Add Xero to your AI agent

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 this action when you need to fetch the details of a specific bank transaction that was previously created.

Retrieve a budget from Xero. Budgets track planned vs actual spending by account.

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 assume the first connection is correct — always explicitly pass the intended tenant_id to every subsequent call. Using a wrong or stale tenant_id can silently return or modify data for a different organisation.

Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.

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 its UUID identifier.

Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.

Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.

Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.

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 Timezone when computing date ranges to avoid boundary errors.

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 its status, amount, or linked transactions.

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 multiple tax codes — not suitable for tax compliance reporting.

Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.

Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.

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.

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 appear as negative numbers in the response.

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 parameter until empty results are returned to avoid missing accounts in large organisations.

Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.

List all attachments for a specific entity in Xero (invoice, contact, etc.).

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: ~60 requests/minute per org; heavy pagination may trigger 429 errors.

Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.

Retrieve files from Xero Files. Lists documents stored in Xero's file management system.

Retrieve folders from Xero Files. Lists document folders in Xero's file management system.

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, contact, date range, and pagination.

Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.

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 paymentsOnly to narrow scope. No date range filter parameter exists. Results are returned inside a Journals array field.

Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.

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 parsing.

Retrieve projects from Xero. Projects track time and costs for client work.

Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.

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 this action when you need to query, list, or search for quotes in a Xero organization.

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.

Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions).

Tool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created.

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 be updated and will return a validation error.

Update an existing contact in Xero. Only provided fields will be updated.

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 created. Use this action when you need to change the status of a credit note (e.g., from DRAFT to AUTHORISED), update line items, modify reference information, or make other changes to an existing credit note. The credit note must already exist in Xero - use the credit_note_id to specify which credit note to update. Not all fields can be updated depending on the current status of the credit note.

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 must balance (debits equal credits) or the update will fail. Only DRAFT manual journals can have their journal lines updated; POSTED journals can have limited fields updated.

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 the fields provided in the request will be updated; fields not included will remain unchanged.

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 the fields provided in the request will be updated - unprovided fields will remain unchanged.

Upload a file attachment to a Xero entity (invoice, contact, etc.). Supports PDF, images, and documents.

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 credentials are valid and properly configured before attempting other operations. This is particularly useful for troubleshooting authentication issues or confirming a new connection is operational.