Connect Xero to your AI agent

Finance 53 actions available

Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time

We set up the connection using your own Xero account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Xero

Each one is a real action the agent can take on its own, the same things a person clicking around Xero could do. Read-only by default; write actions are confirmed against your policy.

  • Create Bank Transaction Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
  • Create Contact Create a new contact in Xero. Contacts can be customers, suppliers, or both.
  • Create Credit Note Create a new credit note in Xero. Credit notes are used to reduce amounts owed by customers (ACCRECCREDIT) or to suppliers (ACCPAYCREDIT).
  • Create Invoice Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
  • Create Item Create an inventory item in Xero. Items can be tracked for sales and/or purchases.
  • Create Manual Journal Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).
  • Create Payment Create a payment in Xero to link an invoice with a bank account transaction.
  • Create Purchase Order Create a purchase order in Xero to order goods/services from suppliers.
  • Create Quote Create a new sales quote in Xero for a customer or prospect. Quotes can be sent to contacts for approval and later converted to invoices. Use this action when you need to create a formal price proposal or quotation for…
  • Get Account Retrieve a specific account from Xero's chart of accounts by its unique ID. Returns detailed account information including code, name, type (BANK, REVENUE, EXPENSE, etc.), status (ACTIVE/ARCHIVED), tax settings, bank de…
  • Get Asset Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.
  • Get Balance Sheet Report Retrieve Balance Sheet report from Xero. Shows assets, liabilities, and equity at a specific date. Liability and credit balances appear as negative numbers in the response. Response structure is Reports → Rows → Section…
  • Get Bank Transaction Retrieve a specific spent or received money transaction from Xero by its unique bank transaction ID. Returns full transaction details including line items, contact, bank account, amounts, and reconciliation status. Use…
  • Get Budget Retrieve a budget from Xero. Budgets track planned vs actual spending by account.
  • Get Connections Tool to list active Xero connections. Use to retrieve all current tenant connections for the authenticated user and resolve the correct tenant_id before making data requests. When multiple tenants are returned, never as…
  • Get Contacts Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.
  • Get Credit Note Retrieve a specific credit note by ID from Xero. Returns full credit note details including line items, allocations, and status. Use this action when you need to fetch detailed information about a single credit note by…
  • Get Invoice Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.
  • Get Item Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.
  • Get Manual Journal Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.
  • Get Organisation Retrieve organisation details from Xero. Returns company info, base currency, timezone, financial year settings, SalesTaxBasis, SalesTaxPeriod, etc. Response fields are nested under data.data.Organisations[0]. Use Timez…
  • Get Payment Retrieve a specific payment by ID from Xero. Returns full payment details including associated invoice, account, and reconciliation status. Use this action when you need to inspect a particular payment record to verify…
  • Get Profit & Loss Report Retrieve Profit & Loss report from Xero. Shows income, expenses, and net profit for a specified period. Response rows are labeled (e.g., 'Net Profit', SummaryRow); parse by row label, not array index. Aggregates multipl…
  • Get Project Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.
  • Get Purchase Order Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.
  • Get Quotes Tool to retrieve a list of quotes. Use when you need to list, filter, or page through sales quotes. Use after obtaining the tenant ID via connections.
  • Get Trial Balance Report Retrieve Trial Balance report from Xero. Shows all account balances (debits and credits) at a specific date. Use to verify that total debits equal total credits and to prepare financial statements. Credit balances appea…
  • List Accounts Retrieve chart of accounts from Xero. Returns all accounting codes used for categorizing transactions. Use AccountID (not name or code) as the unique identifier for accounts. Results may be paginated; increment the page…
  • List Assets Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.
  • List Attachments List all attachments for a specific entity in Xero (invoice, contact, etc.).
  • List Bank Transactions Retrieve bank transactions from Xero. Includes SPEND, RECEIVE, and transfer types; unfiltered results include DELETED transactions that skew totals. Dates returned in /Date(milliseconds_since_epoch)/ format. Rate limit:…
  • List Credit Notes Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.
  • List Files Retrieve files from Xero Files. Lists documents stored in Xero's file management system.
  • List Folders Retrieve folders from Xero Files. Lists document folders in Xero's file management system.
  • List Invoices Retrieve a list of invoices from Xero. Results include both sales invoices (Type=ACCREC) and bills (Type=ACCPAY) by default; filter by Type in the `where` clause when only one is needed. Supports filtering by status, co…
  • List Items Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.
  • List Journals Retrieve journals from Xero. Journals show the accounting entries for all transactions. Omitting filters returns the full historical journal ledger and can produce very large responses — use If-Modified-Since and/or pay…
  • List Manual Journals Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.
  • List Payments Retrieve list of payments from Xero. Payments link invoices to bank transactions; invoices may have multiple partial/split payment records. Response Date fields use Xero's /Date(milliseconds)/ format requiring custom pa…
  • List Projects Retrieve projects from Xero. Projects track time and costs for client work.
  • List Purchase Orders Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.
  • List Quotes Retrieve a list of sales quotes from Xero with optional filtering and pagination. Supports filtering by date ranges, contact, status, and quote number. Returns up to 100 quotes per page with full line item details. Use…
  • List Tax Rates Retrieve tax rates from Xero. Shows available tax codes and rates for the organization. Use returned tax codes as valid `TaxType` values in other tools — invalid values cause ValidationException errors.
  • List Tracking Categories Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions).
  • Update Invoice Tool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created.
  • Update Bank Transaction Update an existing bank transaction in Xero. Use this action when you need to modify details of a previously created bank transaction such as line items, reference, date, or status. Note: Reconciled transactions cannot…
  • Update Contact Update an existing contact in Xero. Only provided fields will be updated.
  • Update Credit Note Updates a specific credit note in Xero by its unique identifier. This action allows you to modify credit note details such as status, line items, reference numbers, and other fields after the credit note has been create…
  • Update Manual Journal Update an existing manual journal (journal entry) in Xero by its ID. Use this action when you need to modify the narration, date, journal lines, status, or other properties of an existing manual journal. Manual journals…
  • Update Purchase Order Updates a specific purchase order in Xero by its unique identifier. Use this action when you need to modify an existing purchase order's details such as line items, delivery information, status, or other fields. Only th…
  • Update Quote Updates a specific quote in Xero by its QuoteID. Use this action when you need to modify an existing sales quote, such as changing its status, updating line items, contact details, dates, or other quote properties. Only…
  • Upload Attachment Upload a file attachment to a Xero entity (invoice, contact, etc.). Supports PDF, images, and documents.
  • Validate Credential Validate Xero API credentials by testing access to connected organisations. Returns success status and a message indicating whether authentication is working. Use this action when you need to verify that Xero API creden…
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Xero account. We never see your password, and you can revoke access from Xero at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Xero questions, answered.

You sign in with your own Xero account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Xero at any time.
The actions Xero's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Xero to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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