create_xero_quote
create_xero_quoteProposes creating a new quote 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 created, sent, or delivered. 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. Even once approved, Xero's "SENT" status is only an internal label - this connector has no way to email or deliver the quote to the customer at any status, and never will on its own; a human still shares it from within Xero itself, or another channel, whenever they choose to. 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. You CAN also set a quoteNumber, reference, expiryDate, title, summary or terms whenever the user gives you one - every one of them is optional and Xero fills in its own sensible default (an auto-assigned number, no expiry, blank text) when omitted. DATES: date and expiryDate 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 a quote 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 | Date the quote was issued, 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. | |
| terms | No | Terms and conditions text shown on the quote. | |
| title | No | A short title for the quote (e.g. "Kitchen renovation"), shown at the top of it. | |
| status | No | What state the quote lands in inside Xero once a human approves this in Invio. Defaults to "DRAFT". Xero also documents "SENT" as directly creatable, but SENT is only Xero's own internal status label - choosing it does NOT email or deliver the quote to the contact, and this connector has no way to do that at any status. Only pass "SENT" when the user explicitly wants the quote marked that way in Xero (e.g. because they already shared it some other way); otherwise leave this as the default. | DRAFT |
| summary | No | A longer free-text summary of what the quote covers. | |
| currency | No | The currency this quote is raised in, e.g. "NZD". Set this whenever the user names a currency or a currency symbol ("NZ$1,500", "quote 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 quote is then raised in the organisation's own base currency. | |
| contactId | Yes | The Xero contact this quote is for. Get this from list_xero_contacts first - never invent one. If the contact does not 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 quote. | |
| expiryDate | No | Date this quote expires, YYYY-MM-DD. Set it whenever the user says one ("valid for 30 days", "expires end of month"). 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. | |
| quoteNumber | No | A specific quote number to use, if the user names one. Omit this and Xero assigns the next number in its own sequence automatically - that is the right choice unless the user explicitly asks for a particular 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 |