Connected in about five minutes.
No code, no API keys, nothing to install on a server. You paste one address, sign in with your XBert account, and start asking. Most people get their first real answer before the kettle's boiled.
Under the hood: a remote MCP server with OAuth. That's the whole trick.
Full illustrated guide with screenshots: the XBert setup guide →
Before you begin, you need three things.
An XBert account
With your clients' files connected as usual — Xero, QuickBooks, MYOB or FreeAgent, plus Xero Practice Manager if you use it. The MCP works with what's already in XBert. Not on XBert yet? Start at xbert.io.
An assistant that speaks MCP
Claude on the web or Desktop, Claude Code in the terminal, ChatGPT, or any other assistant that supports MCP connectors.
Your normal login
That's the security model in one line: the assistant signs in as you and can only see what your XBert role allows. If you can't see a client in XBert, your assistant can't either. If connector settings are locked in your workspace, ask your admin to switch them on.
Connect your assistant.
https://mcp-gateway.xbert.io/mcp- Open Settings → Connectors (on some plans it's labelled Integrations).
- Choose Add custom connector.
- Name it XBert and paste the address above, then add it.
- Select Connect and sign in with your XBert account in the window that opens.
- Back in the chat, XBert now appears in your tools menu. Ask away.
Step-by-step with screenshots in the setup guide →.
Your first five prompts.
Start read-only. Get a feel for how it answers before you ask it to do anything.
Name the client and the period. “Bayside Cafe, last quarter” beats “that cafe file” every time.
Managing and removing access.
Turn it off in one place.
Remove or disable the XBert connector in your assistant's settings and the connection is gone. Reconnect any time by signing in again.
Access follows your role.
The assistant only ever holds the permissions of the person signed in. Change someone's role in XBert and their assistant's reach changes with it — nothing is granted beyond that.
Everything leaves a trail.
Actions are proposed and recorded with an audit trail, so you can always see what was asked and what was done.
Sign-in uses OAuth. Your credentials stay with XBert — the assistant never sees your password.
How to work with it well.
- Start with questions, not changes.
Spend your first week asking — balances, alerts, worklists. Move to drafting tasks and write-backs once the answers have earned your trust.
- Be specific.
Client, period, and what good looks like. Specific asks get specific answers.
- One client before twenty.
Prove a routine on a single file, then let the assistant repeat it across the portfolio.
- Review anything client-facing yourself.
Always. The assistant drafts; you decide what leaves the practice.
- Treat it like a bright new hire.
Clear instructions, check the work early on. Trust builds the same way it does with people — quickly, when the work keeps standing up.