Xero + ChatGPT

ChatGPT can query Xero contacts and invoices via MCP

Have ChatGPT request outstanding invoices for a contact, invoiced totals by Tracking Category, or unpaid supplier bills, and Kipper answers from your live Xero records.

Kipper's MCP server lets ChatGPT query the Xero records Kipper supports: contacts, invoices, payments, bills, purchase orders, inventory, credit notes, and supplier credits, refreshed through Xero change notifications. ChatGPT runs the conversation and calls Kipper as its read-only Xero tool.

HP
You

Outstanding invoices for contact Harbor & Pine?

ChatGPT using Kipper

2 outstanding invoices for Harbor & Pine

INV-4412 £3,180 due May 6
INV-4420 £960 due May 20
Open £4,140 this contact
HP
You

Invoiced totals for Tracking Category: Events this quarter?

ChatGPT using Kipper

Events category: £18,650 invoiced this quarter across 12 invoices.

Category
Events
Invoiced
£18,650
Invoices
12
Source
Xero

ChatGPT can fetch Xero contact invoices, Tracking Category totals, and supplier bills over MCP through Kipper. Bank transactions are not part of what Kipper reads, so cash position is out of reach. Whoever is asking needs ChatGPT rather than a Xero login.

ChatGPT calls MCP for the actual Xero record

Tracking Category: Events invoiced totals

Contact invoices and Lumen Electric bills

Supplier bills and credit notes, all read-only

What your team can ask

What ChatGPT can fetch from Xero

Each of these resolves to a specific Xero record ChatGPT can quote back.

"Outstanding invoices for contact Harbor & Pine?"

Studio owner before a client review

"Invoiced totals for Tracking Category: Events this quarter?"

Account exec checking a category

"Unpaid bills to supplier Lumen Electric?"

Production lead reviewing a supplier

Who it's for

Who brings Xero facts into a ChatGPT thread

Studio owner

Ask ChatGPT for outstanding invoices on contact Harbor & Pine without opening Xero.

Account exec

Have ChatGPT retrieve invoiced totals for Tracking Category: Events this quarter.

Production lead

Check unpaid bills to supplier Lumen Electric while staying in the ChatGPT thread.

CS associate

Pull a contact invoice status into the reply you are drafting.

Partner

Get one supplier-bill total in ChatGPT faster than learning the Xero UI.

SaaS renewals coordinator

Have ChatGPT pull the contact's unpaid invoices and how long the oldest has been outstanding, before the renewal email goes out.

Retail floor lead

Mid-conversation, confirm inventory on an item and the open purchase orders covering it, without switching to Xero.

How it works

How ChatGPT reaches your Xero records

Connect Xero, sync supported records, attach MCP, ask in ChatGPT.

01

Connect Xero

A Xero admin authorizes Kipper on supported records. Bank accounts are not queried.

02

Change notifications keep it fresh

Invoices, contacts, and bills update through Xero change notifications.

03

Attach MCP to ChatGPT

Connect Kipper's MCP server so ChatGPT can call read-only tools.

04

Ask in the thread

Request a contact invoice or supplier bill, and ChatGPT works the answer into its reply.

How Kipper handles access

Read-only. Permissioned. Logged.

  • Kipper never creates, updates, or deletes Xero records.
  • You choose what each user or team can see.
  • Every question is written to an audit log.
  • Pricing is the same on every interface. See plans.

FAQ

Xero + ChatGPT via MCP

Contacts, Tracking Categories, and the limits of what Kipper reads.

No. Kipper does not read bank transactions or account balances, so MCP cannot return cash, runway, or burn.
Contacts (customers and suppliers), invoices, payments, bills, bill payments, purchase orders, inventory, credit notes, and supplier credits. Tracking Categories group invoices.
Slack runs as a Kipper chat app and can return invoice PDFs. ChatGPT works over MCP and receives record values instead, since PDF delivery is a Slack and Teams feature.
No. A single Xero admin connection covers everyone.
Xero change notifications and follow-up syncs keep them updated, though exact freshness can vary.

Let ChatGPT ask Xero for the invoice

Ask once in the thread and the contact or supplier bill comes straight back.