Connect Claude & ChatGPT to Xero

28 tools for Xero

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• create_contactChanges dataCreate (or update, if a ContactID is given) contacts: pass `contacts` as a list with Name and optionally EmailAddress, Phones, Addresses, TaxNumber. Search first to avoid duplicates.
• create_credit_noteChanges dataCreate credit notes: pass `credit_notes` as a list with Type (ACCRECCREDIT for customers, ACCPAYCREDIT for suppliers), Contact, Date and LineItems.
• create_invoiceChanges dataCreate invoices or bills: pass `invoices` as a list with Type (ACCREC = sales invoice, ACCPAY = bill), Contact {ContactID}, Date, DueDate, LineItems (Description, Quantity, UnitAmount, AccountCode) and Status (DRAFT or AUTHORISED).
• create_itemChanges dataCreate items: pass `items` as a list with Code, Name and optionally Description, SalesDetails {UnitPrice, AccountCode}, PurchaseDetails.
• create_quoteChanges dataCreate quotes: pass `quotes` as a list with Contact {ContactID}, Date, LineItems and optionally ExpiryDate, Title, Summary.
• email_invoiceVisible to othersEmail an approved sales invoice (status AUTHORISED) to the contact's email address through Xero, by `invoice_id`. The customer receives it immediately.
• get_aged_receivablesGet the aged receivables report for one customer by `contact_id`, showing what they owe and how overdue it is, as of `date`.
• get_balance_sheetGet the Balance Sheet report as of `date` (YYYY-MM-DD), optionally compared over several `periods` with `timeframe` MONTH, QUARTER or YEAR.
• get_contactGet one contact by `contact_id`, including addresses, phones, email and outstanding/overdue balances.
• get_invoiceGet one invoice or bill by `invoice_id` (or invoice number) with line items, amounts due and payments.
• get_invoice_online_urlGet the online invoice link for a sales invoice by `invoice_id`, which the customer can open to view and pay it.
• get_itemGet one item by `product_id` (the ItemID or item code), with sales and purchase details.
• get_organisationGet the connected Xero organisation's details (name, base currency, country, financial year end). Use to confirm which organisation you are working in.
• get_profit_and_lossGet the Profit and Loss report for `from_date` to `to_date` (YYYY-MM-DD), optionally compared over several `periods` with `timeframe` MONTH, QUARTER or YEAR.
• get_quoteGet one quote by `quote_id` with line items and totals.
• list_accountsList the chart of accounts (codes, names, types, tax types). Use it to pick AccountCode values for invoice and bill lines. Filter with `where`.
• list_bank_transactionsList bank transactions (spend and receive money). Filter with `where` (e.g. Type=="SPEND") and paginate with `page`.
• list_credit_notesList credit notes, filtered with `where` (e.g. Status=="AUTHORISED") and paginated with `page`.
• list_itemsList the products and services (items) you sell or buy, with codes, prices and stock levels. Filter with `where`.
• list_paymentsList payments recorded against invoices and bills. Filter with `where` (e.g. Date>=DateTime(2025,1,1)) and paginate with `page`.
• list_quotesList quotes, filtered by `status`, `contact_id`, `quote_number` or date ranges (`date_from`, `date_to`).
• list_tax_ratesList tax rates with their TaxType codes, for use on invoice and bill lines.
• record_paymentChanges dataRecord a payment against an invoice or bill in the books: pass `invoice` {InvoiceID}, `account` {Code or AccountID of the bank account}, `amount` and `date`. This does not move money; it marks the invoice paid.
• search_contactsSearch customers and suppliers with `search_term` (name, email or account number), or filter with `where` and paginate with `page`. Use this to find a ContactID before other calls.
• search_invoicesSearch sales invoices and bills. Filter by `statuses` (DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED), `contact_i_ds`, `invoice_numbers`, `search_term` or a `where` clause such as Type=="ACCPAY" for bills or AmountDue>0 for unpaid.
• update_contactChanges dataUpdate a contact by `contact_id`; pass `contacts` as a one-item list with only the fields to change (e.g. EmailAddress, Addresses).
• update_invoiceChanges dataUpdate an invoice or bill by `invoice_id`; pass `invoices` as a one-item list with the fields to change, e.g. LineItems, DueDate, Reference or Status (set VOIDED to void an approved invoice).
• update_itemChanges dataUpdate an item by `product_id`; pass `items` as a one-item list with Code plus the fields to change, such as Name or SalesDetails.UnitPrice.

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