Xero MCP server

Create or Update Contact

Create Xero Contact

4 fields

Create or Update Invoice

Create Xero Invoice

10 fields

Allocate Credit Note to Invoice

Allocates a credit note to a specific invoice.

5 fields

Create Bank Transfer

Transfers money between two bank accounts in Xero.

8 fields

Create New Quote Draft

Creates a new draft quote.

12 fields

Send Sales Invoice by Email

Sends a sales invoice via email to a contact.

2 fields

Create Bill

Creates a new bill (Accounts Payable).

8 fields

Create Payment

Applies a payment to an invoice.

7 fields

Create Purchase Order

Creates a new purchase order for a contact.

15 fields

Update Purchase Order

Updates details of an existing purchase order.

9 fields

Upload Attachment

Uploads an attachment to a specific Xero resource.

7 fields

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice (ACCREC).

4 fields

Create Credit Note

Creates a new credit note for a contact.

11 fields

Create Inventory Item

Creates a new inventory item in Xero.

13 fields

Create Project

Creates a new project for a contact.

5 fields

Update Sales Invoice

Updates details of an existing sales invoice (ACCREC).

13 fields

Create Repeating Sales Invoice

Creates a repeating sales invoice (Accounts Receivable).

18 fields

Find Contact

Finds a contact by name or account number (or SearchTerm).

6 fields

Find Invoice

Finds an invoice by number or reference.

6 fields

Find Item

Finds an item by name or code.

4 fields

Find Purchase Order

Finds a purchase order by given parameters.

10 fields

Get Invoice History

Returns a list of history records for a given invoice ID.

2 fields

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.

9 fields

Find or Create Contact

Finds or creates a specific contact.

3 fields

List Organisations

Lists the Xero organisations this connection can access.

Get Organisation Details

Gets the settings of a Xero organisation, such as base currency, tax settings and financial year end.

1 field

Get Invoice

Gets one invoice or bill by its ID or invoice number, including line items.

2 fields

Search Invoices

Searches sales invoices and bills by type, status, contact, date range or text, one page at a time.

10 fields

Download Invoice PDF

Downloads the PDF of an invoice or bill so you can attach or send it in later steps.

3 fields

Get Contact

Gets one contact by ID, with addresses and phone numbers.

2 fields

Archive Contact

Archives a contact so it no longer appears in contact lists.

2 fields

Create or Update Item

Creates a product or service item, or updates the item that already has this code.

15 fields

Search Payments

Searches payments by invoice, status, payment type or date range, one page at a time.

9 fields

Delete Payment

Deletes (reverses) a payment so the invoice or bill is unpaid again.

2 fields

Void or Delete Invoice

Voids an approved invoice or bill, or deletes it while it is still a draft or awaiting approval.

2 fields

Search Bank Transactions

Searches spend and receive money transactions by type, status, bank account, contact or date range.

10 fields

Create Manual Journal

Creates a manual journal with balanced debit and credit lines.

7 fields

List Accounts

Lists the chart of accounts, optionally filtered by type, class or status.

5 fields

List Tax Rates

Lists the tax rates of the organisation and the TaxType codes to use on line items.

3 fields

List Tracking Categories

Lists tracking categories (such as Region or Department) and their options.

2 fields

Get Profit and Loss

Runs the Profit and Loss report for a date range, with optional comparison periods.

7 fields

Get Balance Sheet

Runs the Balance Sheet report as at a date, with optional comparison periods.

6 fields

Get Bank Summary

Runs the Bank Summary report: opening balance, cash in, cash out and closing balance per bank account.

3 fields

Get Trial Balance

Runs the Trial Balance report as at a date.

3 fields

Get Executive Summary

Runs the Executive Summary report: cash, profitability, balance sheet and performance ratios for a month.

2 fields

Get Aged Receivables for Contact

Runs the Aged Receivables report for one customer: what they owe, by invoice and age.

5 fields

Get Aged Payables for Contact

Runs the Aged Payables report for one supplier: what you owe them, by bill and age.

5 fields

Custom API Call

Make a custom API call to a specific endpoint

10 fields

New Contact

Fires when a new contact is added to Xero (via Xero webhooks). Configure the webhook in Xero Developer portal to point to this URL.

4 fields

New or Updated Contact

Fires when a contact is created or updated (via Xero webhooks).

4 fields

New Sales Invoice

Fires when a new sales invoice (Accounts Receivable) is created.

4 fields

Updated Sales Invoice

Fires when an existing sales invoice (Accounts Receivable) is updated.

4 fields

New Bank Transaction

Fires the first time a bank transaction is created or changed after the trigger is turned on.

9 fields

New Payment

Fires the first time a payment is recorded or changed after the trigger is turned on.

8 fields

New Purchase Order

Fires the first time a purchase order is created or changed after the trigger is turned on, or enters a chosen status for the first time.

7 fields

New Reconciled Payment

Fires when a payment is reconciled for the first time.

8 fields

Updated Quote

Fires when a quote is created or updated.

9 fields

New Bill

Fires the first time a bill (Accounts Payable) is created or changed after the trigger is turned on.

7 fields

New Credit Note

Fires the first time a credit note is created or changed after the trigger is turned on.

8 fields

New Project

Fires when a new project is created.

4 fields

New Quote

Fires the first time a quote is created or changed after the trigger is turned on.

9 fields