What your agents can do with Xero
35 pre-built Xero tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (32)
Upload File
Uploads a file to the specified document.
Download Invoice
Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.
Find or Create Contact
Finds a contact by email address. Optionally, create one if none are found.
Create Sales Invoice
Creates a new sales invoice.
Find Invoice
Finds an invoice by number or reference.
Find contact. Optionally, create one if none are found
Finds a contact by name or account number. Optionally, create one if none are found.
Create or update contact
Creates a new contact or updates a contact if a contact already exists.
Create Bill
Creates a new bill (Accounts Payable).
Add Items to Existing Sales Invoice
Adds line items to an existing sales invoice.
Make API Call
Makes an aribitrary call to Xero Accounting API.
Bank Statements Report
Gets bank statements for the specified bank account.
Create History Note
Creates a new note adding it to a document.
And 20 more, available in the tool step browser.
Triggers (3)
Webhook Event Received (Instant)
Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.
New or updated invoice
Emit new notifications when you create a new or update existing invoice.
New or updated contact
Emit new notifications when you create a new or update existing contact.
Set up Xero in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Xero account
In Relevance AI, open Integrations and add Xero. You will be sent to Xero to sign in and approve access, and the connection is stored against your workspace.
Use Xero in an agent
Create a tool, add a Xero tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Xero to work in your agents
Connect Xero alongside 1,800+ other integrations and let your agents run the busywork.