Xero

Triggers0

Things that can wake up your Xero coworker.

No triggers published for Xero yet — but you can still run it on a schedule or from a chat.

Actions20

Things your coworker can do in Xero.

• Create Bank Transaction

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

  XERO_CREATE_BANK_TRANSACTION
• Create Contact

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

  XERO_CREATE_CONTACT
• Create Invoice

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

  XERO_CREATE_INVOICE
• Create Item

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

  XERO_CREATE_ITEM
• Create Manual Journal

  Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).

  XERO_CREATE_MANUAL_JOURNAL
• Create Payment

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

  XERO_CREATE_PAYMENT
• Create Purchase Order

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

  XERO_CREATE_PURCHASE_ORDER
• Get Account

  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't already have one.

  XERO_GET_ACCOUNT
• Get Asset

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

  XERO_GET_ASSET
• Get Balance Sheet Report

  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') appear in SummaryRows.

  XERO_GET_BALANCE_SHEET_REPORT
• Get Budget

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

  XERO_GET_BUDGET
• Get Connections

  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 subsequent call. Using a wrong or stale tenant_id can silently return or modify data for a different organisation.

  XERO_GET_CONNECTIONS
• 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_CONTACTS
• Get Invoice

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

  XERO_GET_INVOICE
• Get Item

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

  XERO_GET_ITEM
• Get Manual Journal

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

  XERO_GET_MANUAL_JOURNAL
• Get Organisation

  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.

  XERO_GET_ORGANISATION
• Get Profit & Loss Report

  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.

  XERO_GET_PROFIT_LOSS_REPORT
• Get Project

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

  XERO_GET_PROJECT
• Get Purchase Order

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

  XERO_GET_PURCHASE_ORDER