Xero
by Xero Limited
Connect agents to Xero to manage invoices, contacts, accounts, and financial data.
How agents use 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
Agent actions
Inputs: contactId, lineItems, type, invoiceNumber, dueDate, reference, status, currencyCode
Returns: invoiceId, invoiceNumber, status, total, amountDue, url
Inputs: invoiceId
Returns: invoice, status, total, amountDue, amountPaid
Inputs: status, contactId, dueDateFrom, dueDateTo, page
Returns: invoices, total
Inputs: name, emailAddress, phones, isCustomer, isSupplier, taxNumber
Returns: contactId, contact
Inputs: reportType, date, fromDate, toDate
Returns: report, reportName, rows
Inputs: invoiceId, accountId, amount, date, reference
Returns: paymentId, status, amount
Example workflows
Automated invoice creation
Agent creates and sends invoices when deals close in CRM
Payment reconciliation
Mark invoices as paid automatically based on payment gateway events
About Xero
- Vendor
- Xero Limited
- Pricing Always review details with the vendor
- Paid — Xero Starter from $29/month, Standard from $46/month, Premium from $62/month. API access on all plans.
- Authentication
- OAuth 2.0
- Rate limit Always review details with the vendor
- 60 requests / minute
- Compatible nodes
- AgentResourceInputOutput
- Website
- https://www.xero.com
Put Xero behind your AI agent
Set up Xero alongside your other tools in the planner — no code — so AI can act on it for your customers.
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