Xero

Xero Accounting MCP Server for Cloudflare Workers

Available Tools

99 tools available in the Xero MCP server. Each tool can be called by AI assistants to perform specific actions.

xero_test_connection

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

{
  "type": "object",
  "properties": {}
}

xero_delete_invoice

Delete a draft invoice.

Args:

invoiceId: Invoice ID to delete

{
  "type": "object",
  "required": [
    "invoiceId"
  ],
  "properties": {
    "invoiceId": {
      "type": "string",
      "description": "Invoice ID to delete"
    }
  }
}

xero_list_items

List items/products from Xero.

Args:

where: Filter expression

{
  "type": "object",
  "properties": {
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_item

Get details for a specific item.

Args:

itemId: Item ID

{
  "type": "object",
  "required": [
    "itemId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "itemId": {
      "type": "string",
      "description": "Item ID"
    }
  }
}

xero_list_overpayments

List overpayments from Xero.

Args:

page: Page number
where: Filter expression

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_list_accounts

List accounts from the Chart of Accounts.

Args:

where: Filter expression
classType: Filter by account class (ASSET, EQUITY, EXPENSE, LIABILITY, REVENUE)

{
  "type": "object",
  "properties": {
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "classType": {
      "enum": [
        "ASSET",
        "EQUITY",
        "EXPENSE",
        "LIABILITY",
        "REVENUE"
      ],
      "type": "string",
      "description": "Account class"
    }
  }
}

xero_get_account

Get details for a specific account.

Args:

accountId: The account ID

{
  "type": "object",
  "required": [
    "accountId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "accountId": {
      "type": "string",
      "description": "Account ID"
    }
  }
}

xero_create_account

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

{
  "type": "object",
  "required": [
    "code",
    "name"
  ],
  "properties": {
    "code": {
      "type": "string",
      "description": "Account code"
    },
    "name": {
      "type": "string",
      "description": "Account name"
    },
    "taxType": {
      "type": "string",
      "description": "Tax type"
    },
    "description": {
      "type": "string",
      "description": "Description"
    },
    "showInExpenseClaims": {
      "type": "boolean",
      "description": "Show in expense claims"
    },
    "enablePaymentsToAccount": {
      "type": "boolean",
      "description": "Enable payments to account"
    }
  }
}

xero_update_account

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)

{
  "type": "object",
  "required": [
    "accountId"
  ],
  "properties": {
    "code": {
      "type": "string",
      "description": "Account code"
    },
    "name": {
      "type": "string",
      "description": "Account name"
    },
    "status": {
      "enum": [
        "ACTIVE",
        "ARCHIVED"
      ],
      "type": "string",
      "description": "Account status"
    },
    "accountId": {
      "type": "string",
      "description": "Account ID to update"
    },
    "description": {
      "type": "string",
      "description": "Description"
    }
  }
}

xero_delete_account

Delete an account from the Chart of Accounts. Only accounts without transactions can be deleted.

Args:

accountId: Account ID to delete

{
  "type": "object",
  "required": [
    "accountId"
  ],
  "properties": {
    "accountId": {
      "type": "string",
      "description": "Account ID to delete"
    }
  }
}

xero_list_bank_transactions

List bank transactions (spend/receive money) from Xero.

Args:

page: Page number
where: Filter expression
order: Sort order

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "order": {
      "type": "string",
      "description": "Sort order"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_bank_transaction

Get details for a specific bank transaction.

Args:

bankTransactionId: Bank transaction ID

{
  "type": "object",
  "required": [
    "bankTransactionId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "bankTransactionId": {
      "type": "string",
      "description": "Bank transaction ID"
    }
  }
}

xero_create_bank_transaction

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

{
  "type": "object",
  "required": [
    "type",
    "contactId",
    "bankAccountId",
    "lineItems"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Transaction date"
    },
    "type": {
      "enum": [
        "RECEIVE",
        "SPEND",
        "RECEIVE-OVERPAYMENT",
        "SPEND-OVERPAYMENT",
        "RECEIVE-PREPAYMENT",
        "SPEND-PREPAYMENT"
      ],
      "type": "string",
      "description": "Transaction type"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "lineItems": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Line items"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "currencyCode": {
      "type": "string",
      "description": "Currency code"
    },
    "bankAccountId": {
      "type": "string",
      "description": "Bank account ID"
    }
  }
}

xero_update_bank_transaction

Update a bank transaction.

Args:

bankTransactionId: Transaction ID to update
reference: Reference
date: Transaction date

{
  "type": "object",
  "required": [
    "bankTransactionId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Transaction date"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "bankTransactionId": {
      "type": "string",
      "description": "Bank transaction ID"
    }
  }
}

xero_list_bank_transfers

List bank transfers from Xero.

Args:

page: Page number
where: Filter expression

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_bank_transfer

Get details for a specific bank transfer.

Args:

bankTransferId: Bank transfer ID

{
  "type": "object",
  "required": [
    "bankTransferId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "bankTransferId": {
      "type": "string",
      "description": "Bank transfer ID"
    }
  }
}

xero_create_bank_transfer

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

{
  "type": "object",
  "required": [
    "fromBankAccountId",
    "toBankAccountId",
    "amount"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Transfer date"
    },
    "amount": {
      "type": "number",
      "description": "Amount"
    },
    "toBankAccountId": {
      "type": "string",
      "description": "To bank account ID"
    },
    "fromBankAccountId": {
      "type": "string",
      "description": "From bank account ID"
    }
  }
}

xero_list_contacts

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

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "order": {
      "type": "string",
      "description": "Sort order"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "includeArchived": {
      "type": "boolean",
      "default": false,
      "description": "Include archived contacts"
    }
  }
}

xero_get_contact

Get details for a specific contact.

Args:

contactId: The Xero contact ID

{
  "type": "object",
  "required": [
    "contactId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    }
  }
}

xero_allocate_prepayment

Allocate a prepayment to an invoice.

Args:

prepaymentId: Prepayment ID
invoiceId: Invoice ID to allocate to
amount: Amount to allocate
date: Allocation date

{
  "type": "object",
  "required": [
    "prepaymentId",
    "invoiceId",
    "amount"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Allocation date"
    },
    "amount": {
      "type": "number",
      "description": "Amount"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice ID"
    },
    "prepaymentId": {
      "type": "string",
      "description": "Prepayment ID"
    }
  }
}

xero_create_contact

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

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Contact name (required)"
    },
    "lastName": {
      "type": "string",
      "description": "Last name"
    },
    "firstName": {
      "type": "string",
      "description": "First name"
    },
    "taxNumber": {
      "type": "string",
      "description": "Tax/VAT number"
    },
    "isCustomer": {
      "type": "boolean",
      "description": "Is customer"
    },
    "isSupplier": {
      "type": "boolean",
      "description": "Is supplier"
    },
    "emailAddress": {
      "type": "string",
      "description": "Email address"
    },
    "defaultCurrency": {
      "type": "string",
      "description": "Default currency code"
    }
  }
}

xero_update_contact

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)

{
  "type": "object",
  "required": [
    "contactId"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Contact name"
    },
    "lastName": {
      "type": "string",
      "description": "Last name"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID to update"
    },
    "firstName": {
      "type": "string",
      "description": "First name"
    },
    "isCustomer": {
      "type": "boolean",
      "description": "Is customer"
    },
    "isSupplier": {
      "type": "boolean",
      "description": "Is supplier"
    },
    "emailAddress": {
      "type": "string",
      "description": "Email address"
    },
    "contactStatus": {
      "enum": [
        "ACTIVE",
        "ARCHIVED"
      ],
      "type": "string",
      "description": "Contact status"
    }
  }
}

xero_archive_contact

Archive a contact.

Args:

contactId: Contact ID to archive

{
  "type": "object",
  "required": [
    "contactId"
  ],
  "properties": {
    "contactId": {
      "type": "string",
      "description": "Contact ID to archive"
    }
  }
}

xero_list_contact_groups

List all contact groups.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_create_contact_group

Create a new contact group.

Args:

name: Group name

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Group name"
    }
  }
}

xero_add_contacts_to_group

Add contacts to a contact group.

Args:

contactGroupId: Contact group ID
contactIds: Array of contact IDs to add

{
  "type": "object",
  "required": [
    "contactGroupId",
    "contactIds"
  ],
  "properties": {
    "contactIds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of contact IDs"
    },
    "contactGroupId": {
      "type": "string",
      "description": "Contact group ID"
    }
  }
}

xero_list_invoices

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)

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "order": {
      "type": "string",
      "description": "Sort order"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "statuses": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Filter by statuses"
    }
  }
}

xero_get_invoice

Get details for a specific invoice.

Args:

invoiceId: The invoice ID

{
  "type": "object",
  "required": [
    "invoiceId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice ID"
    }
  }
}

xero_create_invoice

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

{
  "type": "object",
  "required": [
    "type",
    "contactId",
    "lineItems"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Invoice date"
    },
    "type": {
      "enum": [
        "ACCREC",
        "ACCPAY"
      ],
      "type": "string",
      "description": "Invoice type"
    },
    "status": {
      "enum": [
        "DRAFT",
        "SUBMITTED",
        "AUTHORISED"
      ],
      "type": "string",
      "description": "Status"
    },
    "dueDate": {
      "type": "string",
      "description": "Due date"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "lineItems": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Line items"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "currencyCode": {
      "type": "string",
      "description": "Currency code"
    },
    "brandingThemeId": {
      "type": "string",
      "description": "Branding theme ID"
    },
    "lineAmountTypes": {
      "enum": [
        "Exclusive",
        "Inclusive",
        "NoTax"
      ],
      "type": "string",
      "description": "Line amount types"
    }
  }
}

xero_update_invoice

Update an existing invoice.

Args:

invoiceId: Invoice ID to update
reference: Invoice reference
date: Invoice date
dueDate: Due date
status: Status (DRAFT, SUBMITTED, AUTHORISED)

{
  "type": "object",
  "required": [
    "invoiceId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Invoice date"
    },
    "status": {
      "enum": [
        "DRAFT",
        "SUBMITTED",
        "AUTHORISED"
      ],
      "type": "string",
      "description": "Status"
    },
    "dueDate": {
      "type": "string",
      "description": "Due date"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice ID to update"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    }
  }
}

xero_void_invoice

Void an invoice.

Args:

invoiceId: Invoice ID to void

{
  "type": "object",
  "required": [
    "invoiceId"
  ],
  "properties": {
    "invoiceId": {
      "type": "string",
      "description": "Invoice ID to void"
    }
  }
}

xero_create_item

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

{
  "type": "object",
  "required": [
    "code"
  ],
  "properties": {
    "code": {
      "type": "string",
      "description": "Item code"
    },
    "name": {
      "type": "string",
      "description": "Item name"
    },
    "isSold": {
      "type": "boolean",
      "description": "Is sold"
    },
    "description": {
      "type": "string",
      "description": "Sales description"
    },
    "isPurchased": {
      "type": "boolean",
      "description": "Is purchased"
    },
    "salesTaxType": {
      "type": "string",
      "description": "Sales tax type"
    },
    "salesUnitPrice": {
      "type": "number",
      "description": "Sales unit price"
    },
    "purchaseTaxType": {
      "type": "string",
      "description": "Purchase tax type"
    },
    "salesAccountCode": {
      "type": "string",
      "description": "Sales account code"
    },
    "purchaseUnitPrice": {
      "type": "number",
      "description": "Purchase unit price"
    },
    "purchaseAccountCode": {
      "type": "string",
      "description": "Purchase account code"
    },
    "purchaseDescription": {
      "type": "string",
      "description": "Purchase description"
    },
    "isTrackedAsInventory": {
      "type": "boolean",
      "description": "Track as inventory"
    },
    "inventoryAssetAccountCode": {
      "type": "string",
      "description": "Inventory asset account code"
    }
  }
}

xero_update_item

Update an existing item.

Args:

itemId: Item ID to update
code: Item code
name: Item name
description: Sales description
purchaseDescription: Purchase description

{
  "type": "object",
  "required": [
    "itemId"
  ],
  "properties": {
    "code": {
      "type": "string",
      "description": "Item code"
    },
    "name": {
      "type": "string",
      "description": "Item name"
    },
    "itemId": {
      "type": "string",
      "description": "Item ID"
    },
    "description": {
      "type": "string",
      "description": "Sales description"
    },
    "purchaseDescription": {
      "type": "string",
      "description": "Purchase description"
    }
  }
}

xero_delete_item

Delete an item.

Args:

itemId: Item ID to delete

{
  "type": "object",
  "required": [
    "itemId"
  ],
  "properties": {
    "itemId": {
      "type": "string",
      "description": "Item ID to delete"
    }
  }
}

xero_list_journals

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

{
  "type": "object",
  "properties": {
    "order": {
      "type": "string",
      "description": "Sort order"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "offset": {
      "type": "integer",
      "description": "Offset (journal number)"
    }
  }
}

xero_get_journal

Get details for a specific journal.

Args:

journalId: Journal ID

{
  "type": "object",
  "required": [
    "journalId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "journalId": {
      "type": "string",
      "description": "Journal ID"
    }
  }
}

xero_list_manual_journals

List manual journals from Xero.

Args:

page: Page number
where: Filter expression
order: Sort order

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "order": {
      "type": "string",
      "description": "Sort order"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_manual_journal

Get details for a specific manual journal.

Args:

manualJournalId: Manual journal ID

{
  "type": "object",
  "required": [
    "manualJournalId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "manualJournalId": {
      "type": "string",
      "description": "Manual journal ID"
    }
  }
}

xero_create_manual_journal

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

{
  "type": "object",
  "required": [
    "narration",
    "journalLines"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Journal date"
    },
    "status": {
      "enum": [
        "DRAFT",
        "POSTED"
      ],
      "type": "string",
      "description": "Status"
    },
    "narration": {
      "type": "string",
      "description": "Journal description"
    },
    "journalLines": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Journal lines (must balance to zero)"
    },
    "showOnCashBasisReports": {
      "type": "boolean",
      "description": "Show on cash basis reports"
    }
  }
}

xero_update_manual_journal

Update an existing manual journal.

Args:

manualJournalId: Manual journal ID to update
narration: Description
date: Journal date
status: Status (DRAFT or POSTED)

{
  "type": "object",
  "required": [
    "manualJournalId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Journal date"
    },
    "status": {
      "enum": [
        "DRAFT",
        "POSTED"
      ],
      "type": "string",
      "description": "Status"
    },
    "narration": {
      "type": "string",
      "description": "Journal description"
    },
    "manualJournalId": {
      "type": "string",
      "description": "Manual journal ID"
    }
  }
}

xero_list_linked_transactions

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

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "sourceTransactionId": {
      "type": "string",
      "description": "Source transaction ID"
    }
  }
}

xero_get_linked_transaction

Get details for a specific linked transaction.

Args:

linkedTransactionId: Linked transaction ID

{
  "type": "object",
  "required": [
    "linkedTransactionId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "linkedTransactionId": {
      "type": "string",
      "description": "Linked transaction ID"
    }
  }
}

xero_create_linked_transaction

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)

{
  "type": "object",
  "required": [
    "sourceTransactionId",
    "sourceLineItemId",
    "contactId"
  ],
  "properties": {
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "sourceLineItemId": {
      "type": "string",
      "description": "Source line item ID"
    },
    "targetLineItemId": {
      "type": "string",
      "description": "Target line item ID"
    },
    "sourceTransactionId": {
      "type": "string",
      "description": "Source transaction ID"
    },
    "targetTransactionId": {
      "type": "string",
      "description": "Target transaction ID"
    }
  }
}

xero_update_linked_transaction

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

{
  "type": "object",
  "required": [
    "linkedTransactionId"
  ],
  "properties": {
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "sourceLineItemId": {
      "type": "string",
      "description": "Source line item ID"
    },
    "targetLineItemId": {
      "type": "string",
      "description": "Target line item ID"
    },
    "linkedTransactionId": {
      "type": "string",
      "description": "Linked transaction ID"
    },
    "targetTransactionId": {
      "type": "string",
      "description": "Target transaction ID"
    }
  }
}

xero_delete_linked_transaction

Delete a linked transaction.

Args:

linkedTransactionId: Linked transaction ID to delete

{
  "type": "object",
  "required": [
    "linkedTransactionId"
  ],
  "properties": {
    "linkedTransactionId": {
      "type": "string",
      "description": "Linked transaction ID to delete"
    }
  }
}

xero_get_organisation

Get details about the connected Xero organisation.

Returns organisation information including name, country, currency, and settings.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_list_payments

List payments from Xero.

Args:

page: Page number
where: Filter expression
order: Sort order

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "order": {
      "type": "string",
      "description": "Sort order"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_payment

Get details for a specific payment.

Args:

paymentId: Payment ID

{
  "type": "object",
  "required": [
    "paymentId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "paymentId": {
      "type": "string",
      "description": "Payment ID"
    }
  }
}

xero_create_payment

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

{
  "type": "object",
  "required": [
    "invoiceId",
    "accountId",
    "amount",
    "date"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Payment date"
    },
    "amount": {
      "type": "number",
      "description": "Amount"
    },
    "accountId": {
      "type": "string",
      "description": "Bank account ID"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice ID"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "isReconciled": {
      "type": "boolean",
      "description": "Is reconciled"
    }
  }
}

xero_delete_payment

Delete a payment.

Args:

paymentId: Payment ID to delete

{
  "type": "object",
  "required": [
    "paymentId"
  ],
  "properties": {
    "paymentId": {
      "type": "string",
      "description": "Payment ID to delete"
    }
  }
}

xero_list_credit_notes

List credit notes from Xero.

Args:

page: Page number
where: Filter expression
order: Sort order

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "order": {
      "type": "string",
      "description": "Sort order"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_credit_note

Get details for a specific credit note.

Args:

creditNoteId: Credit note ID

{
  "type": "object",
  "required": [
    "creditNoteId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "creditNoteId": {
      "type": "string",
      "description": "Credit note ID"
    }
  }
}

xero_create_credit_note

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

{
  "type": "object",
  "required": [
    "type",
    "contactId",
    "lineItems"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Date"
    },
    "type": {
      "enum": [
        "ACCRECCREDIT",
        "ACCPAYCREDIT"
      ],
      "type": "string",
      "description": "Credit note type"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "lineItems": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Line items"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    }
  }
}

xero_allocate_credit_note

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

{
  "type": "object",
  "required": [
    "creditNoteId",
    "invoiceId",
    "amount"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Allocation date"
    },
    "amount": {
      "type": "number",
      "description": "Amount"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice ID"
    },
    "creditNoteId": {
      "type": "string",
      "description": "Credit note ID"
    }
  }
}

xero_list_prepayments

List prepayments from Xero.

Args:

page: Page number
where: Filter expression

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_allocate_overpayment

Allocate an overpayment to an invoice.

Args:

overpaymentId: Overpayment ID
invoiceId: Invoice ID to allocate to
amount: Amount to allocate
date: Allocation date

{
  "type": "object",
  "required": [
    "overpaymentId",
    "invoiceId",
    "amount"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Allocation date"
    },
    "amount": {
      "type": "number",
      "description": "Amount"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice ID"
    },
    "overpaymentId": {
      "type": "string",
      "description": "Overpayment ID"
    }
  }
}

xero_list_batch_payments

List batch payments from Xero.

Args:

page: Page number
where: Filter expression

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_list_purchase_orders

List purchase orders from Xero.

Args:

page: Page number
where: Filter expression
order: Sort order
status: Filter by status (DRAFT, SUBMITTED, AUTHORISED, BILLED, DELETED)

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "order": {
      "type": "string",
      "description": "Sort order"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "status": {
      "type": "string",
      "description": "Status filter"
    }
  }
}

xero_get_purchase_order

Get details for a specific purchase order.

Args:

purchaseOrderId: Purchase order ID

{
  "type": "object",
  "required": [
    "purchaseOrderId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "purchaseOrderId": {
      "type": "string",
      "description": "Purchase order ID"
    }
  }
}

xero_create_purchase_order

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)

{
  "type": "object",
  "required": [
    "contactId",
    "lineItems"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Order date"
    },
    "status": {
      "enum": [
        "DRAFT",
        "SUBMITTED",
        "AUTHORISED"
      ],
      "type": "string",
      "description": "Status"
    },
    "contactId": {
      "type": "string",
      "description": "Supplier contact ID"
    },
    "lineItems": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Line items"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "telephone": {
      "type": "string",
      "description": "Telephone"
    },
    "attentionTo": {
      "type": "string",
      "description": "Attention to"
    },
    "currencyCode": {
      "type": "string",
      "description": "Currency code"
    },
    "deliveryDate": {
      "type": "string",
      "description": "Delivery date"
    },
    "deliveryAddress": {
      "type": "string",
      "description": "Delivery address"
    },
    "deliveryInstructions": {
      "type": "string",
      "description": "Delivery instructions"
    }
  }
}

xero_update_purchase_order

Update an existing purchase order.

Args:

purchaseOrderId: Purchase order ID to update
reference: Reference
date: Order date
deliveryDate: Delivery date
status: Status

{
  "type": "object",
  "required": [
    "purchaseOrderId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Order date"
    },
    "status": {
      "enum": [
        "DRAFT",
        "SUBMITTED",
        "AUTHORISED"
      ],
      "type": "string",
      "description": "Status"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "deliveryDate": {
      "type": "string",
      "description": "Delivery date"
    },
    "purchaseOrderId": {
      "type": "string",
      "description": "Purchase order ID"
    }
  }
}

xero_delete_purchase_order

Delete a purchase order.

Args:

purchaseOrderId: Purchase order ID to delete

{
  "type": "object",
  "required": [
    "purchaseOrderId"
  ],
  "properties": {
    "purchaseOrderId": {
      "type": "string",
      "description": "Purchase order ID to delete"
    }
  }
}

xero_list_quotes

List quotes from Xero.

Args:

page: Page number
where: Filter expression
order: Sort order
status: Filter by status (DRAFT, SENT, DECLINED, ACCEPTED, INVOICED, DELETED)

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "order": {
      "type": "string",
      "description": "Sort order"
    },
    "where": {
      "type": "string",
      "description": "Filter expression"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "status": {
      "type": "string",
      "description": "Status filter"
    }
  }
}

xero_get_quote

Get details for a specific quote.

Args:

quoteId: Quote ID

{
  "type": "object",
  "required": [
    "quoteId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "quoteId": {
      "type": "string",
      "description": "Quote ID"
    }
  }
}

xero_create_quote

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)

{
  "type": "object",
  "required": [
    "contactId",
    "lineItems"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Quote date"
    },
    "terms": {
      "type": "string",
      "description": "Terms and conditions"
    },
    "title": {
      "type": "string",
      "description": "Title"
    },
    "status": {
      "enum": [
        "DRAFT",
        "SENT"
      ],
      "type": "string",
      "description": "Status"
    },
    "summary": {
      "type": "string",
      "description": "Summary"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "lineItems": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Line items"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "expiryDate": {
      "type": "string",
      "description": "Expiry date"
    },
    "currencyCode": {
      "type": "string",
      "description": "Currency code"
    },
    "brandingThemeId": {
      "type": "string",
      "description": "Branding theme ID"
    }
  }
}

xero_update_quote

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

{
  "type": "object",
  "required": [
    "quoteId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Quote date"
    },
    "terms": {
      "type": "string",
      "description": "Terms and conditions"
    },
    "title": {
      "type": "string",
      "description": "Title"
    },
    "status": {
      "enum": [
        "DRAFT",
        "SENT",
        "DECLINED",
        "ACCEPTED"
      ],
      "type": "string",
      "description": "Status"
    },
    "quoteId": {
      "type": "string",
      "description": "Quote ID"
    },
    "summary": {
      "type": "string",
      "description": "Summary"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "expiryDate": {
      "type": "string",
      "description": "Expiry date"
    }
  }
}

xero_delete_quote

Delete a quote.

Args:

quoteId: Quote ID to delete

{
  "type": "object",
  "required": [
    "quoteId"
  ],
  "properties": {
    "quoteId": {
      "type": "string",
      "description": "Quote ID to delete"
    }
  }
}

xero_list_repeating_invoices

List repeating invoices from Xero.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_repeating_invoice

Get details for a specific repeating invoice.

Args:

repeatingInvoiceId: Repeating invoice ID

{
  "type": "object",
  "required": [
    "repeatingInvoiceId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "repeatingInvoiceId": {
      "type": "string",
      "description": "Repeating invoice ID"
    }
  }
}

xero_create_repeating_invoice

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)

{
  "type": "object",
  "required": [
    "type",
    "contactId",
    "lineItems"
  ],
  "properties": {
    "type": {
      "enum": [
        "ACCPAY",
        "ACCREC"
      ],
      "type": "string",
      "description": "Invoice type"
    },
    "status": {
      "enum": [
        "DRAFT",
        "AUTHORISED"
      ],
      "type": "string",
      "description": "Status"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "lineItems": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Line items"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "currencyCode": {
      "type": "string",
      "description": "Currency code"
    },
    "brandingThemeId": {
      "type": "string",
      "description": "Branding theme ID"
    }
  }
}

xero_update_repeating_invoice

Update an existing repeating invoice.

Args:

repeatingInvoiceId: Repeating invoice ID to update
reference: Reference
status: Status (DRAFT, AUTHORISED, DELETED)

{
  "type": "object",
  "required": [
    "repeatingInvoiceId"
  ],
  "properties": {
    "status": {
      "enum": [
        "DRAFT",
        "AUTHORISED",
        "DELETED"
      ],
      "type": "string",
      "description": "Status"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "repeatingInvoiceId": {
      "type": "string",
      "description": "Repeating invoice ID"
    }
  }
}

xero_delete_repeating_invoice

Delete a repeating invoice.

Args:

repeatingInvoiceId: Repeating invoice ID to delete

{
  "type": "object",
  "required": [
    "repeatingInvoiceId"
  ],
  "properties": {
    "repeatingInvoiceId": {
      "type": "string",
      "description": "Repeating invoice ID to delete"
    }
  }
}

xero_get_balance_sheet

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)

{
  "type": "object",
  "properties": {
    "date": {
      "type": "string",
      "description": "Report date"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "periods": {
      "type": "integer",
      "description": "Number of periods"
    },
    "timeframe": {
      "enum": [
        "MONTH",
        "QUARTER",
        "YEAR"
      ],
      "type": "string",
      "description": "Timeframe"
    },
    "paymentsOnly": {
      "type": "boolean",
      "description": "Cash basis"
    },
    "standardLayout": {
      "type": "boolean",
      "description": "Standard layout"
    },
    "trackingOptionId1": {
      "type": "string",
      "description": "Tracking option ID 1"
    },
    "trackingOptionId2": {
      "type": "string",
      "description": "Tracking option ID 2"
    }
  }
}

xero_delete_tracking_option

Delete a tracking option.

Args:

trackingCategoryId: Tracking category ID
trackingOptionId: Tracking option ID to delete

{
  "type": "object",
  "required": [
    "trackingCategoryId",
    "trackingOptionId"
  ],
  "properties": {
    "trackingOptionId": {
      "type": "string",
      "description": "Tracking option ID to delete"
    },
    "trackingCategoryId": {
      "type": "string",
      "description": "Tracking category ID"
    }
  }
}

xero_list_tax_rates

List tax rates from Xero.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_profit_and_loss

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)

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "toDate": {
      "type": "string",
      "description": "End date"
    },
    "periods": {
      "type": "integer",
      "description": "Number of periods"
    },
    "fromDate": {
      "type": "string",
      "description": "Start date"
    },
    "timeframe": {
      "enum": [
        "MONTH",
        "QUARTER",
        "YEAR"
      ],
      "type": "string",
      "description": "Timeframe"
    },
    "paymentsOnly": {
      "type": "boolean",
      "description": "Cash basis"
    },
    "standardLayout": {
      "type": "boolean",
      "description": "Standard layout"
    },
    "trackingOptionId": {
      "type": "string",
      "description": "Tracking option ID"
    },
    "trackingCategoryId": {
      "type": "string",
      "description": "Tracking category ID"
    }
  }
}

xero_get_trial_balance

Get the Trial Balance report.

Args:

date: Report date (YYYY-MM-DD)
paymentsOnly: Cash basis (payments only)

{
  "type": "object",
  "properties": {
    "date": {
      "type": "string",
      "description": "Report date"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "paymentsOnly": {
      "type": "boolean",
      "description": "Cash basis"
    }
  }
}

xero_get_bank_summary

Get the Bank Summary report.

Args:

fromDate: Start date (YYYY-MM-DD)
toDate: End date (YYYY-MM-DD)

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "toDate": {
      "type": "string",
      "description": "End date"
    },
    "fromDate": {
      "type": "string",
      "description": "Start date"
    }
  }
}

xero_get_aged_receivables_by_contact

Get the Aged Receivables by Contact report.

Args:

contactId: Contact ID (required)
date: Report date (YYYY-MM-DD)
fromDate: From date
toDate: To date

{
  "type": "object",
  "required": [
    "contactId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Report date"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "toDate": {
      "type": "string",
      "description": "To date"
    },
    "fromDate": {
      "type": "string",
      "description": "From date"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    }
  }
}

xero_get_aged_payables_by_contact

Get the Aged Payables by Contact report.

Args:

contactId: Contact ID (required)
date: Report date (YYYY-MM-DD)
fromDate: From date
toDate: To date

{
  "type": "object",
  "required": [
    "contactId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Report date"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "toDate": {
      "type": "string",
      "description": "To date"
    },
    "fromDate": {
      "type": "string",
      "description": "From date"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    }
  }
}

xero_get_budget_summary

Get the Budget Summary report.

Args:

date: Report date
periods: Number of periods
timeframe: Timeframe

{
  "type": "object",
  "properties": {
    "date": {
      "type": "string",
      "description": "Report date"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "periods": {
      "type": "integer",
      "description": "Number of periods"
    },
    "timeframe": {
      "type": "integer",
      "description": "Timeframe"
    }
  }
}

xero_get_executive_summary

Get the Executive Summary report.

Args:

date: Report date

{
  "type": "object",
  "properties": {
    "date": {
      "type": "string",
      "description": "Report date"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_report

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

{
  "type": "object",
  "required": [
    "reportName"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "params": {
      "type": "object",
      "description": "Report parameters"
    },
    "reportName": {
      "type": "string",
      "description": "Report name"
    }
  }
}

xero_list_tracking_categories

List tracking categories from Xero.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_tracking_category

Get details for a specific tracking category.

Args:

trackingCategoryId: Tracking category ID

{
  "type": "object",
  "required": [
    "trackingCategoryId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "trackingCategoryId": {
      "type": "string",
      "description": "Tracking category ID"
    }
  }
}

xero_create_tracking_category

Create a new tracking category.

Args:

name: Category name (required)

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Category name"
    }
  }
}

xero_update_tracking_category

Update a tracking category.

Args:

trackingCategoryId: Tracking category ID
name: Category name

{
  "type": "object",
  "required": [
    "trackingCategoryId",
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Category name"
    },
    "trackingCategoryId": {
      "type": "string",
      "description": "Tracking category ID"
    }
  }
}

xero_delete_tracking_category

Delete a tracking category.

Args:

trackingCategoryId: Tracking category ID to delete

{
  "type": "object",
  "required": [
    "trackingCategoryId"
  ],
  "properties": {
    "trackingCategoryId": {
      "type": "string",
      "description": "Tracking category ID to delete"
    }
  }
}

xero_create_tracking_option

Create a tracking option within a category.

Args:

trackingCategoryId: Tracking category ID
name: Option name (required)

{
  "type": "object",
  "required": [
    "trackingCategoryId",
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Option name"
    },
    "trackingCategoryId": {
      "type": "string",
      "description": "Tracking category ID"
    }
  }
}

xero_update_tracking_option

Update a tracking option.

Args:

trackingCategoryId: Tracking category ID
trackingOptionId: Tracking option ID
name: Option name

{
  "type": "object",
  "required": [
    "trackingCategoryId",
    "trackingOptionId",
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Option name"
    },
    "trackingOptionId": {
      "type": "string",
      "description": "Tracking option ID"
    },
    "trackingCategoryId": {
      "type": "string",
      "description": "Tracking category ID"
    }
  }
}

xero_get_tax_rate

Get details for a specific tax rate.

Args:

taxType: Tax type identifier

{
  "type": "object",
  "required": [
    "taxType"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "taxType": {
      "type": "string",
      "description": "Tax type"
    }
  }
}

xero_create_tax_rate

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)

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Tax rate name"
    },
    "status": {
      "enum": [
        "ACTIVE",
        "DELETED",
        "ARCHIVED"
      ],
      "type": "string",
      "description": "Status"
    },
    "reportTaxType": {
      "enum": [
        "OUTPUT",
        "INPUT",
        "EXEMPTOUTPUT",
        "EXEMPTINPUT",
        "BASEXCLUDED",
        "GSTONIMPORTS",
        "ECACQUISITIONS",
        "CAPITALSALESOUTPUT",
        "CAPITALEXPENSESINPUT",
        "ECOUTPUT",
        "ECOUTPUTSERVICES"
      ],
      "type": "string",
      "description": "Report tax type"
    }
  }
}

xero_update_tax_rate

Update a tax rate.

Args:

taxType: Tax type to update
name: Tax rate name
status: Status (ACTIVE, DELETED, ARCHIVED)
reportTaxType: Report tax type

{
  "type": "object",
  "required": [
    "taxType"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Tax rate name"
    },
    "status": {
      "enum": [
        "ACTIVE",
        "DELETED",
        "ARCHIVED"
      ],
      "type": "string",
      "description": "Status"
    },
    "taxType": {
      "type": "string",
      "description": "Tax type"
    },
    "reportTaxType": {
      "enum": [
        "OUTPUT",
        "INPUT",
        "EXEMPTOUTPUT",
        "EXEMPTINPUT",
        "BASEXCLUDED",
        "GSTONIMPORTS",
        "ECACQUISITIONS",
        "CAPITALSALESOUTPUT",
        "CAPITALEXPENSESINPUT",
        "ECOUTPUT",
        "ECOUTPUTSERVICES"
      ],
      "type": "string",
      "description": "Report tax type"
    }
  }
}

xero_list_currencies

List currencies from Xero.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_create_currency

Add a currency to the organisation.

Args:

code: Currency code (required, e.g., USD, EUR, GBP)
description: Currency description

{
  "type": "object",
  "required": [
    "code"
  ],
  "properties": {
    "code": {
      "type": "string",
      "description": "Currency code"
    },
    "description": {
      "type": "string",
      "description": "Currency description"
    }
  }
}

xero_list_branding_themes

List branding themes from Xero.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_branding_theme

Get details for a specific branding theme.

Args:

brandingThemeId: Branding theme ID

{
  "type": "object",
  "required": [
    "brandingThemeId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "brandingThemeId": {
      "type": "string",
      "description": "Branding theme ID"
    }
  }
}

xero_list_users

List users from Xero.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

xero_get_user

Get details for a specific user.

Args:

userId: User ID

{
  "type": "object",
  "required": [
    "userId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "userId": {
      "type": "string",
      "description": "User ID"
    }
  }
}