Xero

How to connect

• XERO_CREATE_BANK_TRANSACTION

  Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.

• XERO_CREATE_CONTACT

  Create a new contact in Xero. Contacts can be customers, suppliers, or both.

• XERO_CREATE_INVOICE

  Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).

• XERO_CREATE_ITEM

  Create an inventory item in Xero. Items can be tracked for sales and/or purchases.

• XERO_CREATE_PAYMENT

  Create a payment in Xero to link an invoice with a bank account transaction.

• XERO_CREATE_PURCHASE_ORDER

  Create a purchase order in Xero to order goods/services from suppliers.

• XERO_GET_ACCOUNT

  Retrieve a specific account from the chart of accounts by ID. Returns account code, name, type, and settings.

• XERO_GET_ASSET

  Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.

• XERO_GET_BALANCE_SHEET_REPORT

  Retrieve Balance Sheet report from Xero. Shows assets, liabilities, and equity at a specific date.

• XERO_GET_BUDGET

  Retrieve a budget from Xero. Budgets track planned vs actual spending by account.

• XERO_GET_CONNECTIONS

  Tool to list active Xero connections. Use when you need to retrieve all current tenant connections for the authenticated user.

• XERO_GET_CONTACT

  Retrieve a specific contact by ID from Xero. Returns full contact details including addresses and phone numbers.

• XERO_GET_CONTACTS

  Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.

• XERO_GET_INVOICE

  Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.

• XERO_GET_ITEM

  Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.

• XERO_GET_MANUAL_JOURNAL

  Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.

• XERO_GET_ORGANISATION

  Retrieve organisation details from Xero. Returns company info, base currency, timezone, financial year settings, etc.

• XERO_GET_PROFIT_LOSS_REPORT

  Retrieve Profit & Loss report from Xero. Shows income, expenses, and net profit for a specified period.

• XERO_GET_PROJECT

  Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.

• XERO_GET_PURCHASE_ORDER

  Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.

• XERO_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.

• XERO_LIST_ACCOUNTS

  Retrieve chart of accounts from Xero. Returns all accounting codes used for categorizing transactions.

• XERO_LIST_ASSETS

  Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.

• XERO_LIST_ATTACHMENTS

  List all attachments for a specific entity in Xero (invoice, contact, etc.).

• XERO_LIST_BANK_TRANSACTIONS

  Retrieve bank transactions from Xero. Includes spend (payments) and receive (receipts) transactions.

• XERO_LIST_CREDIT_NOTES

  Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.

• XERO_LIST_FILES

  Retrieve files from Xero Files. Lists documents stored in Xero's file management system.

• XERO_LIST_FOLDERS

  Retrieve folders from Xero Files. Lists document folders in Xero's file management system.

• XERO_LIST_INVOICES

  Retrieve a list of invoices from Xero. Supports filtering by status, contact, date range, and pagination.

• XERO_LIST_ITEMS

  Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.

• XERO_LIST_JOURNALS

  Retrieve journals from Xero. Journals show the accounting entries for all transactions.

• XERO_LIST_MANUAL_JOURNALS

  Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.

• XERO_LIST_PAYMENTS

  Retrieve list of payments from Xero. Payments link invoices to bank transactions.

• XERO_LIST_PROJECTS

  Retrieve projects from Xero. Projects track time and costs for client work.

• XERO_LIST_PURCHASE_ORDERS

  Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.

• XERO_LIST_TAX_RATES

  Retrieve tax rates from Xero. Shows available tax codes and rates for the organization.

• XERO_LIST_TRACKING_CATEGORIES

  Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions).

• XERO_POST_INVOICE_UPDATE

  Tool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created.

• XERO_UPDATE_CONTACT

  Update an existing contact in Xero. Only provided fields will be updated.

• XERO_UPLOAD_ATTACHMENT

  Upload a file attachment to a Xero entity (invoice, contact, etc.). Supports PDF, images, and documents.

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