create_xero_invoice
create_xero_invoiceProposes creating a new invoice in this Xero organisation - it does NOT create anything in Xero itself, and never will on its own. This queues a pending change that a human must explicitly approve (your Xero MCP connector - the exact link is this response's own approvalUrl field) before Xero is touched at all; you have no way to approve it yourself. Tell the user what you are proposing (contact, line items, total) and that it needs their approval in Invio before it goes anywhere - do not describe it as done, sent, or created. contactId must come from list_xero_contacts (never invented); if the contact doesn't exist yet, propose it with create_xero_contact first and wait for that to be approved and executed. Once a human approves it in Invio, it is created in Xero in the state you asked for (status) - or, if you say nothing, AUTHORISED: approved and ready to send, with nothing left for anyone to fill in. That is what an ordinary invoicing request means, and approving the change in Invio is already the approval - do not pass status "DRAFT" out of caution, that only makes the user approve the same invoice again by hand in Xero. Pass status "DRAFT" only when the user actually says they want to check or edit it in Xero first. Either way, THIS CONNECTOR NEVER EMAILS THE INVOICE TO THE CUSTOMER - sending it is a separate action a person takes inside Xero, and you have no tool for it, so never tell a user their customer has been sent anything. For a bill (ACCPAY) there is no customer and nothing to send: it is money this business owes, and AUTHORISED means ready to pay. You CAN state a currency (currency, e.g. "NZD") when the user names one - it is checked against the organisation's own configured currencies, and refused with the real list if it is not one of them, so a currency is never silently swapped for the base currency. You CAN also say whether the amounts include tax (lineAmountTypes): use "Inclusive" for "$1,500 including GST", "Exclusive" (the default) for "$1,500 plus GST", "NoTax" for no tax at all. Never adjust the numbers yourself to fake either one. DATES: date and dueDate are strict YYYY-MM-DD, so you always have to convert whatever the user actually said. A date carrying a month name ("8 Sep", "Sept 8th"), a weekday ("last Tuesday"), or an already-unambiguous full date ("2026-09-08") is yours to convert normally. A BARE NUMERIC date with no month name - "9/8", "08/09", "9-8" - is the one that is not: it means 9 August to most of the world and 8 September in the United States, and getting it wrong puts an invoice a month out in a way nobody skimming the approval card will catch. This Invio account is based in a country that writes the DAY first, so read a bare "9/8" as 9 August, not 8 September. Say in plain words how you read it ("I read 9/8 as 9 August") so the user can correct you before they approve. If their own wording points the other way anywhere in the same request, ask them which they meant instead of picking.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Invoice date, YYYY-MM-DD. If the user wrote a bare numeric date with no month name ("9/8", "08/09"), do NOT settle it on your own judgement - it is 9 August to most of the world and 8 September in the US, and nothing downstream of this field can tell which you meant once it is a date. Follow the DATES instruction in this tool's description. | |
| type | Yes | ACCREC = a sales invoice (money owed TO this business by the contact). ACCPAY = a bill (money this business owes the contact). | |
| status | No | What state the invoice lands in inside Xero once a human approves this in Invio. Defaults to "AUTHORISED" - approved and ready for them to send from Xero, with nothing left to fill in - because approving this change in Invio is already the approval, and that is what an ordinary "invoice this customer" request means. Do not leave this as "DRAFT" out of caution: doing so makes the user approve the same invoice a second time, by hand, in Xero. Pass "DRAFT" only when the user actually says they want to check or edit it in Xero first - it then lands unapproved and they have to approve it there too. Either way this connector never emails the invoice to the customer; that stays a deliberate action a person takes in Xero. A bill (ACCPAY) has no customer and nothing to send: AUTHORISED means ready to pay. | AUTHORISED |
| dueDate | No | Due date, YYYY-MM-DD. Set it whenever the user says one ("due in 30 days", "by the end of the month"). Omit it and this connector derives one from the organisation's own default payment terms in Xero and tells you which terms it used - but an organisation that has set no default terms cannot have one derived, and you will be told that too, in which case ask the user for a due date rather than leaving it blank. If the user wrote a bare numeric date with no month name ("9/8", "08/09"), do NOT settle it on your own judgement - it is 9 August to most of the world and 8 September in the US, and nothing downstream of this field can tell which you meant once it is a date. Follow the DATES instruction in this tool's description. | |
| currency | No | The currency this invoice is raised in, e.g. "NZD". Set this whenever the user names a currency or a currency symbol ("NZ$1,500", "invoice them in USD") - it is checked against the currencies this organisation is actually set up to invoice in, and the draft is refused, with the real list, if it is not one of them. Omit it only when the user did not say: the invoice is then raised in the organisation's own base currency. | |
| contactId | Yes | The Xero contact this invoice is for. Get this from list_xero_contacts first - never invent one. If the contact doesn't exist in Xero yet, use create_xero_contact first, wait for it to be approved and executed, then use the contactId it produced. | |
| lineItems | Yes | ||
| reference | No | Free-text reference shown on the invoice (e.g. a PO number). | |
| organisation | No | The Xero organisation to use, by its display name. Only needed if this connection reaches more than one organisation - omit it when there is only one. | |
| lineAmountTypes | No | How to read every unitAmount below. "Exclusive" (the default) = the amounts do NOT include tax and Xero adds it on top - this is what "$1,500 plus GST" means. "Inclusive" = the amounts ALREADY include tax and Xero works the tax out of them - this is what "$1,500 including GST", "$1,500 inc GST" or "$1,500 all up" means. "NoTax" = no tax is calculated at all. If the user says which one they mean, say so here rather than adjusting the numbers yourself. | Exclusive |