Connect Xero to Claude

Claude can analyze Xero records returned through the selected Catchr connection. The available catalog includes 20 metrics and 112 dimensions covering contacts, invoices, invoice lines, and payments, with fields such as Total, Total Tax, Amount Due, Amount Paid, account codes, and payment account names.

Claude can compare returned invoice values such as Subtotal, Total Tax, Total, Amount Paid, Amount Due, Amount Credited, Currency Rate, and Line Item Count. Specify the tenant, requested period, filters, and reporting grain so calculations remain consistent.

Yes. Claude can examine returned contact balances for accounts receivable and accounts payable, including outstanding and overdue amounts. Ask it to rank material balances, explain the fields used, and separate observed figures from conclusions that require checking in Xero.

Claude can review returned account codes and account IDs on invoice lines alongside payment account codes, IDs, and names. It can flag missing values or patterns worth investigating, but those patterns alone do not prove that an entry is incorrect.

Strong prompts name the Xero tenant, records to examine, requested period, fields, thresholds, and output format. Useful requests include an overdue receivables review, invoice payment summary, tax and subtotal check, payment account breakdown, or account-code consistency review.

Yes, when the other sources are also connected through Catchr and the returned data provides compatible identifiers and definitions. Align periods, currencies, account scope, and reporting grain before combining results; otherwise, ask Claude for a side-by-side comparison.

Yes, provided each relevant Xero tenant is authorized, selected, and available through Catchr. Request separate tenant results before a combined summary, and define the currency, period, fields, and materiality threshold to avoid misleading comparisons.

You need permission to authorize Xero through OAuth 2, access to the relevant Xero tenant, a Catchr workspace with Xero connected, and Catchr MCP enabled in Claude. After authorization, the selected tenant identifies the Xero account used for returned records.

Claude analyzes the Xero records returned through Catchr and should not assume they are real time. Freshness and historical coverage can vary by entity, tenant, requested period, permissions, and Xero API limits, so ask Claude to identify the latest available timestamp and any gaps before interpreting trends.

No. Catchr provides Xero data to Claude for analysis and does not give Claude permission to edit contacts, invoices, invoice lines, payments, or accounting settings. Use Claude's findings to prepare a reviewed action plan, then make approved changes in Xero.