Connect your AI Agents to Xero in minutes
Available tools
list_accounts
List all chart of accounts. Filter by Type or Class using 'where' parameter. Returns account codes needed for invoices and transactions.
get_account
Get a single account by ID with full details including reporting codes.
create_account
Create a new account in the chart of accounts. Requires Name, Code (unique), and Type. Use list_accounts to check existing codes.
list_bank_transactions
List bank transactions with pagination (100 per page). Filter by type (RECEIVE/SPEND) using 'where' parameter.
get_bank_transaction
Get a single bank transaction by ID with full details including line items.
create_bank_transaction
Create a bank transaction. Requires Type (RECEIVE/SPEND), Contact, BankAccount, and LineItems. Use list_accounts to find bank account IDs.
update_bank_transaction
Update a bank transaction. Only AUTHORISED transactions can be updated. Use get_bank_transaction to check status.
list_contacts
List contacts with pagination (100 per page). Supports filtering via 'where' parameter. Use page_info.has_next_page to check for more results.
get_contact
Get a single contact by ID with full details including addresses and phone numbers.
create_contact
Create a new contact. Name is required. Use list_contacts to check for duplicates first.
update_contact
Update an existing contact. Only provided fields are updated. Use get_contact to see current values.
archive_contact
Archive a contact by setting its status to ARCHIVED. Archived contacts can be restored.
How to set up Merge Agent Handler
In an mcp.json file, add the configuration below, and restart Cursor.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5 "headers": {
6 "Authorization": "Bearer yMt*****"
7 }
8 }
9 }
10}
11Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.
Make sure Claude is using the Node v20+.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "command": "npx",
5 "args": [
6 "-y",
7 "mcp-remote@latest",
8 "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9 "--header",
10 "Authorization: Bearer ${AUTH_TOKEN}"
11 ],
12 "env": {
13 "AUTH_TOKEN": "yMt*****"
14 }
15 }
16 }
17}Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "command": "npx",
5 "args": [
6 "-y",
7 "mcp-remote@latest",
8 "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9 "--header",
10 "Authorization: Bearer ${AUTH_TOKEN}"
11 ],
12 "env": {
13 "AUTH_TOKEN": "<ah-production-access-key>"
14 }
15 }
16 }
17 }In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".
You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.
Learn more in the official documentation ↗
1{
2 "inputs": [
3 {
4 "type": "promptString",
5 "id": "agent-handler-auth",
6 "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7 "password": true
8 }
9 ],
10 "servers": {
11 "agent-handler": {
12 "type": "stdio",
13 "command": "npx",
14 "args": [
15 "-y",
16 "mcp-remote@latest",
17 "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18 "--header",
19 "Authorization: Bearer ${input:agent-handler-auth}"
20 ]
21 }
22 }
23}FAQs on using Merge's Xero MCP server
FAQs on using Merge's Xero MCP server
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