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MCP Integrations Xero
MCP & AI Agent Integration

Xero
automation.

39 AI agent actions for Xero — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Xero to process payments, generate invoices, and manage financial workflows without human intervention. Full governance, audit trail, and dry-run safety on every execution.

Connect Xero free Browse all integrations →
No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
39
actions
100%
governed
<200ms
latency
39
AI agent actions
17
Read operations
22
Write operations
3
High-risk actions (approval gated)
Finance & Payments Xero is a Finance & Payments integration — use it to automate payments, invoicing, and financial operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Xero.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Download Invoice
xero_accounting_api:download_invoice
Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.
Read Low risk
Find contact. Optionally, create one if none are found
xero_accounting_api:find_contact
Finds a contact by name or account number. Optionally, create one if none are found. See the docs here
Read Low risk
Find Invoice
xero_accounting_api:find_invoice
Finds an invoice by number or reference.See the docs here
Read Low risk
Bank Statements Report
xero_accounting_api:get_bank_statements_report
Gets bank statements for the specified bank account.
Read Low risk
Get Bank Summary
xero_accounting_api:get_bank_summary
Gets the balances and cash movements for each bank account.
Read Low risk
Get Contact
xero_accounting_api:get_contact
Gets details of a contact.
Read Low risk
Get History of Changes
xero_accounting_api:get_history_of_changes
Gets the history of changes to a single existing document.
Read Low risk
Get Invoice
xero_accounting_api:get_invoice
Gets details of an invoice.
Read Low risk
Get Sales Invoice Online URL
xero_accounting_api:get_invoice_online_url
Retrieves the online sales invoice URL.
Read Low risk
Get Item
xero_accounting_api:get_item
Gets details of an item.
Read Low risk
Get Tenant Connections
xero_accounting_api:get_tenant_connections
Gets the tenants connections the user is authorized to access
Read Low risk
Get tracking category
xero_accounting_api:get_tracking_category
Get information from a tracking category by ID
Read Low risk
List Contacts
xero_accounting_api:list_contacts
Lists information from contacts in the given tenant id as per filter parameters.
Read Low risk
List Credit Notes
xero_accounting_api:list_credit_notes
Lists information from credit notes in the given tenant id as per filter parameters.
Read Low risk
List Invoices
xero_accounting_api:list_invoices
Lists information from invoices in the given tenant id as per filter parameters.
Read Low risk
List Manual Journals
xero_accounting_api:list_manual_journals
Lists information from manual journals in the given tenant id as per filter parameters.
Read Low risk
List tracking categories
xero_accounting_api:list_tracking_categories
Lists information from tracking categories
Read Low risk
Add Items to Existing Sales Invoice
xero_accounting_api:add_line_item_to_invoice
Adds line items to an existing sales invoice. See the docs here
Write Medium risk
Create Bank Transaction
xero_accounting_api:create_bank_transaction
Create a new bank transaction
Write Medium risk
Create Bill
xero_accounting_api:create_bill
Creates a new bill (Accounts Payable)See the docs here
Write Medium risk
Create Credit Note
xero_accounting_api:create_credit_note
Creates a new credit note.
Write Medium risk
Create History Note
xero_accounting_api:create_history_note
Creates a new note adding it to a document.
Write Medium risk
Create Item
xero_accounting_api:create_item
Creates a new item.
Write Medium risk
Create Payment
xero_accounting_api:create_payment
Creates a new payment
Write Medium risk
Create tracking category
xero_accounting_api:create_tracking_category
Create a new tracking category
Write Medium risk
Create or update contact
xero_accounting_api:create_update_contact
Creates a new contact or updates a contact if a contact already exists. See the docs here
Write Medium risk
Delete tracking category
xero_accounting_api:delete_tracking_category
Delete a tracking category by ID
Write High risk
Delete tracking category option
xero_accounting_api:delete_tracking_category_option
Delete a tracking category option by ID
Write High risk
Email an Invoice
xero_accounting_api:email_an_invoice
Triggers the email of a sales invoice out of Xero.
Write Medium risk
Find or Create Contact
xero_accounting_api:find_or_create_contact
Finds a contact by name or email address. Optionally, create one if none are found. See the docs here
Write Medium risk
Make API Call
xero_accounting_api:make_an_api_call
Makes an aribitrary call to Xero Accounting API.
Write High risk
Update tracking category
xero_accounting_api:update_tracking_category
Update a tracking category by ID
Write Medium risk
Update tracking category option
xero_accounting_api:update_tracking_category_option
Update a tracking category by ID
Write Medium risk
Upload File
xero_accounting_api:upload_file
Uploads a file to the specified document
Write Medium risk
Create Employee
xero_accounting_api:xero_accounting_create_employee
Creates a new employee.
Write Medium risk
Create or Update Contact
xero_accounting_api:xero_accounting_create_or_update_contact
Creates a new contact or updates if the contact exists.
Write Medium risk
Update Contact
xero_accounting_api:xero_accounting_update_contact
Updates a contact given its identifier.
Write Medium risk
Create Purchase Bill
xero_accounting_api:xero_create_purchase_bill
Creates a new purchase bill.
Write Medium risk
Create Sales Invoice
xero_accounting_api:xero_create_sales_invoice
Creates a new sales invoice
Write Medium risk
MCP & Runtime API

Call Xero
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Xero actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

xero_accounting_api:download_invoice READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "xero_accounting_api:download_invoice",
    "args": {},
    "execution_id": "agent-001"
  }'
xero_accounting_api:add_line_item_to_invoice WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "xero_accounting_api:add_line_item_to_invoice",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Xero.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Xero data
Call xero_accounting_api:download_invoice via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Xero
Dry-run validates xero_accounting_api:add_line_item_to_invoice before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Payment or billing event
Sync to accounting system
Generate invoice
Alert finance team
How it works

Every Xero action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Xero — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Xero action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Xero action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Xero works best
alongside these.

Build multi-step workflows that connect Xero to the rest of your stack. All governed. All audited.

Stripe Quickbooks Hubspot Paypal
Xero integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Xero in minutes, dry-run every action before it touches production, full audit trail on everything.

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