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XeroAPI

Xero MCP Server

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update-manual-journal

Modify draft manual journals in Xero by updating narration, line items, dates, or status while preserving unspecified parameters.

Instructions

Update a manual journal in Xero. Only works on draft manual journals. Do not modify line items or parameters that have not been specified by the user.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
narrationYesDescription of manual journal being posted
manualJournalIDYesID of the manual journal to update
manualJournalLinesYesThe manualJournalLines element must contain at least two individual manualJournalLine sub-elements
dateNoOptional date in YYYY-MM-DD format
lineAmountTypesNoOptional line amount types (EXCLUSIVE, INCLUSIVE, NO_TAX), NO_TAX by default
statusNoOptional status of the manual journal (DRAFT, POSTED, DELETED, VOID, ARCHIVED), DRAFT by default
urlNoOptional URL link to a source document
showOnCashBasisReportsNoOptional boolean to show on cash basis reports, default is true

Implementation Reference

  • MCP tool definition for 'update-manual-journal', including schema validation and handler function that invokes the Xero API via updateXeroManualJournal and formats response with deeplink.
    const UpdateManualJournalTool = CreateXeroTool( "update-manual-journal", "Update a manual journal in Xero. Only works on draft manual journals.\ Do not modify line items or parameters that have not been specified by the user.", { narration: z .string() .describe("Description of manual journal being posted"), manualJournalID: z.string().describe("ID of the manual journal to update"), manualJournalLines: z .array( z.object({ lineAmount: z .number() .describe( "Total for manual journal line. Debits are positive, credits are negative value", ), accountCode: z.string().describe("Account code for the journal line"), description: z .string() .optional() .describe("Optional description for manual journal line"), taxType: z .string() .optional() .describe("Optional tax type for the manual journal line"), // TODO: TODO: tracking can be added here }), ) .describe( "The manualJournalLines element must contain at least two individual manualJournalLine sub-elements", ), date: z.string().optional().describe("Optional date in YYYY-MM-DD format"), lineAmountTypes: z .enum(["EXCLUSIVE", "INCLUSIVE", "NO_TAX"]) .optional() .describe( "Optional line amount types (EXCLUSIVE, INCLUSIVE, NO_TAX), NO_TAX by default", ), status: z .enum(["DRAFT", "POSTED", "DELETED", "VOID", "ARCHIVED"]) .optional() .describe( "Optional status of the manual journal (DRAFT, POSTED, DELETED, VOID, ARCHIVED), DRAFT by default", ), url: z .string() .optional() .describe("Optional URL link to a source document"), showOnCashBasisReports: z .boolean() .optional() .describe( "Optional boolean to show on cash basis reports, default is true", ), }, async (args) => { try { const response = await updateXeroManualJournal( args.narration, args.manualJournalID, args.manualJournalLines, args.date, args.lineAmountTypes as LineAmountTypes | undefined, args.status as ManualJournal.StatusEnum | undefined, args.url, args.showOnCashBasisReports, ); if (response.isError) { return { content: [ { type: "text" as const, text: `Error updating manual journal: ${response.error}`, }, ], }; } const manualJournal = response.result; const deepLink = manualJournal.manualJournalID ? await getDeepLink( DeepLinkType.MANUAL_JOURNAL, manualJournal.manualJournalID, ) : null; return { content: [ { type: "text" as const, text: [ `Manual journal updated: ${manualJournal.narration} (ID: ${manualJournal.manualJournalID})`, deepLink ? `Link to view: ${deepLink}` : null, ] .filter(Boolean) .join("\n"), }, ], }; } catch (error) { const err = ensureError(error); return { content: [ { type: "text" as const, text: `Error updating manual journal: ${err.message}`, }, ], }; } }, );
  • Core business logic handler that calls the Xero API to update a manual journal and returns structured response.
    export async function updateXeroManualJournal( narration: string, manualJournalID: string, manualJournalLines: ManualJournalLine[], date?: string, lineAmountTypes?: LineAmountTypes, status?: ManualJournal.StatusEnum, url?: string, showOnCashBasisReports?: boolean, ): Promise<XeroClientResponse<ManualJournal>> { try { const updatedManualJournal = await updateManualJournal( narration, manualJournalID, manualJournalLines, date, lineAmountTypes, status, url, showOnCashBasisReports, ); if (!updatedManualJournal) { throw new Error("Manual journal update failed."); } return { result: updatedManualJournal, isError: false, error: null, }; } catch (error) { return { result: null, isError: true, error: formatError(error), }; } }
  • Registers the UpdateManualJournalTool as part of the UpdateTools array, which is used in tool factory for MCP tool registration.
    export const UpdateTools = [ UpdateContactTool, UpdateCreditNoteTool, UpdateInvoiceTool, UpdateManualJournalTool, UpdateQuoteTool, UpdateItemTool, UpdateBankTransactionTool, ApprovePayrollTimesheetTool, AddTimesheetLineTool, UpdatePayrollTimesheetLineTool, RevertPayrollTimesheetTool, UpdateTrackingCategoryTool, UpdateTrackingOptionsTool ];

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