# Xero Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time - **Category:** accounting - **Auth:** OAUTH2 - **Composio Managed App Available?** No - **Tools:** 41 - **Triggers:** 0 - **Slug:** `XERO` - **Version:** 20260417_00 ## Frequently Asked Questions ### How do I set up custom OAuth credentials for Xero? For a step-by-step guide on creating and configuring your own Xero OAuth credentials with Composio, see [How to create OAuth credentials for Xero](https://composio.dev/auth/xero). ## Tools ### Create Bank Transaction **Slug:** `XERO_CREATE_BANK_TRANSACTION` Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received. ### Create Contact **Slug:** `XERO_CREATE_CONTACT` Create a new contact in Xero. Contacts can be customers, suppliers, or both. ### Create Invoice **Slug:** `XERO_CREATE_INVOICE` Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY). ### Create Item **Slug:** `XERO_CREATE_ITEM` Create an inventory item in Xero. Items can be tracked for sales and/or purchases. ### Create Manual Journal **Slug:** `XERO_CREATE_MANUAL_JOURNAL` Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits). ### Create Payment **Slug:** `XERO_CREATE_PAYMENT` Create a payment in Xero to link an invoice with a bank account transaction. ### Create Purchase Order **Slug:** `XERO_CREATE_PURCHASE_ORDER` Create a purchase order in Xero to order goods/services from suppliers. ### Get Account **Slug:** `XERO_GET_ACCOUNT` Retrieve a specific account from Xero's chart of accounts by its unique ID. Returns detailed account information including code, name, type (BANK, REVENUE, EXPENSE, etc.), status (ACTIVE/ARCHIVED), tax settings, bank details (for BANK accounts), and classification. Use XERO_LIST_ACCOUNTS to get account IDs if you don't already have one. ### Get Asset **Slug:** `XERO_GET_ASSET` Retrieve a specific asset by ID from Xero. Returns depreciation details and book value. ### Get Balance Sheet Report **Slug:** `XERO_GET_BALANCE_SHEET_REPORT` Retrieve Balance Sheet report from Xero. Shows assets, liabilities, and equity at a specific date. Liability and credit balances appear as negative numbers in the response. Response structure is Reports → Rows → Sections; account lines are nested inside group sections and summary totals (e.g., 'Total Current Assets') appear in SummaryRows. ### Get Budget **Slug:** `XERO_GET_BUDGET` Retrieve a budget from Xero. Budgets track planned vs actual spending by account. ### Get Connections **Slug:** `XERO_GET_CONNECTIONS` Tool to list active Xero connections. Use to retrieve all current tenant connections for the authenticated user and resolve the correct tenant_id before making data requests. When multiple tenants are returned, never assume the first connection is correct — always explicitly pass the intended tenant_id to every subsequent call. Using a wrong or stale tenant_id can silently return or modify data for a different organisation. ### Get Contacts **Slug:** `XERO_GET_CONTACTS` Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates. ### Get Invoice **Slug:** `XERO_GET_INVOICE` Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status. ### Get Item **Slug:** `XERO_GET_ITEM` Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details. ### Get Manual Journal **Slug:** `XERO_GET_MANUAL_JOURNAL` Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines. ### Get Organisation **Slug:** `XERO_GET_ORGANISATION` Retrieve organisation details from Xero. Returns company info, base currency, timezone, financial year settings, SalesTaxBasis, SalesTaxPeriod, etc. Response fields are nested under data.data.Organisations[0]. Use Timezone when computing date ranges to avoid boundary errors. ### Get Profit & Loss Report **Slug:** `XERO_GET_PROFIT_LOSS_REPORT` Retrieve Profit & Loss report from Xero. Shows income, expenses, and net profit for a specified period. Response rows are labeled (e.g., 'Net Profit', SummaryRow); parse by row label, not array index. Aggregates multiple tax codes — not suitable for tax compliance reporting. ### Get Project **Slug:** `XERO_GET_PROJECT` Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status. ### Get Purchase Order **Slug:** `XERO_GET_PURCHASE_ORDER` Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status. ### Get Quotes **Slug:** `XERO_GET_QUOTES` Tool to retrieve a list of quotes. Use when you need to list, filter, or page through sales quotes. Use after obtaining the tenant ID via connections. ### Get Trial Balance Report **Slug:** `XERO_GET_TRIAL_BALANCE_REPORT` Retrieve Trial Balance report from Xero. Shows all account balances (debits and credits) at a specific date. Use to verify that total debits equal total credits and to prepare financial statements. Credit balances appear as negative numbers in the response. ### List Accounts **Slug:** `XERO_LIST_ACCOUNTS` Retrieve chart of accounts from Xero. Returns all accounting codes used for categorizing transactions. Use AccountID (not name or code) as the unique identifier for accounts. Results may be paginated; increment the page parameter until empty results are returned to avoid missing accounts in large organisations. ### List Assets **Slug:** `XERO_LIST_ASSETS` Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment. ### List Attachments **Slug:** `XERO_LIST_ATTACHMENTS` List all attachments for a specific entity in Xero (invoice, contact, etc.). ### List Bank Transactions **Slug:** `XERO_LIST_BANK_TRANSACTIONS` Retrieve bank transactions from Xero. Includes SPEND, RECEIVE, and transfer types; unfiltered results include DELETED transactions that skew totals. Dates returned in /Date(milliseconds_since_epoch)/ format. Rate limit: ~60 requests/minute per org; heavy pagination may trigger 429 errors. ### List Credit Notes **Slug:** `XERO_LIST_CREDIT_NOTES` Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers. ### List Files **Slug:** `XERO_LIST_FILES` Retrieve files from Xero Files. Lists documents stored in Xero's file management system. ### List Folders **Slug:** `XERO_LIST_FOLDERS` Retrieve folders from Xero Files. Lists document folders in Xero's file management system. ### List Invoices **Slug:** `XERO_LIST_INVOICES` Retrieve a list of invoices from Xero. Results include both sales invoices (Type=ACCREC) and bills (Type=ACCPAY) by default; filter by Type in the `where` clause when only one is needed. Supports filtering by status, contact, date range, and pagination. ### List Items **Slug:** `XERO_LIST_ITEMS` Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases. ### List Journals **Slug:** `XERO_LIST_JOURNALS` Retrieve journals from Xero. Journals show the accounting entries for all transactions. Omitting filters returns the full historical journal ledger and can produce very large responses — use If-Modified-Since and/or paymentsOnly to narrow scope. No date range filter parameter exists. Results are returned inside a Journals array field. ### List Manual Journals **Slug:** `XERO_LIST_MANUAL_JOURNALS` Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections. ### List Payments **Slug:** `XERO_LIST_PAYMENTS` Retrieve list of payments from Xero. Payments link invoices to bank transactions; invoices may have multiple partial/split payment records. Response Date fields use Xero's /Date(milliseconds)/ format requiring custom parsing. ### List Projects **Slug:** `XERO_LIST_PROJECTS` Retrieve projects from Xero. Projects track time and costs for client work. ### List Purchase Orders **Slug:** `XERO_LIST_PURCHASE_ORDERS` Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers. ### List Tax Rates **Slug:** `XERO_LIST_TAX_RATES` Retrieve tax rates from Xero. Shows available tax codes and rates for the organization. Use returned tax codes as valid `TaxType` values in other tools — invalid values cause ValidationException errors. ### List Tracking Categories **Slug:** `XERO_LIST_TRACKING_CATEGORIES` Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions). ### Update Invoice **Slug:** `XERO_POST_INVOICE_UPDATE` Tool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created. ### Update Contact **Slug:** `XERO_UPDATE_CONTACT` Update an existing contact in Xero. Only provided fields will be updated. ### Upload Attachment **Slug:** `XERO_UPLOAD_ATTACHMENT` Upload a file attachment to a Xero entity (invoice, contact, etc.). Supports PDF, images, and documents.