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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
XERO_CLIENT_IDYesYour Xero OAuth 2.0 app client ID
XERO_REDIRECT_URINoThe OAuth 2.0 redirect URIhttp://localhost:5000/callback
XERO_CLIENT_SECRETYesYour Xero OAuth 2.0 app client secret

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}
resources
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
authenticateC

Authenticate with Xero using OAuth2

create_bank_transactionsB

Creates one or more spent or received money transaction. Only use this tool when user has directly and explicitly ask you to create transactions.

create_contactsA

Creates one or multiple contacts in a Xero organisation. Only use this tool when user has directly and explicitly ask you to create contact.

get_balance_sheetC

Returns a balance sheet for the end of the month of the specified date. It also returns the value at the end of the same month for the previous year.

get_bank_transactionA

Retrieves a single spent or received money transaction by its Xero bank transaction ID

get_invoiceA

Retrieves a single sales invoice or purchase bill by its Xero invoice ID

list_accountsB

Retrieves the full chart of accounts

list_bank_transactionsB

Retrieves any spent or received money transactions

list_contactsC

Retrieves all contacts in a Xero organisation

list_invoicesC

Retrieves sales invoices or purchase bills

list_organisationsB

Retrieves Xero organisation details

list_paymentsB

Retrieves payments for invoices and credit notes

list_quotesB

Retrieves sales quotes

update_bank_transactionC

Updates an existing spent or received money transaction by its Xero bank transaction ID

update_invoiceA

Updates an existing sales invoice or purchase bill (typically a draft) to change fields like line items and account codes

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
Xero Accounting API (OpenAPI)OpenAPI 3.0 document for the Xero Accounting API (paths, operations, schemas). Use when you need request/response shapes or endpoint details beyond the bundled tools.

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