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 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 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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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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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 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 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 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 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 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 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
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.
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