Review revenue and cash with Xero

The Xero revenue and cash review template reads the period's profit and loss and balance sheet reports together with the invoices issued and overdue in that period, explains what moved in revenue, gross margin, cash, and receivables against the prior period, and lists the largest overdue invoices with their age, citing the report or invoice behind each figure. It follows the same read-only posture as Revenue reporting with Stripe: explain the movement from financial reads and leave every ledger change to a person.

Enable and connect Xero

Xero's identity.xero.com offers no dynamic client registration, so an operator must register a Xero app and configure XERO_MCP_OAUTH_CLIENT_ID and XERO_MCP_OAUTH_CLIENT_SECRET before enabling MANAGED_MCP_XERO_ENABLED. Then connect the Xero card and choose the organization on Xero's consent screen. Work on Repeat requests openid, offline_access, accounting.invoices.read, accounting.reports.profitandloss.read, and accounting.reports.balancesheet.read — read scopes only, so the connection cannot create, approve, send, void, or edit invoices, payments, or journals.

Set the variable

Reference it in the instructions as {{reportingPeriod}}.

Current beta boundary

Xero is connection-only until exact authenticated tool schemas are captured and reviewed, so the packaged routine ships as a preview. After review, the first manifest should stay with invoice and report reads under the granted scopes. Financial figures and customer invoices are sensitive, so route the result to a destination the finance team controls.

Recovery

If authorization expires or is revoked, the connection moves to reauthorization_required; reconnect the same card to update it in place. You can also disconnect the app from the organization's connected-apps settings in Xero.