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Import CSV/XLSX accounting data into QuickBooks Online or Xero via the Synder Importer API.
About
Import CSV/XLSX accounting data into QuickBooks Online or Xero via the Synder Importer API.
Security Report
This MCP server is well-structured with solid security practices. Authentication via API token is properly required and enforced. Code quality is high with good error handling, input validation, and proper use of TypeScript. The server's permissions (file read, network HTTP, environment variable access) align well with its stated purpose of importing accounting data via the Synder API. No malicious patterns, dangerous operations, or credential handling issues detected. Supply chain analysis found 4 known vulnerabilities in dependencies (2 critical, 2 high severity). Package verification found 1 issue.
7 files analyzed · 9 issues found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
Permissions Required
This plugin requests these system permissions. Most are normal for its category.
What You'll Need
Set these up before or after installing:
Environment variable: IMPORTER_API_TOKEN
Environment variable: IMPORTER_BASE_URL
How to Install
Add this to your MCP configuration file:
{
"mcpServers": {
"com-synder-gl-importer-mcp": {
"env": {
"IMPORTER_BASE_URL": "your-importer-base-url-here",
"IMPORTER_API_TOKEN": "your-importer-api-token-here"
},
"args": [
"-y",
"@cloudbusiness/gl-importer-mcp"
],
"command": "npx"
}
}
}Documentation
View on GitHubFrom the project's GitHub 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-importeragent 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 (
/plugincommand available) - A Synder Importer API token — set as
IMPORTER_API_TOKENin 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:
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)
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 .
Configuration
| 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 |
Example prompts
Once installed, talk to Claude Code naturally:
- "Import
~/Downloads/march-bills.csvas 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:
| 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.
Development
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).
Release process
- Bump
versioninpackage.jsonand.claude-plugin/plugin.json(keep them in sync). - Commit and tag:
git tag v0.x.y && git push --tags. - The
publish.ymlworkflow publishes to npm on the tag push (usesNPM_TOKENsecret). - The marketplace install path resolves through this GitHub repo, so the tag is the release.
License
MIT — see LICENSE.
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