Allocate Overpayment
Allocate part of an existing Xero overpayment to an invoice. The overpayment and invoice must belong to the same contact.
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Integrate Xero
with your AI CRM
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
Bulk Create Bank Transactions
Create multiple Xero bank transactions with item-level validation results.
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Bulk Create Invoices
Create multiple Xero invoices or bills. With summarize_errors false (the default), return each success and validation outcome.
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Create Bank Transaction
Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
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Create Contact
Create a new contact in Xero. Contacts can be customers, suppliers, or both.
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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).
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Create File Association
Associate a Xero file with an accounting object.
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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 a manual journal in Xero with journal lines. Manual journals must balance (debits equal credits).
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Create or Update Account
Create a Xero chart-of-account record, or update one by account ID.
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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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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 goods or services before issuing an invoice.
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Create Tracking Option
Add an option to an existing Xero tracking category.
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Delete Item
Permanently delete a Xero inventory item by its internal UUID.
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Download Attachment
Download an attachment from a supported Xero accounting entity.
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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 Bank Summary Report
Retrieve Xero's account-level Bank Summary for an optional date range.
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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 this action when you need to fetch the details of a specific bank transaction that was previously created.
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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 Contact Aged Report
Retrieve aged payables or receivables rows for one Xero contact.
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Get Contact History
Retrieve activity history records for a Xero contact.
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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 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 its UUID identifier.
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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 Online Invoice
Retrieve the hosted online-invoice URL for an authorised Xero invoice.
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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 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 its status, amount, or linked transactions.
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Get Profit & Loss Report
Retrieve a Xero Profit & Loss report showing income, expenses, and net profit; when both dates are supplied, their range cannot exceed 365 days. Parse labeled report rows by label rather than index; the report aggregates tax codes and is 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 Record History
Retrieve history for a Xero bank transaction, invoice, manual journal, or payment.
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Get Repeating Invoice
Retrieve a Xero repeating invoice template by its unique ID.
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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 Xero's chart of accounts, with optional filtering and ordering. AccountID uniquely identifies an account.
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List Advance Payments
List filtered Xero overpayments or prepayments.
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List Assets
Retrieve fixed assets from Xero by status, defaulting to DRAFT. 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 Batch Payments
List Xero batch payments with documented filtering and ordering controls.
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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 File Associations
List Xero business objects associated with a specific file.
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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, with optional modified-since and payment-only filters and offset pagination. Journals show accounting entries for transactions and are returned in a Journals array.
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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 Organisation Currencies
List currencies enabled for the connected Xero organisation.
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List Organisation Users
List users of the connected Xero organisation.
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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 Project Time Entries
List and filter time entries logged against a specific Xero project.
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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 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 this action when you need to query, list, or search for quotes in a Xero organization.
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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 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 be updated and will return a validation error.
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Update Contact
Update an existing contact in Xero. Only provided fields will be updated.
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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 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.
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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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Update Item
Update an existing Xero inventory item by its ItemID.
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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 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.
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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 the fields provided in the request will be updated; fields not included will remain unchanged.
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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 the fields provided in the request will be updated - unprovided fields will remain unchanged.
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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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Validate Credential
Check Xero credentials by querying connected organisations. Returns a success status and message; success requires a nonempty connections list, while an empty list or HTTP error returns failure.
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How the Xero integration works
The Xero integration connects your Dench AI CRM directly to Xero, so agents can read and act on your Xero data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
74 actions are available for agents to invoke on your behalf. Every call runs through Xero's own authorization, scoped to the account you connect.
Set up Xero in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Xero and click Connect — you'll authorize access through Xero's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Xero in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Xero integration work with Dench?
The Dench Xero integration connects your AI CRM to Xero, so AI agents can work with your Xero data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Xero via Dench?
The Xero integration currently exposes 74 actions, including Allocate Overpayment, Bulk Create Bank Transactions, Bulk Create Invoices, Create Bank Transaction, Create Contact, and Create Credit Note. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Xero to Dench?
No. You connect Xero from your Dench workspace using Xero's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Xero integration secure?
Connections are authorized through Xero's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Xero connection from your workspace settings at any time.