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Use Xero Accounting Api with AI Agents
xero.com
Cloud-based accounting platform that automates financial management and real-time data synchronization for businesses
Xero Accounting API enables businesses to seamlessly integrate their financial operations by automating invoicing, payments, expense tracking, payroll, and bank reconciliation. It provides real-time access to accounts payable and receivable data, allowing companies to maintain up-to-date financial records and improve cash flow forecasting. The API supports secure multi-tenant access with OAuth 2.0 authentication, ensuring data security while enabling flexible integration with other business systems like CRM or analytics platforms. Businesses benefit from customizable financial reporting and analytics, which help in strategic decision-making and operational efficiency. Overall, Xero empowers small to medium-sized enterprises to streamline accounting workflows, reduce manual errors, and gain actionable financial insights.
Agent Actions with Xero Accounting Api
These are the specific actions that AI agents can perform with this tool
Add Items to Existing Sales Invoice
Adds one or more line items to an existing sales invoice in Xero to update its billing details.
Bank Statements Report
Retrieves detailed bank statement data for a given bank account within Xero.
Create Bank Transaction
Creates a bank transaction in Xero using either the Account Code or AccountID of the bank account.
Create Bill
Creates a new accounts payable bill in Xero with specified supplier, line items, and billing details
Create Credit Note
Creates a new credit note in Xero to record refunds or corrections against invoices.
Create Employee
Creates a new employee record in the Xero accounting system with specified personal and employment details.
Create History Note
Adds a new note to a specified accounting document to record additional information or context.
Create Item
Creates a new inventory or service item in the Xero accounting system with specified attributes.
Create Payment
Creates a new payment record against an invoice in Xero Accounting.
Create Purchase Bill
Creates a new purchase bill in the Xero accounting system to record expenses from suppliers.
Create Sales Invoice
Creates a new sales invoice in Xero with specified customer, items, and billing details.
Create or Update Contact
Creates a new contact in Xero or updates an existing contact with provided details.
Create or update contact
Creates a new contact or updates an existing contact in Xero Accounting based on provided contact details.
Download Invoice
Retrieves a specified invoice from Xero Accounting and saves it as a PDF file in a temporary workflow directory.
Email an Invoice
Sends a specified sales invoice to a customer via email through Xero's accounting system.
Find Invoice
Retrieves invoice details from Xero Accounting using an invoice number or reference identifier.
Find contact. Optionally, create one if none are found
Searches for a contact in Xero by name or account number, with an option to create a new contact if none exists.
Find or Create Contact
Searches for a contact by email in Xero Accounting and creates a new contact if none exists.
Get Bank Summary
Retrieves current balances and detailed cash movement summaries for each bank account linked to the Xero organization.
Get Contact
Retrieves detailed information for a specific contact within the Xero accounting system.
Get History of Changes
Retrieves a detailed audit trail of all changes made to a specific accounting document within Xero.
Get Invoice
Retrieves comprehensive details of a specified invoice from Xero accounting records.
Get Item
Retrieves detailed information about a specific inventory or service item from Xero Accounting.
Get Sales Invoice Online URL
Retrieves a URL that provides direct online access to a specific sales invoice in Xero.
Get Tenant Connections
Retrieves a list of Xero tenant connections the authorized user can access.
List Contacts
Retrieves a filtered list of contact records associated with a specified tenant in Xero Accounting.
List Credit Notes
Retrieves a list of credit notes from a specified tenant based on provided filter criteria.
List Invoices
Retrieves a list of invoices from a specified tenant based on provided filter criteria.
List Manual Journals
Retrieves a list of manual journal entries for a specified tenant, filtered by provided parameters.
Make API Call
Executes a custom request to the Xero Accounting API to retrieve or manipulate accounting data as specified.
Update Contact
Updates the details of an existing contact in Xero Accounting using its unique identifier.
Upload File
Uploads a file attachment to a specified document within Xero Accounting, enabling document management alongside financial records.