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Xero

By Xero Team Finance

Manage accounting, invoicing, and payroll with Xero.

Available tools

Add Timesheet Line

Add a line to a payroll timesheet.

Aged Payables by Contact

Get aged payables report for a specific contact.

Aged Receivables by Contact

Get aged receivables report for a specific contact.

Approve Payroll Timesheet

Approve a payroll timesheet.

Balance Sheet Report

Get the Balance Sheet report for a specific date.

Create Bank Transaction

Create a bank transaction (spend or receive money).

Create Contact

Create a new contact (customer or supplier) in Xero.

Create Credit Note

Create a new credit note. ACCRECCREDIT for customer credits, ACCPAYCREDIT for supplier credits.

Create Invoice

Create a new invoice. Use ACCREC for sales invoices (to customers) and ACCPAY for bills (from suppliers).

Create Item

Create a new item (product or service) in the inventory.

Create Manual Journal

Create a manual journal entry. Journal lines must balance (total debits = total credits).

Create Payment

Record a payment against an invoice.

Create Payroll Timesheet

Create a new payroll timesheet.

Create Quote

Create a new quote/estimate for a contact.

Create Tracking Category

Create a new tracking category for cost centre or department tracking.

Create Tracking Options

Add options to an existing tracking category.

Delete Payroll Timesheet

Delete a payroll timesheet.

Get Payroll Timesheet

Get a specific payroll timesheet by ID.

List Accounts

List all accounts (chart of accounts) in the Xero organisation.

List Bank Transactions

List bank transactions with optional pagination.

List Contact Groups

List all contact groups.

List Contacts

List contacts with optional search and pagination.

List Credit Notes

List credit notes with optional pagination.

List Employee Leave

List leave records for a specific employee.

List Employee Leave Balances

List leave balances for a specific employee.

List Employee Leave Periods

List leave periods for a specific employee within a date range.

List Employee Leave Types

List leave types available for a specific employee.

List Invoices

List invoices with optional filters and pagination. Returns 10 per page by default, ordered by most recently updated.

List Items

List all items (products and services).

List Manual Journals

List manual journal entries with optional pagination.

List Organisation Details

Get details about the connected Xero organisation including name, currency, country, and financial year settings.

List Payments

List all payments.

List Payroll Employees

List payroll employees.

List Payroll Leave Types

List all payroll leave types in the organisation.

List Payroll Timesheets

List payroll timesheets with optional pagination.

List Quotes

List quotes with optional pagination and contact filter.

List Tax Rates

List all tax rates configured in the organisation.

List Tracking Categories

List all tracking categories and their options.

Profit and Loss Report

Get the Profit and Loss (income statement) report for a date range.

Revert Payroll Timesheet

Revert a payroll timesheet back to draft status.

Trial Balance Report

Get the Trial Balance report for a specific date.

Update Bank Transaction

Update an existing bank transaction.

Update Contact

Update an existing contact.

Update Credit Note

Update an existing credit note.

Update Invoice

Update an existing invoice.

Update Item

Update an existing item.

Update Manual Journal

Update an existing manual journal.

Update Quote

Update an existing quote.

Update Timesheet Line

Update a specific line on a payroll timesheet.

Update Tracking Category

Update an existing tracking category name.

Update Tracking Options

Update a tracking option within a category.

Example prompts

List my recent invoices
Create an invoice for $500 to [contact name]
Show me my profit and loss for this quarter
List all contacts in my Xero
What is my current balance sheet?

How it works

1. Install

One-click install from the Simtheory store.

2. Connect

Authorize access to your Xero account.

3. Use

Your AI can now interact with Xero.

Install

Log in if you already have an account.

Details

Version 1.0.0
Updated Apr 21, 2026
Category Finance
Publisher Xero Team

Features

Cloud hosted — no setup required
Secure authentication
Automatic updates
Works with all AI models

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