Connect your own Xero organisation(s) (OAuth2) to manage contacts, invoices, bills, credit notes, bank transactions, payments, items, chart of accounts, tax rates, tracking categories, manual journals, quotes, and purchase orders -- full read/write plus financial reports (P&L, Balance Sheet, Trial Balance, AR/AP aging, Bank Summary) and value-add cash-position/overdue-invoice tracking.
Every capability exposed by Xero, metered per action and guarded by the two-step safety protocol.
connect_xerowriteStart connecting your Xero organisation(s): register your Xero app's Client ID/Client Secret, then get back a one-time browser authorize_url. Open it, sign in with Xero, pick the organisation(s) to grant access to, and approve -- Xero redirects back here automatically and the connection finishes itself, no further action needed. A single connection can cover several organisations if you approve more than one.
list_connectionsreadList the connected Xero connections and every organisation (tenant) each one covers.
disconnect_xerodestructiveDisconnect a Xero connection: deletes the saved connection (and every tenant it covered). Nothing in Xero itself is changed.
list_entitiesreadList Xero records of any entity type (Contacts, Invoices, CreditNotes, Payments, BankTransactions, Items, Accounts, TaxRates, TrackingCategories, ManualJournals, Quotes, PurchaseOrders, Employees), with an optional 'where'/'order' filter.
get_entityreadRead one Xero record of any entity type in full by its guid (e.g. InvoiceID, ContactID).
create_entitywriteCreate one or more new Xero records of any entity type (e.g. a new Invoice, Contact, Bill) from a JSON object of its fields exactly as Xero expects (wrapped automatically).
update_entitywriteUpdate selected fields of an existing Xero record. Xero requires the full identifying key(s) plus the fields you're changing in fields_json -- include entity_id's key (e.g. InvoiceID) inside fields_json too.
delete_entitydestructiveVoid/delete a Xero record where Xero supports it (e.g. set an Invoice/Bill/CreditNote/Quote to 'DELETED' or 'VOIDED' status -- Xero has no hard-delete for financial documents).
run_reportreadRun a Xero report by name -- ProfitAndLoss, BalanceSheet, TrialBalance, AgedReceivablesByContact, AgedPayablesByContact, BankSummary -- optionally scoped to a date.
get_organisationreadRead the connected Xero organisation's own profile: legal name, country, base currency, financial year end.
upload_attachmentwriteAttach a file to an existing Xero record (e.g. a receipt PDF to a Bill/Invoice) by fetching it from a publicly reachable URL and uploading it server-side.
get_cash_positionreadValue-add report: one-glance cash position for the connected organisation -- bank account balances, total cash, and unpaid/overdue invoice and bill totals, so you see the real financial picture in one call.
get_overdue_invoicesreadValue-add report: flag every unpaid invoice overdue by at least a given number of days, sorted worst-first -- the AR collections list.
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