Connect Xero to Definable AI

About Xero

Xero is a productivity tool. Connect it to Definable AI with one-click OAuth2 — no API keys or custom code required.

What you can automate with Xero

Use Definable AI's agent platform to trigger workflows from Xero, process results with 50+ AI models, and sync data across 900+ connected apps.

Tools & Actions (40 available)

• Create Bank Transaction: Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
• Create Contact: Create a new contact in Xero. Contacts can be customers, suppliers, or both.
• Create Invoice: Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
• Create Item: Create an inventory item in Xero. Items can be tracked for sales and/or purchases.
• Create Payment: Create a payment in Xero to link an invoice with a bank account transaction.
• Create Purchase Order: Create a purchase order in Xero to order goods/services from suppliers.
• 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 Asset: Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.
• Get Balance Sheet Report: Retrieve Balance Sheet report from Xero. Shows assets, liabilities, and equity at a specific date.
• Get Budget: Retrieve a budget from Xero. Budgets track planned vs actual spending by account.
• Get Connections: Tool to list active Xero connections. Use when you need to retrieve all current tenant connections for the authenticated user.
• Get Contact: Retrieve a specific contact by ID from Xero. Returns full contact details including addresses and phone numbers.
• Get Contacts: Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.
• Get Invoice: Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.
• Get Item: Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.
• Get Manual Journal: Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.
• Get Organisation: Retrieve organisation details from Xero. Returns company info, base currency, timezone, financial year settings, etc.
• Get Profit & Loss Report: Retrieve Profit & Loss report from Xero. Shows income, expenses, and net profit for a specified period.
• Get Project: Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.
• Get Purchase Order: Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.
• 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.
• List Accounts: Retrieve chart of accounts from Xero. Returns all accounting codes used for categorizing transactions.
• List Assets: Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.
• List Attachments: List all attachments for a specific entity in Xero (invoice, contact, etc.).
• List Bank Transactions: Retrieve bank transactions from Xero. Includes spend (payments) and receive (receipts) transactions.
• List Credit Notes: Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.
• List Files: Retrieve files from Xero Files. Lists documents stored in Xero's file management system.
• List Folders: Retrieve folders from Xero Files. Lists document folders in Xero's file management system.
• List Invoices: Retrieve a list of invoices from Xero. Supports filtering by status, contact, date range, and pagination.
• List Items: Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.
• List Journals: Retrieve journals from Xero. Journals show the accounting entries for all transactions.
• List Manual Journals: Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.
• List Payments: Retrieve list of payments from Xero. Payments link invoices to bank transactions.
• List Projects: Retrieve projects from Xero. Projects track time and costs for client work.
• List Purchase Orders: Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.
• List Tax Rates: Retrieve tax rates from Xero. Shows available tax codes and rates for the organization.
• List Tracking Categories: Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions).
• Update Contact: Update an existing contact in Xero. Only provided fields will be updated.
• 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: Upload a file attachment to a Xero entity (invoice, contact, etc.). Supports PDF, images, and documents.

How to connect Xero

1. Sign in to Definable AI and go to Apps
2. Search for Xero and click Connect
3. Authorize via OAuth2 — takes under 30 seconds
4. Use Xero actions in your AI agents and workflows