Xero MCP connector

• List List all Xero contacts List all contacts in a Xero organisation. Returns: ContactID, Name, EmailAddress, ContactStatus, IsSupplier, IsCustomer, Addresses, Phones, Balances, UpdatedDateUTC, HasAttachments. Optionally filter by where clause, IDs, searchTerm, or includeArchived.
• Get Get single Xero contact by ID Get a specific Xero contact by id. Returns: ContactID, Name, EmailAddress, ContactStatus, Addresses, Phones, Balances, PaymentTerms, BrandingTheme, ContactPersons, IsSupplier, IsCustomer, UpdatedDateUTC. Required: id.
• Create Create a Xero contact Create or update one or more contacts in a Xero organisation. Returns: ContactID, Name, EmailAddress, ContactStatus, Addresses, Phones, IsSupplier, IsCustomer, PaymentTerms, UpdatedDateUTC, HasValidationErrors. Required: Contacts.
• Update Update a Xero contact by ID Update an existing Xero contact by id. Returns: Contacts (array containing the updated contact record), Status, DateTimeUTC. Required: id, Contacts.
• Delete Delete a Xero contact by ID Delete a specific contact from a Xero contact group by id. Returns an empty 204 response on success. Required: contact_group_id, id.
• Delete Xero contacts bulk delete Delete all contacts from a specific Xero contact group. Returns an empty 204 response on success. Required: contact_group_id.
• Update Xero contacts bulk update Add contacts to a specific Xero contact group. Returns contact objects including ContactID and Name. Required: contact_group_id.
• List Xero contacts list attachments List attachments for a specific Xero contact. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• Update Xero contacts update history Create a new history record for a specific Xero contact. Returns the created history record including Details, Changes, User, and DateUTC. Required: id.
• List List all Xero tracking categories List all tracking categories and options in Xero. Returns: Name, Status, TrackingCategoryID, Options. Use where and order to filter and sort results; set includeArchived to true to include ARCHIVED categories.
• Update Update a Xero tracking category by ID Update a specific tracking category in Xero by its unique identifier. Returns: Name, Status, TrackingCategoryID, Options. Required: id, Name.
• Delete Delete a Xero tracking category by ID Delete a specific tracking category in Xero by its unique identifier. Returns the deleted category including Name, Status (set to DELETED), TrackingCategoryID, and Options. Required: id.
• List List all Xero payments List payments for invoices and credit notes in xero. Returns: PaymentID, Amount, Status, Date, PaymentType, Account, Invoice, IsReconciled, UpdatedDateUTC, HasValidationErrors. Use `where` to filter and `order` to sort results.
• Get Get single Xero payment by ID Retrieve a specific xero payment by id. Returns: PaymentID, Amount, Status, Date, Account, Invoice, BatchPayment, PaymentType, CurrencyRate, IsReconciled, UpdatedDateUTC, HasValidationErrors. Required: id.
• Create Create a Xero payment Create one or more payments for invoices or credit notes in xero. Returns: PaymentID, Amount, Status, Date, Account, Invoice, PaymentType, IsReconciled, UpdatedDateUTC, HasValidationErrors. Required: Payments array; each entry requires Invoice (InvoiceID), Account, Date, and Amount.
• Update Update a Xero payment by ID Update a specific xero payment by id. Returns: PaymentID, Amount, Status, Date, Account, Invoice, PaymentType, IsReconciled, UpdatedDateUTC, HasValidationErrors. Required: id.
• List Xero payments list history List history records for a specific xero payment by id. Returns: Details, DateUTC, User, Changes. Required: id.
• Update Xero payments update history Create a history record for a specific Xero payment. Returns the created history record including Details, DateUTCString, DateUTC, Changes, and User. Required: id.
• List List all Xero bank transactions List spent or received money transactions in Xero. Returns: BankTransactionID, Type, Status, BankAccount, Contact, SubTotal, Total, CurrencyCode, IsReconciled, LineAmountTypes, UpdatedDateUTC.
• Get Get single Xero bank transaction by ID Get a single Xero bank transaction by id. Returns: BankTransactionID, Type, Status, BankAccount, Contact, LineItems, SubTotal, Total, CurrencyCode, IsReconciled, Attachments, UpdatedDateUTC. Required: id.
• Create Create a Xero bank transaction Create one or more Xero bank transactions. Returns: BankTransactionID, Type, Status, BankAccount, Contact, LineItems, SubTotal, Total, CurrencyCode, ValidationErrors. Required: BankTransactions array with Type, Contact, LineItems, and BankAccount per entry.
• List Xero bank transactions list attachments List attachments for a specific Xero bank transaction by id. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• List Xero bank transactions list history List history records for a specific Xero bank transaction by id. Returns: Changes, DateUTCString, DateUTC, User, Details. Required: id.
• Update Xero bank transactions update history Create a history record for a specific Xero bank transaction. Returns: Details, DateUTCString, DateUTC, User, Changes. Required: id.
• Update Update a Xero bank transaction by ID Update a specific Xero bank transaction by id. Returns the updated transaction including BankTransactionID, Type, Status, Contact, LineItems, BankAccount, SubTotal, TotalTax, Total, CurrencyCode, and IsReconciled. Required: id.
• Update Xero bank transactions bulk update Create or update one or more Xero bank transactions in a single request. Returns the processed transactions including BankTransactionID, Type, Status, Contact, LineItems, BankAccount, SubTotal, TotalTax, Total, CurrencyCode, and IsReconciled. Required: BankTransactions.
• List List all Xero connections List Xero connections (tenants) that the authenticated user has authorised access to. Returns: id, tenantId, tenantType, tenantName, createdDateUtc, updatedDateUtc.
• Get Get single Xero user by ID Get a specific xero user by UserID. Returns: UserID, EmailAddress, FirstName, LastName, UpdatedDateUTC, IsSubscriber, OrganisationRole. Required: id.
• List List all Xero credit notes List credit notes in Xero. Returns: CreditNoteID, CreditNoteNumber, Type, Status, Date, Contact, SubTotal, TotalTax, Total, CurrencyCode, RemainingCredit, UpdatedDateUTC.
• Get Get single Xero credit note by ID Get a single Xero credit note by id. Returns: CreditNoteID, CreditNoteNumber, Type, Status, Date, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, RemainingCredit, UpdatedDateUTC. Required: id.
• Get Get single Xero purchase order by ID Get a single Xero purchase order by id. Returns: PurchaseOrderID, PurchaseOrderNumber, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, DateString, DeliveryDateString, UpdatedDateUTC, SentToContact, and HasAttachments. Required: id.
• List List all Xero invoices List Xero sales invoices or purchase bills. Returns: InvoiceID, InvoiceNumber, Status, Type, Contact, Total, AmountDue, AmountPaid, CurrencyCode, LineItems, and UpdatedDateUTC. Supports filtering by IDs, InvoiceNumbers, ContactIDs, Statuses, or a free-form where clause.
• Get Get single Xero invoice by ID Get a specific Xero sales invoice or purchase bill by id. Returns the invoice object including InvoiceID, InvoiceNumber, Status, Type, Contact, LineItems, SubTotal, TotalTax, Total, AmountDue, AmountPaid, CurrencyCode, Attachments, and UpdatedDateUTC. Required: id.
• Create Create a Xero invoice Create one or more Xero sales invoices or purchase bills. Returns the created invoice including InvoiceID, InvoiceNumber, Status, Type, Contact, LineItems, SubTotal, TotalTax, Total, AmountDue, AmountPaid, CurrencyCode, and UpdatedDateUTC.
• Update Update a Xero invoice by ID Update a specific Xero sales invoice or purchase bill by id. Returns the updated invoice including InvoiceID, InvoiceNumber, Status, Type, Contact, LineItems, SubTotal, TotalTax, Total, AmountDue, AmountPaid, CurrencyCode, and UpdatedDateUTC. Required: id.
• Delete Delete a Xero invoice by ID Void a Xero invoice by id, setting its Status to VOIDED. Returns the voided invoice including InvoiceID, InvoiceNumber, Status, Type, Contact, Total, AmountDue, AmountPaid, CurrencyCode, and UpdatedDateUTC. Required: id.
• Download Xero invoices download Download a Xero invoice as a PDF file from GET /Invoices/{id}/pdf. Returns binary PDF content (application/pdf). Required: invoice_id.
• List Xero invoices list history Retrieve history records for a specific Xero invoice. Returns: Details, DateUTC, User, Changes. Required: id.
• Update Xero invoices update history Create a history note for a specific Xero invoice. Returns: Details, DateUTC, User, Changes. Required: id, HistoryRecords.
• Update Xero invoices bulk update Update multiple Xero invoices in a single batch request. Returns a list of updated invoice objects including InvoiceID, Type, Status, InvoiceNumber, Total, AmountDue, Contact. Required: Invoices.
• List List all Xero tax rates List tax rates configured in Xero. Returns: Name, TaxType, Status, DisplayTaxRate, EffectiveTaxRate, EffectiveTaxRate, ReportTaxType, and TaxComponents for each tax rate record.
• List List all Xero accounts List the full chart of accounts in xero. Returns: AccountID, Code, Name, Type, TaxType, EnablePaymentsToAccount, BankAccountNumber, CurrencyCode, and Description. Optionally filter with `where` or sort with `order`.
• Get Get single Xero account by ID Get a single xero account by its AccountID. Returns: AccountID, Code, Name, Status, Type, TaxType, Description, Class, EnablePaymentsToAccount, ShowInExpenseClaims, ReportingCode, ReportingCodeName, UpdatedDateUTC. Required: id.
• Create Create a Xero account Create a new xero account. Returns the full response envelope including Id, Status, ProviderName, DateTimeUTC, and an Accounts array containing the created account with AccountID, Code, Name, Status, Type, TaxType, and other account fields.
• Delete Delete a Xero account by ID Delete a xero account by its AccountID. Returns the deleted account record including AccountID, Code, Name, Status, Type, TaxType, Description, Class, EnablePaymentsToAccount, ShowInExpenseClaims, ReportingCode, ReportingCodeName, and UpdatedDateUTC. Required: id.
• List Xero accounts list attachments List attachments for a specific xero account by its AccountID. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• List List all Xero items List all Xero inventory items. Returns: ItemID, Code, Name, Description, IsSold, IsPurchased, IsTrackedAsInventory, SalesDetails, PurchaseDetails, UpdatedDateUTC.
• Get Get single Xero item by ID Get a specific Xero inventory item by id. Returns: ItemID, Code, Name, Description, PurchaseDescription, IsTrackedAsInventory, InventoryAssetAccountCode, TotalCostPool, QuantityOnHand, IsSold, IsPurchased, SalesDetails, PurchaseDetails, UpdatedDateUTC. Required: id.
• Create Create a Xero item Create one or more Xero inventory items. Returns: ItemID, Code, Name, Description, IsSold, IsPurchased, IsTrackedAsInventory, SalesDetails, PurchaseDetails, UpdatedDateUTC, ValidationErrors. Required: Items (each item must include Code).
• Update Update a Xero item by ID Update a specific Xero inventory item by id. Returns: ItemID, Code, Name, Description, IsSold, IsPurchased, IsTrackedAsInventory, SalesDetails, PurchaseDetails, UpdatedDateUTC, ValidationErrors. Required: id.
• Delete Delete a Xero item by ID Delete a specific Xero inventory item by id. Returns an empty 204 response on success. Required: id.
• Update Xero items bulk update Create or update multiple items in Xero in a single request. Returns: ItemID, Code, Name, UpdatedDateUTC, PurchaseDetails, SalesDetails. Required: Items (each item object requires Code).
• List Xero items list history Retrieve history records for a specific item in Xero. Returns: HistoryRecordID, Details, DateUTC, User, Changes. Required: id.
• Update Xero items update history Create a history record for a specific item in Xero. Returns: HistoryRecordID, Details, DateUTC, User, Changes. Required: id.
• Create Create a Xero attachment Upload an attachment to a Xero entity via multipart file upload. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: entity, entity_id, file_name.
• List List all Xero attachments List all attachments for a Xero entity. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: entity, entity_id.
• Get Get single Xero attachment by ID Download the raw binary content of a specific Xero entity attachment by attachment id. Returns the file as binary data (application/octet-stream). Required: entity, entity_id, id.
• Update Xero attachments bulk update Upload or replace an attachment on a Xero repeating invoice by filename. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: repeating_invoice_id, file_name.
• Create Create a Xero manual journal Create a manual journal in Xero. Returns the created journal including ManualJournalID, Narration, Date, Status, LineAmountTypes, JournalLines, and UpdatedDateUTC. Required: Narration, JournalLines.
• Get Get single Xero manual journal by ID Get a single manual journal in Xero by id. Returns ManualJournalID, Narration, Date, Status, LineAmountTypes, JournalLines, HasAttachments, and UpdatedDateUTC. Required: id.
• Get Get single Xero journal by ID Get a specific Xero journal by id. Returns: JournalID, JournalDate, JournalNumber, CreatedDateUTC, Reference, SourceID, SourceType, and JournalLines with per-line NetAmount and TaxAmount details. Required: id.
• List List all Xero balance sheet List the Xero Balance Sheet report for a given date and period configuration. Returns: ReportID, ReportName, ReportType, ReportDate, UpdatedDateUTC, ReportTitles, and Rows containing hierarchical line-item data. All parameters are optional; omitting date defaults to the current date.
• List List all Xero currencies List all currencies configured for a Xero organisation. Returns: Code, Description. Optionally filter results with where or sort with order.
• Create Create a Xero currency Create a new currency for a Xero organisation. Returns: Code, Description. Required: Code.
• List List all Xero contact groups List all xero contact groups. Returns: ContactGroupID, Name, Status, Contacts, HasValidationErrors. Optionally filter results with `where` or sort with `order`.
• Get Get single Xero contact group by ID Get a specific xero contact group by id, including its full list of member contacts. Returns: ContactGroupID, Name, Status, Contacts, HasValidationErrors. Required: id.
• Create Create a Xero contact group Create a new xero contact group. Returns: ContactGroupID, Name, Status, Contacts, HasValidationErrors. Required: ContactGroups (each entry requires Name).
• Update Update a Xero contact group by ID Update a specific xero contact group by id. Returns: ContactGroupID, Name, Status, Contacts, HasValidationErrors. Required: id, ContactGroups (each entry requires Name).
• Delete Delete a Xero contact group by ID Delete a xero contact group by id by setting its status to DELETED. Returns the deleted group's ContactGroupID, Name, Status, Contacts, HasValidationErrors. Required: id.
• Update Xero contact groups bulk update Bulk create or update multiple contact groups in Xero in a single PUT request. Returns: ContactGroupID, Name, Status, Contacts for each affected group. Required: ContactGroups array with at least one entry containing Name.
• List List all Xero repeating invoices List all repeating invoice templates in Xero. Returns: RepeatingInvoiceID, Type, Status, Schedule, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, HasAttachments, ApprovedForSending, MarkAsSent.
• Get Get single Xero repeating invoice by ID Get a single repeating invoice template in Xero by id. Returns: RepeatingInvoiceID, Type, Status, Schedule, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, Attachments. Required: id.
• Create Create a Xero repeating invoice Create one or more repeating invoice templates in Xero. Returns: RepeatingInvoiceID, Type, Status, Schedule, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, ApprovedForSending, MarkAsSent. Required: RepeatingInvoices.
• Delete Delete a Xero repeating invoice by ID Delete a repeating invoice template in Xero by setting its status to DELETED. Returns: RepeatingInvoiceID, Type, Status, Schedule, Contact, LineItems, SubTotal, Total, CurrencyCode. Required: id.
• Update Xero repeating invoices bulk update Bulk update one or more repeating invoice templates in Xero. Returns: RepeatingInvoiceID, Type, Status, Schedule, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, ApprovedForSending, MarkAsSent. Required: RepeatingInvoices.
• List Xero repeating invoices list attachments List all attachments for a specific xero repeating invoice. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• List Xero repeating invoices list history Retrieve history records for a specific xero repeating invoice. Returns: Details, Changes, User, DateUTC. Required: id.
• Update Xero repeating invoices update history Create a history note on a specific xero repeating invoice. Returns: Details, Changes, User, DateUTC. Required: id, HistoryRecords.
• Get Get single Xero budget by ID Retrieve a specific Xero budget by id, including full budget lines and tracking category assignments. Returns: BudgetID, Type, Description, UpdatedDateUTC, BudgetLines (with BudgetBalances per period), and Tracking. Required: id.
• List List all Xero bank transfers List all bank transfers in Xero. Returns: BankTransferID, Amount, FromBankAccount, ToBankAccount, Date, Reference, FromIsReconciled, ToIsReconciled, FromBankTransactionID, ToBankTransactionID, HasAttachments. Supports filtering via where and result ordering via order.
• Get Get single Xero bank transfer by ID Get a specific Xero bank transfer by id. Returns: BankTransferID, Amount, FromBankAccount, ToBankAccount, Date, Reference, CurrencyRate, FromIsReconciled, ToIsReconciled, HasAttachments, Attachments. Required: id.
• Create Create a Xero bank transfer Create a new bank transfer in Xero between two bank accounts. Returns: BankTransferID, Amount, FromBankAccount, ToBankAccount, Date, Reference, FromIsReconciled, ToIsReconciled, FromBankTransactionID, ToBankTransactionID, HasAttachments. Required: FromBankAccount, ToBankAccount, Amount.
• List Xero bank transfers list attachments List attachments for a specific Xero bank transfer. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• List Xero bank transfers list history Retrieve the history of changes for a specific Xero bank transfer. Returns: Changes, Details, DateUTCString, DateUTC, User. Required: id.
• Update Xero bank transfers update history Create a history note on a specific Xero bank transfer. Returns the created history record including Details, Changes, DateUTC, User, and ValidationErrors. Required: id.
• List List all Xero branding themes List all branding themes configured in Xero. Returns BrandingThemeID, Name, SortOrder, Type, LogoUrl, and CreatedDateUTC for each theme.
• Get Get single Xero branding theme by ID Get a single Xero branding theme by id. Returns BrandingThemeID, Name, LogoUrl, Type, SortOrder, and CreatedDateUTC. Required: id.
• List List all Xero payment services List payment services associated with a specific xero branding theme. Returns: PaymentServiceID, PaymentServiceName, PaymentServiceUrl. Required: branding_theme_id.
• List List all Xero linked transactions List all linked transactions in Xero. Returns: LinkedTransactionID, SourceTransactionID, SourceLineItemID, Status, Type, UpdatedDateUTC.
• Create Create a Xero linked transaction Create a new linked transaction in Xero. Returns: LinkedTransactionID, SourceTransactionID, SourceLineItemID, ContactID, TargetTransactionID, TargetLineItemID, Status, Type, UpdatedDateUTC.
• Update Update a Xero linked transaction by ID Update an existing linked transaction in Xero by id. Returns: LinkedTransactionID, SourceTransactionID, SourceLineItemID, ContactID, TargetTransactionID, TargetLineItemID, Status, Type, UpdatedDateUTC. Required: id.
• Get Get single Xero overpayment by ID Get a specific xero overpayment by id. Returns: OverpaymentID, Type, Status, Reference, RemainingCredit, CurrencyRate, Contact, Allocations, Attachments, LineItems, SubTotal, TotalTax, Total, CurrencyCode, UpdatedDateUTC. Required: id.
• List Xero overpayments list history Retrieve history records for a specific xero overpayment. Returns: HistoryRecordID, Details, DateUTC, Changes, User. Required: id.
• Update Xero overpayments bulk update Add history notes to a specific xero overpayment. Returns: HistoryRecordID, Details, DateUTC, Changes, User. Required: id, HistoryRecords.
• List List all Xero prepayments List all Xero prepayments. Returns: PrepaymentID, Type, Status, Contact, Date, SubTotal, TotalTax, Total, RemainingCredit, CurrencyCode, and LineItems. Optionally filter by where clause or InvoiceNumbers.
• Get Get single Xero prepayment by ID Get a single Xero prepayment by id. Returns: PrepaymentID, Type, Status, Contact, LineItems, SubTotal, TotalTax, Total, RemainingCredit, Allocations, Attachments, and CurrencyCode. Required: id.
• List Xero prepayments list history Retrieve history records for a specific Xero prepayment. Returns: Changes, DateUTC, Details, User, and ValidationErrors for each history entry. Required: id.
• Update Xero prepayments bulk update Create history notes for a specific Xero prepayment. Returns: Changes, DateUTC, Details, User, and ValidationErrors for each created history record. Required: id, HistoryRecords.
• Get Get single Xero quote by ID Get a single Xero quote by its QuoteID. Returns: QuoteID, QuoteNumber, Reference, Terms, Contact, LineItems, Status, SubTotal, TotalTax, Total, CurrencyCode, ExpiryDate, UpdatedDateUTC. Required: id.
• Download Xero quotes download Download a Xero quote as a PDF file from GET /Quotes/{id}/pdf. Returns binary PDF content (application/pdf). Required: quote_id.
• Update Update a Xero quote by ID Update a specific Xero quote by its QuoteID. Returns: QuoteID, QuoteNumber, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, UpdatedDateUTC, LineAmountTypes. Required: id.
• List Xero quotes list attachments Retrieve all attachments for a specific Xero quote. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• List Xero quotes list history Retrieve all history records for a specific Xero quote. Returns: Changes, DateUTC, User, Details. Required: id.
• Update Xero quotes update history Create a history record for a specific Xero quote. Returns the created HistoryRecord including Changes, DateUTC, User, and Details. Required: id, HistoryRecords.
• Create Create a Xero history and note Create a history note on a Xero resource identified by its endpoint type and GUID. Returns the created history record including Details, Changes, User, and DateUTC. Required: endpoint_name, endpoint_guid.
• List List all Xero receipts List draft expense claim receipts in Xero. Returns: ReceiptID, ReceiptNumber, Status, User, Contact, Date, UpdatedDateUTC, Reference, LineAmountTypes, LineItems, SubTotal, TotalTax, Total, HasAttachments.
• Get Get single Xero receipt by ID Get a specific draft expense claim receipt in Xero by id. Returns: ReceiptID, ReceiptNumber, Status, User, Contact, Date, UpdatedDateUTC, Reference, LineItems, SubTotal, TotalTax, Total, HasAttachments, Attachments. Required: id.
• Create Create a Xero receipt Update a specific draft expense claim receipt in Xero by id. Returns: ReceiptID, ReceiptNumber, Status, User, Contact, Date, UpdatedDateUTC, Reference, LineItems, SubTotal, TotalTax, Total, HasAttachments. Required: id.
• Update Xero receipts bulk update Create or update multiple draft expense claim receipts in Xero in bulk. Returns: ReceiptID, ReceiptNumber, Status, User, Contact, Date, UpdatedDateUTC, Reference, LineItems, SubTotal, TotalTax, Total, HasAttachments.
• List Xero receipts list attachments List attachments for a specific draft expense claim receipt in Xero. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• List Xero receipts list history List history records for a specific receipt in Xero. Returns: Details, Changes, User, DateUTC, DateUTCString for each recorded event. Required: id.
• Update Xero receipts update history Create a history record for a specific receipt in Xero. Returns: Details, Changes, User, DateUTC, DateUTCString. Required: id and a HistoryRecords request body.
• Get Get single Xero expense claim by ID Get a specific expense claim in Xero by id. Returns: ExpenseClaimID, Status, Total, AmountDue, AmountPaid, User, Receipts (with full LineItems detail), Payments, UpdatedDateUTC, ReportingDate. Required: id.
• Create Create a Xero expense claim Update a specific expense claim in Xero by id. Returns: ExpenseClaimID, Status, Total, AmountDue, AmountPaid, User, Receipts, Payments, UpdatedDateUTC, ReportingDate. Required: id, ExpenseClaims.
• Update Xero expense claims bulk update Create or update multiple expense claims in Xero in bulk. Returns: ExpenseClaimID, Status, Total, AmountDue, AmountPaid, User, Receipts, Payments, UpdatedDateUTC, ReportingDate. Required: ExpenseClaims.
• List Xero expense claims list history Retrieve history records for a specific expense claim in Xero. Returns: HistoryRecordID, Details, Changes, User, DateUTC. Required: id.
• List List all Xero accounts accounts List Xero accounts. Returns: id, attributes.
• Get Get single Xero accounts account by ID Get a single Xero account by id. Returns: id, attributes. Required: id.
• Create Create a Xero accounts account Create a Xero account. Returns the created account record. Returns: id, attributes. Required: id.
• Get Get single Xero attachments account by ID Get a specific attachment for a xero account by id. Returns: id. Required: account_id, id.
• Create Create a Xero attachments account Upload a new attachment to a xero account via multipart form data. Returns: id. Required: account_id, file_name.
• Update Xero attachments accounts bulk update Update an existing attachment on a xero account via multipart form data, identified by file name. Returns: id. Required: account_id, file_name.
• Get Get single Xero attachments banktransaction by ID Get a specific attachment for a bank transaction in Xero by attachment id. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: bank_transaction_id, id.
• Update Xero attachments banktransactions bulk update Replace an existing attachment on a bank transaction in Xero using a multipart request. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: bank_transaction_id, file_name.
• Get Get single Xero attachments banktransfer by ID Download the file content of an attachment from a Xero bank transfer by attachment ID. Returns the raw file content as an opaque binary blob, not a structured JSON response. Required: bank_transfer_id, id.
• Create Create a Xero attachments banktransfer Upload a new attachment to a Xero bank transfer. Returns the created attachment object including AttachmentID, FileName, Url, MimeType, and ContentLength. Required: bank_transfer_id, file_name.
• Update Xero attachments banktransfers bulk update Update (replace) an existing attachment on a Xero bank transfer by filename. Returns the updated attachment object including AttachmentID, FileName, Url, MimeType, and ContentLength. Required: bank_transfer_id, file_name.
• Get Get single Xero attachments contact by ID Get a single attachment for a Xero contact by attachment id. Returns: AttachmentID, FileName. Required: contact_id, id.
• Create Create a Xero attachments contact Upload a new attachment to a Xero contact using multipart form data. Returns: AttachmentID, FileName. Required: contact_id, file_name.
• Get Get single Xero attachments creditnote by ID Get a specific attachment on a Xero credit note by its identifier. Returns: AttachmentID, FileName, Url, MimeType, ContentLength, IncludeOnline. Required: credit_note_id, id.
• Update Xero attachments creditnotes bulk update Update an existing attachment on a Xero credit note by uploading replacement file content via multipart. Returns: AttachmentID, FileName, Url, MimeType, ContentLength, IncludeOnline. Required: credit_note_id, file_name.
• Get Get single Xero attachments invoice by ID Get a single attachment for a Xero invoice by attachment id. Returns: id, FileName. Required: invoice_id, id.
• Update Xero attachments invoices bulk update Replace the content of an existing attachment on a Xero invoice. Returns: id, FileName. Required: invoice_id, file_name.
• Get Get single Xero attachments manualjournal by ID Get a specific attachment for a Xero manual journal by attachment ID. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: manual_journal_id, id.
• Create Create a Xero attachments manualjournal Upload a new attachment to a Xero manual journal. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: manual_journal_id, file_name, file.
• Update Xero attachments manualjournals bulk update Replace an existing attachment on a Xero manual journal with new file content. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: manual_journal_id, file_name, file.
• Get Get single Xero attachments purchaseorder by ID Get an attachment for a Xero purchase order by attachment id, returning the raw binary file content. Required: purchase_order_id, id.
• Create Create a Xero attachments purchaseorder Upload a new attachment to a Xero purchase order. Returns: AttachmentID, FileName, Url, MimeType, ContentLength, IncludeOnline. Required: purchase_order_id, file_name.
• Update Xero attachments purchaseorders bulk update Replace (update) an existing attachment on a Xero purchase order by file name. Returns: AttachmentID, FileName, Url, MimeType, ContentLength, IncludeOnline. Required: purchase_order_id, file_name.
• Get Get single Xero attachments quote by ID Get a specific attachment on a Xero quote by attachment id. Returns: AttachmentID, FileName. Required: quote_id, id.
• Create Create a Xero attachments quote Upload a new attachment to a Xero quote using multipart file upload. Returns: AttachmentID, FileName. Required: quote_id, file_name.
• Get Get single Xero attachments receipt by ID Get a specific attachment for a Xero receipt by attachment ID. Returns: AttachmentID, FileName, Url, MimeType, ContentLength, IncludeOnline. Required: receipt_id, id.
• Create Create a Xero attachments receipt Upload a new attachment to a Xero receipt via multipart file upload, using the file name in the path. Returns: AttachmentID, FileName, Url, MimeType, ContentLength, IncludeOnline. Required: receipt_id, file_name.
• Update Xero attachments receipts bulk update Replace an existing attachment on a Xero receipt via multipart file upload, identified by file name. Returns: AttachmentID, FileName, Url, MimeType, ContentLength, IncludeOnline. Required: receipt_id, file_name.
• Get Get single Xero bank transactions banktransaction by ID Get a single Xero bank transaction by id. Returns the full transaction record including BankTransactionID, Type, Status, Contact, LineItems, BankAccount, IsReconciled, Date, Reference, CurrencyCode, SubTotal, TotalTax, Total, UpdatedDateUTC, and HasAttachments. Required: id.
• List List all Xero bank transactions banktransactions List all Xero bank transactions. Returns an array of transaction records each including BankTransactionID, Type, Status, Contact, LineItems, BankAccount, IsReconciled, Date, Reference, CurrencyCode, SubTotal, TotalTax, Total, UpdatedDateUTC, and HasAttachments.
• Create Create a Xero bank transactions banktransaction Create a new Xero bank transaction. Returns the created transaction record including BankTransactionID, Type, Status, Contact, LineItems, BankAccount, IsReconciled, Date, Reference, SubTotal, TotalTax, Total, and UpdatedDateUTC. Required: Type, Contact, LineItems, BankAccount.
• List List all Xero batch payments List batch payments in Xero, returning an array of batch payment objects. Returns: BatchPaymentID, Account, Reference, Status, TotalAmount, Type, Payments, UpdatedDateUTC, IsReconciled. Use `where` to filter by any element or `order` to sort results.
• Get Get single Xero batch payment by ID Get a specific Xero batch payment by id. Returns: BatchPaymentID, Account, Reference, Status, TotalAmount, Type, Date, Payments, UpdatedDateUTC, IsReconciled. Required: id.
• Create Create a Xero batch payment Update the status of a batch payment in Xero (for example, marking it as DELETED). Returns: BatchPaymentID, Account, Status, TotalAmount, Type, Date, IsReconciled. Required: BatchPaymentID, Status.
• Update Update a Xero batch payment by ID Update a specific Xero batch payment's status by id, for example setting it to DELETED. Returns: BatchPaymentID, Account, Status, TotalAmount, Type, Date, IsReconciled. Required: id, Status.
• Update Xero batch payments bulk update Create one or many batch payments for invoices in Xero. Returns: BatchPaymentID, Account, Reference, Status, TotalAmount, Type, Date, Payments, UpdatedDateUTC, IsReconciled. Required: BatchPayments.
• List Xero batch payments list history Retrieve history records for a specific batch payment in Xero. Returns: Changes, User, Details, DateUTC, DateUTCString. Required: id.
• Update Xero batch payments update history Create a history record for a specific batch payment in Xero. Returns: Details, DateUTC, DateUTCString, ValidationErrors. Required: id, HistoryRecords.
• List List all Xero bank transfers banktransfers List all bank transfers in Xero. Returns: BankTransferID, Amount, Date, FromBankAccount, ToBankAccount, CurrencyRate, Reference, FromIsReconciled, ToIsReconciled, HasAttachments, and CreatedDateUTC.
• Get Get single Xero bank transfers banktransfer by ID Get a single Xero bank transfer by id. Returns: BankTransferID, Amount, Date, FromBankAccount, ToBankAccount, CurrencyRate, Reference, FromIsReconciled, ToIsReconciled, HasAttachments, and CreatedDateUTC. Required: id.
• List List all Xero branding themes List all branding themes in Xero. Returns: BrandingThemeID, Name, SortOrder, CreatedDateUTC.
• List List all Xero payment services List payment services associated with a specific Xero branding theme. Returns: PaymentServiceID, PaymentServiceName, PaymentServiceType, PaymentServiceUrl, PayNowText. Required: branding_theme_id.
• Create Create a Xero payment service Create a new custom payment service for a specific Xero branding theme. Returns: PaymentServiceID, PaymentServiceName, PaymentServiceType, PaymentServiceUrl, PayNowText. Required: branding_theme_id.
• Update Xero payment services bulk update Bulk update payment services in Xero. Returns: PaymentServiceID, PaymentServiceName, PaymentServiceType, PaymentServiceUrl, PayNowText.
• List List all Xero payment services paymentservices List all payment services configured in Xero. Returns: PaymentServiceID, PaymentServiceName, PaymentServiceUrl, PaymentServiceType, and PayNowText for each configured payment service.
• List List all Xero budgets budgets List all budgets in Xero. Returns: BudgetID, Type, Description, UpdatedDateUTC, BudgetLines, and Tracking details for each budget.
• Get Get single Xero budgets budget by ID Get a single Xero budget by id. Returns: BudgetID, Type, Description, UpdatedDateUTC, BudgetLines, and Tracking details. Required: id.
• List List all Xero credit notes List credit notes in Xero. Returns: CreditNoteID, CreditNoteNumber, Type, Status, Contact, Date, SubTotal, TotalTax, Total, RemainingCredit, CurrencyCode, and UpdatedDateUTC. Optionally filter with where and sort with order.
• Get Get single Xero credit note by ID Get a specific Xero credit note by id. Returns: CreditNoteID, CreditNoteNumber, Type, Status, Contact, LineItems, SubTotal, TotalTax, Total, Attachments, CurrencyCode, and UpdatedDateUTC. Required: id.
• Create Create a Xero credit note Create or update one or more credit notes in Xero. Returns: CreditNoteID, Type, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, RemainingCredit, and UpdatedDateUTC.
• Update Update a Xero credit note by ID Update a specific Xero credit note by id via POST. Returns: CreditNoteID, Type, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, RemainingCredit, and UpdatedDateUTC. Required: id.
• Update Xero credit notes bulk update Create new credit notes in bulk in Xero via PUT. Returns: CreditNoteID, Type, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, RemainingCredit, and UpdatedDateUTC.
• List Xero credit notes list attachments List all attachments for a specific Xero credit note. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• List Xero credit notes list history Retrieve history records for a specific Xero credit note. Returns: Changes, DateUTCString, Details, User. Required: id.
• Update Xero credit notes update history Add a history note to a specific Xero credit note. Returns: Changes, DateUTCString, Details, User. Required: id, HistoryRecords.
• List List all Xero contact groups contactgroups List all contact groups in Xero. Returns a collection of contact group records; each record includes id.
• Get Get single Xero contact groups contactgroup by ID Get a single Xero contact group by id. Returns: id. Required: id.
• Create Create a Xero contact groups contactgroup Create or update a Xero contact group identified by id. Returns: id. Required: id.
• List List all Xero contacts contacts List contacts in xero. Returns contact records including ContactID, Name, EmailAddress, ContactStatus, IsSupplier, IsCustomer, and UpdatedDateUTC.
• Update Update a Xero contacts contact by ID Update an existing xero contact by id. Returns the updated contact including ContactID, Name, EmailAddress, ContactStatus, IsSupplier, IsCustomer, and UpdatedDateUTC. Required: id.
• Update Xero contacts contacts bulk update Bulk upsert multiple contacts in xero in a single request. Returns the resulting contact records including ContactID, Name, EmailAddress, ContactStatus, IsSupplier, IsCustomer, and UpdatedDateUTC.
• List List all Xero cis settings List CIS settings for a specific contact in Xero. Returns: CISContractorEnabled, CISSubContractorEnabled, Rate. Required: contact_id.
• List List all Xero cis settings cissettings List CIS (Construction Industry Scheme) settings for a Xero organisation. Returns: CISEnabled, IsContractor, IsSubcontractor. Required: organisation_id.
• List List all Xero pdfs Download a Xero credit note as a PDF file. Returns binary PDF data (application/pdf) for the specified credit note. Required: credit_note_id.
• Delete Delete a Xero allocation by ID Delete an allocation from a xero overpayment by id. Returns the soft-deleted allocation record including AllocationID, Date, Invoice, and IsDeleted (set to true). Required: overpayment_id, id.
• Update Xero allocations bulk update Create or update allocations for a xero overpayment in bulk. Returns the resulting allocation records including AllocationID, Date, Invoice, and IsDeleted. Required: overpayment_id.
• Delete Delete a Xero allocations creditnote by ID Delete a specific allocation from a xero credit note. Returns an empty 204 response on success. Required: credit_note_id, id.
• Update Xero allocations creditnotes bulk update Bulk update allocations on a xero credit note by replacing the full allocation set via PUT. Returns updated allocation records including id. Required: credit_note_id.
• Delete Delete a Xero allocations prepayment by ID Delete a specific allocation from a prepayment in Xero. Returns an empty 204 response on success. Required: prepayment_id, id.
• List List all Xero currencies currencies List all currencies configured in the xero organisation. Returns: Code, Description.
• List List all Xero invoices invoices List invoices from Xero. Returns: InvoiceID, Type, Status, Contact, Total, AmountDue, AmountPaid, InvoiceNumber, CurrencyCode, LineItems, and UpdatedDateUTC.
• Get Get single Xero invoices invoice by ID Get a single Xero invoice by id. Returns: InvoiceID, Type, Status, Contact, LineItems, SubTotal, TotalTax, Total, AmountDue, AmountPaid, InvoiceNumber, CurrencyCode, and UpdatedDateUTC. Required: id.
• Create Create a Xero invoices invoice Create a new invoice in Xero. Returns: InvoiceID, Type, Status, Contact, LineItems, SubTotal, TotalTax, Total, AmountDue, InvoiceNumber, and CurrencyCode. Required: Type, Contact, LineItems.
• Update Update a Xero invoices invoice by ID Update an existing invoice in Xero by id. Returns: InvoiceID, Type, Status, Contact, LineItems, SubTotal, TotalTax, Total, AmountDue, InvoiceNumber, CurrencyCode, and UpdatedDateUTC. Required: id.
• List List all Xero online invoices List online invoice URLs for a Xero invoice. Returns: OnlineInvoiceUrl (the publicly accessible URL to view the invoice online). Required: invoice_id.
• Create Create a Xero email Send a copy of a specific Xero invoice to the related contact via email. Returns an empty 204 response on success. Required: invoice_id.
• List List all Xero invoice reminders settings List invoice reminder settings in Xero. Returns: Enabled (whether invoice reminders are switched on). No required parameters.
• List List all Xero items items List all inventory items in Xero. Returns: ItemID, Code, Name, Description, IsSold, IsPurchased, QuantityOnHand, UpdatedDateUTC, SalesDetails, and PurchaseDetails.
• Get Get single Xero items item by ID Get a single Xero inventory item by id. Returns: ItemID, Code, Name, Description, IsSold, IsPurchased, QuantityOnHand, UpdatedDateUTC, SalesDetails, and PurchaseDetails. Required: id.
• Create Create a Xero items item Create a new inventory item in Xero. Returns: ItemID, Code, Name, Description, IsSold, IsPurchased, QuantityOnHand, UpdatedDateUTC, SalesDetails, and PurchaseDetails. Required: Code.
• List List all Xero journals journals List all journals in Xero. Returns journal records including JournalID, JournalDate, JournalNumber, CreatedDateUTC, Reference, SourceType, ShowOnCashBasisReports, and JournalLines.
• Get Get single Xero journals journal by ID Get a single Xero journal by id. Returns: JournalID, JournalDate, JournalNumber, CreatedDateUTC, Reference, SourceType, ShowOnCashBasisReports, and JournalLines. Required: id.
• List List all Xero linked transactions List xero linked transactions (billable expenses) with optional filters. Returns: LinkedTransactionID, SourceTransactionID, SourceLineItemID, ContactID, TargetTransactionID, TargetLineItemID, Status, Type, UpdatedDateUTC, SourceTransactionTypeCode.
• Get Get single Xero linked transaction by ID Get a specific xero linked transaction (billable expense) by id. Returns: LinkedTransactionID, SourceTransactionID, SourceLineItemID, ContactID, TargetTransactionID, TargetLineItemID, Status, Type, UpdatedDateUTC, SourceTransactionTypeCode. Required: id.
• Delete Delete a Xero linked transaction by ID Delete a specific xero linked transaction (billable expense) by id. Returns an empty 204 response on success. Required: id.
• Update Xero linked transactions bulk update Create or update multiple xero linked transactions (billable expenses) in a single call. Returns: LinkedTransactionID, SourceTransactionID, SourceLineItemID, ContactID, TargetTransactionID, TargetLineItemID, Status, Type, UpdatedDateUTC, SourceTransactionTypeCode.
• Update Update a Xero linked transaction by ID Update a specific xero linked transaction (billable expense) identified by id. Returns: LinkedTransactionID, SourceTransactionID, SourceLineItemID, ContactID, TargetTransactionID, TargetLineItemID, Status, Type, UpdatedDateUTC, SourceTransactionTypeCode. Required: id.
• List List all Xero manual journals List manual journals in Xero. Returns: ManualJournalID, Narration, Status, Date, UpdatedDateUTC, JournalLines, ShowOnCashBasisReports, HasAttachments. Use `where` to filter by any element and `order` to sort results.
• Update Update a Xero manual journal by ID Update a specific manual journal in Xero by id. Returns: ManualJournalID, Narration, Status, Date, JournalLines, UpdatedDateUTC, ShowOnCashBasisReports, HasAttachments, Warnings, ValidationErrors. Required: id.
• Update Xero manual journals bulk update Create or update one or more manual journals in Xero in a single request. Returns: ManualJournalID, Narration, Status, Date, JournalLines, ShowOnCashBasisReports, UpdatedDateUTC, Warnings, ValidationErrors. Required: Narration, JournalLines in each journal entry.
• List Xero manual journals list attachments List all attachments for a specific xero manual journal. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• List Xero manual journals list history Retrieve history records for a specific xero manual journal. Returns: Details, Changes, User, DateUTC. Required: id.
• Update Xero manual journals update history Create a history record for a specific xero manual journal. Returns: Details, Changes, User, DateUTC. Required: id, HistoryRecords.
• List List all Xero organisations List Xero organisations associated with the authenticated account. Returns: OrganisationID, Name, LegalName, BaseCurrency, CountryCode, OrganisationStatus, Edition, Class, PaysTax, OrganisationType, Timezone, CreatedDateUTC, and additional financial and address details.
• List List all Xero organisation actions List the key actions the connected Xero organisation permits the app to perform. Returns each action's Name and Status (e.g., ALLOWED).
• List List all Xero overpayments overpayments List all overpayments in Xero. Returns: OverpaymentID, Type, Status, Contact, Date, Total, SubTotal, TotalTax, RemainingCredit, CurrencyCode, UpdatedDateUTC, Allocations, Payments, HasAttachments.
• Get Get single Xero overpayments overpayment by ID Get a single Xero overpayment by id. Returns: OverpaymentID, Type, Status, Contact, Date, Total, SubTotal, TotalTax, RemainingCredit, CurrencyCode, LineItems, Allocations, Payments, HasAttachments. Required: id.
• List List all Xero payments payments List all payments in Xero. Returns: PaymentID, Date, Amount, Status, Reference, CurrencyRate, PaymentType, Invoice, Account, IsReconciled, UpdatedDateUTC.
• Get Get single Xero payments payment by ID Get a single Xero payment by id. Returns: PaymentID, Date, Amount, Status, Reference, CurrencyRate, PaymentType, Invoice, Account, IsReconciled, UpdatedDateUTC. Required: id.
• Create Create a Xero payments payment Create a payment in Xero against an invoice or credit note. Returns: PaymentID, Date, Amount, Status, Reference, Invoice, Account, IsReconciled, UpdatedDateUTC. Required: Invoice, Account, Date, Amount.
• Get Get single Xero prepayments prepayment by ID Get a single xero prepayment by id. Returns: PrepaymentID, Type, Contact, Date, Status, SubTotal, TotalTax, Total, CurrencyCode, RemainingCredit, HasAttachments, UpdatedDateUTC, LineItems, Allocations, Reference. Required: id.
• List List all Xero purchase orders List xero purchase orders, optionally filtering by status or date range. Returns: PurchaseOrderID, PurchaseOrderNumber, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, UpdatedDateUTC, HasAttachments.
• Get Get single Xero purchase order by ID Get a single xero purchase order by id. Returns: PurchaseOrderID, PurchaseOrderNumber, Status, Contact, LineItems, SubTotal, TotalTax, Total, DeliveryDate, DeliveryAddress, Reference, BrandingThemeID, HasAttachments, Attachments. Required: id.
• Update Update a Xero purchase order by ID Update a specific xero purchase order by id. Returns: PurchaseOrderID, PurchaseOrderNumber, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, UpdatedDateUTC, ValidationErrors. Required: id.
• Update Xero purchase orders bulk update Create one or more xero purchase orders in bulk using PUT. Returns: PurchaseOrderID, PurchaseOrderNumber, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, UpdatedDateUTC, ValidationErrors. Required: PurchaseOrders array, each item containing Contact with ContactID.
• List Xero purchase orders list attachments List attachments for a specific Xero purchase order. Returns: AttachmentID, FileName, Url, MimeType, ContentLength. Required: id.
• List Xero purchase orders list history List history records for a specific Xero purchase order. Returns: Changes, DateUTC, Details, User, ValidationErrors. Required: id.
• Update Xero purchase orders update history Create a history note on a specific Xero purchase order. Returns: Changes, DateUTC, Details, User, ValidationErrors. Required: id.
• Download Xero purchase orders download Download a Xero purchase order as a PDF file from GET /PurchaseOrders/{id}/pdf. Returns binary PDF content (application/pdf). Required: purchase_order_id.
• List List all Xero quotes quotes List quotes in Xero. Returns: QuoteID, QuoteNumber, Status, Contact, Date, ExpiryDate, SubTotal, TotalTax, Total, CurrencyCode, LineItems, and UpdatedDateUTC. Optionally filter by ContactID, Status, date ranges, or QuoteNumber.
• Get Get single Xero quotes quote by ID Get a single Xero quote by id. Returns: QuoteID, QuoteNumber, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, Date, ExpiryDate, and UpdatedDateUTC. Required: id.
• Create Create a Xero quotes quote Create a new quote in Xero. Returns: QuoteID, QuoteNumber, Status, Contact, LineItems, SubTotal, TotalTax, Total, CurrencyCode, Date, ExpiryDate, and UpdatedDateUTC. Required: Contact, LineItems.
• List List all Xero receipts receipts List receipts from the Xero Accounting API. Returns receipt objects comprising id and attributes; the attributes object contains receipt-specific fields defined by the Xero accounting schema — consult Xero's official Receipts documentation for the full field-level breakdown.
• Get Get single Xero repeating invoices repeatinginvoice by ID Get a single Xero repeating invoice by id. Returns the full repeating invoice record including RepeatingInvoiceID, Type, Contact, Schedule, LineItems, Status, SubTotal, TotalTax, and Total. Required: id.
• List List all Xero reports ten ninety nines List 1099 reports from Xero. Returns: ReportName, ReportDate, Fields, and Contacts (including Box1–Box14 amounts, Name, TaxID, ContactId, LegalName, BusinessName, FederalTaxIDType, and FederalTaxClassification). Optionally filter by reportYear.
• List List all Xero reports aged payables by contacts Retrieve the Aged Payables by Contact report in xero for a specific contact. Returns: ReportName, ReportType, ReportDate, ReportTitles, UpdatedDateUTC, Fields, and Rows containing invoice line data grouped by date section. Required: contact_id.
• List List all Xero reports aged receivables by contacts Retrieve the Aged Receivables By Contact report from Xero for a specific contact. Returns: ReportName, ReportType, ReportDate, UpdatedDateUTC, ReportTitles, Fields, and Rows containing invoice transaction data (dates, amounts, paid, credited, and due balances). Required: contact_id.
• List List all Xero reports budget summaries List Xero budget summary reports comparing budget data across periods. Returns: ReportName, ReportType, ReportTitles, ReportDate, UpdatedDateUTC, Fields, and Rows containing period-by-period budget values (gross profit, total expenses, net profit). All filter parameters are optional.
• List List all Xero reports executive summaries List xero Executive Summary reports for a given date. Returns: ReportName, ReportType, ReportTitles, ReportDate, UpdatedDateUTC, Fields, and Rows containing sectioned financial data (Cash, Profitability, Balance Sheet, Income, Performance, Position).
• List List all Xero reports profit and loses Retrieve the Profit and Loss report from Xero. Returns: ReportID, ReportName, ReportType, ReportDate, UpdatedDateUTC, ReportTitles, and Rows. All parameters are optional; filter by date range, periods, timeframe, or tracking category and option IDs.
• List List all Xero reports trial balances Retrieve the Trial Balance report from Xero. Returns: ReportName, ReportType, ReportDate, ReportTitles, UpdatedDateUTC, Fields, and Rows containing sectioned account debit/credit data. No parameters are required; optionally filter by date or restrict to cash-only basis using paymentsOnly.
• Create Create a Xero setup Set the chart of accounts, conversion date, and conversion balances for a Xero organisation. Returns: Id, Status, ProviderName, DateTimeUTC, and ImportSummary containing account-level counts (Total, New, Updated, Deleted, Errored, NewOrUpdated) and an Organisation presence indicator.
• List List all Xero tax rates List tax rates in Xero, with optional filtering and ordering. Returns: Name, TaxType, ReportTaxType, Status, DisplayTaxRate, EffectiveRate, and TaxComponents per rate.
• Create Create a Xero tax rate Create tax rates in Xero. Returns: Name, TaxType, ReportTaxType, Status, DisplayTaxRate, EffectiveRate, and TaxComponents for each created rate. Required: TaxRates.
• Update Xero tax rates bulk update Bulk update tax rates in Xero. Returns: Name, TaxType, ReportTaxType, Status, DisplayTaxRate, EffectiveRate, and TaxComponents for each updated rate. Required: TaxRates.
• List List all Xero tax rates taxrates List Xero tax rates filtered by tax type. Returns: Name, TaxType, Status, DisplayTaxRate, EffectiveRate, TaxComponents, CanApplyToAssets, CanApplyToExpenses, CanApplyToRevenue. Required: tax_type.
• Update Xero options bulk update Create one or more tracking options for a tracking category (PUT /TrackingCategories/{id}/Options). Returns: TrackingOptionID, Name, Status, HasValidationErrors, IsDeleted, IsArchived, and IsActive for each option. Required: tracking_category_id.
• Update Update a Xero option by ID Update a specific tracking option for a tracking category (POST /TrackingCategories/{id}/Options/{optionId}). Returns: TrackingOptionID, Name, Status, HasValidationErrors, IsDeleted, IsArchived, and IsActive. Required: tracking_category_id, id.
• List List all Xero reports reports List available reports in Xero. Returns a collection of report objects; the fields of each report object are specific to the report type — consult the Xero API documentation for a full field-level breakdown. No required parameters.
• Get Get single Xero tracking categories trackingcategory by ID Get a single Xero tracking category by id. Returns: TrackingCategoryID, Name, Status, and Options. Required: id.
• Create Create a Xero tracking categories trackingcategory Create or update a tracking category in Xero. Returns: TrackingCategoryID, Name, Status, and Options for the resulting record. Required: id.
• Delete Delete a Xero tracking categories trackingcategory by ID Delete a Xero tracking category by id. Returns an empty 204 response on success. Required: id.
• List List all Xero users users List all users in the Xero organization. Returns: UserID, EmailAddress, FirstName, LastName, IsSubscriber, OrganisationRole, UpdatedDateUTC.
• Get Get single Xero users user by ID Get a single Xero user by id. Returns: UserID, EmailAddress, FirstName, LastName, IsSubscriber, OrganisationRole, UpdatedDateUTC. Required: id.

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