A chat assistant for your QuickBooks accounting

The scenario runs an assistant that answers questions from Xero data right in chat — and is reachable from outside apps via mcp.

  • Ask about accounting in plain words in chat
  • The answer comes straight from Xero
  • The assistant is reachable from outside apps too
  • No digging through sections yourself
MCP Server
Connect Xero and launchScriptera

How it works

To connect Xero and MCP Server, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Public Chat Trigger
  2. Then: AI Agent Orchestrator
  3. Then: LLM - OpenAI Chat (gpt-4.1-mini)
  4. Starts when: MCP Server - Claude Desktop Bridge
  5. Then: AI Tool - QBO Customers
  6. Then: MCP Client Tool

You can launch this Xero + MCP Server integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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