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.
O que seu agente pode fazer em Xero
Ações agrupadas por tarefa. Cada grupo lista as ações que chama.
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
Tarefas para entregar ao seu agente
Preencha os colchetes e conecte o segundo app que a tarefa citar, se houver.
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].
Ações15
Todas as ações que o conector Xero oferece, por nome e 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.
Como funciona o login de Xero
- Método de login
- OAuth, com o seu próprio app OAuthConfigure your own Xero OAuth app, then authorize the account.
- Você precisa de
- Your own Xero OAuth app and access to the intended organisations.
- Observações
- Choose tenant_id when multiple organisations are connected. Contact search uses a name fragment rather than arbitrary full-text queries.