XBert Enables MCP Gateway

Connect any AI to XBert's MCP in about five minutes. Ask your practice questions in plain English — live client books, alerts, worklists, capacity. It signs in as you, sees only what your role allows, and proposes changes rather than posting them.

XBert MCP Gateway — whichever AI your firm uses, plugged into your practice

Your team is already using AI. It just can't see your practice.

Ask ChatGPT or Claude about a client today and it answers from whatever you pasted in — exports, screenshots, guesswork. The XBert MCP Gateway closes that gap: one secure socket between the AI your firm already uses and your clients' live books, your practice's jobs and capacity, and your own alerts and rules.

Setup takes about five minutes. Add one address to your assistant's connector settings, sign in with your normal XBert login, and start asking:

"List the clients I look after, and who's assigned to each."
"Summarise this week's XBert alerts for [client]."
"Who owes us the most right now, across every client?"
"What's on my worklist today, and which jobs are running behind?"

Behind those questions sit around 200 tools across 11 capability areas — ledger reads across every connected accounting system, alerts and their fixes, the practice worklist, client notes, and for firms on Xero Practice Manager, jobs, timesheets, WIP and team capacity. You never name a tool. You just ask.

Here is exactly where the lines are. The assistant inherits the signed-in user's XBert permissions — no more, no less. Sign-in uses OAuth, so your credentials stay with XBert and the assistant never sees your password. Anything that changes data is validated, duplicate-checked and proposed for your review rather than applied. Every call writes an audit line. Turn it off in one place, any time.

And the part that matters most: AI is only as good as the data it reads. Your assistant answers from a ledger XBert has already checked, with a human in the loop on every resolution — not from raw exports and guesswork.

The agentic era is arriving in accounting whether firms are ready or not. This is how a practice gets ready.