ENDA
X

Xero

by Xero Limited

Connect agents to Xero to manage invoices, contacts, accounts, and financial data.

AndetBetaltOAuth 2.0accountinginvoicesfinancebookkeepingpaymentsreports

Sådan bruger agenter Xero

  • ✓Auto-generate invoices from CRM deal closures or order completions
  • ✓Reconcile incoming payments against outstanding invoices
  • ✓Pull financial reports for AI-powered business analysis
  • ✓Create supplier contacts and bills from purchase orders
  • ✓Monitor overdue invoices and trigger collection workflows

Agenthandlinger

Create InvoiceCreate a new invoice or accounts receivable transaction

Input: contactId, lineItems, type, invoiceNumber, dueDate, reference, status, currencyCode

Returnerer: invoiceId, invoiceNumber, status, total, amountDue, url

Get InvoiceRetrieve an invoice by ID or number

Input: invoiceId

Returnerer: invoice, status, total, amountDue, amountPaid

List InvoicesList invoices with filters

Input: status, contactId, dueDateFrom, dueDateTo, page

Returnerer: invoices, total

Create ContactCreate a new customer or supplier contact

Input: name, emailAddress, phones, isCustomer, isSupplier, taxNumber

Returnerer: contactId, contact

Get Balance SheetRetrieve balance sheet or profit & loss summary

Input: reportType, date, fromDate, toDate

Returnerer: report, reportName, rows

Record PaymentMark an invoice as paid by recording a payment

Input: invoiceId, accountId, amount, date, reference

Returnerer: paymentId, status, amount

Eksempel på workflows

1

Automated invoice creation

Agent creates and sends invoices when deals close in CRM

2

Payment reconciliation

Mark invoices as paid automatically based on payment gateway events

Om Xero

Leverandør
Xero Limited
Pris Tjek altid detaljerne hos udbyderen
Betalt — Xero Starter from $29/month, Standard from $46/month, Premium from $62/month. API access on all plans.
Godkendelse
OAuth 2.0
Anmodningsgrænse Tjek altid detaljerne hos udbyderen
60 anmodninger / minut
Kompatible noder
AgentResourceInputOutput
Hjemmeside
https://www.xero.com

Sæt Xero bag din AI-agent

Opsæt Xero sammen med dine andre værktøjer i planneren — uden kode — så AI kan bruge det for dine kunder.

Åbn planneren

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