Xero
FinanceOAuth 2.0
Manage contacts, invoices, payments and items and read reports in a Xero organisation.
16 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| xero_get_organisationGets the connected organisation's name, base currency, country, tax settings and financial year end | read | General | accounting.settings.read |
| xero_list_contactsLists customers and suppliers, optionally searched by name, email or account number, or filtered with a Xero where clause | read | Personal data | accounting.contacts.read |
| xero_get_contactGets one contact with addresses, phones, balances and payment terms | read | Personal data | accounting.contacts.read |
| xero_create_contactCreates a customer or supplier contact | write | Personal data | accounting.contacts |
| xero_list_invoicesLists sales invoices and bills, filtered by status, contact or a Xero where clause | read | Personal data | accounting.invoices.read |
| xero_get_invoiceGets one invoice or bill by InvoiceID or invoice number, with line items and payments | read | Personal data | accounting.invoices.read |
| xero_create_invoiceCreates a sales invoice (ACCREC) or bill (ACCPAY) for a contact with line items, as a draft unless another status is given | write | Personal data | accounting.invoices |
| xero_email_invoiceEmails an approved sales invoice to its contact with the organisation's invoice template | write | Personal data | accounting.invoices |
| xero_list_paymentsLists payments applied to invoices, bills and credit notes, optionally filtered with a Xero where clause | read | Personal data | accounting.payments.read |
| xero_create_paymentRecords a payment against an approved invoice or bill, paid from or into a bank account | write | General | accounting.payments |
| xero_list_accountsLists the chart of accounts with codes, types and tax types | read | General | accounting.settings.read |
| xero_list_itemsLists products and services with their codes and sale and purchase prices | read | General | accounting.settings.read |
| xero_list_bank_transactionsLists spend and receive money transactions on bank accounts | read | Personal data | accounting.banktransactions.read |
| xero_get_profit_and_lossGets the profit and loss report for a period, optionally compared with earlier periods | read | General | accounting.reports.profitandloss.read |
| xero_get_balance_sheetGets the balance sheet as of a date | read | General | accounting.reports.balancesheet.read |
| xero_get_aged_receivablesGets the aged receivables report for one contact: what they owe, by age | read | Personal data | accounting.reports.aged.read |