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Creates a new Xero contact group for segmenting contacts.
Lists contacts from Xero with filtering and search. Supports searching by name, filtering by status, and retrieving contacts modified after a certain date.
Creates a new purchase order for a supplier in Xero. Specify the supplier contact, line items, delivery details, and dates. Created in DRAFT status by default.
Lists purchase orders from Xero with filtering options. Filter by status, date range, or modification time.
Updates an existing quote in Xero. Can modify status, line items, dates, and other details.
Creates a new account in the chart of accounts. Requires a code, name, and type. Bank accounts also require a bank account number.
Retrieves details about the connected Xero organisation, including name, legal name, country, currency, tax settings, financial year dates, and timezone. Useful for understanding the organisation's configuration.
Deletes (removes) a payment from Xero. The associated invoice will have its payment status recalculated. Only non-reconciled payments can be deleted.
Lists bank transfers between bank accounts in Xero. Supports Xero where filters, ordering, and If-Modified-Since filtering for incremental syncs.
Retrieves a single contact by ID with full details including addresses, phone numbers, and financial information.
Updates an existing invoice or bill in Xero. Can modify status (e.g. approve, void), update line items, dates, reference, and other fields. Can also email an invoice to the contact.
Creates a new contact (customer or supplier) in Xero. A contact name is required, and you can optionally include address, phone, email, tax information, and payment terms.
Creates a new credit note in Xero. Use ACCRECCREDIT for customer credit notes (reducing what they owe) or ACCPAYCREDIT for supplier credit notes (reducing what you owe).
Generates a financial report from Xero. Supports Balance Sheet, Profit and Loss, Trial Balance, Budget Summary, Executive Summary, Bank Summary, Aged Receivables, Aged Payables, and more. Reports are generated in real-time from your Xero data.
Creates a new quote (estimate) in Xero. Quotes can be sent to contacts for approval, then converted to invoices once accepted.
Lists inventory items from Xero. Items represent products or services that can be added to invoices, quotes, and purchase orders using item codes.
Lists active Xero contact groups. Contact groups let users segment customers and suppliers for invoicing, reporting, and communication workflows.
Retrieves a single Xero contact group by ID, including the contacts returned by Xero for that group.
Updates an existing inventory item in Xero. Can modify name, description, pricing, and other details.
Creates a new sales invoice (ACCREC) or purchase bill (ACCPAY) in Xero. Specify the contact, line items, dates, and other details. The invoice is created in DRAFT status by default unless a different status is provided.
Creates a new inventory item in Xero. Items can be used on invoices, quotes, and purchase orders by referencing their item code. Configure sales and purchase pricing separately.
Updates a Xero contact group name or status. Set status to DELETED to delete a group.
Lists manual journal entries from Xero with optional filtering by status, date, or modification time.
Creates a spend or receive money transaction in Xero. Use RECEIVE for money coming in and SPEND for money going out. Links to a bank account and contact.
Updates an existing contact in Xero. Modify name, email, addresses, phone numbers, and other contact details. Can also archive or restore a contact.
Lists all accounts in the chart of accounts. Supports filtering by account type, class, or status using the where parameter. Useful for finding account codes to use in invoices, payments, and journal entries.
Lists invoices and bills from Xero with filtering options. Supports filtering by status, contact, date range, and modification time. Results are paginated with up to 100 records per page.
Creates a transfer between two Xero bank accounts. Provide each bank account by ID or account code, plus the transfer amount and optional date/reference.
Lists quotes from Xero with filtering options. Filter by status, contact, date range, or expiry date.
Removes a single contact from a Xero contact group.
Records a payment against an invoice or credit note in Xero. Specify the invoice, account (bank account), amount, and date. Partial payments are supported.
Retrieves a single invoice or bill by its ID, returning full details including line items, payment status, and contact information.
Updates a credit note in Xero. Can change the status to authorise or void the credit note, or modify line items on draft credit notes.
Retrieves a single Xero bank transfer by ID, including source and destination bank accounts, linked bank transaction IDs, amount, reconciliation state, and attachment state.
Lists payments recorded in Xero. Filter by modification date or use a where filter to narrow results. Useful for reconciliation and payment tracking.
Lists spend and receive money transactions from Xero. Supports filtering by date, type, and modification time.
Retrieves key organisation settings from Xero including tax rates, tracking categories, currencies, and branding themes. Returns all settings in a single call for convenience.
Adds one or more existing Xero contacts to a contact group.
Creates a manual journal entry in Xero. Journal lines must balance (total debits must equal total credits). Use positive amounts for debits and negative amounts for credits.
Updates an existing account in the chart of accounts. Can modify name, description, tax type, and other settings. Can also archive an account by setting status to ARCHIVED.
Updates an existing purchase order. Can modify line items, dates, delivery details, and status (e.g. approve or delete).
Lists credit notes from Xero with optional filtering. Filter by modification date, status, or use the where parameter for advanced queries.