The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the Gl Importer Plugin listing page.
Import CSV/XLSX accounting data into QuickBooks Online or Xero from inside Claude Code, using the Synder Importer API.
This plugin bundles:
/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.gl-importer agent skill with natural-language guidance for the two-step
import flow (dry-run → confirm)./plugin command available)IMPORTER_API_TOKEN in your shell env.
Generate at importer.synder.com → Account → API Keys.Then set your token in the shell that launches Claude Code:
Download the latest .mcpb bundle from Releases and double-click it. Claude Desktop will prompt you for the API token.
| 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 |
Once installed, talk to Claude Code naturally:
~/Downloads/march-bills.csv as Bills into my QuickBooks company."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.
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.
CI runs on every push and PR (.github/workflows/ci.yml).
version in package.json and .claude-plugin/plugin.json (keep them in sync).git tag v0.x.y && git push --tags.publish.yml workflow publishes to npm on the tag push (uses NPM_TOKEN secret).MIT — see LICENSE.