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Xero for AI agents

Agents read Xero at once. Changes and sends are held for a person's approval by default.

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About Xero

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

What an agent can do in Xero

Every Xero action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Xero without asking first. 45 actions.

  • Get AccountRetrieve 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), ta
  • Get AssetRetrieve a specific asset by ID from Xero. Returns depreciation details and book value.
  • Get Balance Sheet ReportRetrieve 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 Repor
  • Get Bank Summary ReportRetrieve Xero's account-level Bank Summary for an optional date range.
  • Get Bank TransactionRetrieve 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 reconcil
  • Get BudgetRetrieve a budget from Xero. Budgets track planned vs actual spending by account.
  • Get ConnectionsTool 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
  • Get Contact Aged ReportRetrieve aged payables or receivables rows for one Xero contact.
  • Get ContactsTool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.
  • Get Credit NoteRetrieve 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 sin
  • Get InvoiceRetrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.
  • Get ItemRetrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.
Show all 45
  • Get Manual JournalRetrieve a specific manual journal by ID from Xero. Returns full details including journal lines.
  • Get Online InvoiceRetrieve the hosted online-invoice URL for an authorised Xero invoice.
  • Get OrganisationRetrieve organisation details from Xero. Returns company info, base currency, timezone, financial year settings, SalesTaxBasis, SalesTaxPeriod, etc. Response fields are nested under data.data.Organisa
  • Get PaymentRetrieve 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 paymen
  • Get Profit & Loss ReportRetrieve 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.
  • Get ProjectRetrieve a specific project by ID from Xero. Returns project details, deadlines, and status.
  • Get Purchase OrderRetrieve a specific purchase order by ID from Xero. Returns full details including line items and status.
  • Get QuotesTool 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 Record HistoryRetrieve history for a Xero bank transaction, invoice, manual journal, or payment.
  • Get Repeating InvoiceRetrieve a Xero repeating invoice template by its unique ID.
  • Get Trial Balance ReportRetrieve 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. Cr
  • List AccountsRetrieve 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;
  • List Advance PaymentsList filtered Xero overpayments or prepayments.
  • List AssetsRetrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.
  • List AttachmentsList all attachments for a specific entity in Xero (invoice, contact, etc.).
  • List Bank TransactionsRetrieve 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)/
  • List Batch PaymentsList Xero batch payments with documented filtering and ordering controls.
  • List Credit NotesRetrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.
  • List File AssociationsList Xero business objects associated with a specific file.
  • List FilesRetrieve files from Xero Files. Lists documents stored in Xero's file management system.
  • List FoldersRetrieve folders from Xero Files. Lists document folders in Xero's file management system.
  • List InvoicesRetrieve 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 filt
  • List ItemsRetrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.
  • List JournalsRetrieve 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-Modifi
  • List Manual JournalsRetrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.
  • List PaymentsRetrieve 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
  • List ProjectsRetrieve projects from Xero. Projects track time and costs for client work.
  • List Project Time EntriesList and filter time entries logged against a specific Xero project.
  • List Purchase OrdersRetrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.
  • List QuotesRetrieve 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
  • List Tax RatesRetrieve 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 error
  • List Tracking CategoriesRetrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions).
  • Validate CredentialValidate 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 t

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 21 actions.

  • Allocate OverpaymentAllocate part of an existing Xero overpayment to an invoice.
  • Bulk Create Bank TransactionsCreate multiple Xero bank transactions with item-level validation results.
  • Create Bank TransactionCreate a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
  • Create ContactCreate a new contact in Xero. Contacts can be customers, suppliers, or both.
  • Create Credit NoteCreate a new credit note in Xero. Credit notes are used to reduce amounts owed by customers (ACCRECCREDIT) or to suppliers (ACCPAYCREDIT).
  • Create File AssociationAssociate a Xero file with an accounting object.
  • Create InvoiceCreate a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
  • Create ItemCreate an inventory item in Xero. Items can be tracked for sales and/or purchases.
  • Create Manual JournalCreate one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).
  • Create or Update AccountCreate a Xero chart-of-account record, or update one by account ID.
  • 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.
Show all 21
  • Create QuoteCreate 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 proposa
  • Delete ItemPermanently delete a Xero inventory item by its internal UUID.
  • Update InvoiceTool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created.
  • Update Bank TransactionUpdate 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 t
  • Update ContactUpdate an existing contact in Xero. Only provided fields will be updated.
  • Update Credit NoteUpdates 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 n
  • Update Manual JournalUpdate 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 journ
  • Update Purchase OrderUpdates 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 ot
  • Update QuoteUpdates 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 quo

Changes wait in Needs you

Changes and sends in Xero are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Xero questions

Can an agent change data in Xero on its own?

Not by default. Changes and sends in Xero are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Xero?

This connector lists 45 read actions. Reads run at once, without waiting for approval.

How does Xero connect?

It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Xero to your agents.

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