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MCP server CX Codex

gl-importer-mcp — Claude Code MCP server for QuickBooks and Xero

Import CSV or XLSX accounting records into QuickBooks Online or Xero through the Synder Importer API. An API token is required.

Install into Claude Code · Platform CLI All methods and platforms ↓
claude mcp add --env IMPORTER_API_TOKEN=<IMPORTER_API_TOKEN> --env IMPORTER_BASE_URL=<IMPORTER_BASE_URL> --transport stdio gl-importer-mcp -- npx -y @cloudbusiness/gl-importer-mcp
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What gl-importer-mcp does

This server gives an agent access to Synder Importer API operations. It can help identify a company and importable record types, work with field mappings, start an import, and inspect its outcome. A combined CSV workflow previews the proposed mapping first; the import runs after confirmation.

The available tools cover companies, settings, saved mappings, and import management, including status checks, cancellation, and reversal. The server needs a Synder Importer API token in IMPORTER_API_TOKEN and Node.js 18 or newer. Without the token, API requests cannot be authenticated.

What it helps with

  • import CSV records into QuickBooks Online or Xero
  • check which record types a company accepts
  • map file columns to accounting fields
  • inspect an import's status and results
  • cancel or reverse an incorrect import

Example prompts for the agent

  • Import march-bills.csv as bills into my QuickBooks company, and show me a preview first.
  • Find out which record types I can import into Xero.
  • Review my recent imports and identify the ones that failed.

How to install gl-importer-mcp

Platform CLI

claude mcp add --env IMPORTER_API_TOKEN=<IMPORTER_API_TOKEN> --env IMPORTER_BASE_URL=<IMPORTER_BASE_URL> --transport stdio gl-importer-mcp -- npx -y @cloudbusiness/gl-importer-mcp

Replace <…> with your own values

Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more

Questions about gl-importer-mcp

How do I install gl-importer-mcp in Claude Code?

Run claude mcp add gl-importer-mcp -e IMPORTER_API_TOKEN=<IMPORTER_API_TOKEN> -- npx -y @cloudbusiness/gl-importer-mcp, replacing the placeholder with your Synder Importer API token.

What does gl-importer-mcp do?

It connects Claude Code to the Synder Importer API for importing CSV or XLSX data into QuickBooks Online or Xero, then checking and managing those imports.

Why does the import workflow preview field mappings first?

The preview lets you inspect the proposed mapping before confirming the import. After confirmation, the agent can run it and wait for completion.

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