Xero

Good for:

Connect it

ChatGPT

What you need:

ChatGPT Business plan
A Xero developer app on Xero's Core plan or up

Built from each app's own docs.

Plan: ChatGPT Business, Enterprise or Edu, on the web, set up by an admin or owner. Pro can add servers that only read.

Make a Xero developer app (Core plan or up). Starter only works with the demo org.
In ChatGPT, open Plugins. Choose +, then Add custom MCP server.
Name it Xero. Under Connection, enter https://api.xero.com/mcp/v1
Under authentication, pick OAuth and enter the client ID from your Xero developer app. Sign in to Xero.
Tick I understand and want to continue. Select Create as a plugin.
In a new chat, type @ and pick Xero.

Test it: Ask: what was my profit last month in Xero?

From developer.xero.com and help.openai.com. Last checked Oct 28, 2026.

Never paste an API key into a chat. Use the app's connector screen.

Claude

What you need:

An active Xero plan

Plan: Claude free or paid.

Go to Customize, then Connectors.
Click the + next to Connectors.
Find Xero and click it. Read what it can do.
Click Connect or Install. Sign in to Xero and allow access.
In a chat, click +, point to Connectors, and turn Xero on.

Test it: Ask: what was my profit last month in Xero?

From support.claude.com and xero.com. Last checked Oct 28, 2026.

Never paste an API key into a chat. Use the app's connector screen.

Claude Code

What you need:

A Xero developer app on Xero's Core plan or up

Plan: A Claude Code login.

Steps not published. See the source below.

Test it: Ask: what was my profit last month in Xero?

From developer.xero.com. Last checked Oct 28, 2026.

Never paste an API key into a chat. Use the app's connector screen.

Grok Bot

What you need:

X Premium, Super or Ultra (for Grok Bot)
A Xero developer app on Xero's Core plan or up

Built from each app's own docs.

Plan: Grok Bot comes with X Premium, Super or Ultra. Plus does not include it.

Make a Xero developer app (Core plan or up). Starter only works with the demo org.
Ask your Bot: Add the MCP server at https://api.xero.com/mcp/v1
Sign in to Xero when the Bot asks.
Ask your test question.

Test it: Ask: what was my profit last month in Xero?

From developer.xero.com and docs.x.ai and docs.x.ai. Last checked Oct 28, 2026.

Never paste an API key into a chat. Use the app's connector screen.

Gemini

What you need:

A personal Google account, 18 or up
An active Xero plan

Plan: A personal Google account, age 18 or up, in English. Keep Activity on.

Go to gemini.google.com.
In the sidebar, click Customize. If you don't find it, click More first.
At the top, click Connectors.
Find Xero and click Add. Follow the steps on the screen.
In a chat, type @ and pick Xero.

Test it: Ask: what was my profit last month in Xero?

From support.google.com and support.google.com. Last checked Oct 28, 2026.

Never paste an API key into a chat. Use the app's connector screen.

Prompts

Got a prompt for Xero? Send it in.

Prompts for Money and invoices that work with any AI

MoneyRun the business

Send your invoice the same day

What it does: Writes your invoice lines, checks the math, and drafts a short friendly email to send with it.

Use it when: Work is agreed but the invoice waits for later.

You get: Invoice lines, a 3-line email, and a checklist your team can reuse.

Open in

See the prompt

You are my bookkeeper.

Client: [client]
What they're paying for: [items]
Amount: [amount and currency]
Due: [date]
Tax: [tax, if any]

Do this:
1. Write the invoice lines and check the math.
2. Write a 3-line email to send it. Friendly.
3. Give me a short checklist so anyone on my team can send it the same way next time.

Rules:
- Don't push them to pay fast.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Send An Invoice' so you do it this way each time I send an invoice.

Built from: The E-Myth Revisited, Michael E. Gerber, Chapter 8: The Franchise Prototype

You needAny AITested on sample data