Automate Xero without writing code.

• Create bank transactionCreate a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
• Create contactCreate a new contact in Xero. Contacts can be customers, suppliers, or both.
• Create credit noteCreate a new credit note in Xero. Credit notes are used to reduce amounts owed by customers (ACCRECCREDIT) or to suppliers (ACCPAYCREDIT).
• Create invoiceCreate a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
• Create itemCreate an inventory item in Xero. Items can be tracked for sales and/or purchases.
• Create manual journalCreate one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).
• Create paymentCreate a payment in Xero to link an invoice with a bank account transaction.
• Create purchase orderCreate a purchase order in Xero to order goods/services from suppliers.
• 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. Us
• Get accountRetrieve a specific account from Xero's chart of accounts by its unique ID. Returns detailed account information including code, name, type
• Get assetRetrieve a specific asset by ID from Xero. Returns depreciation details and book value.
• Get balance sheet reportRetrieve Balance Sheet report from Xero. Shows assets, liabilities, and equity at a specific date. Liability and credit balances appear as n
• Get bank transactionRetrieve a specific spent or received money transaction from Xero by its unique bank transaction ID. Returns full transaction details includ
• Get budgetRetrieve a budget from Xero. Budgets track planned vs actual spending by account.
• Get connectionsTool to list active Xero connections. Use to retrieve all current tenant connections for the authenticated user and resolve the correct tena
• Get contactsTool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.
• Get credit noteRetrieve a specific credit note by ID from Xero. Returns full credit note details including line items, allocations, and status. Use this ac
• Get invoiceRetrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.
• Get itemRetrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.
• Get manual journalRetrieve a specific manual journal by ID from Xero. Returns full details including journal lines.
• Get organisationRetrieve organisation details from Xero. Returns company info, base currency, timezone, financial year settings, SalesTaxBasis, SalesTaxPeri
• Get paymentRetrieve a specific payment by ID from Xero. Returns full payment details including associated invoice, account, and reconciliation status.
• 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., 'Ne
• Get projectRetrieve a specific project by ID from Xero. Returns project details, deadlines, and status.

+ 29 more