Xero
Use AI with Xero to inspect connected organisations and research customer contact records.
Use AI with Xero to inspect connected organisations and research customer contact records.
What your agent can do in Xero
Actions grouped by task. Each group lists the actions it calls.
Select an Organisation
List connected organisations and read a selected organisation profile.
- List Organisations
- Get Organisation
Research Customer Contacts
Search by name fragment and retrieve a known contact.
- Search Contacts
- Get Contact
Tasks to hand your agent
Fill in the brackets, and connect any second app a task names.
Select an Organisation
List connected organisations and read a selected organisation profile.
List organisations, then get organisation for tenant_id [ID].
Research Customer Contacts
Search by name fragment and retrieve a known contact.
Search contacts tenant_id [ID], search [name fragment], then get contact [ID].
Actions15
Every action the Xero connector offers, by name and id.
- List Organisations
list_organisationsList the Xero organisations connected to this account. - Get Organisation
get_organisationGet the organisation profile for a tenant. - Search Contacts
search_contactsSearch contacts by name fragment with pagination. - Get Contact
get_contactGet a contact by ID. - Create Contact
create_contactCreate a contact. - Search Invoices
search_invoicesSearch invoices by status with pagination. - Get Invoice
get_invoiceGet an invoice with its line items by ID. - Create Invoice
create_invoiceCreate a draft invoice for a contact. - Update Invoice Status
update_invoice_statusMove an invoice through its lifecycle. - List Accounts
list_accountsList the chart of accounts for a tenant. - Get Account
get_accountGet an account by ID. - Search Bank Transactions
search_bank_transactionsSearch bank transactions by status with pagination. - Get Bank Transaction
get_bank_transactionGet a bank transaction with its line items by ID. - Get Profit And Loss
get_profit_and_lossGet the profit and loss report for a tenant. - Get Balance Sheet
get_balance_sheetGet the balance sheet report for a tenant.
How Xero signs in
- Sign-in method
- OAuth, with your own OAuth appConfigure your own Xero OAuth app, then authorize the account.
- You need
- Your own Xero OAuth app and access to the intended organisations.
- Notes
- Choose tenant_id when multiple organisations are connected. Contact search uses a name fragment rather than arbitrary full-text queries.