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
- get_connected_organisations
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