# Xero integration

> Accounting API for managing invoices, contacts, payments, bank transactions, and financial reports.

- Authentication: oauth2

## Tools (127)

- **1099 Report**: Generates a 1099 report for US organisations for a tax year.
- **Add Contacts to Group**: Adds one or more contacts to a contact group.
- **Aged Payables by Contact Report**: Generates an aged payables report for a specific contact.
- **Aged Receivables by Contact Report**: Generates an aged receivables report for a specific contact.
- **Allocate Credit Note**: Allocates a credit note to one or more invoices.
- **Allocate Overpayment**: Allocates an overpayment to one or more invoices.
- **Allocate Prepayment**: Allocates a prepayment to one or more invoices.
- **Balance Sheet Report**: Generates a Balance Sheet report as of a given date.
- **Bank Summary Report**: Generates a Bank Summary report for a date range.
- **Budget Summary Report**: Generates a Budget Summary report comparing budget vs actual.
- **Create Account**: Creates a new account in the chart of accounts.
- **Create Bank Transactions**: Creates one or more bank transactions (spend or receive money).
- **Create Bank Transfer**: Creates a bank transfer between two bank accounts.
- **Create Batch Payment**: Creates a batch payment that groups multiple individual payments together.
- **Create Batch Payments**: Creates multiple payments at once using PUT /Payments.
- **Create Contact Group**: Creates a new contact group.
- **Create Contacts**: Creates one or more new contacts (customers or suppliers).
- **Create Credit Notes**: Creates one or more credit notes for customers or suppliers.
- **Create Currency**: Adds a new currency to the organisation.
- **Create Employees (Deprecated)**: REMOVED April 28, 2026 — Accounting API employee creation. Use Payroll API employees instead.
- **Create Expense Claims (Deprecated)**: REMOVED February 2026 — Classic Expenses decommissioned.
- **Create Invoices**: Creates one or more new invoices (sales invoices or bills).
- **Create Items**: Creates one or more items (products/services).
- **Create Linked Transaction**: Creates a linked transaction to connect a billable expense to a customer.
- **Create Manual Journals**: Creates one or more manual journals with balanced debit/credit lines.
- **Create Payment**: Creates a single payment against an invoice, credit note, prepayment, or overpayment.
- **Create Payment Service**: Creates a new payment service (online payment option).
- **Create Purchase Orders**: Creates one or more purchase orders.
- **Create Quotes**: Creates one or more quotes.
- **Create Receipt (Deprecated)**: REMOVED — Classic Expenses Receipts endpoint decommissioned.
- **Create Repeating Invoices**: Creates one or more repeating invoice templates with schedules.
- **Create Tax Rate**: Creates a new tax rate.
- **Create Tracking Category**: Creates a new tracking category.
- **Create Tracking Option**: Creates a new option within a tracking category.
- **Delete Account**: Deletes an account from the chart of accounts.
- **Delete Batch Payment**: Deletes a batch payment by setting its status to DELETED.
- **Delete Item**: Deletes an item by its ID.
- **Delete Linked Transaction**: Deletes a linked transaction by its ID.
- **Delete Payment**: Deletes a payment by setting its status to DELETED.
- **Delete Tracking Category**: Deletes a tracking category by its ID.
- **Delete Tracking Option**: Deletes a tracking option from a tracking category.
- **Email Invoice**: Emails an invoice to the contact's email address.
- **Executive Summary Report**: Generates an Executive Summary report as of a given date.
- **Get Account**: Retrieves a single account by its ID.
- **Get Bank Transaction**: Retrieves a single bank transaction by its ID.
- **Get Bank Transfer**: Retrieves a single bank transfer by its ID.
- **Get Batch Payment**: Retrieves a single batch payment by its ID.
- **Get Branding Theme**: Retrieves a single branding theme by its ID.
- **Get Budget**: Retrieves a single budget by its ID (read-only).
- **Get Contact**: Retrieves a single contact by its ID with full details.
- **Get Contact Group**: Retrieves a single contact group by its ID with its member contacts.
- **Get Credit Note**: Retrieves a single credit note by its ID.
- **Get Credit Note as PDF**: Returns a credit note as a PDF binary file.
- **Get Employee (Deprecated)**: REMOVED April 28, 2026 — Accounting API employee endpoint. Use Payroll API employees instead.
- **Get Expense Claim (Deprecated)**: REMOVED February 2026 — Classic Expenses decommissioned.
- **Get Invoice**: Retrieves a single invoice by its ID with full details including line items.
- **Get Invoice as PDF**: Returns an invoice as a PDF binary file.
- **Get Invoice Reminder Settings**: Retrieves the invoice reminder settings for the organisation.
- **Get Item**: Retrieves a single item by its ID.
- **Get Journal**: Retrieves a single system-generated journal entry by its ID.
- **Get Manual Journal**: Retrieves a single manual journal by its ID.
- **Get Online Invoice URL**: Returns the URL for the online version of an invoice.
- **Get Organisation**: Retrieves details about the connected Xero organisation.
- **Get Overpayment**: Retrieves a single overpayment by its ID.
- **Get Payment**: Retrieves a single payment by its ID.
- **Get Prepayment**: Retrieves a single prepayment by its ID.
- **Get Purchase Order**: Retrieves a single purchase order by its ID.
- **Get Purchase Order as PDF**: Returns a purchase order as a PDF binary file.
- **Get Quote**: Retrieves a single quote by its ID.
- **Get Quote as PDF**: Returns a quote as a PDF binary file.
- **Get Receipt (Deprecated)**: REMOVED — Classic Expenses Receipts endpoint decommissioned.
- **Get Repeating Invoice**: Retrieves a single repeating invoice template by its ID.
- **Get Tracking Category**: Retrieves a single tracking category by its ID with its options.
- **Get User**: Retrieves a single user by their ID (read-only).
- **List Accounts**: Retrieves a list of chart of accounts with optional filtering.
- **List Bank Transactions**: Retrieves a list of bank transactions with optional filtering and pagination.
- **List Bank Transfers**: Retrieves a list of bank transfers with optional filtering.
- **List Batch Payments**: Retrieves a list of batch payments.
- **List Branding Themes**: Retrieves a list of branding themes for the organisation.
- **List Budgets**: Retrieves a list of budgets (read-only).
- **List Connections**: Returns all connected Xero organisations with their tenant IDs.
- **List Contact Groups**: Retrieves a list of contact groups.
- **List Contacts**: Retrieves a list of contacts with optional filtering, sorting, and pagination.
- **List Credit Notes**: Retrieves a list of credit notes with optional filtering and pagination.
- **List Currencies**: Retrieves a list of currencies configured for the organisation.
- **List Employees (Deprecated)**: REMOVED April 28, 2026 — Accounting API employees endpoint. Use Payroll API employees instead.
- **List Expense Claims (Deprecated)**: REMOVED February 2026 — Classic Expenses decommissioned. No direct API replacement.
- **List Invoices**: Retrieves a list of invoices with optional filtering, sorting, and pagination.
- **List Items**: Retrieves a list of items (products/services) with optional filtering.
- **List Journals**: Retrieves system-generated journal entries (read-only) with offset-based pagination.
- **List Linked Transactions**: Retrieves a list of linked transactions (billable expenses) with optional filtering.
- **List Manual Journals**: Retrieves a list of manual journals with optional filtering and pagination.
- **List Overpayments**: Retrieves a list of overpayments with optional filtering and pagination.
- **List Payments**: Retrieves a list of payments with optional filtering and pagination.
- **List Payment Services**: Retrieves a list of payment services configured for the organisation.
- **List Prepayments**: Retrieves a list of prepayments with optional filtering and pagination.
- **List Purchase Orders**: Retrieves a list of purchase orders with optional filtering and pagination.
- **List Quotes**: Retrieves a list of quotes with optional filtering and pagination.
- **List Receipts (Deprecated)**: REMOVED — Classic Expenses Receipts endpoint decommissioned.
- **List Repeating Invoices**: Retrieves a list of repeating invoice templates.
- **List Reports**: Retrieves a list of available published reports.
- **List Tax Rates**: Retrieves a list of tax rates configured for the organisation.
- **List Tracking Categories**: Retrieves a list of tracking categories and their options.
- **List Users**: Retrieves a list of users in the organisation (read-only).
- **Profit and Loss Report**: Generates a Profit and Loss (income statement) report for a date range.
- **Remove All Contacts from Group**: Removes all contacts from a contact group.
- **Remove Contact from Group**: Removes a specific contact from a contact group.
- **Trial Balance Report**: Generates a Trial Balance report as of a given date.
- **Update Account**: Updates an existing account in the chart of accounts.
- **Update Bank Transaction**: Updates an existing bank transaction by its ID.
- **Update Contact**: Updates an existing contact by its ID.
- **Update Contact Group**: Updates an existing contact group by its ID.
- **Update Credit Note**: Updates an existing credit note by its ID.
- **Update Expense Claim (Deprecated)**: REMOVED February 2026 — Classic Expenses decommissioned.
- **Update Invoice**: Updates an existing invoice by its ID.
- **Update Item**: Updates an existing item by its ID.
- **Update Linked Transaction**: Updates an existing linked transaction.
- **Update Manual Journal**: Updates an existing manual journal by its ID.
- **Update or Create Bank Transactions**: Upserts bank transactions — updates if BankTransactionID matches, otherwise creates.
- **Update or Create Contacts**: Upserts contacts — updates if ContactID or ContactNumber matches, otherwise creates.
- **Update or Create Invoices**: Upserts invoices — updates if InvoiceID or InvoiceNumber matches, otherwise creates.
- **Update Purchase Order**: Updates an existing purchase order by its ID.
- **Update Quote**: Updates an existing quote by its ID.
- **Update Receipt (Deprecated)**: REMOVED — Classic Expenses Receipts endpoint decommissioned.
- **Update Tax Rate**: Updates an existing tax rate.
- **Update Tracking Category**: Updates an existing tracking category by its ID.
- **Update Tracking Option**: Updates an existing tracking option within a tracking category.

## Related prompts

- [Sync settled Braintree payments into Xero every night](https://www.generalinput.com/prompts/sync-settled-braintree-payments-into-xero-every-night.md)
- [Auto-reconcile GoCardless payouts in Xero and post to Slack](https://www.generalinput.com/prompts/auto-reconcile-gocardless-payouts-in-xero-and-post-to-slack.md)
- [Monthly Xero P&L variance narrative for leadership](https://www.generalinput.com/prompts/monthly-xero-pl-variance-narrative-for-leadership.md)
- [Turn accepted Xero quotes into instant client kickoff kits](https://www.generalinput.com/prompts/turn-accepted-xero-quotes-into-instant-client-kickoff-kits.md)
- [Monday morning overdue accounts triage brief for Xero](https://www.generalinput.com/prompts/monday-morning-overdue-accounts-triage-brief-for-xero.md)
- [Create Xero sales invoices from new Shopify orders](https://www.generalinput.com/prompts/create-xero-sales-invoices-from-new-shopify-orders.md)
- [Turn vendor invoice emails into draft bills in Xero](https://www.generalinput.com/prompts/turn-vendor-invoice-emails-into-draft-bills-in-xero.md)
- [Auto-draft Xero invoices from HubSpot Closed Won deals](https://www.generalinput.com/prompts/auto-draft-xero-invoices-from-hubspot-closed-won-deals.md)
- [Tone-aware overdue invoice chaser for Xero](https://www.generalinput.com/prompts/tone-aware-overdue-invoice-chaser-for-xero.md)
- [Match Stripe payments to Xero invoices automatically](https://www.generalinput.com/prompts/match-stripe-payments-to-xero-invoices-automatically.md)
- [Weekly Xero cash flow and financial health digest](https://www.generalinput.com/prompts/weekly-xero-cash-flow-and-financial-health-digest.md)

Connect Xero in General Input: https://www.generalinput.com/apps/xero