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.