XERO_GET_ACCOUNT
Retrieve a specific account from the chart of accounts by ID. Returns account code, name, type, and settings.
XERO_GET_ASSET
Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.
XERO_GET_BALANCE_SHEET_REPORT
Retrieve Balance Sheet report from Xero. Shows assets, liabilities, and equity at a specific date.
XERO_GET_BUDGET
Retrieve a budget from Xero. Budgets track planned vs actual spending by account.
XERO_GET_CONNECTIONS
Tool to list active Xero connections. Use when you need to retrieve all current tenant connections for the authenticated user.
XERO_GET_CONTACT
Retrieve a specific contact by ID from Xero. Returns full contact details including addresses and phone numbers.
XERO_GET_CONTACTS
Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.
XERO_GET_INVOICE
Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.
XERO_GET_ITEM
Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.
XERO_GET_MANUAL_JOURNAL
Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.
XERO_GET_ORGANISATION
Retrieve organisation details from Xero. Returns company info, base currency, timezone, financial year settings, etc.
XERO_GET_PROFIT_LOSS_REPORT
Retrieve Profit & Loss report from Xero. Shows income, expenses, and net profit for a specified period.
XERO_GET_PROJECT
Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.
XERO_GET_PURCHASE_ORDER
Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.
XERO_GET_QUOTES
Tool to retrieve a list of quotes. Use when you need to list, filter, or page through sales quotes. Use after obtaining the tenant ID via connections.
XERO_LIST_ACCOUNTS
Retrieve chart of accounts from Xero. Returns all accounting codes used for categorizing transactions.
XERO_LIST_ASSETS
Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.
XERO_LIST_ATTACHMENTS
List all attachments for a specific entity in Xero (invoice, contact, etc.).
XERO_LIST_BANK_TRANSACTIONS
Retrieve bank transactions from Xero. Includes spend (payments) and receive (receipts) transactions.
XERO_LIST_CREDIT_NOTES
Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.
XERO_LIST_FILES
Retrieve files from Xero Files. Lists documents stored in Xero's file management system.
XERO_LIST_FOLDERS
Retrieve folders from Xero Files. Lists document folders in Xero's file management system.
XERO_LIST_INVOICES
Retrieve a list of invoices from Xero. Supports filtering by status, contact, date range, and pagination.
XERO_LIST_ITEMS
Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.
XERO_LIST_JOURNALS
Retrieve journals from Xero. Journals show the accounting entries for all transactions.
XERO_LIST_MANUAL_JOURNALS
Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.
XERO_LIST_PAYMENTS
Retrieve list of payments from Xero. Payments link invoices to bank transactions.
XERO_LIST_PROJECTS
Retrieve projects from Xero. Projects track time and costs for client work.
XERO_LIST_PURCHASE_ORDERS
Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.
XERO_LIST_TAX_RATES
Retrieve tax rates from Xero. Shows available tax codes and rates for the organization.
XERO_LIST_TRACKING_CATEGORIES
Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions).
XERO_POST_INVOICE_UPDATE
Tool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created.
XERO_UPDATE_CONTACT
Update an existing contact in Xero. Only provided fields will be updated.
XERO_UPLOAD_ATTACHMENT
Upload a file attachment to a Xero entity (invoice, contact, etc.). Supports PDF, images, and documents.