The xpnAi Claude plugin is here

The xpnAi Claude plugin is now available in the Claude directory.

It gives you a new starting point for connecting Claude to xpnAi and working with your Xero data in a conversation. Ask questions about your financials, explore activity across organisations and prepare month-end work for review.

Get connected

Open the xpnAi listing in Claude and follow the connection steps. You'll need an xpnAi Workspace with your Xero organisations connected. During authorisation, choose the intended Workspace and review the permissions you grant.

Once connected, ask Claude to check which organisations are available and when their data last synced before starting your analysis.

Put it to work

Try a first question:

Use xpnAi to confirm my Workspace, connected Xero organisations
and their last successful sync times. For September 2026, show
our largest expense accounts and explain the main changes
from August, with supporting transactions where available.

From there, explore group reporting, transaction analysis, accruals and prepayments. Read access supports analysis; preparing entries or changing accounts requires the matching optional permissions.

Visit the prompt library for more ideas, or read our Claude connection guide for additional setup options.