Xero approvals for accounting firms
Approve what your agents draft, before it reaches Xero.
Your agents stage journals, invoices and bills through the substrat MCP. Someone on your team reviews each one here and approves it. Nothing posts to Xero without that click.
Any Google account works. The first time you sign in, we set up your firm and make you its owner. If your firm already uses substrat, you join it and an owner gives you access.
Sign in with Google
Your firm is created on first sign-in. No form to fill in.
Connect your Xero organisations
Someone with access to each organisation approves the connection in Xero. Connect as many as you need.
Point your agent at the MCP
It can read your books and stage entries. It can't approve them.
Approving is for people only. No agent, API key or MCP tool can approve, post or void an entry.
We couldn't set up a firm
New sign-ups are paused, so nothing was created and you're not signed in. Your Google account is unchanged.
If someone at your firm already uses substrat, check you picked your work Google account.
Your firm is set up.
Connect your agent
Add this MCP server in Claude or your agent's settings. Your agent signs in as you and can only stage entries.
https://connectors.substrat.app/mcp
Signed in with a personal Google account? Your firm is just you, and the name is your Google name.
An owner needs to give you access.
You're signed in, but you can't see any organisations yet. Ask an owner to open Team and tick the organisations you work on. You'll see them as soon as they do.
Owners
Your agent can connect to the MCP now, but it can't read or stage anything until you have access.
Approvals
Entries your agents staged. Nothing reaches Xero until someone approves it here.
Connections
The Xero and QuickBooks organisations your firm has connected.
A sync pulls the latest from Xero so your agent drafts against current books. Two data types, prepayments and journals, aren't pulled yet, so a full sync reads 11 of 13.
Connect a Xero organisation
You'll sign in to Xero and choose an organisation. You need access to that organisation in Xero.
substrat will be able to
Read your chart of accounts, contacts, invoices, bills, bank transactions and journals, so your agent can draft accurate entries.
Post journals, invoices and bills, and void documents, only after a person on your team approves each one here.
Attach supporting documents to entries it posts.
Connect as many organisations as you need. Each one takes its own approval in Xero.
If you choose more than one organisation in Xero, you'll pick which one to connect when you come back. You can disconnect at any time from Connections.
Back from Xero
Which organisation should substrat connect?
Team
Everyone at your firm who has signed in, and what they can see and approve.
Owner adds and removes people, connects and disconnects organisations, and approves in the organisations they can see.
Member sees and approves entries only in the organisations ticked for them. Nobody sees an organisation until an owner ticks it.