Xero

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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