Claude Xero Connector: Connect Xero to Claude
Yes. Add the Carly connector to Claude, connect Xero, and you can set up triggers right from the chat: when this happens in Xero, do that. “When an invoice is seven days overdue, email the customer a friendly reminder from my inbox.” You type it once in Claude. Carly sends it every time, whether Claude is open or not.
Where Claude and Xero fall short today
Xero built an official Claude connector, added in April 2026, and it answers questions about your P&L, cash, receivables and invoices well. Xero’s own help article spells out the limits:
- It can’t change anything. Claude “can only view or retrieve data from Xero.” No new invoices, no updated contacts, no bills entered.
- One organisation at a time. To ask about a second Xero organisation you disconnect and reconnect. Bookkeepers and owners with two companies feel this first.
- Invoice chasing stops at a draft. The Small Business plugin’s invoice chase writes reminders for you to review and send yourself.
- The plugin needs a paid Claude plan. It’s on Pro, Max, Team and Enterprise only.
- It only works while you chat. Nothing reminds the customer on day seven, and nobody hears about a big bill unless someone asks.
How Carly fixes it
- It does the work in Xero. Carly creates invoices, updates contacts and records payments, not just reports on them.
- Reminders actually go out. Carly sends from your own Gmail or Outlook, on the day you choose, and stops when the invoice is paid.
- Triggers and schedules. When an invoice goes overdue, a bill lands or a payment clears, Carly acts, whether Claude is open or not.
- Every inbox and thousands of apps. Carly works across all your email accounts and connects to thousands of apps, including Stripe, HubSpot and Google Sheets.
How to connect Xero to Claude
- Add Carly to Claude. Click Get the Carly connector, then Connect, and sign in.
- Connect Xero in Carly. It takes about five minutes: create a free app in Xero, paste its two keys into Carly and click Allow access. Follow the Xero steps.
- Tell Claude what should happen, and when. Carly sets up the workflow and runs it from then on.
Triggers you can set up from Claude
Type these into Claude. Each one becomes a trigger that runs in the cloud, whether or not you’re in the chat:
- “When an invoice is seven days overdue, email the customer a friendly reminder from my inbox.”
- “When it hits 30 days overdue, text me the customer’s name and amount.”
- “When a deal closes in HubSpot, create the invoice in Xero and email it.”
- “When a bill over $5,000 comes in, email it to Michael for approval.”
- “Every Friday at 4, email me aged receivables and who owes the most.”
- “When a payment comes in, send the customer a thank-you.”
Steps that don’t need AI run as free Zapier-style workflows.
Ask Claude about your books
- “Who owes us the most right now, and how late are they?”
- “Which bills are due in the next two weeks?”
- “Draft an invoice for Josh’s company for the April retainer.”
Free Zapier-style workflows; AI agents from $35/month. Get started.
FAQ
Can Claude connect to Xero?
Yes. Xero’s official connector lets Claude read your financial data, one organisation at a time. Add the Carly connector and connect Xero to Carly, and Claude can also create invoices, send reminders and act on Xero events.
Can Claude create invoices in Xero?
Not through Xero’s connector, which is read-only. Through Carly it can: tell Claude what to bill and Carly creates the invoice in Xero.
Can Claude chase overdue Xero invoices automatically?
Yes, with Carly. Say “when an invoice is seven days overdue, email the customer,” and Carly sends it from your inbox every time.
Is there a ChatGPT version?
Yes. See ChatGPT Xero integration.
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See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
