Xero

Let your agents read your Xero organisation, contacts, invoices, payments, bank transactions, credit notes and financial reports, and create contacts, invoices and payments. Every accounting action takes the tenant_id returned by list_connections.

Connection

Authentication: OAuth 2.0 — you authorize Atako via Xero’s consent screen; no key to copy.
Scopes requested:
- offline_access
- accounting.settings.read
- accounting.contacts
- accounting.invoices
- accounting.payments
- accounting.banktransactions.read
- accounting.reports.profitandloss.read
- accounting.reports.balancesheet.read
- accounting.reports.aged.read

Nothing to paste: click Connect and approve Atako in your Xero account, choosing the organisation(s) to share. Prerequisite on the Atako side — an administrator creates a Xero app (Developer Portal https://developer.xero.com/app/manage → New app → Web app), sets the redirect URI to ${API_URL}/integrations/oauth/callback, generates a Client secret, and puts the Client ID and Client Secret in INTEGRATION_OAUTH_XERO_CLIENT_ID / _CLIENT_SECRET. An uncertified Xero app can connect at most 25 organisations — beyond that the app must be certified through the Xero App Partner program.See Xero’s documentation.

Read actions (13)

Action	Description
`get_contact`	Get one contact by its ContactID. Requires tenant_id (the tenantId from list_connections).
`get_invoice`	Get one invoice (with its line items, payments and amounts due) by its InvoiceID. Requires tenant_id (the tenantId from list_connections).
`get_organisation`	Get the organisation’s details (name, legal name, base currency, country, financial year end, tax settings). Requires tenant_id (the tenantId from list_connections).
`list_accounts`	List the chart of accounts (Code, Name, Type, TaxType, Status) — use a Code as AccountCode on invoice lines or as the paying account of a payment. Filters: where, order. Requires tenant_id (the tenantId from list_connections).
`list_bank_transactions`	List bank transactions (spend and receive money). Filters: where, order, page, pageSize. Requires tenant_id (the tenantId from list_connections).
`list_connections`	List the Xero organisations this connection can access: each item has tenantId (pass it as tenant_id to every other action), tenantName and tenantType. Call this first.
`list_contacts`	List contacts (customers and suppliers). Filters: searchTerm (text search across name and e-mail), where, order, page, pageSize, includeArchived, IDs (array of ContactIDs). Requires tenant_id (the tenantId from list_connections).
`list_credit_notes`	List credit notes. Filters: where, order, page, pageSize. Requires tenant_id (the tenantId from list_connections).
`list_invoices`	List invoices (sales ACCREC and bills ACCPAY). Filters: where, order, page, pageSize, Statuses (array: DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED, DELETED), ContactIDs, IDs, InvoiceNumbers, includeArchived. Requires tenant_id (the tenantId from list_connections).
`list_payments`	List payments applied to invoices and credit notes. Filters: where, order, page, pageSize. Requires tenant_id (the tenantId from list_connections).
`report_aged_receivables`	Get the Aged Receivables report for ONE contact (contactId required). Optional: date, fromDate, toDate (YYYY-MM-DD). Requires tenant_id (the tenantId from list_connections).
`report_balance_sheet`	Get the Balance Sheet report at a date. Optional: date (YYYY-MM-DD, default today), periods (1–12) + timeframe (MONTH, QUARTER, YEAR), paymentsOnly (cash basis). Requires tenant_id (the tenantId from list_connections).
`report_profit_and_loss`	Get the Profit and Loss report. Optional: fromDate, toDate (YYYY-MM-DD), periods (1–12) + timeframe (MONTH, QUARTER, YEAR) to compare periods, paymentsOnly (cash basis). Requires tenant_id (the tenantId from list_connections).

Write actions (5)

Action	Description
`create_contact`	Create a contact. Arguments: Name (string, required, unique in Xero), FirstName, LastName, EmailAddress, CompanyNumber, TaxNumber, AccountNumber (strings, optional), Phones (array of { PhoneType: DEFAULT\|DDI\|MOBILE\|FAX\|OFFICE, PhoneNumber, PhoneAreaCode, PhoneCountryCode }), Addresses (array of { AddressType: POBOX\|STREET, AddressLine1…4, City, Region, PostalCode, Country, AttentionTo }). Requires tenant_id (the tenantId from list_connections).
`create_invoice`	Create a sales invoice (Type ACCREC) or a bill (Type ACCPAY). Arguments: Type (required), Contact ({ ContactID }, required), LineItems (array, required: Description, Quantity, UnitAmount, AccountCode, TaxType?, ItemCode?, DiscountRate?), Date, DueDate (YYYY-MM-DD), Reference, InvoiceNumber, CurrencyCode, LineAmountTypes (Exclusive\|Inclusive\|NoTax), Status (DRAFT default, SUBMITTED or AUTHORISED). Requires tenant_id (the tenantId from list_connections).
`create_payment`	Record a payment against an invoice. Arguments: Invoice ({ InvoiceID }, required), Account ({ Code } or { AccountID }, required — a bank account from list_accounts, or one with payments enabled), Date (YYYY-MM-DD, required), Amount (number, required, ≤ amount due), Reference (optional). Requires tenant_id (the tenantId from list_connections).
`email_invoice`	E-mail a sales invoice (ACCREC, status SUBMITTED or AUTHORISED) to its contact’s e-mail address, using Xero’s default template. Requires tenant_id (the tenantId from list_connections).
`update_invoice`	Update an invoice by InvoiceID: Status (DRAFT → SUBMITTED → AUTHORISED, or VOIDED for an authorised invoice without payments), Reference, InvoiceNumber, Date, DueDate, ExpectedPaymentDate, LineItems (replaces all lines — DRAFT/SUBMITTED only). Requires tenant_id (the tenantId from list_connections).

Permissions

Every action above must be explicitly granted to an agent before it can be used. See Permissions for the grant model and Security for how credentials are protected.

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Connection

Read actions (13)

Write actions (5)

Permissions

​Connection

​Read actions (13)

​Write actions (5)

​Permissions

Connection

Read actions (13)

Write actions (5)

Permissions