Xero API
Arcade Unoptimized
Tools that enable LLMs to interact directly with the Xero API.
153tools
Xero API Toolkit
Provides LLM access to the full Xero accounting API, enabling agents to read, create, update, and delete financial data across a Xero organisation.
Capabilities
- Invoices, Bills & Quotes: Retrieve, create history for, and export (PDF/online URL) sales invoices, purchase bills, repeating invoices, and sales quotes, including their attachments and payment records.
- Payments, Prepayments & Overpayments: Fetch batch payments, individual payments, prepayments, and overpayments; manage allocations and maintain history records for each.
- Contacts & Contact Groups: List all contacts, retrieve by ID or contact number, manage contact group membership, access CIS settings, and read contact history and attachments.
- Bank Transactions & Transfers: Retrieve spent/received transactions and bank transfers, access their attachments, and record or read history entries.
- Accounts, Journals & Tracking: Query the full chart of accounts, manual journals, financial journals, tracking categories and options; delete accounts or tracking items; set up conversion details.
- Reporting & Organisation: Pull standard financial reports (balance sheet, P&L, trial balance, budget summary, bank summary, aged payables/receivables, executive summary, 1099), retrieve organisation details, currencies, tax rates, branding themes, payment services, and user records.
OAuth
This toolkit authenticates via OAuth 2.0 using the Xero provider. See the Xero auth provider docs for setup details.
Available tools(153)
153 of 153 tools
| Tool name | Description | Secrets | |
|---|---|---|---|
Create a new history record for a contact in Xero.
This tool allows you to add a new history entry for a specific contact in Xero. Use it to log interactions, notes, or any relevant information about the contact. | |||
Creates a history record for an expense claim.
Use this tool to add a record to the history of a specific expense claim. It should be called when there is a need to document a change or update related to an expense claim in the system. | |||
Creates a history record for a specific quote.
Use this tool to add a history record to a specific quote in the Xero application. This is useful for tracking changes or updates made to a quote over time. | |||
Creates a record in the bank transaction history.
Use this tool to create a history record for a specific bank transaction in Xero. It's useful for logging changes or updates to bank transactions. | |||
Create a history record for a bank transfer.
This tool creates a history record for a specified bank transfer within the Xero service. It is useful for tracking changes and updates to bank transfers. | |||
Creates a history record for a batch payment.
This tool is used to create a historical record for a specified batch payment in Xero. Call this tool when you want to log information or updates about a batch payment's history. | |||
Create a history record for a specific invoice.
Use this tool to log a history record for a particular invoice in Xero. Ideal for tracking changes or adding comments to an invoice's history. | |||
Creates a history record for a specific item in Xero.
This tool is used to create a history record for a specific item in Xero, allowing users to keep track of changes or updates made to an item. | |||
Creates a history record for a specific manual journal.
Use this tool to log a new history entry for a specific manual journal in Xero. | |||
Create a history record for a specific payment.
This tool is used to create a history record for a particular payment in Xero. It should be called when you want to document the history or add notes for a payment by its PaymentID. | |||
Creates a history record for a specific prepayment.
Call this tool to create a history entry for a given prepayment in Xero, specifying the prepayment ID. | |||
Create a history record for a purchase order.
Use this tool to add a historical record to a specific purchase order when tracking changes or updates is necessary. | |||
Creates a history record for a repeating invoice.
Use this tool to create a history record for a specific repeating invoice in the Xero system. This is useful for maintaining a log of actions or updates associated with the invoice. | |||
Delete a chart of accounts in Xero.
Use this tool to delete a specified chart of accounts by providing the AccountID in Xero. This tool should be called when an account needs to be permanently removed. | |||
Remove an allocation from a specific credit note.
This tool is used to delete an allocation from a specified credit note in the Xero system. It should be called when you need to remove a particular allocation detail from an existing credit note. | |||
Delete a specific item from inventory.
Use this tool to remove an item from the inventory based on its ItemID. Call this tool to manage inventory by deleting items that are no longer needed or available. | |||
Delete a specific linked transaction.
Use this tool to delete a specified linked transaction (billable expense) by providing the LinkedTransactionID. It should be called when there's a need to remove an existing linked expense from Xero. | |||
Delete an allocation from an overpayment in Xero.
This tool deletes a specific allocation from an overpayment in the Xero system. Use this when you need to remove allocations linked to overpayments. | |||
Delete an allocation from a prepayment in Xero.
Use this tool to delete a specific allocation from a prepayment in Xero. This action is irreversible and should be used when a specific allocation needs to be removed. | |||
Deletes a specific tracking category option in Xero.
Use this tool to delete a specific tracking option from a selected tracking category in Xero. Useful for managing and updating your tracking categories when certain options are no longer needed. | |||
Retrieve all contacts from a Xero organization.
Use this tool to obtain a list of all contacts within a specified Xero organization. It should be called when there's a need to access or manage contact information in Xero. | |||
Fetch a specific bank transfer attachment by ID.
Use this tool to retrieve a specific attachment related to a bank transfer using the unique attachment ID. | |||
Retrieve the history of a specific credit note.
Use this tool to access and retrieve history records of a specific credit note by providing the CreditNoteID. This can be helpful for auditing or tracking changes made to a credit note over time. | |||
Retrieve payments for invoices and credit notes in Xero.
Use this tool to fetch a list of payments associated with invoices and credit notes from Xero. It is useful for obtaining payment records for financial analysis or reconciliation purposes. | |||
Retrieve a specific attachment from a purchase order.
Use this tool to obtain a specific attachment from a purchase order using the attachment's unique ID within the Xero platform. |
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