Does Xero work with ChatGPT or Claude?
Yes. Xero has official connections for both Claude and ChatGPT.
Claude: OfficialChatGPT: Official
Checked 2026-10-20 · verified
Claude
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_organisationsChatGPT
✅ What the AI can do
- Summarize invoices (invoiced, outstanding, paid, top customers) and other financial reports from live Xero data.
- 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
- Read-only: Claude can view and retrieve Xero data but can't make changes to your Xero organisation.
- Connects to one Xero organisation at a time.
Plans & requirements
- Xero side: available on any Xero business pricing plan.
- Xero's Small Business plugin for Claude needs a Pro, Max, Team or Enterprise Claude plan.
Safety grade
Coming soon: how Xero handles your data when an AI connects.
Details
← Back to the full directory · More Accounting apps
Sources we checked
| Type | URL | HTTP | Page updated | Fetched |
|---|---|---|---|---|
| claude directory | https://claude.com/marketplace/connectors/xero | 200 | — | 2026-10-20 |
| chatgpt directory | https://openai.com/business/plugins/xero/ | 200 | — | 2026-10-20 |
| vendor docs | https://central.xero.com/s/article/Connect-Xero-using-the-Xero-connector-in-Claude?userregion=true | 200 | — | 2026-10-20 |
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