Check your P&L, cash position, outstanding invoices, top customers and more — directly from Claude. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. Claude connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.
Tools
- get_financial_position
- get_cash_position
- get_profit_and_loss
- get_top_customers_by_revenue
- get_organisation_financial_year
- get_organisation_info
- get_aged_receivables
- get_aged_payables
- get_invoices
- show_invoices_summary
- get_contacts
- get_bills
- get_repeating_invoices
- get_repeating_bills
- get_tracking_categories
- get_purchase_orders
- get_chart_of_accounts
- get_bank_account_transactions
- get_1099_report_summary
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
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