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Xero

Xero MCP Connector for Databox

Connect Xero to your AI Analyst through MCP. It reads the invoices and contacts behind your finance metrics, explaining a change in debtors or expenses with the real transaction. Xero's MCP server is open today.

A Cash Received card at $128,950, up 17.2% vs last month, and under it why it happened: Cash rose after Sept 1 - three clients paid their overdue Q3 invoices in full.

TL;DR

Get more context from your Xero data

  • Same MCP server, wired into Databox. The Xero connector links Xero's own MCP server to your AI Analyst, open to any Xero account today as a Custom connector.
  • More than the numbers: your AI Analyst reads the actual invoices and contacts behind your finance metrics.
  • Sharper answers: it can explain a change in debtors or expenses with the real transaction behind it, not just the total.

The basics

An MCP connector is not the same as an integration

Xero has both. They do different jobs and work well together.

Xero integration

  • Pulls your Xero metrics into Databox dashboards and reports - with historical data, custom metrics, and datasets you can build on.

Xero MCP connector

  • Gives your AI Analyst live access to Xero's own MCP server, so it can explain metrics using the invoices and contacts behind them.

How to use it

Step 1

Open connector settings

Go to your AI Analyst settings → Connectors.

Step 2

Add a custom connector

Select Add custom connector, name it Xero and paste the URL of Xero's own MCP server.

Step 3

Authenticate with Xero

Sign in with your Xero account and set tool permissions per tool.

Step 4

Ask anything

Ask a question that touches Xero - it now pulls the record behind the number automatically.

More about it

The story

Debtors climb, traced to a few contacts

Your AI Analyst matches a rise on your finance databoard to the contacts behind the largest aged receivables in Xero.

An expense change, checked invoice by invoice

Your AI Analyst pulls invoice-level detail from Xero to explain a change in expenses already flagged on your databoard.

Cash flow review, backed by the databoard

Your AI Analyst lists overdue invoices in Xero and lines them up against the cash position already on your databoard.


Example prompts


Specs

AuthOAuth 2.0
MCP serverhttps://mcp.xero.com/mcp
Dev docsgithub.com/XeroAPI/xero-mcp-server

The Databox difference

Why connecting MCP through Databox is different

You can connect this same MCP server directly to any AI tool. Here’s what changes when you connect it through Databox instead.

Any AI tool

One AI tool, Claude here, on one MCP server, which reaches Asana, Slack and HubSpot and nothing else.

One tool, limited to MCP data

  • Only sees what this MCP server exposes, nothing more
  • No connection to your CRM, chat, or revenue data
  • Not wired into your business context, so nothing runs automatically

With Databox

Databox joining that same MCP server to its own integrations: Facebook Ads, Google Analytics, Stripe, Salesforce and HubSpot.

Enriched data, the whole story

  • The MCP connector brings in this data, same as anywhere else
  • Plus your other Databox integrations, already connected
  • Your AI Analyst reasons over the whole story, not just this one tool
  • Runs automatically with Routines, reusable in every Skill

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FAQ

Frequently asked questions

Is there an official Xero MCP server?

Yes. Xero runs its own remote MCP server, open to any Xero account.

Does connecting Xero cost extra?

No. MCP connectors are included with your AI Analyst on every plan that includes it.

What can my AI Analyst see in Xero?

Invoices, contacts, aged receivables, and other financial records, scoped to what you allow.

Does Databox have a one-click Xero connector?

Not yet. Today, connect Xero as a Custom connector using its official MCP server. A native, one-click Databox connector is planned.

What is an MCP connector?

An MCP connector links your AI Analyst to an external tool through the Model Context Protocol, an open standard for connecting AI assistants to real business systems. Once connected, your AI Analyst can read (and soon act on) the records behind your metrics - deals, tickets, conversations, campaigns - without you switching tabs.

How is an MCP connector different from a Databox integration?

A Databox integration brings your metrics into Databox so you can track, visualize and report on them. An MCP connector gives your AI Analyst access to the records behind those metrics - the deal, the ticket, the ad, the Slack thread - so it can explain why a number moved and act on it in that tool. Many tools, like HubSpot and Facebook Ads, have both, and they work best together: the integration shows what changed, the connector shows why.

Can I connect any tool, or only the ones in the connector library?

Any tool with an MCP server. You can pick an official connector built by Databox, then click connect and sign in. Or you can add a custom connector: paste the server URL, choose how it signs in (OAuth, API key, bearer token or none), name it and connect.

Is my data safe when I connect a custom MCP server?

You decide what each connector can do. Every tool on a connector has its own setting - Always allow, Needs approval or Blocked - and every tool starts on Needs approval. Official connectors are reviewed by Databox. Custom servers are not, and once connected, a server can access your AI Analyst's content and share data outside Databox. Only connect servers you trust. You can change permissions or disconnect at any time.

Do MCP connectors cost extra?

No. MCP connectors are included with your AI Analyst at no extra cost.

What can my AI Analyst do with a connected tool today?

It can read and act. Read tools let it look up deals, tickets, campaigns and messages to explain why a metric moved, answer a question or run a Routine. Write tools let it take action in the tool, like updating a deal stage, sending a Slack message or creating a task. Every action follows the permissions you set, and new tools start on Needs approval.

Give your AI Analyst the full picture

Connect the tools where your business happens, official or custom, and let your AI Analyst explain what changed and why.