Create Bank Transaction
Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
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Integrate Xero
with your AI workspace
Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time
Explore Triggers and Actions
Create Contact
Create a new contact in Xero. Contacts can be customers, suppliers, or both.
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Create Invoice
Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
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Create Item
Create an inventory item in Xero. Items can be tracked for sales and/or purchases.
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Create Manual Journal
Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).
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Create Payment
Create a payment in Xero to link an invoice with a bank account transaction.
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Create Purchase Order
Create a purchase order in Xero to order goods/services from suppliers.
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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 details (for BANK accounts), and classification. Use XERO_LIST_ACCOUNTS to get account IDs if you don't already have one.
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Get Asset
Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.
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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 → Sections; account lines are nested inside group sections and summary totals (e.g., 'Total Current Assets') appear in SummaryRows.
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Get Budget
Retrieve a budget from Xero. Budgets track planned vs actual spending by account.
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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 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.
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Get Contacts
Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.
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Get Invoice
Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.
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Get Item
Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.
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Get Manual Journal
Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.
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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 Timezone when computing date ranges to avoid boundary errors.
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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 multiple tax codes — not suitable for tax compliance reporting.
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Get Project
Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.
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Get Purchase Order
Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.
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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.
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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 appear as negative numbers in the response.
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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 parameter until empty results are returned to avoid missing accounts in large organisations.
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List Assets
Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.
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List Attachments
List all attachments for a specific entity in Xero (invoice, contact, etc.).
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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: ~60 requests/minute per org; heavy pagination may trigger 429 errors.
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List Credit Notes
Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.
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List Files
Retrieve files from Xero Files. Lists documents stored in Xero's file management system.
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List Folders
Retrieve folders from Xero Files. Lists document folders in Xero's file management system.
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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, contact, date range, and pagination.
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List Items
Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.
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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 paymentsOnly to narrow scope. No date range filter parameter exists. Results are returned inside a Journals array field.
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List Manual Journals
Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.
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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 parsing.
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List Projects
Retrieve projects from Xero. Projects track time and costs for client work.
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List Purchase Orders
Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.
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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.
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List Tracking Categories
Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions).
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Update Contact
Update an existing contact in Xero. Only provided fields will be updated.
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Update Invoice
Tool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created.
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Upload Attachment
Upload a file attachment to a Xero entity (invoice, contact, etc.). Supports PDF, images, and documents.
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