Skip to content

Settings and activity

1 result found

  1. 126 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.


    An error occurred while saving the comment
    Ananta dr.kolesky@vitalitysolutions.com.au commented  · 

    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.

    Ananta dr.kolesky@vitalitysolutions.com.au supported this idea  ·