Financial-Services
Overview
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.
Tools
get_aged_payables
Claudeget_aged_receivables
Claudeget_bank_account_transactions
Claudeget_bills
Claudeget_cash_position
Claudeget_chart_of_accounts
Claudeget_connected_organisations
Claudeget_contacts
Claudeget_contacts_and_receivables
Claudeget_financial_position
Claudeget_invoices
Claudeget_organisation_financial_year
Claudeget_organisation_info
Claudeget_profit_and_loss
Claudeget_purchase_orders
Claudeget_repeating_bills
Claudeget_repeating_invoices
Claudeget_top_customers_by_revenue
Claudeget_tracking_categories
Claudeshow_invoices_summary
Claudewho_am_i
ClaudeLinks
App Stats
22
Tools
3
Prompts
ChatGPT, Claude
Platforms
Category
Track FinancesWorks with
ChatGPT
Claude
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