Claude - Ability to connect Claude to multiple organisations
The functionality of the Claude connector is poor, can this be improved to access multiple Xero businesses and permit data requests at a more granular level?
Hi everyone, thanks for sharing this idea and adding your feedback.
We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.
We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.
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Naga Kethavath
commented
Good news!!
Untill Xero releases a update to connect multiple companies within same connection, I built a xero mcp to connect multiple companies in one connection. here is link -https://deepledger.ai/blog/xero-mcp-guide
It can read and write including bills, payment, invoices, refunds, reporting, bank feed and reconcilaition, , human approvals and many more .
Let me know if you have any questions - hello@deepledger.ai
This makes Xero even more powerful for us. small integration - which i think definetely useful for all .
works with claude, cursor, grok bots, chatgpt and any custom ai agents
Thanks
Naga
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Aidan McDougall
commented
A must
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kor koua
commented
This would be a really useful improvement. Being able to connect Claude to multiple Xero organisations without constantly switching accounts would save a lot of time, especially for accountants and businesses managing several companies. More granular data permissions would also make the integration much more flexible and secure. I enjoy exploring practical online tools too, such as https://korkoakorollelaskuri.fi/, which makes compound interest calculations and long-term financial planning easier.
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Mark Liner
commented
Good news! I discovered that I can now add multiple organisations. That has made my day!
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saba shaheen
commented
I definitely think this feature deserves more attention. Many accountants and business owners manage multiple Xero organisations, and constantly switching between connections makes everyday work unnecessarily complicated. A single Claude connection with access to multiple authorised businesses would save time and make financial reporting much smoother. Granular data permissions would also be important for maintaining security and controlling access. I like using simple productivity tools such as 30 Minute Timer to stay focused and organise work into manageable sessions. Hopefully, Xero continues improving its AI integrations based on feedback like this.
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Pradeep kumar
commented
Dext have rolled out this week and can connect all organisations so not sure why Xero can't support this
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Mark Talbot
commented
Well said Nick; This should be a top priority for Xero. This functionality is a basic requirement at this point given where AI is at today.
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saba kurssi
commented
Connecting Claude to multiple Xero organisations would definitely make financial workflows more efficient, especially for accountants managing several businesses. Better data filtering and granular access would be valuable improvements. I also use resources like BitcoinKurssii.fi to keep track of Bitcoin prices and cryptocurrency market movements.
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Nick Reddekopp
commented
This should be a top priority for Xero. This functionality is a basic requirement at this point given where AI is at today.
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Kristen Hoffman
commented
We have 5 different entities in Xero. This connection would be very beneficial to our business.
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Jessica Johnson
commented
We have 5 different entities in Xero. This connection would be very beneficial to our business.
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Jessica Johnson
commented
We have 5 different entities in Xero. This connection would be very beneficial to our business.
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Rob Williams
commented
Working with 19 different entities in Xero this would make a huge difference
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Barry Dearing
commented
This would be a game changer for our business
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Carmelo Licciardi
commented
I run 7 individual companies/organisations in Xero and have Claude able to access automatically all of them, would be vital help
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Mark Jones
commented
I have 4 companies and would like to see the summarised accounts across all 4 from the holding company view and it's subsidiaries. Enabling multi organisational us in Claude AI would be a massive bonus
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Chris Sellars
commented
I manage 3 businesses and a not for profit organisation through Xero. Which is great. However, to be able to use Claude to prioritise items in Xero on my dashboard would be a time saver and also allow me to generate emails form my the different emails I have for chasing up overdue invoices would make that so much easier.
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I use the Xero connector in Claude across several related organisations, all under the one Xero login. At the moment the connector can only be authorised for one organisation at a time. To look at a different organisation I have to disconnect the connector completely, reconnect, and pick the other organisation at sign-in, then go through the whole process again to switch back.
For anyone running a group of entities that share costs and invoice each other, this happens constantly. It's often several times in one session, because a single question can involve two or three organisations.
It would make a big difference if the connector could either:
Let us authorise several organisations at once and choose which one to use for each request, or
Let us switch between organisations from a simple list, without disconnecting and reconnecting.The connector's tools already ask for an organisation for each request, so it seems the main limit is the one-organisation sign-in.
Is anyone else running multiple organisations through the connector? Please add your vote if this would help you too.
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Rob Pickering
commented
As a Business Coach, my clients give me access to their accounts and I do regular reviews of progress with them. Currently I have to log in to each client's account and export at least their P&L each month. It would be great to be able to have a Claude scheduled task that could obtain and run analyses without doing this manually.
To be honest, I already just do this via the Chrome browser. You've taken so long to still not provide this feature that I simply found a workaround. Works a treat, including now being able to add multiple new customers and raise a bunch of invoices, all without touching it and introducing my human errors.
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Eimear Hough
commented
I own multiple businesses so need to be able to swap between easily.