Gl Importer Mcp

com.synder由 synder.com 發布v0.1.1更新於 Oct 25, 2026

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

已驗證STDIO僅桌面金融資料與分析

概覽

AI 產生的概覽

一個本機 MCP 伺服器，讓助理透過 Synder Importer API 將 CSV/XLSX 會計資料匯入 QuickBooks Online 或 Xero。

可以做什麼
查詢可用的公司、實體與欄位，並透過 list_companies、list_entities、get_fields 和 get_account 檢查權杖對應的帳戶。建立、更新與刪除已儲存的欄位對應，讀取或修改各公司的匯入設定。上傳檔案並執行試跑，再以自動對應或明確對應執行匯入。輪詢匯入狀態、取得結果、取消執行中的匯入或還原已完成的匯入。
適用情境
適合會計資料存放在試算表、希望由助理匯入 QuickBooks Online 或 Xero 的情境，也適合在對話中管理已儲存的對應與查看過去的匯入狀況。
執行需求
以 npm 套件形式在本機執行（stdio），需要 Node.js 18 或更新版本。必須透過環境變數 IMPORTER_API_TOKEN 提供 Synder Importer API 權杖；IMPORTER_BASE_URL 為選用，可覆寫 API 基礎位址（預備或測試環境）。README 說明了 Claude Code 外掛或 Claude Desktop 的安裝方式。
安裝前請注意
該權杖具備 Synder Importer 帳戶的讀寫權限，並以環境變數形式傳入。伺服器可建立匯入，將會計資料寫入 QuickBooks Online 或 Xero，也可取消或還原匯入，因此執行前應先確認試跑結果。上傳的試算表內容會傳送到 Synder Importer API。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Gl Importer Mcp，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Desktop only，透過 STDIO。 STDIO 服務會啟動本機處理程序，因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

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

來源：README.md，提交 ec13b17

工具

0
SourceWeft 尚未在沙箱中啟動過該軟體包，因此其工具未知。

版本歷史

1
  1. v0.1.1最新Sep 16, 2026

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