Directory › Accounting

Does Xero work with ChatGPT or Claude?

Yes. Xero has official connections for both Claude and ChatGPT.

Claude: OfficialChatGPT: Official Checked 2026-10-19 · verified

Claude

Status
Official
Directory listing
https://claude.com/marketplace/connectors/xero
Made by
Xero Limited
Added to directory
April 2026
Directory category
Financial services
Badge
Anthropic verified

Tools the connector exposes:

get_financial_positionget_cash_positionget_profit_and_lossget_top_customers_by_revenueget_organisation_financial_yearget_organisation_infoget_aged_receivablesget_aged_payablesget_invoicesshow_invoices_summaryget_contactsget_billsget_repeating_invoicesget_repeating_billsget_tracking_categoriesget_purchase_ordersget_chart_of_accountsget_bank_account_transactionsget_1099_report_summaryget_connected_organisations

ChatGPT

Status
Official
Directory listing
https://openai.com/business/plugins/xero/
Developer
Xero Limited
Directory category
Finance

✅ What the AI can do

  • 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.
  • Check your P&L, cash position, outstanding invoices, top customers and more — directly from ChatGPT. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. ChatGPT connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.
  • Review cash position: "Summarize my current cash position using available account data. Explain what is included, flag missing details, and identify questions for the finance team."
  • Prioritize outstanding invoices: "Review outstanding customer invoices and prioritize follow-up by amount and overdue status where available. Include invoice references and flag incomplete information."
  • Check a customer payment: "Check whether this customer's invoice has been paid. Summarize the amount, recorded status, and payment details, and flag any ambiguous matches."

⛔ What it can't do / limits

Not documented in the sources we checked (unverified).

Plans & requirements

Not documented in the sources we checked (unverified).

Safety grade

Coming soon: how Xero handles your data when an AI connects.

Details

Category
Accounting
Good fit for
All businesses
Source last updated
Not stated on source
We verified
2026-10-19

Sources we checked

TypeURLHTTPPage updatedFetched
claude directoryhttps://claude.com/marketplace/connectors/xero200—2026-10-19
chatgpt directoryhttps://openai.com/business/plugins/xero/200—2026-10-19

Get the weekly “what newly connected” email

One short email: which small-business apps added (or lost) AI connections this week, and what changed in the fine print.

Coming soon — signups are not stored yet.