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Gl Importer Plugin

by SynderAccounting

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

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Install Gl Importer Plugin

Pick your client, then add it in one click or paste the config.

STDIONode.js
~/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"
      ],
      "env": {
        "IMPORTER_API_TOKEN": "YOUR_VALUE_HERE",
        "IMPORTER_BASE_URL": "YOUR_VALUE_HERE"
      }
    }
  }
}

Settings → Developer → Edit Config, merge this into mcpServers, then fully quit and reopen Claude Desktop.

Values are written into the snippet above so you can paste it as is. They never leave your browser.

Automated check passed— started and listed 19 tools correctly (27d ago).

Overview

SynderAccounting/gl-importer-plugin MCP server imports CSV and XLSX accounting files into QuickBooks Online or Xero through the Synder Importer API. It provides 19 MCP tools for company and entity discovery, field mappings, import execution, status polling, results, cancellation, and reversion. The main import flow performs a dry run before execution and can wait for the import to reach a terminal state. Use it when an agent needs to move structured accounting data into a connected QuickBooks Online or Xero company.

Use cases

  • Import CSV bills into a QuickBooks Online company
  • Upload XLSX accounting records to Xero
  • Review a proposed field mapping before execution
  • Inspect failed imports and their results
  • Revert an import created from the wrong file

Key features

  • CSV/XLSX imports for QuickBooks Online and Xero
  • Dry-run and confirmation workflow
  • Automatic and saved field mappings
  • Company, entity, and field discovery
  • Import status polling and result inspection
  • Import cancellation and reversion

Tools19

What Gl Importer Plugin lets your agent do. Expand a tool for its parameters.

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Security & health

What it can reach and how reliably it runs — from our own checks, not the maintainer’s claims.

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18/19 checks healthy over the last 78d

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Scanned 11d ago via OSV.dev · @cloudbusiness/gl-importer-mcp (npm)

Adoption & maintenance

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

npm downloads1.1kPackage downloads in the last 30 days.
Last commit3mo agoMost recent push to the default branch.
Availability100%Our rolling endpoint + install checks that succeeded.
Install checkPassedOur sandbox started it and listed its tools.
Tools exposed19Callable tools this server registers over MCP.
Directory activity4 viewsConfig copies, upvotes, and views on AllMCPs.

How Gl Importer Plugin works

What SynderAccounting/gl-importer-plugin does

SynderAccounting/gl-importer-plugin exposes the Synder Importer REST API as MCP tools for importing accounting data from CSV and XLSX files. It supports QuickBooks Online and Xero targets, with tools for discovering available companies, entities, and fields before an import is created.

The package is intended for workflows where an agent needs to inspect or transform an import configuration rather than merely upload a file. It can create and manage saved field mappings, read company-specific settings, check the authenticated account, and inspect import results. Lifecycle operations include checking status, waiting for completion, cancelling an active import, and reverting an import.

This belongs in the Finance & Fintech category and is most relevant when accounting data starts in spreadsheets or exported files and must be sent to a supported accounting company through Synder.

How it works

The primary import_csv tool provides a guided path. It resolves the target company, uploads the file, and performs a dry run. The dry run exposes the proposed mapping for review; execution happens only after confirmation. Once execution begins, the workflow can poll until the import reaches a terminal state.

For more control, auto_import creates an import using automatic mapping or an explicitly supplied mapping. Separate tools support direct execution and lifecycle management. wait_for_import uses exponential backoff, starting at two seconds, multiplying by 1.5, and capping the interval at 30 seconds.

The server communicates with the Synder Importer API at /api/v1. MCP schemas are emitted when the server starts, allowing clients to discover the available tool inputs and outputs.

Setup and configuration

SynderAccounting/gl-importer-plugin requires Node.js 18 or newer and a Synder Importer API token. Create the token in Synder under Account → API Keys, then provide it in the shell or client configuration as IMPORTER_API_TOKEN.

The default API endpoint is https://importer.synder.com/api/v1. Set IMPORTER_BASE_URL to use another endpoint, such as a staging or test service. The repository documents installation through the Claude Code marketplace, from source, or with the published MCP package. Source installation uses npm install followed by npm run build.

Claude Desktop users can install the latest .mcpb bundle from the repository releases and enter the API token when prompted. Claude Code users can install the marketplace plugin or point Claude Code at a local checkout.

Tools and capabilities

The 19 tools cover these areas:

  • Discover accounts, companies, entities, and importable fields.
  • Create, list, update, and delete saved mappings.
  • Run automatic or explicit mappings for imports.
  • Perform the dry-run, confirmation, and wait workflow.
  • Read import status and results.
  • Cancel or revert imports.
  • Read and update per-company import settings.
  • Verify the current API account and token.

The SynderAccounting/gl-importer-plugin agent skill adds natural-language guidance for the two-step dry-run and confirmation process. This helps keep file imports separate from the final execution decision, but the target company, file, entity, and mapping still need to be appropriate for the accounting data.

Limitations and notes

The material documents QuickBooks Online and Xero as supported destinations; it does not identify other accounting platforms. An API token is required, and the server depends on access to the Synder Importer API. Claude Code plugin support is required for the marketplace installation path. The documentation does not state that Cursor, Windsurf, or Cline are supported clients.

SynderAccounting/gl-importer-plugin is licensed under MIT. Issues are handled in the GitHub repository, and the documented support email is help@synder.com.

Read the full README View source on GitHub

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Frequently Asked Questions about Gl Importer Plugin

Install it through the Claude Code marketplace, from a local source checkout, or use the published MCP package. Claude Desktop users can download the latest .mcpb bundle from GitHub Releases.

Set IMPORTER_API_TOKEN to a Synder Importer API token. IMPORTER_BASE_URL is optional and defaults to https://importer.synder.com/api/v1.

Yes. The repository provides a Claude Desktop installation path using an .mcpb release bundle, which prompts for the API token.

Yes. The import_csv workflow performs a dry run that shows the proposed field mapping before the confirmed import executes.

Yes. The MCP server includes a revert_import tool for reverting an import, along with tools for status, results, and cancellation.

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