Xero MCP
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Xero MCP: AI Agent Workflows for Xero Accounting
Extract bank statements, invoices, and receipts with DocuClipper, then let your AI agent post them to Xero. End-to-end MCP workflow from Claude Desktop, Cursor, or Continue.
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Install the DocuClipper MCP server
Pair with a Xero MCP server (third-party or your own) and your agent can chain extract → post.
claude_desktop_config.json
{
"mcpServers": {
"docuclipper": {
"command": "npx",
"args": ["-y", "docuclipper-mcp"],
"env": {
"DOCUCLIPPER_PAT": "dcp_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"
}
}
}
}Example: extract and post UK statements
User: Process the 12 monthly Lloyds statements in ~/lloyds-2025/ and post the transactions to Xero (Acme Ltd organisation). Skip any statement that doesn't reconcile.
Claude (chains docuclipper.convert_bank_statement -> xero MCP tool):
- 12 statements processed; 11/12 reconciled
- 1,184 transactions queued for Xero
- Posted to Xero: 1,184 transactions
- Routed to manual review: 1 statement (May 2025, balance off by £2.47)Prefer no agent? DocuClipper has a native Xero integration, see the Xero integration page.
What an MCP-powered Xero workflow gives you
Same extraction engine as the DocuClipper REST API, with an AI agent in the loop.
Extract first, export second
DocuClipper's MCP server pulls structured data from PDF bank statements, invoices, and receipts. Push to Xero via the agent's Xero tools or the DocuClipper UI.
End-to-end agent workflow
Drop a folder of UK, AU, or NZ statements into Claude Desktop, ask the agent to extract and post to Xero. The agent chains MCP tools without manual switching.
Reconciled, audit-ready data
Each statement returns a reconciled flag so the agent only posts files where transactions match the printed balance.
Works with Claude, Cursor, Continue
Any MCP client that speaks stdio can call DocuClipper. Add docuclipper-mcp to your config and the tools appear next to your other MCP servers.
PAT auth, scoped to your account
Generate a Personal Access Token in DocuClipper, drop it in DOCUCLIPPER_PAT. Your agent inherits your DocuClipper credit balance and document history.
No install, just npx
command: npx, args: [-y, docuclipper-mcp]. Pair with a Xero MCP server (or call Xero's API directly) and let the agent move data between them.
Xero MCP FAQ
DocuClipper provides the extraction MCP server. Pair it with a Xero MCP server (third-party or your own) and your agent can chain extract → post in a single workflow. DocuClipper also supports native Xero export from the product UI and REST API if you prefer not to run a Xero MCP server.
Use MCP when you want an AI agent in the loop, e.g. one that decides what to post, classifies transactions, flags duplicates, or coordinates Xero with other systems. Use the native DocuClipper Xero integration when you want a button-click export without an agent.
Bank statement transactions, invoice line items, and receipt totals. Same shape DocuClipper's REST API returns; the Xero MCP tool maps fields to Xero accounts and tracking categories.
Yes. The DocuClipper extraction side is region-agnostic and supports UK, EU, AU, NZ, and CA bank formats. The Xero side respects your organisation region.
Bearer-token auth via a Personal Access Token (PAT) scoped to your DocuClipper account. The PAT lives in DOCUCLIPPER_PAT in your MCP client env.