How to connect Xero to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Xero account to Cowork via Composio Connect, enabling it to list all active Xero tenant connections, show latest contacts added this week, retrieve all open quotes for this month, and more such actions on your behalf without compromising your account security.

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Xero is cloud-based accounting software for small businesses, offering invoicing, bookkeeping, and real-time financial reports. It helps you manage business finances efficiently from anywhere.

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Xero account to Cowork via Composio Connect, enabling it to list all active Xero tenant connections, show latest contacts added this week, retrieve all open quotes for this month, and more such actions on your behalf without compromising your account security.

Also integrate Xero with

ChatGPTOpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenCodeCursorVS CodeOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

Connecting Xero to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Xero account

Back in Cowork, ask the agent to connect to Xero or give it any Xero-related task.

For example, ask Cowork to:

  • "List all active Xero tenant connections"
  • "Show latest contacts added this week"
  • "Retrieve all open quotes for this month"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Xero account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Xero through MCP without you sharing account credentials directly with the agent.

What is the Xero MCP server, and what's possible with it?

The Xero MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Xero account. It provides structured and secure access to your accounting data, so your agent can retrieve contacts, manage connections, update invoices, and monitor quotes automatically on your behalf.

  • Connection management: Instantly list all active Xero tenant connections linked to your account, making it easy for your agent to select and operate on the right organization.
  • Contact retrieval and lookup: Fetch detailed, up-to-date lists of business contacts including filtering, paging, and incremental updates to keep your records synchronized and actionable.
  • Quote management and tracking: Retrieve, filter, or search through your sales quotes so your agent can help you stay on top of prospective business and follow up faster.
  • Invoice updating and automation: Modify details of existing invoices—such as amounts, due dates, and line items—allowing your agent to keep your invoicing accurate and up to date without manual edits.
TOOLS

Supported Tools

Every Xero action and event your agent gets out of the box.

Create Bank Transaction

Create a bank transaction in Xero.

Create Contact

Create a new contact in Xero.

Create Invoice

Create a new invoice in Xero.

Create Item

Create an inventory item in Xero.

Create Manual Journal

Create one or more manual journals (journal entries) in Xero with journal lines.

Create Payment

Create a payment in Xero to link an invoice with a bank account transaction.

Create Purchase Order

Create a purchase order in Xero to order goods/services from suppliers.

Get Account

Retrieve a specific account from Xero's chart of accounts by its unique ID.

Get Asset

Retrieve a specific asset by ID from Xero.

Get Balance Sheet Report

Retrieve Balance Sheet report from Xero.

Get Budget

Retrieve a budget from Xero.

Get Connections

Tool to list active Xero connections.

Get Contacts

Tool to retrieve a list of contacts.

Get Invoice

Retrieve a specific invoice by ID from Xero.

Get Item

Retrieve a specific item by ID from Xero.

Get Manual Journal

Retrieve a specific manual journal by ID from Xero.

Get Organisation

Retrieve organisation details from Xero.

Get Profit & Loss Report

Retrieve Profit & Loss report from Xero.

Get Project

Retrieve a specific project by ID from Xero.

Get Purchase Order

Retrieve a specific purchase order by ID from Xero.

Get Quotes

Tool to retrieve a list of quotes.

Get Trial Balance Report

Retrieve Trial Balance report from Xero.

List Accounts

Retrieve chart of accounts from Xero.

List Assets

Retrieve fixed assets from Xero.

List Attachments

List all attachments for a specific entity in Xero (invoice, contact, etc.

List Bank Transactions

Retrieve bank transactions from Xero.

List Credit Notes

Retrieve list of credit notes from Xero.

List Files

Retrieve files from Xero Files.

List Folders

Retrieve folders from Xero Files.

List Invoices

Retrieve a list of invoices from Xero.

List Items

Retrieve items (inventory/products) from Xero.

List Journals

Retrieve journals from Xero.

List Manual Journals

Retrieve manual journals from Xero.

List Payments

Retrieve list of payments from Xero.

List Projects

Retrieve projects from Xero.

List Purchase Orders

Retrieve list of purchase orders from Xero.

List Tax Rates

Retrieve tax rates from Xero.

List Tracking Categories

Retrieve tracking categories from Xero.

Update Invoice

Tool to update an existing invoice.

Update Contact

Update an existing contact in Xero.

Upload Attachment

Upload a file attachment to a Xero entity (invoice, contact, etc.

FRAMEWORKS

How to build Xero MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Xero MCP with ChatGPT

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Xero MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Xero MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Xero MCP with Claude Code

Codex logo

Codex

Use Xero MCP with Codex

Cursor logo

Cursor

Use Xero MCP with Cursor

OpenClaw logo

OpenClaw

Use Xero MCP with OpenClaw

Hermes logo

Hermes

Use Xero MCP with Hermes

CLI logo

CLI

Use Xero MCP with CLI

Google ADK logo

Google ADK

Use Xero MCP with Google ADK

LangChain logo

LangChain

Use Xero MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Xero MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Xero MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Xero MCP with LlamaIndex

CrewAI logo

CrewAI

Use Xero MCP with CrewAI

OpenCode logo

OpenCode

Use Xero MCP with OpenCode

VS Code logo

VS Code

Use Xero MCP with VS Code

FAQ

Frequently asked questions

With a standalone Xero MCP server, the agents and LLMs can only access a fixed set of Xero tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Xero and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Xero tools.

Yes, absolutely. You can configure which Xero scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Xero data and credentials are handled as safely as possible.

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