Integration

Xero integration

Cloud accounting and business management API. Manage invoices, contacts, bank transactions, payments, and financial reports. Integrates with banks, payroll, and inventory. Perfect for accounting automation and financial integrations.

Connect Xero How integrations work

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The workflow builds itself.

When this happens, do that in Xero.Built from the 73 Xero tools below, on the connection you add once.

Common Xero use cases

Contact management
Bank reconciliation
Financial reporting
Inventory management
Reconciliation
Tax setup
Account lookup
Cash management
Group management
Credit management

What you can do with Xero

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Invoice, 6 operations

create_invoiceCreate invoicePUTCreates a new invoice.
email_invoiceEmail invoicePOSTSends an invoice via email.
get_invoiceGet invoiceGETRetrieves a specific invoice by ID.
list_invoicesList invoicesGETRetrieves all invoices with optional filtering.
update_invoiceUpdate invoicePOSTUpdates an existing invoice.
void_invoiceVoid invoicePOSTVoids an authorised invoice.

Report, 6 operations

get_aged_payables_reportGet aged payables reportGETGenerates aged payables report.
get_aged_receivables_reportGet aged receivables reportGETGenerates aged receivables report.
get_balance_sheet_reportGet balance sheet reportGETGenerates a Balance Sheet report.
get_bank_summary_reportGet bank summary reportGETGenerates a bank summary report.
get_profit_loss_reportGet profit loss reportGETGenerates a Profit and Loss report.
get_trial_balance_reportGet trial balance reportGETGenerates a trial balance report.

Contact group, 5 operations

add_contacts_to_groupAdd contacts to groupPUTAdds contacts to a contact group.
create_contact_groupCreate contact groupPUTCreates a new contact group.
get_contact_groupGet contact groupGETRetrieves a specific contact group with its contacts.
list_contact_groupsList contact groupsGETRetrieves all contact groups.
remove_contact_from_groupRemove contact from groupDELETERemoves a contact from a contact group.

Product, 5 operations

create_itemCreate itemPUTCreates an inventory item.
delete_itemDelete itemDELETEDeletes an inventory item.
get_itemGet itemGETRetrieves a specific inventory item.
list_itemsList itemsGETRetrieves inventory items.
update_itemUpdate itemPOSTUpdates an inventory item.

Account, 4 operations

create_accountCreate accountPUTCreates a new account.
get_accountGet accountGETRetrieves a specific account.
list_accountsList accountsGETRetrieves the chart of accounts.
update_accountUpdate accountPOSTUpdates an existing account.

Bank transaction, 4 operations

create_bank_transactionCreate bank transactionPUTCreates a bank transaction.
get_bank_transactionGet bank transactionGETRetrieves a specific bank transaction.
list_bank_transactionsList bank transactionsGETRetrieves bank transactions.
update_bank_transactionUpdate bank transactionPOSTUpdates a bank transaction.

Contact, 4 operations

create_contactCreate contactPUTCreates a new contact.
get_contactGet contactGETRetrieves a specific contact by ID.
list_contactsList contactsGETRetrieves all contacts (customers and suppliers).
update_contactUpdate contactPOSTUpdates an existing contact.

Credit note, 4 operations

allocate_credit_noteAllocate credit notePUTAllocates a credit note to invoices.
create_credit_noteCreate credit notePUTCreates a credit note.
get_credit_noteGet credit noteGETRetrieves a specific credit note.
list_credit_notesList credit notesGETRetrieves all credit notes.

Payment, 4 operations

create_paymentCreate paymentPUTCreates a payment against an invoice.
delete_paymentDelete paymentPOSTDeletes a payment.
get_paymentGet paymentGETRetrieves a specific payment.
list_paymentsList paymentsGETRetrieves invoice payments.

Purchase order, 4 operations

create_purchase_orderCreate purchase orderPUTCreates a purchase order.
get_purchase_orderGet purchase orderGETRetrieves a specific purchase order.
list_purchase_ordersList purchase ordersGETRetrieves all purchase orders.
update_purchase_orderUpdate purchase orderPOSTUpdates a purchase order.

Quote, 4 operations

create_quoteCreate quotePUTCreates a quote/estimate.
get_quoteGet quoteGETRetrieves a specific quote.
list_quotesList quotesGETRetrieves all quotes/estimates.
update_quoteUpdate quotePOSTUpdates a quote.

Repeating invoice, 3 operations

create_repeating_invoiceCreate repeating invoicePUTCreates a repeating invoice template.
get_repeating_invoiceGet repeating invoiceGETRetrieves a specific repeating invoice template.
list_repeating_invoicesList repeating invoicesGETRetrieves all repeating invoice templates.

Bank transfer, 2 operations

create_bank_transferCreate bank transferPUTCreates a bank transfer.
list_bank_transfersList bank transfersGETRetrieves bank transfers between accounts.

Batch payment, 2 operations

create_batch_paymentCreate batch paymentPUTCreates a batch payment.
list_batch_paymentsList batch paymentsGETRetrieves all batch payments.

Manual journal, 2 operations

create_manual_journalCreate manual journalPUTCreates a manual journal entry.
list_manual_journalsList manual journalsGETRetrieves manual journal entries.

Overpayment, 2 operations

allocate_overpaymentAllocate overpaymentPUTAllocates an overpayment to invoices.
list_overpaymentsList overpaymentsGETRetrieves overpayments.

Prepayment, 2 operations

allocate_prepaymentAllocate prepaymentPUTAllocates a prepayment to invoices.
list_prepaymentsList prepaymentsGETRetrieves prepayments.

Tax rate, 2 operations

create_tax_rateCreate tax ratePUTCreates a new tax rate.
list_tax_ratesList tax ratesGETRetrieves all tax rates.

Tracking category, 2 operations

create_tracking_categoryCreate tracking categoryPUTCreates a tracking category.
list_tracking_categoriesList tracking categoriesGETRetrieves tracking categories.

Branding theme, 1 operation

list_branding_themesList branding themesGETRetrieves all branding themes.

Connection, 1 operation

list_connectionsList connectionsGETLists the Xero organisations (tenants) the connection can access, with their tenantId.

Currency, 1 operation

list_currenciesList currenciesGETRetrieves all currencies.

Journal, 1 operation

list_journalsList journalsGETRetrieves all journal entries.

Organisation, 1 operation

get_organisationGet organisationGETRetrieves organisation details.

User, 1 operation

list_usersList usersGETRetrieves all users in the organisation.

OAuth scopes Xero requires

Each operation declares the scopes Xero requires for it.

accounting.transactionsneeded by allocate_credit_note, allocate_overpayment, allocate_prepayment and 17 more
accounting.transactions.readneeded by get_bank_transaction, get_credit_note, get_invoice and 16 more
accounting.settings.readneeded by get_account, get_item, get_organisation and 7 more
accounting.settingsneeded by create_account, create_item, create_tax_rate and 4 more
accounting.reports.readneeded by get_aged_payables_report, get_aged_receivables_report, get_balance_sheet_report and 3 more
accounting.contactsneeded by add_contacts_to_group, create_contact, create_contact_group and 2 more
accounting.contacts.readneeded by get_contact, get_contact_group, list_contact_groups and 1 more
accounting.journals.readneeded by list_journals

Use Xero from Claude Code, Cursor or Codex

Connect Xero in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Xero operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Xero

Create your workspace
Sign up free. Nothing to install.
Connect Xero once
Add your Xero connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Xero integration FAQ

What can you do with the Xero integration?

LiveContext exposes 73 operations on Xero, covering invoice, report, contact group and product. Common uses include Contact management, Bank reconciliation and Financial reporting.

Which OAuth scopes does Xero require?

It depends on the operation: each one declares the scopes Xero requires for it. The most common are accounting.transactions (20 operations), accounting.transactions.read (19 operations), accounting.settings.read (10 operations) and accounting.settings (7 operations).