Xero Tools
Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time
Use Xero Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Xero Tools. Choose from 53 supported Actions. Review each execution in Audit.
Connect Xero Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Finance AccountingPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Xero Create Bank TransactionCreate a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
- Xero Create ContactCreate a new contact in Xero. Contacts can be customers, suppliers, or both.
- Xero Create Credit NoteCreate a new credit note in Xero. Credit notes are used to reduce amounts owed by customers (ACCRECCREDIT) or to suppliers (ACCPAYCREDIT).
- Xero Create InvoiceCreate a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
- Xero Create ItemCreate an inventory item in Xero. Items can be tracked for sales and/or purchases.
- Xero Create Manual JournalCreate one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).
- Xero Create PaymentCreate a payment in Xero to link an invoice with a bank account transaction.
- Xero Create Purchase OrderCreate a purchase order in Xero to order goods/services from suppliers.
- Xero Create QuoteCreate 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.
- Xero Get AccountRetrieve 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…
- Xero Get AssetRetrieve a specific asset by ID from Xero. Returns depreciation details and book value.
- Xero Get Balance Sheet ReportRetrieve 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…
- Xero Get Bank TransactionRetrieve 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…
- Xero Get BudgetRetrieve a budget from Xero. Budgets track planned vs actual spending by account.
- Xero Get ConnectionsTool 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…
- Xero Get ContactsTool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.
- Xero Get Credit NoteRetrieve 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.
- Xero Get InvoiceRetrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.
- Xero Get ItemRetrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.
- Xero Get Manual JournalRetrieve a specific manual journal by ID from Xero. Returns full details including journal lines.
- Xero Get OrganisationRetrieve 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 PaymentRetrieve 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.
- Xero Get Profit Loss ReportRetrieve 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 ProjectRetrieve a specific project by ID from Xero. Returns project details, deadlines, and status.
- Xero Get Purchase OrderRetrieve a specific purchase order by ID from Xero. Returns full details including line items and status.
- Xero Get QuotesTool 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.
- Xero Get Trial Balance ReportRetrieve 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.
- Xero List AccountsRetrieve 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…
- Xero List AssetsRetrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.
- +24 Actions
Provider sources
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