Claude connectors
Claude and Xero: what the connector does and what finance teams should decide first
A plain guide for finance leads, bookkeepers and owners. Every fact about the connector comes from Anthropic's directory page and Xero's own page, read on 10 November 2026.
The Claude Xero integration is a connector made by Xero Limited and listed in Anthropic's connector directory with an Anthropic verified badge. The directory page says you can check your profit and loss, cash position, outstanding invoices and top customers from Claude, with read-only access. Xero's own page says it follows your Xero permissions and that Claude cannot create, edit, approve, reconcile or pay in Xero. You need an active Xero subscription and a Claude account. This page covers what it is and what to decide first.
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What is the Xero connector for Claude?
The Claude Xero integration is a connector made by Xero Limited. Anthropic's directory describes it as "Access your Xero financials from any conversation" and says: "Check your P&L, cash position, outstanding invoices, top customers and more." It says "Claude connects with read-only access" and that retrieved data "is used only to respond to your questions and is never stored between sessions." The listing says it was added in April 2026 and shows no beta label.
The directory page lists 20 tools, with names such as get_profit_and_loss, get_aged_receivables and get_invoices.
Source: Anthropic connector directory, Xero (https://claude.com/marketplace/connectors/xero), read 10 November 2026.
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Who uses Xero with Claude?
The directory's own examples, profit and loss, cash, invoices and top customers, are questions that owners, finance leads and bookkeepers ask. That grouping is our reading; Xero's page names owners, accountants and bookkeepers, and does not name finance leads.
Xero's page says you can "ask plain-English questions about profit, cash, invoices, and customers."
Source: Xero, Claude (https://www.xero.com/us/ai-in-accounting/claude/), read 10 November 2026.
how to
How do you connect Claude to Xero?
Xero's page gives four steps: sign in to Claude and add Xero in the connectors directory; sign in with your Xero login; choose the Xero organization; then start asking questions. It says "no developer setup or API work required." The directory page shows an Add to Claude button, the connector address https://mcp.xero.com/mcp, and marks sign-in as required.
Xero says the connector is free to add, and that you need "an active Xero subscription and a Claude account (either free or paid)."
Source: Xero, Claude (https://www.xero.com/us/ai-in-accounting/claude/), and Anthropic connector directory, Xero (https://claude.com/marketplace/connectors/xero), read 10 November 2026.
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What should a finance team decide before turning it on?
Xero says "The connector and plugin are read-only and follow your Xero permissions" and that "Claude can't create, edit, approve, reconcile or pay in Xero." Its page also says the read-only limit applies "at launch", so check it again before you rely on it. On data, Xero says "Your Xero data is never used to train AI" and that "Your Claude plan and settings control conversation data use."
Read-only does not mean no risk, because financial figures still land in a chat. Four questions are ours, not Xero's. Who may connect the company's Xero organization? Which Claude plan and settings will that conversation sit under? Who checks a figure before it goes into a board pack or a tax conversation? Where is the rule written down?
Source for the statements: Xero, Claude (https://www.xero.com/us/ai-in-accounting/claude/), read 10 November 2026. The four questions are Kriv's own suggestions.
kriv role
Where Kriv helps
Kriv AI runs Claude training for teams, scoped by role and delivered in your own documents and tools, with a written usage policy. A finance team that wants the Xero connector in daily use can start there. If your books are in QuickBooks instead, see our QuickBooks page.
Kriv did not build the Xero connector, does not speak for Xero, and has published no Xero project of its own.
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What this page could not confirm
We did not open the Xero Central help article that the directory page points to, and we did not test the connector. The pages we read do not say which Claude plans include it beyond Xero's statement that a free or paid Claude account is needed. For anything not cited above, check the current pages. Read 10 November 2026.
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Straight answers
Frequently asked questions about Claude and Xero: what the connector does and what finance teams should decide first
Can Claude change my Xero data?
Xero says no: it cannot create, edit, approve, reconcile or pay in Xero, and the connector is read-only at launch (read 10 November 2026).
What do I need to use it?
Xero says an active Xero subscription and a Claude account, free or paid (read 10 November 2026).
Does it cost extra to add?
Xero says the connector is free to add, and that you need an active Xero subscription and a Claude account (read 10 November 2026).
Does Xero use my data to train AI?
Xero says its data is never used to train AI. Your Claude plan and settings control conversation data use (Xero, read 10 November 2026).
Who made the Xero connector?
Xero Limited, shown with an Anthropic verified badge in Anthropic's directory (read 10 November 2026).
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