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ERP and accounting · Available

Xero for Claude, ChatGPT and Copilot

Owners and their advisors can ask Claude, ChatGPT or Copilot about Xero: invoices awaiting payment, bills to pay this week, quotes sent, unreconciled bank transactions and spend by tracking category. Invoices and bills show as a preview before saving, and larger ones need approval. Our team connects Xero for your organisation in a guided pilot.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Xero?

Questions from practice manager, small business owner, bookkeeper and others, answered from live Xero data and only for the people allowed to see them.

Records it works with

  • Invoices
  • Bills
  • Quotes
  • Contacts
  • Bank transactions
  • Purchase orders
  • Tracking categories
  • Practice manager

    “How many bank transactions are still unreconciled for Harrow & Pike Ltd this month?”

  • Small business owner

    “Which invoices are awaiting payment for more than 30 days, and what is the total in pounds?”

  • Bookkeeper

    “Which bills are due this week, and which ones are still in draft?”

  • Financial advisor

    “Compare revenue by tracking category for the Leeds and Bristol shops this quarter.”

  • Sales lead

    “Which quotes sent to Copperline Events have been accepted but not invoiced yet?”

  • Operations manager

    “What did we spend with each supplier on purchase orders last month?”

Changes, governed

What the assistant can prepare in Xero

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Xero under a named person.

  • Create a draft invoice from an accepted quote

    Invoices above £6,000 need the owner’s approval before they move out of draft.

  • Prepare a bill from a supplier email

    Bills from suppliers paid for the first time need the bookkeeper to approve.

  • Add a tracking category to bill lines

    Recoding to a tracking category changes reports, not totals, so the requester confirms it.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Xero

Xero carries a business’s bank feeds, VAT or GST figures and supplier payments, and an outside advisor often has access too. Owner, staff and practice each get separate roles. Invoices above £6,000 need the owner, and the request history shows whether staff or the advisor asked for a change.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Xero records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Xero gets connected

We connect Xero for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Xero questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Xero administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Xero questions

Can the assistant reconcile bank transactions in Xero?

It can list unreconciled bank transactions and suggest likely matches to invoices or bills. Reconciling stays with the bookkeeper in Xero, so the person who knows the accounts still makes that call.

Does it help with VAT returns or BAS?

It can show the sales and purchase figures behind a VAT return or BAS period so you can check them early. Filing the return still happens in Xero by the person responsible.

Can our accounting practice use it for many clients?

Yes. Each client organisation is connected separately, the practice gets a role per client, and every answer names the organisation. Requests are logged by the person at the practice who made them.

Does mcpbizapps keep a copy of our Xero data?

No. When someone asks a question, mcpbizapps reads the answer live from Xero through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Xero is a trademark of its owner. mcpbizapps is not affiliated with Xero; the name describes the connection only.

Related

Often connected alongside Xero

All ERP and accounting apps

Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.

Start

Bring Xero into your AI assistant

Tell us how your team uses Xero, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Xero pilot

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