Xero

Test the connection to the Xero API and return the connected organisation name.

Delete a draft invoice. Args: - invoiceId: Invoice ID to delete

List items/products from Xero. Args: - where: Filter expression

Get details for a specific item. Args: - itemId: Item ID

List overpayments from Xero. Args: - page: Page number - where: Filter expression

List accounts from the Chart of Accounts. Args: - where: Filter expression - classType: Filter by account class (ASSET, EQUITY, EXPENSE, LIABILITY, REVENUE)

Get details for a specific account. Args: - accountId: The account ID

Create a new account in the Chart of Accounts. Args: - code: Account code - name: Account name - type: Account type - description: Account description - taxType: Tax type - enablePaymentsToAccount: Allow payments to this account - showInExpenseClaims: Show in expense claims

Update an existing account. Args: - accountId: Account ID to update - code: Account code - name: Account name - description: Account description - status: Account status (ACTIVE or ARCHIVED)

Delete an account from the Chart of Accounts. Only accounts without transactions can be deleted. Args: - accountId: Account ID to delete

List bank transactions (spend/receive money) from Xero. Args: - page: Page number - where: Filter expression - order: Sort order

Get details for a specific bank transaction. Args: - bankTransactionId: Bank transaction ID

Create a bank transaction (spend or receive money). Args: - type: Transaction type (RECEIVE, SPEND, RECEIVE-OVERPAYMENT, SPEND-OVERPAYMENT, RECEIVE-PREPAYMENT, SPEND-PREPAYMENT) - contactId: Contact ID - bankAccountId: Bank account ID - lineItems: Array of line items - date: Transaction date - reference: Reference

Update a bank transaction. Args: - bankTransactionId: Transaction ID to update - reference: Reference - date: Transaction date

List bank transfers from Xero. Args: - page: Page number - where: Filter expression

Get details for a specific bank transfer. Args: - bankTransferId: Bank transfer ID

Create a bank transfer between two bank accounts. Args: - fromBankAccountId: Source bank account ID - toBankAccountId: Destination bank account ID - amount: Transfer amount - date: Transfer date

List contacts (customers and suppliers) from Xero. Returns a paginated list of contacts with basic details. Args: - page: Page number (1-based) - where: Filter expression (e.g., 'ContactStatus=="ACTIVE"') - order: Sort order (e.g., 'Name ASC') - includeArchived: Include archived contacts

Get details for a specific contact. Args: - contactId: The Xero contact ID

Allocate a prepayment to an invoice. Args: - prepaymentId: Prepayment ID - invoiceId: Invoice ID to allocate to - amount: Amount to allocate - date: Allocation date

Create a new contact in Xero. Args: - name: Contact name (required) - firstName: First name - lastName: Last name - emailAddress: Email address - isSupplier: Whether contact is a supplier - isCustomer: Whether contact is a customer - taxNumber: Tax/VAT number - defaultCurrency: Default currency code

Update an existing contact. Args: - contactId: Contact ID to update - name: Contact name - firstName: First name - lastName: Last name - emailAddress: Email address - isSupplier: Whether contact is a supplier - isCustomer: Whether contact is a customer - contactStatus: Status (ACTIVE or ARCHIVED)

Archive a contact. Args: - contactId: Contact ID to archive

List all contact groups.

Create a new contact group. Args: - name: Group name

Add contacts to a contact group. Args: - contactGroupId: Contact group ID - contactIds: Array of contact IDs to add

List invoices from Xero. Args: - page: Page number (1-based) - where: Filter expression (e.g., 'Status=="AUTHORISED"') - order: Sort order (e.g., 'Date DESC') - statuses: Filter by status (DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED)

Get details for a specific invoice. Args: - invoiceId: The invoice ID

Create a new invoice in Xero. Args: - type: ACCREC (sales invoice) or ACCPAY (bill) - contactId: Contact ID - lineItems: Array of line items - date: Invoice date (YYYY-MM-DD) - dueDate: Due date (YYYY-MM-DD) - reference: Invoice reference - status: Status (DRAFT, SUBMITTED, AUTHORISED) - lineAmountTypes: Exclusive, Inclusive, or NoTax

Update an existing invoice. Args: - invoiceId: Invoice ID to update - reference: Invoice reference - date: Invoice date - dueDate: Due date - status: Status (DRAFT, SUBMITTED, AUTHORISED)

Void an invoice. Args: - invoiceId: Invoice ID to void

Create a new item/product. Args: - code: Item code (required) - name: Item name - description: Sales description - purchaseDescription: Purchase description - salesUnitPrice: Sales unit price - salesAccountCode: Sales account code - salesTaxType: Sales tax type - purchaseUnitPrice: Purchase unit price - purchaseAccountCode: Purchase account code - purchaseTaxType: Purchase tax type - isTrackedAsInventory: Track as inventory - inventoryAssetAccountCode: Inventory asset account code

Update an existing item. Args: - itemId: Item ID to update - code: Item code - name: Item name - description: Sales description - purchaseDescription: Purchase description

Delete an item. Args: - itemId: Item ID to delete

List system journals from Xero. These are automatically created journals for all transactions. Args: - offset: Offset for pagination (journal number to start from) - where: Filter expression - order: Sort order

Get details for a specific journal. Args: - journalId: Journal ID

List manual journals from Xero. Args: - page: Page number - where: Filter expression - order: Sort order

Get details for a specific manual journal. Args: - manualJournalId: Manual journal ID

Create a manual journal entry. Journal lines must balance to zero. Args: - narration: Description of the journal entry (required) - journalLines: Array of journal lines (must balance to zero) - date: Journal date - status: Status (DRAFT or POSTED) - showOnCashBasisReports: Show on cash basis reports

Update an existing manual journal. Args: - manualJournalId: Manual journal ID to update - narration: Description - date: Journal date - status: Status (DRAFT or POSTED)

List linked transactions from Xero. Linked transactions link billable expenses to sales invoices. Args: - page: Page number - sourceTransactionId: Filter by source transaction ID - contactId: Filter by contact ID

Get details for a specific linked transaction. Args: - linkedTransactionId: Linked transaction ID

Create a linked transaction to link a billable expense to a sales invoice. Args: - sourceTransactionId: Source transaction ID (bill or expense claim) - sourceLineItemId: Source line item ID - contactId: Contact ID to invoice - targetTransactionId: Target invoice ID (optional, can link later) - targetLineItemId: Target line item ID (optional)

Update a linked transaction. Args: - linkedTransactionId: Linked transaction ID to update - sourceLineItemId: Source line item ID - contactId: Contact ID - targetTransactionId: Target transaction ID - targetLineItemId: Target line item ID

Delete a linked transaction. Args: - linkedTransactionId: Linked transaction ID to delete

Get details about the connected Xero organisation. Returns organisation information including name, country, currency, and settings.

List payments from Xero. Args: - page: Page number - where: Filter expression - order: Sort order

Get details for a specific payment. Args: - paymentId: Payment ID

Create a payment for an invoice. Args: - invoiceId: Invoice ID to pay - accountId: Bank account ID - amount: Payment amount - date: Payment date (YYYY-MM-DD) - reference: Payment reference - isReconciled: Mark as reconciled

Delete a payment. Args: - paymentId: Payment ID to delete

List credit notes from Xero. Args: - page: Page number - where: Filter expression - order: Sort order

Get details for a specific credit note. Args: - creditNoteId: Credit note ID

Create a credit note. Args: - type: ACCRECCREDIT (customer) or ACCPAYCREDIT (supplier) - contactId: Contact ID - lineItems: Array of line items - date: Credit note date - reference: Reference

Allocate a credit note to an invoice. Args: - creditNoteId: Credit note ID - invoiceId: Invoice ID to allocate to - amount: Amount to allocate - date: Allocation date

List prepayments from Xero. Args: - page: Page number - where: Filter expression

Allocate an overpayment to an invoice. Args: - overpaymentId: Overpayment ID - invoiceId: Invoice ID to allocate to - amount: Amount to allocate - date: Allocation date

List batch payments from Xero. Args: - page: Page number - where: Filter expression

List purchase orders from Xero. Args: - page: Page number - where: Filter expression - order: Sort order - status: Filter by status (DRAFT, SUBMITTED, AUTHORISED, BILLED, DELETED)

Get details for a specific purchase order. Args: - purchaseOrderId: Purchase order ID

Create a new purchase order. Args: - contactId: Supplier contact ID - lineItems: Array of line items - date: Order date - deliveryDate: Expected delivery date - reference: Reference - deliveryAddress: Delivery address - attentionTo: Attention to - telephone: Telephone - deliveryInstructions: Delivery instructions - status: Status (DRAFT, SUBMITTED, AUTHORISED)

Update an existing purchase order. Args: - purchaseOrderId: Purchase order ID to update - reference: Reference - date: Order date - deliveryDate: Delivery date - status: Status

Delete a purchase order. Args: - purchaseOrderId: Purchase order ID to delete

List quotes from Xero. Args: - page: Page number - where: Filter expression - order: Sort order - status: Filter by status (DRAFT, SENT, DECLINED, ACCEPTED, INVOICED, DELETED)

Get details for a specific quote. Args: - quoteId: Quote ID

Create a new quote. Args: - contactId: Contact ID - lineItems: Array of line items - date: Quote date - expiryDate: Expiry date - reference: Reference - title: Quote title - summary: Quote summary - terms: Terms and conditions - status: Status (DRAFT, SENT)

Update an existing quote. Args: - quoteId: Quote ID to update - reference: Reference - date: Quote date - expiryDate: Expiry date - title: Title - summary: Summary - terms: Terms and conditions - status: Status

Delete a quote. Args: - quoteId: Quote ID to delete

List repeating invoices from Xero.

Get details for a specific repeating invoice. Args: - repeatingInvoiceId: Repeating invoice ID

Create a new repeating invoice. Args: - type: Invoice type (ACCPAY for bills, ACCREC for invoices) - contactId: Contact ID - lineItems: Array of line items - schedule: Schedule configuration with period, unit, dueDate, etc. - reference: Reference - brandingThemeId: Branding theme ID - currencyCode: Currency code - status: Status (DRAFT, AUTHORISED)

Update an existing repeating invoice. Args: - repeatingInvoiceId: Repeating invoice ID to update - reference: Reference - status: Status (DRAFT, AUTHORISED, DELETED)

Delete a repeating invoice. Args: - repeatingInvoiceId: Repeating invoice ID to delete

Get the Balance Sheet report. Args: - date: Report date (YYYY-MM-DD) - periods: Number of periods to compare - timeframe: Timeframe (MONTH, QUARTER, YEAR) - trackingOptionId1: First tracking option ID - trackingOptionId2: Second tracking option ID - standardLayout: Use standard layout - paymentsOnly: Cash basis (payments only)

Delete a tracking option. Args: - trackingCategoryId: Tracking category ID - trackingOptionId: Tracking option ID to delete

List tax rates from Xero.

Get the Profit and Loss report. Args: - fromDate: Start date (YYYY-MM-DD) - toDate: End date (YYYY-MM-DD) - periods: Number of periods to compare - timeframe: Timeframe (MONTH, QUARTER, YEAR) - trackingCategoryId: Tracking category ID - trackingOptionId: Tracking option ID - standardLayout: Use standard layout - paymentsOnly: Cash basis (payments only)

Get the Trial Balance report. Args: - date: Report date (YYYY-MM-DD) - paymentsOnly: Cash basis (payments only)

Get the Bank Summary report. Args: - fromDate: Start date (YYYY-MM-DD) - toDate: End date (YYYY-MM-DD)

Get the Aged Receivables by Contact report. Args: - contactId: Contact ID (required) - date: Report date (YYYY-MM-DD) - fromDate: From date - toDate: To date

Get the Aged Payables by Contact report. Args: - contactId: Contact ID (required) - date: Report date (YYYY-MM-DD) - fromDate: From date - toDate: To date

Get the Budget Summary report. Args: - date: Report date - periods: Number of periods - timeframe: Timeframe

Get the Executive Summary report. Args: - date: Report date

Get any Xero report by name with custom parameters. Args: - reportName: Report name (e.g., 'BalanceSheet', 'ProfitAndLoss', 'TrialBalance', 'BankSummary', 'BudgetSummary', 'ExecutiveSummary', 'AgedReceivablesByContact', 'AgedPayablesByContact', '1099Report', 'TenNinetyNine') - params: Report parameters as key-value pairs

List tracking categories from Xero.

Get details for a specific tracking category. Args: - trackingCategoryId: Tracking category ID

Create a new tracking category. Args: - name: Category name (required)

Update a tracking category. Args: - trackingCategoryId: Tracking category ID - name: Category name

Delete a tracking category. Args: - trackingCategoryId: Tracking category ID to delete

Create a tracking option within a category. Args: - trackingCategoryId: Tracking category ID - name: Option name (required)

Update a tracking option. Args: - trackingCategoryId: Tracking category ID - trackingOptionId: Tracking option ID - name: Option name

Get details for a specific tax rate. Args: - taxType: Tax type identifier

Create a new tax rate. Args: - name: Tax rate name (required) - taxComponents: Array of tax components with name and rate - status: Status (ACTIVE, DELETED, ARCHIVED) - reportTaxType: Report tax type (e.g., OUTPUT, INPUT, EXEMPTOUTPUT, EXEMPTINPUT)

Update a tax rate. Args: - taxType: Tax type to update - name: Tax rate name - status: Status (ACTIVE, DELETED, ARCHIVED) - reportTaxType: Report tax type

List currencies from Xero.

Add a currency to the organisation. Args: - code: Currency code (required, e.g., USD, EUR, GBP) - description: Currency description

List branding themes from Xero.

Get details for a specific branding theme. Args: - brandingThemeId: Branding theme ID

List users from Xero.

Get details for a specific user. Args: - userId: User ID