Xero MCP
for AI agents

• get_account read

  Get Account

  Retrieve 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_ACCOUNTS to get account IDs if you don't already have one.

• get_item read

  Get Item

  Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.

• get_invoice read

  Get Invoice

  Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.

• get_credit_note read

  Get Credit Note

  Retrieve 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.

• get_bank_transaction read

  Get Bank Transaction

  Retrieve 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 bank transaction that was previously created.

• get_manual_journal read

  Get Manual Journal

  Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.

• get_payment read

  Get Payment

  Retrieve 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.

• get_purchase_order read

  Get Purchase Order

  Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.

• get_organisation read

  Get Organisation

  Retrieve 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.

• get_budget read

  Get Budget

  Retrieve a budget from Xero. Budgets track planned vs actual spending by account.

• get_asset read

  Get Asset

  Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.

• get_project read

  Get Project

  Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.

• get_profit_loss_report read

  Get Profit & Loss Report

  Retrieve 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.

• get_balance_sheet_report read

  Get Balance Sheet Report

  Retrieve 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 summary totals (e.g., 'Total Current Assets') appear in SummaryRows.

• get_trial_balance_report read

  Get Trial Balance Report

  Retrieve 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.

• get_connections read

  Get Connections

  Tool to list the Xero organisations this connection can reach. Use it to confirm which organisation you are working against, or to show the user its name. The organisation is fixed per connection and applied automatically, so you do not select one and no tool accepts a tenant id. If the wrong organisation is listed, the user changes it from the FloConnector dashboard.

• validate_credential read

  Validate Credential

  Check that this Xero connection is still authenticated, by reading the organisations it can reach. Returns that list on success, or an error saying the connection needs reconnecting. Use it to troubleshoot authentication failures or to confirm a new connection works before running other tools. It takes no arguments and never returns credentials.

• list_accounts read

  List Accounts

  Retrieve 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 accounts in large organisations.

• list_tax_rates read

  List Tax Rates

  Retrieve tax rates from Xero. Shows available tax codes and rates for the organization. Use returned tax codes as valid `TaxType` values in other tools — invalid values cause ValidationException errors.

• list_tracking_categories read

  List Tracking Categories

  Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions).

• list_items read

  List Items

  Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.

• list_invoices read

  List Invoices

  Retrieve a list of invoices from Xero. Results include both sales invoices (Type=ACCREC) and bills (Type=ACCPAY) by default; filter by Type in the `where` clause when only one is needed. Supports filtering by status, contact, date range, and pagination.

• list_credit_notes read

  List Credit Notes

  Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.

• list_bank_transactions read

  List Bank Transactions

  Retrieve bank transactions from Xero. Includes SPEND, RECEIVE, and transfer types; unfiltered results include DELETED transactions that skew totals. Dates returned in /Date(milliseconds_since_epoch)/ format. Rate limit: ~60 requests/minute per org; heavy pagination may trigger 429 errors.

• list_manual_journals read

  List Manual Journals

  Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.

• list_payments read

  List Payments

  Retrieve list of payments from Xero. Payments link invoices to bank transactions; invoices may have multiple partial/split payment records. Response Date fields use Xero's /Date(milliseconds)/ format requiring custom parsing.

• list_purchase_orders read

  List Purchase Orders

  Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.

• list_quotes read

  List Quotes

  Retrieve a list of sales quotes from Xero with optional filtering and pagination. Supports filtering by date ranges, contact, status, and quote number. Returns up to 100 quotes per page with full line item details. Use this action when you need to query, list, or search for quotes in a Xero organization.

• get_quotes read

  Get Quotes

  Tool 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.

• get_contacts read

  Get Contacts

  Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.

• list_journals read

  List Journals

  Retrieve journals from Xero. Journals show the accounting entries for all transactions. Omitting filters returns the full historical journal ledger and can produce very large responses — use If-Modified-Since and/or paymentsOnly to narrow scope. No date range filter parameter exists. Results are returned inside a Journals array field.

• list_assets read

  List Assets

  Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.

• list_projects read

  List Projects

  Retrieve projects from Xero. Projects track time and costs for client work.

• list_files read

  List Files

  Retrieve files from Xero Files. Lists documents stored in Xero's file management system.

• list_folders read

  List Folders

  Retrieve folders from Xero Files. Lists document folders in Xero's file management system.

• list_attachments read

  List Attachments

  List all attachments for a specific entity in Xero (invoice, contact, etc.).

• create_invoice write

  Create Invoice

  Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).

• create_contact write

  Create Contact

  Create a new contact in Xero. Contacts can be customers, suppliers, or both.

• create_credit_note write

  Create Credit Note

  Create a new credit note in Xero. Credit notes are used to reduce amounts owed by customers (ACCRECCREDIT) or to suppliers (ACCPAYCREDIT).

• create_quote write

  Create Quote

  Create 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.

• create_bank_transaction write

  Create Bank Transaction

  Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.

• create_purchase_order write

  Create Purchase Order

  Create a purchase order in Xero to order goods/services from suppliers.

• create_payment write

  Create Payment

  Create a payment in Xero to link an invoice with a bank account transaction.

• create_item write

  Create Item

  Create an inventory item in Xero. Items can be tracked for sales and/or purchases.

• create_manual_journal write

  Create Manual Journal

  Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).

• update_contact write

  Update Contact

  Update an existing contact in Xero. Only provided fields will be updated.

• update_bank_transaction write

  Update Bank Transaction

  Update an existing bank transaction in Xero. Use this action when you need to modify details of a previously created bank transaction such as line items, reference, date, or status. Note: Reconciled transactions cannot be updated and will return a validation error.

• update_credit_note write

  Update Credit Note

  Updates a specific credit note in Xero by its unique identifier. This action allows you to modify credit note details such as status, line items, reference numbers, and other fields after the credit note has been created. Use this action when you need to change the status of a credit note (e.g., from DRAFT to AUTHORISED), update line items, modify reference information, or make other changes to an existing credit note. The credit note must already exist in Xero - use the credit_note_id to specify which credit note to update. Not all fields can be updated depending on the current status of the credit note.

• update_manual_journal write

  Update Manual Journal

  Update an existing manual journal (journal entry) in Xero by its ID. Use this action when you need to modify the narration, date, journal lines, status, or other properties of an existing manual journal. Manual journals must balance (debits equal credits) or the update will fail. Only DRAFT manual journals can have their journal lines updated; POSTED journals can have limited fields updated.

• update_purchase_order write

  Update Purchase Order

  Updates a specific purchase order in Xero by its unique identifier. Use this action when you need to modify an existing purchase order's details such as line items, delivery information, status, or other fields. Only the fields provided in the request will be updated; fields not included will remain unchanged.

• update_quote write

  Update Quote

  Updates a specific quote in Xero by its QuoteID. Use this action when you need to modify an existing sales quote, such as changing its status, updating line items, contact details, dates, or other quote properties. Only the fields provided in the request will be updated - unprovided fields will remain unchanged.

• post_invoice_update write

  Update Invoice

  Tool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created.

• upload_attachment write

  Upload Attachment

  Upload a file attachment to a Xero entity (invoice, contact, etc.). Supports PDF, images, and documents.

No tools match your search.