Every action below is available as a verb in Cerebral OS — callable from a Cerebral, a Map, or the Runtime API. All executions are governed, audited, and dry-run safe.
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
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
Email an Invoice
xero_accounting_api:email_an_invoice
Triggers the email of a sales invoice out of Xero.
Write
Medium 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
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
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
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