# gl-importer-mcp

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

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI
- Author: SynderAccounting
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/SynderAccounting/gl-importer-plugin
- Updated: 2026-07-13
- HTML: https://affpapa.org/en/nevibecode/mcp/gl-importer-mcp

## What it 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.

## Requirements
- Needs: Node.js (commands run via npx)
- Environment variables: `IMPORTER_API_TOKEN`, `IMPORTER_BASE_URL` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
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

### Codex

**Platform CLI**
```bash
codex mcp add gl-importer-mcp --env IMPORTER_API_TOKEN=<IMPORTER_API_TOKEN> --env IMPORTER_BASE_URL=<IMPORTER_BASE_URL> -- npx -y @cloudbusiness/gl-importer-mcp
```
Replace <…> with your own values

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "gl-importer-mcp": {
            "command": "npx",
            "args": [
                "-y",
                "@cloudbusiness/gl-importer-mcp"
            ],
            "env": {
                "IMPORTER_API_TOKEN": "<IMPORTER_API_TOKEN>",
                "IMPORTER_BASE_URL": "<IMPORTER_BASE_URL>"
            }
        }
    }
}
```
Replace <…> with your own values

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "gl-importer-mcp": {
            "type": "stdio",
            "command": "npx",
            "args": [
                "-y",
                "@cloudbusiness/gl-importer-mcp"
            ],
            "env": {
                "IMPORTER_API_TOKEN": "<IMPORTER_API_TOKEN>",
                "IMPORTER_BASE_URL": "<IMPORTER_BASE_URL>"
            }
        }
    }
}
```
Replace <…> with your own values

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add -e IMPORTER_API_TOKEN=<IMPORTER_API_TOKEN> -e IMPORTER_BASE_URL=<IMPORTER_BASE_URL> gl-importer-mcp npx -y @cloudbusiness/gl-importer-mcp
```
Replace <…> with your own values

## When to use it
- 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
- 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.

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