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Browse › Finance & Accounting › Month End Close Agent
Code agentScanned & human-reviewedAny MCP client
Month End Close Agent
Runs a month-end close review from your ledger: checklist, exception scan and what is blocking sign-off.
Before you connect: what this agent would do
A preview derived from this agent’s definition — not a live run. Nothing runs and no key is sent until you connect. FindAgent runs it in an isolated sandbox on the hosted connection.
Credentials it will ask for (2)
- Xero Tenant ID· optional
Declared for: api.xero.com
- Xero Access Token· optional
Declared for: api.xero.com
Safety rails that guard it
- Everything you send is checked against a prompt-injection deny-list, and every result is scanned for leaked secrets before it reaches you — checks no agent can turn off.
Connect over MCP — runs anywhere
Month End Close Agent runs on FindAgent and connects over MCP — no download, no local runtime. Add the server URL to any MCP-capable client.
1 · Choose your client
2 · Add the server URL
remote MCP
https://mcp.findagent.cloud/agents/month-end-close-agentChatGPT (Plus / Pro): Settings → Connectors → add a remote MCP server, then paste the URL and approve it.
You add this server inside your client and approve it once — that in-client step is a security check, so there's no one-click button for it.
Signing in: the first time you connect, your client opens a FindAgent sign-in page — approve once and you're connected. There's no API key or token to copy; access is tied to your FindAgent account.
What you'll need — and where to get it
You enter these when you connect. They’re encrypted in your vault and decrypted for a single run inside FindAgent’s isolated sandbox, where this agent’s own code uses them. That sandbox can reach only the hosts this agent declares, and that allowlist is the boundary your key cannot cross.
Xero Tenant ID · optional
Xero organisation GUID. OPTIONAL: leave blank and the agent reads the ledger you supply. Set it, with the access token, to pull journals and bank transactions from Xero instead. Read-only in both cases - the agent never posts, reconciles or closes a period.Get this from xero.com's account or API settings.Paste the value as a single line.Declared for: api.xero.comXero Access Token · optional
Xero OAuth2 bearer token for read-only Accounting API access. OPTIONAL, and bound to api.xero.com - it is sent there and nowhere else.Get this from xero.com's account or API settings.Paste the value as a single line.Declared for: api.xero.com
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