Xero

Lets an agent read and manage your Xero accounting data - contacts, invoices, bills, chart of accounts, payments, journals, tracking categories, tax rates, expense claims, reports and attachments.

What it can do

Method	What it does
xero_get_organisation	Get organisation info: name, tax number, currency, timezone.
xero_list_contacts	List contacts (customers/suppliers); optional where, order, page, include_archived.
xero_get_contact	Get one contact by id.
xero_create_contact	Create a contact - requires name; optional email, phone, fax, tax number, contact persons, addresses.
xero_update_contact	Update an existing contact's name, email, phone, fax or tax number.
xero_list_invoices	List invoices (Accounts Receivable); optional where, order, page.
xero_get_invoice	Get one invoice by id.
xero_create_invoice	Create an invoice - requires contact, invoice_date and line_items; optional number, description, due_date, type, reference.
xero_update_invoice	Update an invoice's status, due_date or reference.
xero_list_bills	List bills (Accounts Payable); optional where, order, page.
xero_get_bill	Get one bill by id.
xero_create_bill	Create a bill - requires supplier contact, invoice_date and line_items; optional number, description, due_date, reference.
xero_list_accounts	List accounts (chart of accounts); optional where, order, page.
xero_get_account	Get one account by id.
xero_create_account	Create an account - requires unique code, name and type; optional tax_type and description.
xero_list_journals	List manual journal entries; optional where, order, page.
xero_get_journal	Get one manual journal entry by id.
xero_list_tracking_categories	List tracking categories (cost centers, departments, projects); optional where, order.
xero_get_tracking_category	Get one tracking category by id.
xero_list_tax_rates	List tax rates (sales tax, VAT, GST); optional where, order.
xero_get_report	Get an accounting report (TrialBalance, ProfitAndLoss, BalanceSheet, etc.); optional from_date, to_date, periods, standard_layout.
xero_list_expense_claims	List expense claims; optional where, order, page.
xero_get_expense_claim	Get one expense claim by id.
xero_list_payments	List payments (to invoices or from bills); optional where, order, page.
xero_get_payment	Get one payment by id.
xero_create_payment	Create a payment to an invoice - requires invoice, account, amount and payment_date; optional reference.
xero_list_branding_themes	List branding themes (invoice/bill templates).
xero_list_contact_groups	List contact groups (custom contact groupings); optional where, order.
xero_list_currencies	List currencies supported by Xero; optional where (filter by code).
xero_list_invoice_reminders	List invoice reminders for follow-up tracking; optional where.
xero_get_attachments	Get attachments for an object (invoice, bill, contact, account, manual journal).
xero_add_attachment	Add an attachment to an object - requires object_group, object_id, filename and base64 file content.

How to get credentials

Xero connects through OAuth 2.0 - there is no key to paste.

1. In FlyMyAI, open the Xero connector and click Connect to start the OAuth flow.
2. Sign in to Xero and choose the organisation you want the agent to access.
3. Authorize FlyMyAI with the accounting scopes the agent needs (contacts, transactions, settings).
4. You are returned to FlyMyAI - the connection is complete. FlyMyAI stores and refreshes the access token automatically, so you do not manage the token by hand.

WRITE actions (create, update, send) require your confirmation in chat before they run.

Fields to fill in FlyMyAI

FlyMyAI field	Where it comes from
XERO_ACCESS_TOKEN	Set automatically by the OAuth flow - no manual entry needed
XERO_TENANT_ID	Set automatically from the organisation you choose during OAuth

❤️We love our partners - FlyMy.AI builds with the best. Thanks, Xero!