Xero

Finance & ERP

Finance & accounting MCP

Triggers

Actions

Integrate Xero with your AI Workflows

Automate bookkeeping, accounts payable, financial reporting, payroll, and contact management by connecting Xero to Atlastix via the official MCP server. Agents can query, create, update, and report on financial data—all with full auditability and schema validation.

Technical Overview

Authentication

OAuth 2.0, OAuth 2.0 + PKCE

Deployment

local

MCP Server

official

Features & Capabilities

Webhooks

Real-time Updates

Bulk Operations

Multi-tenant

Common Use Cases

Automate invoice creation from sales and delivery data
Sync customer contacts across CRM and accounting systems
Generate real-time financial reports and dashboards
Create and track payments against invoices
Process payroll timesheets and leave management

Rate Limits

Default:60 requests per minute, 5,000 requests per day per organization

Burst:5 concurrent requests maximum per tenant

Access tokens expire after 30 minutes. Refresh tokens expire after 60 days if unused. Rate limits apply per organization connection.

What you can automate

Events that trigger workflows and actions your AI agents can perform

Create Invoice

Generate a new invoice in Xero.

Automated execution

Update Invoice

Modify an existing invoice (e.g. draft).

Automated execution

Create Contact

Add a new contact record.

Automated execution

Update Contact

Modify existing contact details.

Automated execution

Create Credit Note

Issue a credit note to a customer.

Automated execution

Create Payment

Record a payment against invoice or bill.

Automated execution

Get Balance Sheet

Retrieve a balance sheet report.

Automated execution

Get Profit & Loss

Retrieve a P&L report.

Automated execution

Get Bank Transactions

Retrieve bank transaction listing.

Automated execution

Get Accounts

Fetch chart of accounts.

Automated execution

Get Organisation Details

Fetch org metadata.

Automated execution

Get Aged Receivables by Contact

Retrieve aging receivables.

Automated execution

Get Aged Payables by Contact

Retrieve aging payables.

Automated execution

Create Item

Add new inventory items to Xero.

Automated execution

Update Item

Modify existing inventory item details.

Automated execution

Create Quote

Generate sales quotes for customers.

Automated execution

Update Quote

Modify existing sales quote details.

Automated execution

Update Credit Note

Modify existing credit note details.

Automated execution

Create Bank Transaction

Record bank account transactions.

Automated execution

Update Bank Transaction

Modify existing bank transaction details.

Automated execution

Get Trial Balance

Retrieve trial balance report.

Automated execution

Get Tax Rates

Fetch tax configuration and rates.

Automated execution

Get Items

Retrieve inventory items listing.

Automated execution

Get Quotes

Fetch sales quotes from Xero.

Automated execution

Get Contact Groups

Retrieve segmented contact groups.

Automated execution

Create Payroll Timesheet

Create employee timesheets for payroll.

Automated execution

Update Payroll Timesheet Line

Modify timesheet line items.

Automated execution

Add Payroll Timesheet Line

Add new lines to existing timesheets.

Automated execution

Approve Payroll Timesheet

Approve employee timesheets for processing.

Automated execution

Revert Payroll Timesheet

Revert approved timesheets back to draft.

Automated execution

Delete Payroll Timesheet

Remove payroll timesheets from system.

Automated execution

Get Payroll Timesheet

Retrieve specific payroll timesheet details.

Automated execution

Get Payroll Employees

Fetch employee records from payroll system.

Automated execution

Get Employee Leave

Retrieve employee leave records.

Automated execution

Get Employee Leave Balances

Fetch current leave balance information.

Automated execution

Get Employee Leave Types

Retrieve available leave types configuration.

Automated execution

Get Leave Periods

Fetch payroll leave period information.

Automated execution

New Invoice Created

Fires when a new invoice is issued in Xero.

Real-time trigger

New Contact Added

Fires when a new customer or supplier contact is created.

Real-time trigger

New Credit Note Created

Fires when a credit note is created.

Real-time trigger

Payment Received

Fires when a payment is recorded against an invoice.

Real-time trigger

Bank Transaction Created

Fires when a new bank transaction is added.

Real-time trigger

Invoice Status Changed

Fires when an invoice status is updated.

Real-time trigger

API Endpoints

Available API endpoints and methods

API Endpoints (41)

GETlist-accounts

Retrieve chart of accounts

GETlist-contacts

Retrieve all contacts

GETlist-invoices

Retrieve all invoices

GETlist-credit-notes

Retrieve all credit notes

GETlist-items

Retrieve inventory items

GETlist-payments

Retrieve all payments

GETlist-bank-transactions

Retrieve bank transactions

GETlist-quotes

Retrieve sales quotes

GETlist-organisation-details

Get organization metadata

GETlist-profit-and-loss

Generate P&L report

GETlist-report-balance-sheet

Generate balance sheet report

GETlist-trial-balance

Generate trial balance report

GETlist-aged-receivables-by-contact

Get aged receivables report

GETlist-aged-payables-by-contact

Get aged payables report

GETlist-tax-rates

Retrieve tax rates

GETlist-contact-groups

Retrieve contact groups

POSTcreate-contact

Create a new contact

POSTcreate-invoice

Create a new invoice

POSTcreate-credit-note

Create a new credit note

POSTcreate-payment

Record a payment

POSTcreate-item

Create inventory item

POSTcreate-quote

Create a sales quote

POSTcreate-bank-transaction

Record bank transaction

PUTupdate-contact

Update contact details

PUTupdate-invoice

Update invoice details

PUTupdate-credit-note

Update credit note

PUTupdate-item

Update inventory item

PUTupdate-quote

Update sales quote

PUTupdate-bank-transaction

Update bank transaction

GETlist-payroll-employees

Retrieve payroll employees

GETlist-payroll-employee-leave

Retrieve employee leave records

GETlist-payroll-employee-leave-balances

Get leave balances

GETlist-payroll-employee-leave-types

Get leave types

GETlist-payroll-leave-periods

Get leave periods

POSTcreate-payroll-timesheet

Create payroll timesheet

PUTupdate-payroll-timesheet-line

Update timesheet line

POSTadd-payroll-timesheet-line

Add timesheet line

POSTapprove-payroll-timesheet

Approve timesheet

POSTrevert-payroll-timesheet

Revert timesheet approval

DELETEdelete-payroll-timesheet

Delete timesheet

GETget-payroll-timesheet

Get timesheet details

Authentication Required

This integration requires authentication with Xero. Atlastix will securely handle the OAuth flow when you connect your account.

Ready to get started?

Connect Xero to your Atlastix workspace in just a few clicks.