53 available actions
What your AI agent can do in Xero
Let your agent handle approved lookups and routine record work while your team keeps control of financial decisions. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 53 actions.
Common starting points
- Find a contactLook up the customer or supplier record needed for the task.
- Review an invoiceCheck the current invoice, amount, due date and payment position.
- Create a contactAdd an approved customer or supplier record to Xero.
- Create an invoicePrepare an approved invoice from the work and customer details.
- Record a paymentRecord an approved payment against the relevant invoice.
- Update an invoiceKeep an existing invoice aligned with the approved change.
Browse all 53 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 35 actions
- Get AccountRetrieve a specific account from Xero's chart of accounts by its unique ID.
- Get AssetRetrieve a specific asset by ID from Xero.
- Get Balance Sheet ReportRetrieve Balance Sheet report from Xero.
- Get Bank TransactionRetrieve a specific spent or received money transaction from Xero by its unique bank transaction ID.
- Get BudgetRetrieve a budget from Xero.
- Get ConnectionsTool to list active Xero connections.
- Get ContactsTool to retrieve a list of contacts.
- Get Credit NoteRetrieve a specific credit note by ID from Xero.
- Get InvoiceRetrieve a specific invoice by ID from Xero.
- Get ItemRetrieve a specific item by ID from Xero.
- Get Manual JournalRetrieve a specific manual journal by ID from Xero.
- Get OrganisationRetrieve organisation details from Xero.
- Get PaymentRetrieve a specific payment by ID from Xero.
- Get Profit & Loss ReportRetrieve Profit & Loss report from Xero.
- Get ProjectRetrieve a specific project by ID from Xero.
- Get Purchase OrderRetrieve a specific purchase order by ID from Xero.
- Get QuotesTool to retrieve a list of quotes.
- Get Trial Balance ReportRetrieve Trial Balance report from Xero.
- List AccountsRetrieve chart of accounts from Xero.
- List AssetsRetrieve fixed assets from Xero.
- List AttachmentsList all attachments for a specific entity in Xero (invoice, contact, etc.).
- List Bank TransactionsRetrieve bank transactions from Xero.
- List Credit NotesRetrieve list of credit notes from Xero.
- List FilesRetrieve files from Xero Files.
- List FoldersRetrieve folders from Xero Files.
- List InvoicesRetrieve a list of invoices from Xero.
- List ItemsRetrieve items (inventory/products) from Xero.
- List JournalsRetrieve journals from Xero.
- List Manual JournalsRetrieve manual journals from Xero.
- List PaymentsRetrieve list of payments from Xero.
- List ProjectsRetrieve projects from Xero.
- List Purchase OrdersRetrieve list of purchase orders from Xero.
- List QuotesRetrieve a list of sales quotes from Xero with optional filtering and pagination.
- List Tax RatesRetrieve tax rates from Xero.
- List Tracking CategoriesRetrieve tracking categories from Xero.
Create & communicateCreate records or send supported messagesView 10 actions
- Create Bank TransactionCreate a bank transaction in Xero.
- Create ContactCreate a new contact in Xero.
- Create Credit NoteCreate a new credit note in Xero.
- Create InvoiceCreate a new invoice in Xero.
- Create ItemCreate an inventory item in Xero.
- Create Manual JournalCreate one or more manual journals (journal entries) in Xero with journal lines.
- Create PaymentCreate a payment in Xero to link an invoice with a bank account transaction.
- Create Purchase OrderCreate a purchase order in Xero to order goods/services from suppliers.
- Create QuoteCreate a new sales quote in Xero for a customer or prospect.
- Upload AttachmentUpload a file attachment to a Xero entity (invoice, contact, etc.).
Update & manageChange and manage existing recordsView 7 actions
- Update InvoiceTool to update an existing invoice.
- Update Bank TransactionUpdate an existing bank transaction in Xero.
- Update ContactUpdate an existing contact in Xero.
- Update Credit NoteUpdates a specific credit note in Xero by its unique identifier.
- Update Manual JournalUpdate an existing manual journal (journal entry) in Xero by its ID.
- Update Purchase OrderUpdates a specific purchase order in Xero by its unique identifier.
- Update QuoteUpdates a specific quote in Xero by its QuoteID.
Other actionsSpecialist and administrative actions.View 1 action
- Validate CredentialValidate Xero API credentials by testing access to connected organisations.
Connection record
A connection you can control.
- Sign-in
- OAuth sign-in
- Setup
- Sign in with your own Xero account. Access is limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
What this unlocks
Less chasing between the job and the books.
Use the connection to reduce repetitive checks and keep the financial record closer to the work that created it.
Find the current position
Look up contacts, invoices, payments and account information when the workflow needs it.
Make routine records ready
Prepare approved entries and updates from the information already gathered elsewhere.
Leave judgment with your team
Keep approvals, exceptions and financial decisions visible to the right person.
FAQ
Before you connect Xero
How does the agent connect to Xero?
You sign in with your own Xero account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Xero at any time.
What can the agent actually do in Xero?
The page above lists the 53 actions currently available through the Xero connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Xero included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Xero is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Xero to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.