze financial performance, track expenses, and generate accounting insights through intelligent conversations.

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Why to use the Xero MCP

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Use case 1

Analyze cash flow patterns by asking AI to examine incoming payments, outstanding invoices, and expense trends to identify seasonal fluctuations and liquidity challenges.

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Use case 2

Generate profit and loss insights by requesting AI to compare revenue streams, expense categories, and profit margins across different time periods and business segments.

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Use case 3

Monitor accounts receivable by having AI identify overdue invoices, calculate average collection periods, and highlight customers with outstanding payment issues affecting cash flow.

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Use case 4

Track expense management by asking AI to categorize spending patterns, identify cost-saving opportunities, and analyze expense claims across different departments or projects.

What data you can get with the Xero MCP

  • Accounting & Financials (e.g., Invoices, Payments, Bank Transactions)
  • Contacts & Users (e.g., Contacts, Contact Groups, Employees)
  • Inventory & Items (e.g., Items)
  • Tax & Currency (e.g., Tax Rates, Currencies)
  • Reports (e.g., Profit and Loss, Balance Sheet, Aged Receivables)
  • Tracking (e.g., Tracking Categories, Tracking Category Options)
  • Expense Management (e.g., Expense Claims)

How does MCP work?

1

Step #1

Set up a data flow in Coupler.io by connecting your Xero.

2

Step #2

Proceed to the MCP Server page in Coupler.io and follow the instructions there

3

Step #3

Ask AI about your Xero - get insights, reports, trends, or charts just by typing your question.

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Set up the MCP server in 5 minutes by following the instructions in the platform or by watching the video

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Frequently asked questions
Coupler.io MCP (Model Context Protocol) functions as a bridge connecting your accounting systems with AI technology. This server enables AI models like Claude to directly access, analyze, and interact with your Xero financial data through conversational interfaces. Rather than manually generating reports or navigating complex accounting software, you can simply ask your AI assistant questions about your financial data and receive immediate insights, calculations, and analysis tailored to your business needs.
The MCP server integrates with any data source available through Coupler.io, featuring over 70 connections, including accounting & finance platforms like Xero, QuickBooks, and Stripe. This extensive library also includes Google Sheets, Microsoft Excel, Salesforce, HubSpot, and many more, with new integrations added regularly to support comprehensive financial analysis.
No technical skills or complex query languages are needed to interact with your data. The setup process is designed to be user-friendly with simple configuration steps. You need to be on at least the Professional plan and have data flows configured in Coupler.io. You can then talk to your data naturally without needing to learn SQL or complex technical skills.
Security is maintained through unique personal access tokens that only you can generate via the Coupler.io platform. Your accounting data remains completely confidential unless you choose to share access credentials. The AI receives processed financial insights rather than raw transaction records, and your business information never contributes to AI training models. Coupler.io implements robust security protocols to protect your financial data and transfers from unauthorized access, breaches, and disclosure risks. Your accounting information stays secure and remains entirely under your control.
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