Integration · Payments and finance
AI agents for Xero
List and create invoices, and add and read contacts, in a Xero organisation.
- Actions
- 4
- Read
- 2
- Write
- 2
Actions
What your agents can do in Xero
4 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 2
Look things up. Nothing changes.
List invoices
Lists invoices, newest first, filtered by type (ACCREC sales invoices, ACCPAY bills), status, contact, or a search term matched against the invoice number and reference.
Get a contact
Reads one contact by its ID: name, people, email, phones, addresses, tax number and balances owed.
Write 2
Create, change or send.
Create an invoice
Creates a sales invoice (or a bill, with type ACCPAY) for a contact, with line items of description, quantity, unit amount and, usually, an account code like 200 (Sales).
Create a contact
Adds a contact (a customer or supplier) with a name that is unique in the organisation, and optional first and last name of the person, email, phone, account number and tax number.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with Xero and approve access (OAuth).
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Xero data
Ask a question in plain words. The agent can list invoices or get a contact in Xero, then answers with what it found.
- 02
Let an agent update Xero
Have the agent create an invoice or create a contact in Xero as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Xero and Slack: it can list invoices in Xero and post a summary to a Slack channel in the same run.
Works well with
More Payments and finance tools
- Stripe4 actionsCreate and find customers, make payment links for your existing prices, and refund payments in your Stripe account.
- PayPal5 actionsDraft and send invoices, create and check checkout orders, and list transactions for a PayPal business account, live or sandbox.
- QuickBooks Online4 actionsLook up customers, invoices and products, add customers, and create and read invoices in a QuickBooks Online company.
- Razorpay3 actionsSend payment links, create orders for checkout, and look up payments in your Razorpay account.
- Square4 actionsCreate and find customers, and make payment links for a set amount, in your Square seller account.
- Adyen13 actionsCreate, check and expire Adyen payment links, list payment methods and a shopper's stored cards, capture, cancel or refund payments, and read merchant accounts, stores and payment method settings, in test or live.
FAQ
Xero and MyDeepAgents
Can MyDeepAgents connect to Xero?
Yes. The Xero connector has 4 actions: 2 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Xero?
Sign in with Xero and approve access (OAuth). Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Xero without asking?
Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.
Can I use Xero in workflows as well as agents?
Yes. Every Xero action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Xero to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.