The MCP is part of XBert.
Every workflow your assistant runs also lives as a screen inside the XBert app. Same data, same rules, same audit trail — two ways in.
One product, two surfaces
Connect once. Ask in plain English.
Add the XBert MCP to your assistant. Ask for a review, an audit or a workflow check and it works the same XBert data under the same rules, with the output dropping into your file system or back into the chat.
- Best for
- ad-hoc requests, exploratory questions, batch tasks across many clients
- Lives in
- Claude on the web or Desktop, Claude Code — or ChatGPT, with extra setup
- Connects via
- MCP
- What you get
- the full XBert tool catalogue
Open XBert. See the same workflows as first-class screens.
The tools your assistant calls map to features inside the XBert app — Review module, Workflow, Capacity, Practice settings. Same data, same rules, persistent UI.
- Best for
- daily operations, team-shared visibility, persistent dashboards
- Lives in
- the XBert web app (browser)
- Connects via
- native integration with Xero, QuickBooks, MYOB and FreeAgent, plus Xero Practice Manager
- What you get
- workflow templates, schedules, notifications, the Review module, audit history, role-based assignment
Where your assistant pulls ahead
XBert is built to surface the right information at the moment you're doing the work. Claude takes that further: connect the XBert MCP and you get arbitrary output formats, plus everything else in your stack pulled into a single thread.
Any document, any format
XBert shows you the answer; your assistant shapes it into whatever you need. Board pack PDF, client email, Word brief, exported workpaper, plain summary — your assistant composes the artefact from live XBert data, then drops it back into your file system or the chat.
Your whole stack, one thread
Your assistant isn't just XBert. Through MCP it reaches your other connected systems — ledgers, mailbox, calendars, document store, and whatever else your firm runs. XBert is the accounting brain; your assistant brings the wider ecosystem into the same conversation.
Why both surfaces?
Meet your team where they are
Some of your team lives in chat; some live in the app. XBert serves both without making either compromise.
Same audit trail, two entry points
Both surfaces write back to the same XBert audit log. A run from chat is indistinguishable from an in-app run after the fact — same permissions, same artefacts, same compliance.
Open xbert.io to see the product
See the same workflows your assistant runs, organised as a full practice product — with workflow templates, schedules, role-based assignment, and a persistent audit trail.