How to Connect Xero to Claude with Tugger
How to connect Xero to Claude with Tugger, step by step: add the Xero connector, authorise access, connect Tugger MCP to Claude, then build a six-month sales dashboard from one natural-language prompt. Tugger syncs your Xero invoices, credit notes, contacts, payments and more into a managed data warehouse on a schedule. Tugger’s MCP server lets Claude query it, and the same data can feed your Power BI reports. The MCP connection is read-only, so Claude queries a copy of your Xero data and can’t change anything in Xero. Unlike Xero’s own Claude connector, you get invoice line detail, not just totals, and you can combine Xero with HubSpot, Simpro, Harvest and 70+ other systems in the same question. TRY THE PROMPT (copy and paste into Claude with Tugger MCP connected, and change the connector name and months to suit): Using my “Xero Demo” connector in Tugger, build me a sales dashboard for the last six full months, April to September 2026. Across the top, show total invoiced (excluding VAT), the number of invoices, the average invoice value and the value of credit notes. Then add: a monthly chart of the amount invoiced the top 8 services by amount invoiced, using the invoice line descriptions a table of the monthly figures under the chart Only count authorised and paid sales invoices, leave out drafts and voided ones, and don’t show customer names. Show amounts in pounds. Then try this follow-up: Add a chart showing how the top 3 services changed month by month. GUIDES How to connect Xero to Claude (full written guide): https://tuggerapp.com/Blogs/Blog/xero-to-claude Tugger vs Xero’s own Claude integration: https://tuggerapp.com/Blogs/Blog/Xero-AI-Insights-Tugger-vs-Xero-Claude-Integration Xero connector setup: https://docs.tuggerapp.com/docs/xero-connector-setup-guide Connecting Tugger to Claude: https://docs.tuggerapp.com/docs/connecting-tugger-to-claude Try Tugger free for 10 days: https://tuggerapp.com/signup Book a demo: https://tuggerapp.com/Demo Tugger is UK-based and ISO 27001:2022 certified. Figures in this video come from a Xero demo organisation.
