Xero Connector for AI Agents

Tools your finance agent reaches for on Xero, scoped per user.

CALL ANY TOOL

List and inspect invoices, browse contacts, retrieve bank transactions, pull P&L reports, and review the chart of accounts.

xero_account_create

Create account

Create a new account in the Xero chart of accounts.

Parameters

Name

Type

Required

Description

Code

string

Required

Customer defined alpha numeric account code.

Name

string

Required

Name of the account.

Type

string

Required

Account type (e.g. BANK, CURRENT, EQUITY, EXPENSE, FIXED, LIABILITY, OTHERINCOME, OVERHEADS, PREPAYMENT, REVENUE, SALES, TERMLIAB, PAYGLIABILITY).

BankAccountNumber

string

Optional

For bank accounts, the bank account number.

CurrencyCode

string

Optional

For bank accounts, the currency of the account.

Description

string

Optional

Description of the account.

EnablePaymentsToAccount

boolean

Optional

If true, payments can be made to this account.

TaxType

string

Optional

Default tax type for the account.

xero_account_delete

Delete account

xero_account_get

Get account

xero_account_update

Update account

xero_accounts_list

List accounts

xero_batch_payment_get

Get batch payment

xero_batch_payments_list

List batch payments

xero_contact_create

Create contact

xero_contact_update

Update contact

xero_credit_note_create

Create credit note

xero_credit_note_get

Get credit note

xero_credit_notes_list

List credit notes

xero_invoice_email_send

Send invoice email

xero_invoice_online_url_get

Get invoice online url

xero_invoices_list

List invoices

xero_item_create

Create item

xero_item_delete

Delete item

xero_item_update

Update item

xero_manual_journals_list

List manual journals

xero_overpayment_get

Get overpayment

xero_purchase_order_create

Create purchase order

xero_purchase_order_get

Get purchase order

xero_purchase_orders_list

List purchase orders

xero_quote_update

Update quote

xero_report_aged_payables

Report aged payables

xero_report_balance_sheet

Report balance sheet

xero_report_by_id_get

Get report by id

xero_report_executive_summary

Report executive summary

xero_reports_list

List reports

xero_tax_rate_create

Create tax rate

For more tools, view docs.

Build your Agent

Drop the toolkit in, point it at the user, and your finance agent can use Xero from the first run.

import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["xero"], toolNames: ["xero_invoices_list", "xero_contacts_list", "xero_bank_transactions_list"] },
  pageSize: 100,
});

const lcTools = tools.map((t) => new DynamicStructuredTool({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  schema: z.object({}).passthrough(),
  func: async (args) => {
    const { data } = await sk.tools.executeTool({
      toolName: t.tool.definition.name,
      identifier: "user_123",
      params: args,
    });
    return JSON.stringify(data);
  },
}));

const agent = createReactAgent({ llm, tools: lcTools });

import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["xero"], toolNames: ["xero_invoices_list", "xero_contacts_list", "xero_bank_transactions_list"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  type: "function",
  function: {
    name: t.tool.definition.name,
    description: t.tool.definition.description,
    parameters: t.tool.definition.input_schema,
  },
}));

const resp = await openai.responses.create({
  model: "gpt-4o", input: prompt, tools: llmTools,
});

import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["xero"], toolNames: ["xero_invoices_list", "xero_contacts_list", "xero_bank_transactions_list"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  input_schema: t.tool.definition.input_schema,
}));

const msg = await anthropic.messages.create({
  model: "claude-sonnet-4-6", max_tokens: 1024,
  tools: llmTools,
  messages: [{ role: "user", content: prompt }],
});

import { Agent } from "@google/adk/agents";
import {
  MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";

const toolset = new MCPToolset({
  connectionParams: new StreamableHTTPConnectionParams({
    url: "https://mcp.scalekit.com/xero",
    headers: { Authorization: `Bearer ${userScopedToken}` },
  }),
});

const agent = new Agent({
  name: "agent", model: "gemini-2.0-flash",
  tools: await toolset.getTools(),
});

Try these prompts

Paste any prompt into your agent to start using Xero.

Invoices & AR

Copy the prompt

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List all overdue invoices.

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Get details for invoice [id].

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Which customers have unpaid invoices over $5K?

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Invoices authorised this month not yet paid.

Reports

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Profit and loss for [month] [year].

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P&L for the last financial year.

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Total revenue this quarter.

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Expense breakdown by account this month.

Contacts & transactions

Copy the prompt

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List all customers with outstanding balances.

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Get recent bank transactions for [account].

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Suppliers with unpaid bills this month.

Copy the prompt

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Contacts added this week.

SEE HOW AUTH WORKS

Users authorize Xero once. Their credentials stay vaulted, every call is checked, and every action is logged.

Authorize

Your user connects

Xero

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

Xero

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

Xero

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

Xero

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

Same per-user auth pattern across other finance agents and MCP connectors. Working code, live demos, fork what fits.

GTM and RevOps Teams

Revenue forecast commentary

Pulls open pipeline from Salesforce and HubSpot, calculates coverage against quota, flags at-risk stages, posts commentary to Slack, and logs every snapshot to Google Sheets.

GTM and RevOps Teams

Deal room sync

Pulls opportunity context from Salesforce, captures key decisions from Slack, and syncs a running summary to the deal room doc in Google Drive, but only when the deal actually changed.

People Ops and HR teams

Offer letter routing agent

Drafts the offer in PandaDoc, blocks on the hiring manager's approval in Slack, then emails the candidate their e-signature link. Every call runs as the recruiter who triggered it, never a shared HR bot.

GTM and RevOps Teams

CRM AI agent

Reads the Granola transcript after every call, extracts next steps and updates the HubSpot record, drafts the follow-up in Gmail, and confirms in Slack, all on the rep's own delegated OAuth.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared token looks fine in a demo. In production every call looks like a service account. Scalekit resolves the real user credential so attribution, audit, and scope stay accurate.

// shared token
 audit → bot_service_account
 user_filter → broken

 // scalekit
 audit → user_abc
 scope → enforced ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Xero today. Others tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access Xero as the user or as a shared key?

As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.

Where is the Xero OAuth token stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.

Can I limit what the agent is allowed to do in Xero?

Yes. Pass a tool name filter to listScopedTools so the finance agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches Xero.

What happens when a user revokes Xero access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Can the agent access multiple Xero organisations under one connection?

No. Each Xero OAuth connection maps to a single organisation. Multi-org access requires a separate connected account per org. The agent cannot switch org context within one connection.

What other MCP connectors does Scalekit support?

Scalekit runs the Dynamo Software MCP server, Gusto MCP server, and HarvestAPI MCP server on the same per-user auth, token vault, and audit trail. Browse 500+ connectors in the MCP connector directory.