SynderAccounting/gl-importer-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-importer **agent 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 (/plugin command available)
- A Synder Importer API token — set as IMPORTER_API_TOKEN in your shell env.
Generate at importer.synder.com → **Account → API Keys**.
Install
From the Claude Code marketplace (recommended)
Then set your token in the shell that launches Claude Code:
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)
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.csv as 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. |