Import CSV/XLSX accounting data into QuickBooks Online or Xero via the Synder Importer API.
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./plugin marketplace add SynderAccounting/gl-importer-plugin
/plugin install gl-importer
Then set your token in the shell that launches Claude Code:
export IMPORTER_API_TOKEN="your_token_here"
Download the latest .mcpb bundle from Releases and double-click it. Claude Desktop will prompt you for the API token.
git clone https://github.com/SynderAccounting/gl-importer-plugin
cd gl-importer-plugin
npm install
npm run build
# Point Claude Code at this directory:
claude --plugin-dir .
| 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.
npm install
npm run build # tsc → dist/
npm test # vitest, 60+ unit tests, virtual-clock polling tests
npm run watch # tsc --watch for iterative dev
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.
Source-derived launch command. Check the maintainer’s required arguments and credentials before running:
npx -y @cloudbusiness/gl-importer-mcpMerge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.
{
"mcpServers": {
"com-synder-gl-importer-mcp": {
"command": "npx",
"args": [
"-y",
"@cloudbusiness/gl-importer-mcp"
]
}
}
}Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.
Claude Desktop setup reference@cloudbusiness/gl-importer-mcpnpmcom.synder/gl-importer-mcp works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.
~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.~/.cursor/mcp.jsonRestart Cursor for changes to take effect..vscode/mcp.jsonReload VS Code window for changes to take effect.~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect..mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.