Xero Tools
Xero Create Payment
Create a payment in Xero to link an invoice with a bank account transaction.FreeWrite action
Actions for AI agents
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Showing 31705-31728 of 33889 Actions, ordered by recent successful use.
- Xero Tools
Xero Create Purchase Order
Create a purchase order in Xero to order goods/services from suppliers.FreeWrite action - Xero Tools
Xero Create Quote
Create a new sales quote in Xero for a customer or prospect. Quotes can be sent to contacts for approval and later converted to invoices. Use this action when you need to create a formal price proposal or quotation for goods or services before issuing an invoice.FreeWrite action - Xero Tools
Xero 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…FreeWrite action - Xero Tools
Xero Get Asset
Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.FreeWrite action - Xero Tools
Xero 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 summar…FreeWrite action - Xero Tools
Xero Get Bank Transaction
Retrieve a specific spent or received money transaction from Xero by its unique bank transaction ID. Returns full transaction details including line items, contact, bank account, amounts, and reconciliation status. Use this action when you need to fetch the details of a specific…FreeWrite action - Xero Tools
Xero Get Budget
Retrieve a budget from Xero. Budgets track planned vs actual spending by account.FreeWrite action - Xero Tools
Xero 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 pas…FreeWrite action - Xero Tools
Xero Get Contacts
Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.FreeWrite action - Xero Tools
Xero Get Credit Note
Retrieve a specific credit note by ID from Xero. Returns full credit note details including line items, allocations, and status. Use this action when you need to fetch detailed information about a single credit note by its UUID identifier.FreeWrite action - Xero Tools
Xero Get Invoice
Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.FreeWrite action - Xero Tools
Xero Get Item
Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.FreeWrite action - Xero Tools
Xero Get Manual Journal
Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.FreeWrite action - Xero Tools
Xero 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.FreeWrite action - Xero Tools
Xero Get Payment
Retrieve a specific payment by ID from Xero. Returns full payment details including associated invoice, account, and reconciliation status. Use this action when you need to inspect a particular payment record to verify its status, amount, or linked transactions.FreeWrite action - Xero Tools
Xero 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.FreeWrite action - Xero Tools
Xero Get Project
Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.FreeWrite action - Xero Tools
Xero Get Purchase Order
Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.FreeWrite action - Xero Tools
Xero Get Quotes
Tool to retrieve a list of quotes. Use when you need to list, filter, or page through sales quotes. Use after obtaining the tenant ID via connections.FreeWrite action - Xero Tools
Xero Get Trial Balance Report
Retrieve Trial Balance report from Xero. Shows all account balances (debits and credits) at a specific date. Use to verify that total debits equal total credits and to prepare financial statements. Credit balances appear as negative numbers in the response.FreeWrite action - Xero Tools
Xero List Accounts
Retrieve chart of accounts from Xero. Returns all accounting codes used for categorizing transactions. Use AccountID (not name or code) as the unique identifier for accounts. Results may be paginated; increment the page parameter until empty results are returned to avoid missing…FreeWrite action - Xero Tools
Xero List Assets
Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.FreeWrite action - Xero Tools
Xero List Attachments
List all attachments for a specific entity in Xero (invoice, contact, etc.).FreeWrite action