Xero + Claude
Give Claude read-only access to your Xero records
Fetch credit notes for a contact, open purchase orders for a supplier, or invoice payment status, all pulled into your Claude project from live Xero records.
Kipper MCP lets Claude query the Xero records Kipper supports: contacts, invoices, payments, bills, purchase orders, inventory, credit notes, and supplier credits, kept updated by change notifications. Claude works the returned value into whatever you are drafting in the project.
Credit notes issued to contact Willow Civic this year?
2 credit notes for Willow Civic
Has invoice INV-5520 been paid?
INV-5520 is Awaiting Payment, £2,210, due May 12.
Through Kipper's MCP server, Claude can look up Xero credit notes, open supplier purchase orders, and invoice payment status. Bank feeds are not something Kipper reads, so cash figures are unavailable. The person in Claude needs no Xero login.
Claude projects fetch Xero credit notes on demand
Open Arroyo Glass POs, straight from the PO records
Payment status for INV-5520, from the invoice record
Read-only access, logged on every query
What your team can ask
What Claude can fetch from Xero
Credit notes, open supplier POs, and payment status on a named invoice.
"Credit notes issued to contact Willow Civic this year?"
Gallery manager drafting a member note
"Purchase orders still open for supplier Arroyo Glass?"
Logistics coordinator checking commitments
"Has invoice INV-5520 been paid?"
Sales associate before a follow-up
Who it's for
Who works in Claude and looks up Xero
Gallery manager
Ask Claude for credit notes issued to contact Willow Civic this year, while writing the member update in the same project.
Sales associate
Have Claude check whether INV-5520 has been paid.
Logistics coordinator
Retrieve open purchase orders for supplier Arroyo Glass.
Membership lead
Pull a contact's invoice status into Claude before a renewal conversation.
Founder
Get one PO or credit-note answer in Claude faster than opening Xero.
SaaS partnerships lead
While drafting the partner update in Claude, check what a contact has been invoiced this quarter under their Tracking Category.
Retail stockroom lead
Ask Claude for open purchase orders with a supplier and whether a credit note covers the items returned from the last delivery.
How it works
How Claude reaches your Xero records
Connect Xero, sync supported records, attach MCP to Claude, ask in the project.
Connect Xero supported records
A Xero admin authorizes Kipper. Bank accounts are not part of the answerable set.
Sync credit notes and POs
Change notifications keep contacts, invoices, and purchase orders updated.
Attach MCP to Claude
Add Kipper in Claude Desktop or a Claude project.
Ask from the project
Request a credit note, PO, or invoice status, and Claude uses the result in the thread.
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.
Also for Xero
Other ways to ask Xero through Kipper
+ 
Xero + Slack
Ask Xero in a Slack channel without an extra Xero login
+ 
Xero + Microsoft Teams
Xero answers in Microsoft 365 department channels
+ 
Xero + ChatGPT
Live Xero records in a ChatGPT thread via MCP
+ 
Xero + Google Gemini
Xero facts in Gemini via MCP
+ 
Xero + SMS
Text a question and get Xero numbers back on any phone
FAQ
Xero in Claude via MCP
Credit notes, supplier POs, and what Kipper leaves out.
Let Claude ask Xero for the record
Credit notes and purchase orders arrive while you write, and Xero is only ever read.