Xero

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

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

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

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

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

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

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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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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'…

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

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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')…

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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 cr…

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

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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 subseq…

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

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

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

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

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

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

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

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