Xero (Client Credentials)

Xero is a cloud-based accounting software platform that helps small and medium-sized businesses manage their finances, invoicing, and reporting. This integration uses OAuth2 Client Credentials flow for server-to-server authentication without requiring user interaction.

Enable AI agents to automate financial workflows by accessing invoices, accounts, contacts, and financial reports. Streamline accounting operations and integrate Xero data into intelligent business processes.

Capabilities

• Manage invoices (create, retrieve, update)
• Access and manage accounts and contacts
• Generate financial reports (Balance Sheet, Profit & Loss, Trial Balance, Aged Receivables)
• Retrieve financial statements and bank transaction data
• Access accounting details and transaction information

Resources

• Xero Accounting API Overview
• Xero OAuth2 Client Credentials Guide