# Xero AI integration on Definable

> Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time

## What this connects

Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time

Vendor: https://www.xero.com/

## Tools available

**41** tools available. First 12:

- `XERO_CREATE_BANK_TRANSACTION` — Create Bank Transaction — Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
- `XERO_CREATE_CONTACT` — Create Contact — Create a new contact in Xero. Contacts can be customers, suppliers, or both.
- `XERO_CREATE_INVOICE` — Create Invoice — Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
- `XERO_CREATE_ITEM` — Create Item — Create an inventory item in Xero. Items can be tracked for sales and/or purchases.
- `XERO_CREATE_MANUAL_JOURNAL` — Create Manual Journal — Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).
- `XERO_CREATE_PAYMENT` — Create Payment — Create a payment in Xero to link an invoice with a bank account transaction.
- `XERO_CREATE_PURCHASE_ORDER` — Create Purchase Order — Create a purchase order in Xero to order goods/services from suppliers.
- `XERO_GET_ACCOUNT` — 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.
- `XERO_GET_ASSET` — Get Asset — Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.
- `XERO_GET_BALANCE_SHEET_REPORT` — 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.
- `XERO_GET_BUDGET` — Get Budget — Retrieve a budget from Xero. Budgets track planned vs actual spending by account.
- `XERO_GET_CONNECTIONS` — Get Connections — Tool to list active Xero connections. Use to retrieve all current tenant connections for the authenticated user and resolve the correct tenant_id before making data requests. When multiple tenants are returned, never assume the first connection is correct — always explicitly pass the intended tenant_id to every subsequent call. Using a wrong or stale tenant_id can silently return or modify data for a different organisation.

## Auth

Auth schemes: `OAUTH2`.

## How agents use Xero

Inside a Definable workflow, Xero is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Xero** — the Researcher (GPT-5.5) pulls context from Xero (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Xero** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Xero (create record, post message, draft email).
- **Designer / Engineer → Distributor → Xero** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Xero (attach file, open PR comment, post status).

The Verifier checks every Xero call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- accounting — https://definable.ai/apps/category/accounting/

## Related

- HTML page: https://definable.ai/apps/xero/
- Same category (accounting): https://definable.ai/apps/category/accounting/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt