Xero
Xero data, answered where teams work.
Articles about Xero integrations, conversational reporting, and read-only access to accounting data through Kipper, with setup guides and example questions.
Why Xero Still Has No Safe Read-Only Role
Xero's narrow roles can all write, and its read-only role sees broad ledger data. Here is why neither one solves read-only access for a wider team.
Xero User Roles and Permissions: A 2026 Reference
A current reference to Xero user roles, the access matrix by area, the extra permissions you can add, and exactly where Viewer access stops.
Xero MCP Multi-Entity: Connecting to Multiple Organisations
Can one Xero MCP setup reach several organisations? Custom Connections cover one entity each; OAuth apps handle multi entity. The three routes, compared.
Connecting an AI Agent to Xero: Tenants, Scopes, and Cost
Pipedream, Composio, and Zapier connect an AI agent to Xero without a server. They differ on tenant_id, OAuth scopes, and what organisation number two costs.
SQL Access to Xero: What the CData Route Costs
The Xero API has no GROUP BY, pages 100 records at a time, and allows 60 calls a minute per tenant. CData offers two ways to add SQL. Here is what each costs.
30 Questions You Can Ask AI About Your Xero Data
Safe Xero AI questions and prompts for Kipper, the official Xero MCP server, and third-party Xero MCP tools, with clear scope and capability boundaries.
How to Connect Xero MCP to ChatGPT
Connect Xero data to ChatGPT with MCP. Learn why ChatGPT needs a remote MCP server, what the official Xero server supports, and the safest setup paths.
Xero MCP Custom Connections vs OAuth Apps
Choose the right Xero auth model for MCP: Custom Connections for one organization, OAuth apps for multi-tenant flows, and hosted options for teams.
Xero MCP Scopes Explained
Understand Xero MCP scopes: read versus write access, granular Accounting API scopes, Custom Connections after April 2026, and safe first-test permissions.
Xero MCP Server: 6 Ways to Connect AI to Your Books
Compare the Xero MCP options: Xero's official server, managed platforms like Composio and Pipedream, Zapier, and hosted read-only access via Kipper.
Xero MCP Troubleshooting: invalid_scope & invalid_client
Fix common Xero MCP errors: invalid_scope, invalid_client, missing tools, local stdio issues, and Custom Connection re-authorization.
How to Connect Xero MCP to Claude Desktop
Add the official Xero MCP server to Claude Desktop with a Xero Custom Connection, Client ID, Client Secret, and Demo Company test.
How to Connect Xero MCP to Codex
Connect the official Xero MCP server to Codex with a Xero Custom Connection, Client ID, Client Secret, matching scopes, and a read-only Demo Company test.
How to Set Up Xero MCP Server (Developer Guide)
Set up the official Xero MCP server locally with Node.js, a Xero Custom Connection, the Demo Company, and a compatible STDIO MCP client.
What a conversational layer over Xero can and cannot reach
Xero's API is one of the more approachable in accounting software, which is why it has attracted so many integrations. Contacts, invoices, payments, bills, purchase orders, credit notes, and supplier credits are all readable, and those records cover the overwhelming majority of what non-finance staff actually ask about: who owes us money, what does this contact still owe, has this bill been paid.
There is one boundary worth stating plainly, because it surprises people. Kipper can return the Xero Trial Balance, P&L, and Balance Sheet, but it does not read Xero bank data at all: no bank account balances, no individual bank feed transactions, no imported bank statements, no reconciliation status. Runway, burn, and the ledger detail behind those reports are out too.
The posts below cover connecting Xero to AI assistants over MCP, OAuth scopes and what each one grants, custom connections versus OAuth apps, multi-entity setups, SQL access approaches, and troubleshooting. Read the scopes post before granting anything: it is the one that determines what an integration can reach.
FAQ
Xero questions
Scope, access, and data coverage for the topics in this category.
Yes. Kipper can return the Xero Trial Balance, P&L, and Balance Sheet. What it cannot return on a Xero connection is bank data: bank account balances, individual bank feed transactions, imported bank statements, and reconciliation status are all out, and it does not calculate runway or burn rate.
Contacts, invoices, payments, line items, suppliers, bills, bill payments, inventory, credit notes, supplier credits, purchase orders, and the Trial Balance, P&L, and Balance Sheet. Not Xero bank data, general-ledger workflows, journal-entry review, individual bank feed transactions, or reconciliation status.
Multi-entity setups are covered in a dedicated post below, including how connections and scoping work across organizations.