Use Xero from Claude
Add the Xero connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorXero
Xero integration for Claude and Codex
Connect Xero once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use Xero from Codex
Add the Xero connection to a Space that runs Codex, then use it from every channel in that Space.
Use Xero from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Xero connector can do
Built for small and mid-sized businesses, Xero handles cloud invoicing, bank reconciliation, and bookkeeping. Connected to type.com, it lets Claude enter records your finance team would otherwise key in by hand: new contacts, sales invoices and supplier bills, inventory items, bank transactions, and manual journals. Each entry is requested and reviewed in a thread before and after it posts.
One connection, many Spaces
Connect Xero once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Xero in type.com
Invoice from a closed deal
Give the agent the customer, line items, and terms, and it creates the sales invoice in Xero, adding the contact first if needed.
Create a Xero contact for Pine Street Studio and a sales invoice for 40 hours of consulting at $150, due in 30 days.
Enter supplier bills
Turn vendor bills shared in the thread into accounts payable entries so nothing sits in an inbox waiting to be keyed.
Create a Xero bill (ACCPAY) from Northline Freight for $2,310 dated Oct 3, coded to shipping expense.
Post month-end adjustments
Record accruals or reclassifications as manual journals with balanced lines, while the controller reviews each entry in the thread before the books close.
Create a Xero manual journal accruing $4,500 of September contractor costs to accrued liabilities.
Representative actions
- Create Bank Transaction
Records money spent or received in a bank account, for items that are not tied to an invoice.
- Create Contact
Adds a customer, supplier, or both, so invoices and bills have someone to belong to.
- Create Invoice
Creates a sales invoice or a supplier bill depending on the type you choose.
- Create Item
Sets up an inventory item that can be tracked on sales, purchases, or both.
- Create Manual Journal
Posts journal entries with individual lines, for adjustments like accruals and reclasses.
Connection
API and auth details
Xero provides accounting and business APIs for invoices, contacts, bank transactions, payments, accounts, tracking categories, payroll, projects, files, assets, bank feeds, reports, and OAuth-connected accounting workflows.
- Source
- type.com catalog metadata
- Auth schemes
- OAuth
- API docs
- https://developer.xero.com/
- Official site
- https://www.xero.com/
FAQ
Questions people ask before connecting Xero
Can Claude create invoices in Xero?
Yes. In a type.com Space with the Xero connection, Claude can create sales invoices and bills, along with contacts, items, bank transactions, and manual journals. The finance team sees each request and result in the thread.
How do I connect Xero to type.com?
You sign in with OAuth to authorize your Xero organization. Admins then share the connection only with Spaces that should post accounting entries, and credentials never appear in threads.
Who can post entries to Xero?
Only teammates in Spaces that the Xero connection is shared with. Keeping it to a finance Space means sales or support Spaces cannot create journals or bills.
Is this the same as an MCP server for Xero?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More finance & accounting connectors
All Finance & Accounting integrationsConnect YNAB to Claude in type.com to review budgets, schedule recurring transactions, and manage accounts from a shared thread.
Connect Brex to Claude in type.com to create budgets, archive spend limits, and manage webhooks from a shared thread.
Connect Zoho Invoice to Claude in type.com to apply credits, add comments, and clone invoicing projects without switching away from your team thread.
Connect Better Proposals to Claude in type.com to create companies, design proposal covers, and check currencies from a shared thread.