What credential is required?

A Synder Importer API token is required and must be provided as IMPORTER_API_TOKEN.

Does it preview imports before changing accounting data?

Yes. The recommended flow runs a dry-run showing the proposed field mapping, then executes only after confirmation.

Can it undo an import?

The server exposes tools to cancel running imports and revert imports.

Can the API endpoint be customized?

Yes. IMPORTER_BASE_URL can override the default Synder Importer API endpoint for staging or testing.

Gl Importer Plugin

accountingquickbooksxerodata-importfinance

Imports CSV and XLSX accounting data into QuickBooks Online or Xero through the Synder Importer API.

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.

Add to Cursor Add to VS Code

Not yet automatically verified

We haven't yet run this listing's install command through our automated sandbox check. This isn't a red flag — we're steadily working through the catalog.

Manual Client & Custom JSON ConfigExpand JSON ▾

Client Config & Setup

Choose your client or environment

Target File:~/Library/Application Support/Claude/claude_desktop_config.json

claude_desktop_config.json

{
  "mcpServers": {
    "synderaccounting-gl-importer-plugin": {
      "command": "npx",
      "args": [
        "-y",
        "@cloudbusiness/gl-importer-mcp"
      ]
    }
  }
}

💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Overview

This MCP server wraps the Synder Importer REST API for importing accounting files into QuickBooks Online and Xero. It supports company and entity discovery, field mappings, import execution, status tracking, results, cancellation, and reversion. Use it when an agent needs to prepare, validate, and manage accounting imports through a dry-run and confirmation workflow.

Use cases

Import CSV or XLSX files as accounting transactions

Discover companies, entities, and available fields

Create and manage saved field mappings

Preview imports with a dry run before execution

Check, cancel, or revert completed imports

Key features

CSV and XLSX import support

QuickBooks Online and Xero company discovery

Auto-mapping and explicit mapping imports

Saved-mapping CRUD operations

Import status polling with exponential backoff

Import results, cancellation, and reversion

Capabilities & Tool Schemas (8)Self-reported

Inspect callable tools, capabilities, and parameters exposed to AI agents by Gl Importer Plugin.

import_csv

Happy path.** Auto-resolves company, uploads file, runs dry-run, then (on confirm) executes + waits.

wait_for_import

Polls a running import to a terminal state with exponential backoff (2s → 1.5× → 30s cap).

list_companies

Discover what you can import where.

list_mappings

Saved-mapping CRUD.

auto_import

Lower-level: create an import with auto-mapping or an explicit mapping.

get_import_status

Lifecycle.

Documentation Overview

gl-importer (Claude Code plugin)

Import CSV/XLSX accounting data into QuickBooks Online or Xero from inside Claude Code, using the Synder Importer API.

This plugin bundles:

An MCP server wrapping the Synder Importer REST API (/api/v1) — full read + write, 19 tools covering account, companies, settings, entities, fields, mappings, imports, status polling, results, cancel, revert, plus two composite "happy path" tools.
The gl-importer agent skill with natural-language guidance for the two-step import flow (dry-run → confirm).

Requirements

Node.js 18 or newer
Claude Code with plugin support (/plugin command available)
A Synder Importer API token — set as IMPORTER_API_TOKEN in your shell env. Generate at importer.synder.com → Account → API Keys.

Install

From the Claude Code marketplace (recommended)

Code

/plugin marketplace add SynderAccounting/gl-importer-plugin
/plugin install gl-importer

Then set your token in the shell that launches Claude Code:

server.ts

export IMPORTER_API_TOKEN="your_token_here"

Claude Desktop (one-click MCP install)

Download the latest .mcpb bundle from Releases and double-click it. Claude Desktop will prompt you for the API token.

From source (development)

bash

git clone https://github.com/SynderAccounting/gl-importer-plugin
cd gl-importer-plugin
npm install
npm run build
# Point Claude Code at this directory:
claude --plugin-dir .

Configuration

Env var	Required	Default	Purpose
`IMPORTER_API_TOKEN`	yes	—	Bearer token for the Synder Importer API
`IMPORTER_BASE_URL`	no	`https://importer.synder.com/api/v1`	Override for staging/test

Example prompts

Once installed, talk to Claude Code naturally:

"Import ~/Downloads/march-bills.csv as Bills into my QuickBooks company."
"What entities can I import into Xero?"
"Show me the saved mapping called 'Stripe payouts' and update it to map Date → TxnDate."
"List my last 10 imports and tell me which ones failed."
"Revert import 12345 — I uploaded the wrong file."
"What's the status of import 12345? Wait for it to finish and tell me how many warnings."

The skill will walk Claude Code through a safe two-step flow: a dry-run that shows the proposed field mapping, then a confirmed call that actually creates the import and polls until it terminates.

Tools

The MCP server exposes 19 tools. The ones an LLM will hit most often:

Tool	Purpose
`import_csv`	Happy path. Auto-resolves company, uploads file, runs dry-run, then (on confirm) executes + waits.
`wait_for_import`	Polls a running import to a terminal state with exponential backoff (2s → 1.5× → 30s cap).
`list_companies` / `list_entities` / `get_fields`	Discover what you can import where.
`list_mappings` / `create_mapping` / `update_mapping` / `delete_mapping`	Saved-mapping CRUD.
`auto_import` / `execute_import`	Lower-level: create an import with auto-mapping or an explicit mapping.
`get_import_status` / `get_import_results` / `cancel_import` / `revert_import`	Lifecycle.
`get_settings` / `update_settings`	Per-company import settings.
`get_account`	Whoami / token check.

Full schemas are emitted at MCP startup — the agent skill (skills/gl-importer/SKILL.md) also documents the conventions.

Development

Terminal

npm install
npm run build       # tsc → dist/
npm test            # vitest, 60+ unit tests, virtual-clock polling tests
npm run watch       # tsc --watch for iterative dev

CI runs on every push and PR (.github/workflows/ci.yml).

Release process

Bump version in package.json and .claude-plugin/plugin.json (keep them in sync).
Commit and tag: git tag v0.x.y && git push --tags.
The publish.yml workflow publishes to npm on the tag push (uses NPM_TOKEN secret).
The marketplace install path resolves through this GitHub repo, so the tag is the release.

License

MIT — see LICENSE.

Support

Issues: https://github.com/SynderAccounting/gl-importer-plugin/issues
Email: help@synder.com

Read the full README →View source on GitHub →

Related MCP Servers

View all in Finance & Fintech View all alternatives

Adoption & maintenance

Factual signals from GitHub, npm, and our automated checks — not a rating.

npm downloads

252

Package downloads in the last 30 days.

Last commit

2mo ago

Most recent push to the default branch.

Tools exposed

Callable tools this server registers over MCP.

Directory activity

2 views

Config copies, upvotes, and views on AllMCPs.

Reviews

No reviews yet — be the first to share how this listing worked for you.

Frequently Asked Questions about Gl Importer Plugin

It supports importing data into QuickBooks Online and Xero through the Synder Importer API.

AllMCPs Directory Badge

Full Badge Customizer

Showcase your server listing on GitHub or your project documentation. Embed this dynamic SVG badge to highlight official listing status and live engagement.

Badge Style:

Live Dynamic SVG Preview

Gl Importer Plugin AllMCPs Directory Badge

Markdown (GitHub README)

[![AllMCPs](https://allmcps.com/api/badge/synderaccounting-gl-importer-plugin?style=directory)](https://allmcps.com/mcp/synderaccounting-gl-importer-plugin)

HTML Embed

<a href="https://allmcps.com/mcp/synderaccounting-gl-importer-plugin"><img src="https://allmcps.com/api/badge/synderaccounting-gl-importer-plugin?style=directory" alt="Gl Importer Plugin on AllMCPs" /></a>

Technical Specs & Signals

CategoryFinance & Fintech

PricingBring your own API key (usage-based cost)

10/11 checks healthy over the last 32d

59Quality signal: Good · 59/100How this signal is calculated ▾

Server availabilityNot measured

Not scored for repo-hosted servers — we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

Verified ownership10/20

Documentation & tools29/30

Adoption & activity5/15

Community engagement0/10

A guidance signal from public completeness & health data — not a user rating. New listings start lower and rise as they add docs, get verified, and grow adoption. Signals we can't observe for a listing are skipped, not counted against it.

★ Featured

Moxie Docs MCP

MCP & Agent Skills for Automated Documentation, and codebase conventions + context

Explore Server →

Own this project?

This directory is pre-filled from public sources. Claim via GitHub README, site badge, or DNS TXT to unlock edit access and the Official badge — proof is checked automatically, then reviewed by our team.

Free dofollow backlink: add your website and place the AllMCPs badge on it — no claim needed. We detect it automatically and keep it verified as long as the badge stays live.

Claim & get free dofollow

Share & Embed

Add our SVG badge (dark/light directory styles) or embeddable widget to your site.

Explore more

More in 💰 Finance & Fintech →Best MCP servers for Finance & Fintech →Alternatives to Gl Importer Plugin →Install in Claude Desktop Install in Cursor Install in VS Code