Gl Importer Mcp

com.synderPublished by synder.comv0.1.1Updated Oct 25, 2026

Import CSV/XLSX accounting data into QuickBooks Online or Xero via the Synder Importer API.

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Overview

AI-generated overview

A local MCP server that lets an assistant import CSV/XLSX accounting data into QuickBooks Online or Xero through the Synder Importer API.

What you can do
Discover companies, entities and fields, and check the account behind the token via list_companies, list_entities, get_fields and get_account. Create, update and delete saved field mappings, and read or change per-company import settings. Upload a file and run a dry-run, then execute the import with auto-mapping or an explicit mapping. Poll import status, fetch results, cancel a running import or revert a completed one.
When to use it
Useful when you keep accounting data in spreadsheets and want an assistant to push it into QuickBooks Online or Xero, or to manage saved mappings and check on past imports without leaving the chat.
Requirements
Runs locally as an npm package (stdio) and needs Node.js 18 or newer. A Synder Importer API token is required in the IMPORTER_API_TOKEN environment variable; IMPORTER_BASE_URL optionally overrides the API base URL for staging or testing. The README describes Claude Code plugin or Claude Desktop installation.
Before you install
The token grants read and write access to the Synder Importer account and is passed as an environment variable. The server can create imports that write accounting data into QuickBooks Online or Xero, and can cancel or revert imports, so confirm the dry-run before executing. Uploaded spreadsheet contents are sent to the Synder Importer API.

Installation

In SourceWeft

  1. Open Gl Importer Mcp in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

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)

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

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

bash
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-plugincd gl-importer-pluginnpm installnpm run build# Point Claude Code at this directory:claude --plugin-dir .

Configuration

Env varRequiredDefaultPurpose
IMPORTER_API_TOKENyes—Bearer token for the Synder Importer API
IMPORTER_BASE_URLnohttps://importer.synder.com/api/v1Override 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:

ToolPurpose
import_csvHappy path. Auto-resolves company, uploads file, runs dry-run, then (on confirm) executes + waits.
wait_for_importPolls a running import to a terminal state with exponential backoff (2s → 1.5× → 30s cap).
list_companies / list_entities / get_fieldsDiscover what you can import where.
list_mappings / create_mapping / update_mapping / delete_mappingSaved-mapping CRUD.
auto_import / execute_importLower-level: create an import with auto-mapping or an explicit mapping.
get_import_status / get_import_results / cancel_import / revert_importLifecycle.
get_settings / update_settingsPer-company import settings.
get_accountWhoami / token check.

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

Development

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

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

Release process

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

License

MIT — see LICENSE.

Support

Source: README.md at commit ec13b17

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v0.1.1LatestSep 16, 2026

Score

50% of the applicable checks met

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  • Reached in the last 30 days25 pts

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  • Auth declared10 pts

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  • Tools listed15 pts

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  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts