The Xero connector now supports multiple organisations.
That means I can bring data from multiple entities automatically into a spreadsheet, whether it's my workpaper or my month-end report.
I can even schedule it to run automatically.
This connector is available in Claude, ChatGPT and Copilot.
So let's jump in and have a look.
Connecting it
First, we need to connect it.
In Copilot, we'll go to the plugins area, search for the Xero plugin, and make sure we pick the one that comes from Xero, not a third party.
In Claude and ChatGPT, it's in the Customize area under Connectors or Plugins.
If you've already got it connected from when it only supported one organisation, you'll need to disconnect it and connect it again.
It will take you through Xero authentication, then you select all the Xero organisations you want to connect.
That's the new magic!
Our club members connected it to hundreds of Xero organisations, and it works.
Let's do some fun stuff in Excel
Next, let's go to Excel. I can use any of my AIs: Copilot, ChatGPT or Claude.
First, I asked it which organisations it had access to.
It found the three Big Magic entities I created for this demo.
Then I asked for the profit and loss, balance sheet and accounts receivable for each of the three entities, each on its own sheet, plus consolidated views.
It asked me which period I wanted and what I wanted to do about intercompany transactions. Love it!
It took a few minutes, and then I had the profit and loss, balance sheet and accounts receivable for each entity, plus consolidated versions of all three.
Making it even easier for next time
Next, I'd iterate until my workbook is just how I like it.
Then I’d say: "Now save this as a skill."
So next time I ask for the Big Magic management report pack, it knows exactly what to do.
Another approach is to work inside an existing workpaper and just say: "Get me the data for this month." It drops the data into the existing spreadsheet, just adding the missing month.
Is it perfect? Of course not
Of course, there are still limitations.
The profit and loss comes through line by line, but the balance sheet is only a summary: cash, other current assets and current liabilities.
That’s how the connector is currently set up.
All the tools in the connector right now are read-only.
There’s another Xero MCP for developers that has write tools too. But that is a bit harder to use.
I wouldn’t worry.
The connector was launched a few months ago and supported a single entity at a time. And only five reports.
Now it's multiple entities and a couple of dozen types of data.
Soon it will be more detailed and add write tools as well.
It moves fast.
Managing permissions
In Claude, I can see every tool this connector has, like get bills, contacts, invoices, aged receivables, cash position and profit and loss.
For each tool, I can choose to always allow it, ask for approval every time, or block it.
These are all read-only tools, so I'm happy to always allow them.
Write tools are different. My Microsoft 365 connector has tools that create, send and delete. Those I'd either block or set to ask for approval every time.
I can set this for myself or for the whole organisation. If I block a tool at organisation level, no one in the firm can use it.
This way, we can limit the M365 tool to drafting emails and never sending them.
This is a hard limit. Not an instruction that can be ambiguous or overridden. An actual tool block.
Copilot makes it a bit harder.
In my tests, the Xero connector didn't work fully inside Excel.
In Copilot Chat, it could get the data from all the entities, but it couldn't create the spreadsheet.
Again, I wouldn't worry.
These limitations are temporary.
When we see Claude and ChatGPT do something, we know Copilot is going to follow.
It's coming to Copilot as well.
What I would do today: three things
One. Connect the Xero connector in the tool you use, or reconnect it, and select all your organisations.
Then see where it fits in your workpapers, your processes and your monthly reporting.
Can it bring the data in? Can it prepare the workpaper overnight, on a schedule? Can it build a dashboard that pulls data from different Xero organisations?
Can you wire this data into the daily brief it prepares for you?
Wherever you are, one more step from where you were before is perfect.
Two. Train your team so everyone knows how to use it, and update your policies to keep everyone safe.
Three. Join us at the AI for Accountants Club 😊
It's hard to keep up with all the news, changes and announcements.
I only know about this update because in a club session, one of our members generously said, "Hey, look what I found!" Now we're all experimenting with it.
We've got this,
--
Inbal Rodnay
Guiding Firms in AI Adoption and Automation
Keynote speaker | AI Workshops | Executive briefings | The Tech Savvy Firm
P.S. You can join the AI for Accountants Club now, without waiting for the next intake. This Thursday, we have an expert guest: a solution architect who specialises in Copilot, Claude and ChatGPT. Join now and you can attend the session live.
When you are ready, here is how Inbal can help:
AI for Accountants Club
- Meetups: See what other firms are actually doing: real use cases, real results, no polish.
- The Radar: What to act on now, what to watch, and what to safely ignore
- The resource hub: prompt packs, policy templates, and implementation guides
AI Magic: 6 Steps to AI Mastery In Your Firm:
- A step-by-step roadmap that shifts your firm from dabbling to safe, impactful AI Adoption
- A hands-on guide for mastering AI in your firm, solo practice, or team.
- Access to a live AI Resource Hub
