DeepLedgerClaude connects to Xero through DeepLedger's hosted MCP server: you add one custom connector in Claude, sign in once, and Claude can work in every Xero organisation you can access, switching between them when you ask. This guide is for accountants, bookkeepers and finance teams who look after more than one Xero organisation. It covers setup in Claude on the web, desktop and mobile, how switching works, and the prompts that make multi-client work quick.
Xero support in DeepLedger is in beta. If Connect to Xero is not offered on a company's Connections tab, contact support.
If your clients are on QuickBooks Online, follow Connect Claude to QuickBooks Online instead. The connector is the same one, so a firm with clients on both ledgers adds it once.
What you are connecting
DeepLedger runs a hosted Xero MCP server at one address:
https://mcp.deepledger.ai/mcp
MCP (Model Context Protocol) is the standard Claude uses to call outside tools. Behind that address, DeepLedger offers Claude a set of accounting tools for the active Xero organisation: invoices, quotes, repeating invoices, bills, credit notes, payments, bank transactions, transfers, manual journals, tracking categories, contacts and accounts, and reports such as profit and loss, balance sheet, trial balance and aged receivables and payables. Workflow tools cover Tasks, each company's AI Brain, documents and the month-end close.
An admin connects each Xero organisation to DeepLedger once, through Xero's own sign-in. Claude never sees a Xero password. Claude signs in to DeepLedger as you and reaches only the companies you can open in DeepLedger.
Why one sign-in for all your Xero organisations
Firms rarely have one Xero file. A bookkeeper might close twelve clients a month; a group finance team might run a holding company and four trading entities.
DeepLedger's connector is built around the whole client list, not one file:
- One sign-in, every company. The connector reaches every company your DeepLedger user can access, and you move between them by asking.
- Xero and QuickBooks Online together. Clients on both ledgers sit behind the same connector and the same habits.
- One active company across your AI apps. Switch in Claude and ChatGPT, Cursor or Grok follow on their next request.
- Writes with review. Claude can draft invoices, bills and journals for you to review.
- Rules per client. Each company keeps its own AI Brain, Tasks and Audit history.
Before you start
- A DeepLedger account. The trial needs no card.
- Each Xero organisation connected in DeepLedger: open Companies, select the company (or Add company), open its Connections tab, choose Connect to Xero and pick the organisation in Xero's sign-in.
- A Claude plan that allows custom connectors. Anthropic's custom connector guide covers Free and paid plans, with one custom connector on Free (as of November 2026).
How do I connect Claude to Xero?
- In Claude, open Customize → Connectors, select + Add, then Add custom connector.
- Name it DeepLedger and paste
https://mcp.deepledger.ai/mcp. Select Continue. - Keep Sign in now. For the OAuth client, choose Register automatically. Select Add.
- Sign in with your DeepLedger account, not your Xero login, and choose Allow.
- In a new chat, open + → Connectors and turn DeepLedger on.
- Ask Claude to confirm the connection:
Using DeepLedger, which company am I in? List every company I can access with its ledger.
Claude answers with the active company and a list that marks each one as Xero or QuickBooks. If the list is empty, check that your DeepLedger user is assigned to those companies.
Team and Enterprise plans: an owner adds the connector once under Organization settings → Connectors → Add → Custom → Web. Each member then selects Connect under Customize → Connectors and signs in as themselves, so each person reaches only the companies they are assigned to.
Claude Code: the same address works from the terminal. Run claude mcp add --transport http deepledger https://mcp.deepledger.ai/mcp, then /mcp to sign in. The Claude Code guide covers the details.
Switch organisations by asking
You have one active company at a time, and you change it in plain language. Behind the scenes Claude calls DeepLedger's companies tool, which has three operations: current, list and switch (by name or by company id).
List my companies.
Switch to Harbour Cafe Ltd and show me the profit and loss for October 2026, accrual basis.
Now do the same for Harbour Cafe Holdings.
Three things to know:
- Every result names its company. Read the organisation name in Claude's answer before you rely on a figure or approve a draft.
- Exact names only. Use the exact company name. If a name matches more than one company, or none, DeepLedger refuses the switch; ask the AI to list your companies and switch by the company id.
- The active company follows you. It is stored per person, not per app, so a switch in Claude also applies to your next request in ChatGPT or Cursor. Confirm the company at the start of each session.
You can also set the active company in the portal: open the company and choose Make this the company my AI works in. The full rules are in one sign-in, every company.
Multi-organisation prompts to try
Name the period and, for reports, cash or accrual. Ask Claude to read a company's AI Brain before it codes anything, so it follows that client's rules.
Month-end status across clients
For each of my Xero companies, show cash at bank, October revenue, overdue receivables and open Tasks in one table. Do not change anything.
AP review across organisations
Go through my Xero companies one at a time. In each, list bills due in the next 14 days over $2,000 and any draft bills older than 30 days. Name the company above each list.
Intercompany check
Switch to Harbour Cafe Holdings and list the balance on the intercompany loan account at October 31. Then switch to Harbour Cafe Ltd and show the matching account. Tell me whether the two agree and list any transactions that appear on one side only.
Compare entities
Compare October gross margin for Harbour Cafe Ltd and Harbour Cafe Kitchen. Use the same accrual basis for both and explain the two biggest differences.
Coding with each client's rules
Switch to Ridge Dental. Read its AI Brain and skills, then list last month's spend money transactions coded to General Expenses and suggest a better account for each. Open a Task for any you are unsure of.
Draft without posting
In Ridge Dental, create a draft bill for the attached supplier invoice. Check it is not already in Xero first. Do not approve it.
Close preparation
Start the October close for Harbour Cafe Ltd, run the checklist, and draft any adjusting journals for my review.
Is it safe to let Claude work in Xero?
Treat the connector as access to the books. These are the facts that matter:
- Drafts by default. New invoices, bills, credit notes and manual journals are created as drafts unless you ask for them to be approved, so they do not affect reports until someone approves them. Editing a document that is already approved changes the books.
- Some writes post at once. Payments, spend money, receive money and transfers post straight away. Ask for them only when you mean it.
- Confirmation for actions that cannot be undone. Voids, emailing a document and similar Xero actions need an explicit confirmation step.
- Team access. Each teammate signs in as themselves and reaches only the companies they are assigned to. Read-only members can ask anything but cannot change the books, and owners and admins can make chosen areas, such as manual journals, read-only for one member.
- Audit history records what the AI did in each company, and Tasks is where uncertain work waits for a person.
- Revoking access. Remove the connector in Claude, revoke the grant under Settings → Connected apps in DeepLedger, or disconnect Xero on the company's Connections tab. Any one stops access.
A prompt that says "do not change anything" is guidance for the AI, not a permission. For organisations a person should only read, make them a read-only member.
Troubleshooting
| What you see | What to do |
|---|---|
| DeepLedger shows no tools | Remove the connector, add it again with the full address ending in /mcp, and sign in again. |
| "No active company" | Ask Claude to list your companies, then switch to one. |
| The company uses QuickBooks | Switch to the Xero company, or let Claude use the QuickBooks tools for that one. |
| "Reconnect Xero" | Xero's sign-in has lapsed. Open the company's Connections tab and reconnect Xero. |
| A company is missing | You are not assigned to it. Ask an owner or admin. |
| "Rate limited" | Xero limits calls per organisation. Wait a minute or narrow the date range. |
Frequently asked questions
How do I connect Claude to Xero?
Connect each Xero organisation to DeepLedger once, then add https://mcp.deepledger.ai/mcp as a custom connector in Claude under Customize, Connectors. Sign in with your DeepLedger account, turn the connector on in a chat, and ask Claude which Xero organisation is active.
Can Claude work in more than one Xero organisation?
Yes. One DeepLedger connector reaches every Xero organisation you can access in DeepLedger. Ask Claude to list your companies and to switch to one by name. Every later request goes to that organisation until you switch again.
Does the Claude Free plan work with DeepLedger and Xero?
Yes, with a limit. Anthropic allows one custom connector on the Free plan, so DeepLedger would be your only custom connector. On Team and Enterprise plans an owner adds the connector for the organisation first, and each member then connects with their own sign-in.
Will Claude post transactions in Xero without asking?
New invoices, bills, credit notes and manual journals are created as drafts unless you ask for them to be approved. Payments, spend money, receive money, transfers and edits to approved documents change the books, so ask for those only when you mean it. Read-only members cannot write at all.
How much does it cost to connect Claude to Xero with DeepLedger?
DeepLedger is $20 per Xero connection per month, with unlimited users and a 14-day free trial that needs no credit card. Your Claude subscription is separate. Xero support in DeepLedger is in beta.
Related guides
- Xero MCP server guide: hosted, self-hosted and connector-platform options compared
- Connect Claude to QuickBooks Online
- One sign-in, every company: how switching works
- Connect ChatGPT to Xero and Connect Grok to Xero
- Connect Claude to Bill.com for payables across entities
See every supported app on AI platforms and integrations, and check DeepLedger pricing before you connect your first organisation.