Xero MCP for Microsoft 365 Copilot
Use Microsoft 365 Copilot Across Every Xero Organisation
ELab's hosted Xero MCP connects an agent built in Microsoft Copilot Studio to every Xero organisation you authorise. Finance teams can then work from Microsoft 365 Copilot or Teams without switching between entities.
Assisted Business Deployment
Built for Your Microsoft Tenant
Microsoft 365 Copilot needs a different setup from a desktop AI client. We connect the MCP in Copilot Studio, test it against your Xero permissions and help you publish the agent to the approved people in your Microsoft environment.
Every Authorised Organisation
Work across the Xero organisations connected to your subscription without reconnecting for each entity.
Hosted Connection
ELab manages the remote MCP connection, token refresh and client environment.
Xero OAuth
Authorise organisations through Xero's OAuth flow using your existing Xero access.
Controlled Write Access
Every plan logs write actions. Approved-user access controls start on Growth, and Business adds a full audit trail with user identity.
How the Connection Works
Confirm Your Microsoft Setup
Check your Microsoft 365, Copilot Studio and tenant administration requirements before connecting financial tools.
Connect and Test Xero
Authorise the required Xero organisations, add the remote MCP server in Copilot Studio and test the approved read and write operations.
Publish to Approved Users
Publish the agent to Microsoft 365 Copilot or Teams, then monitor access and write activity through the agreed controls.
Work Across Entities in One Conversation
Ask for the financial task you need instead of opening each Xero organisation and repeating the same steps.
- Show outstanding invoices across the connected group, filtered by reference and date.
- Find credit notes across several Xero organisations without opening them one by one.
- Create an invoice in the selected organisation after the user reviews the details.
- List Xero Projects and close completed projects where Projects access is enabled.
Access and Review
Keep People Responsible for Financial Actions
Microsoft tenant controls sit alongside ELab's write-action logging. Approved-user access controls start on Growth, and Business adds a full audit trail with user identity. We agree which Xero tools the agent can use, test write operations with your team and publish only to the users your administrator approves.
Xero MCP Pricing for Microsoft 365 Copilot
The Xero MCP subscription uses the same organisation-based pricing. Microsoft tenant and Copilot Studio setup is scoped separately after we confirm your requirements.
Starter
For businesses with up to 5 Xero organisations
- Up to 5 Xero organisations
- Hosted MCP infrastructure
- Auto token refresh
- Read and write operations
- Invoice and credit note filters
- Xero Projects support
- Basic audit log
- Email support
Growth
For businesses with up to 10 Xero organisations
- Up to 10 Xero organisations
- Hosted MCP infrastructure
- Auto token refresh
- Read and write operations
- Invoice and credit note filters
- Xero Projects support
- Approved-user access controls
- Basic audit log
- Email support
Business
For businesses with up to 20 Xero organisations
- Up to 20 Xero organisations
- Hosted MCP infrastructure
- Auto token refresh
- Read and write operations
- Invoice and credit note filters
- Xero Projects support
- Approved-user access controls
- Separated client environments
- Full audit trail with user identity
- Priority support
Enterprise
For groups beyond 20 Xero organisations
- Unlimited Xero organisations
- Custom workflows
- Dedicated infrastructure
- Onboarding with ELab
- Managed services and SLA
- Custom integrations
Frequently Asked Questions
Common questions about connecting Microsoft 365 Copilot to Xero
Yes. ELab's hosted Xero MCP can be added to an agent in Microsoft Copilot Studio. Once configured and approved, the agent can be published for use in Microsoft 365 Copilot or Teams.
Yes. Once the agent has been configured and approved in Copilot Studio, it can be published to the approved users in Microsoft 365 Copilot or Teams.
Yes for the current deployment path. Copilot Studio connects the remote MCP server, controls the agent and provides the route for publishing it to approved users in Microsoft 365 Copilot or Teams.
Yes. ELab's Xero MCP makes every organisation you have authorised available to the same agent. You can query one organisation or work across the full connected group without reconnecting each time.
The Xero MCP supports read and write operations. During deployment, we test each permitted action and agree which tools approved users can access. Your team remains responsible for reviewing financial actions before they are completed.
The Xero MCP subscription is priced by the number of connected Xero organisations. Microsoft 365 Copilot setup is scoped separately because tenant policies, Copilot Studio configuration and approval requirements differ between businesses.
Xero is a trademark of Xero Limited. Microsoft, Microsoft 365 and Copilot are trademarks of the Microsoft group of companies. ELab is an independent provider and is not affiliated with, endorsed by or certified by Xero, and is not affiliated with or endorsed by Microsoft.
Find the Right Starting Point
Use the readiness assessment for a structured baseline or book a call to discuss the workflow holding your team back.