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ERP & accounting

Xero MCP server: ask questions, get governed answers

Xero is a cloud accounting platform; it holds invoices, bills, bank transactions, contacts, chart of accounts and financial reports.

Try it on your own data in a pilot.

Xero AI analytics: what you can ask

Typical questions from small business finance teams. Each answer shows the definition, source and query behind it.

  • What is our profit and loss by month for this financial year?
  • Which customer invoices are overdue, and by how many days?
  • What are the top 10 expense accounts this quarter?
  • Compare revenue this quarter with the same quarter last year.
  • Which bills are due to suppliers in the next 14 days?
  • What is our accounts receivable aging summary today?

How Nexatron connects to Xero

Whose permissions
Each person connects their own Xero account, so answers return only the records that person can already see in Xero.
Read and write
Read-only. Nexatron reads Xero data to answer questions and never writes to Xero.
Setup
Sign-in happens on the vendor's own OAuth consent screen; Nexatron never sees a password. Steps: choose the source → check prerequisites → enter connection details → approve access → verify → ask. No data migration and no pipeline to build: data is queried where it lives.

Xero MCP connector for Claude, ChatGPT and Copilot

Nexatron's hosted MCP server is a governed Xero MCP connector: Claude, ChatGPT and Microsoft Copilot ask questions of your Xero data through it. Each person signs in as themselves, so the assistant sees only what they may see.

Connect Xero to Claude, ChatGPT or Copilot

  1. Connect Xero to your Nexatron workspace.
  2. In Claude, add Nexatron from Claude's connector directory. In ChatGPT or Copilot, add a custom MCP connector with the server URL https://api.nexatron.io/api/v1/mcp.
  3. Sign in with your own Nexatron identity (OAuth 2.1), then ask your Xero questions.
How the Nexatron MCP server works

Xero connector FAQ

Can I ask Xero questions without writing queries?
Yes. The connector is available now. Ask in Teams, Slack, the Nexatron web app, or an AI assistant connected through Nexatron's MCP server.
Does Nexatron respect Xero permissions?
Yes. With a personal connection, answers return only the Xero records that person can already see.
Can Nexatron change data in Xero?
No. Nexatron only reads Xero data.
What do I need to connect Xero?
A user who can approve access on the vendor's own sign-in screen.
Is there a Xero MCP server for Claude, ChatGPT or Copilot?
Yes: Nexatron's hosted MCP server, once Xero is connected to your workspace. It is Nexatron's server, not one published by Xero, and the assistant gets the same governed answer as the Nexatron app.

Try Nexatron on your own Xero data

A pilot starts with three questions your team already asks and the report you trust for each, so you can check the answers yourself.

Xero is a trademark of its owner. Nexatron is not affiliated with or endorsed by it; the name and mark identify the system Nexatron connects to.