Actions are tasks your AI agent can perform through this integration, such as creating, finding, or updating items.
Attaches a file to an existing purchase bill in Xero
Attaches a file to an existing sales invoice or purchase bill in Xero
Creates a new purchase bill (ACCPAY) in Xero for recording supplier invoices
Creates a new sales invoice (ACCREC) in Xero for billing customers
Finds contact ID by searching for contacts with matching name in Xero using the Name field
Retrieves accounts from Xero to classify line items (revenue, expenses, fixed assets, loans, equity/dividends, GST)
Retrieves aged payables report from Xero for a specific contact
Retrieves aged receivables report from Xero for a specific contact
Downloads the actual content of a specific attachment from Xero API for agent analysis
Gets all attachments for a specific invoice, bill, or bank transaction from Xero API
Gets all available Xero tenant connections and returns company names with tenant IDs
Retrieves balance sheet report from Xero
Retrieves bank transactions from Xero for Receive/Spend Money not tied to invoices (CapEx, financing, other operating)
Retrieves a specific invoice as a PDF file from Xero API. Works with both sales invoices (ACCREC) and purchase bills (ACCPAY)
Retrieves invoices from Xero API with optimized filtering. Can fetch all invoices or a specific invoice by ID. Supports sales invoices (ACCREC) and purchase invoices (ACCPAY)
Retrieves payments from Xero for cash on invoices/bills (customer receipts, supplier payments, cash refunds)
Retrieves profit and loss statement from Xero
Retrieves trial balance report from Xero
Updates an existing purchase bill (ACCPAY) in Xero. Only DRAFT and SUBMITTED bills can be updated
Updates an existing sales invoice (ACCREC) in Xero. Only DRAFT and SUBMITTED invoices can be updated