Gl Importer Mcp

com.synder由 synder.com 发布v0.1.1更新于 Oct 25, 2026

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

已验证STDIO仅桌面金融数据与分析

概览

AI 生成的概览

一个本地 MCP 服务器，让助手通过 Synder Importer API 把 CSV/XLSX 会计数据导入 QuickBooks Online 或 Xero。

可以做什么
查询可用的公司、实体和字段，并通过 list_companies、list_entities、get_fields 和 get_account 检查令牌对应的账户。创建、更新和删除已保存的字段映射，读取或修改各公司的导入设置。上传文件并执行试运行，然后用自动映射或显式映射执行导入。轮询导入状态、获取结果、取消正在运行的导入或回滚已完成的导入。
适用场景
适合把会计数据保存在电子表格中、希望由助手导入 QuickBooks Online 或 Xero 的场景，也适合在对话中管理已保存的映射和查看历史导入情况。
运行要求
以 npm 包形式在本地运行（stdio），需要 Node.js 18 或更高版本。必须通过环境变量 IMPORTER_API_TOKEN 提供 Synder Importer API 令牌；IMPORTER_BASE_URL 可选，用于覆盖 API 基础地址（预发布或测试）。README 说明了 Claude Code 插件或 Claude Desktop 的安装方式。
安装前请注意
该令牌拥有 Synder Importer 账户的读写权限，并以环境变量形式传入。服务器可创建导入，将会计数据写入 QuickBooks Online 或 Xero，也可取消或回滚导入，因此执行前应先确认试运行结果。上传的电子表格内容会发送到 Synder Importer API。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Gl Importer Mcp，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Desktop only，通过 STDIO。 STDIO 服务会启动本地进程，因此需要 SourceWeft 桌面宿主。

其他 MCP 客户端

参照 仓库 中的启动说明。

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

来源：README.md，提交 ec13b17

工具

0
SourceWeft 尚未在沙箱中启动过该软件包，因此其工具未知。

版本历史

1
  1. v0.1.1最新Sep 16, 2026

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