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  1. Claude - ability to connect Claude to multiple organisations

    16 votes

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    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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    Pedro Chauca commented  · 

    I agree with Peejay: Accountants, Bookkeepers, and many business owners don't work with only one organisation, so having to connect and disconnect to get an answer from one company makes it easier to add a new custom report and jump between entities in Xero.

    Pedro Chauca supported this idea  ·