Xero
for LuumenAI
Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time
Operate Xero from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Xero toolbox
53 tools: 36 read, 17 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet AccountRetrieve a specific account from Xero's chart of accounts by its unique ID.
- ReadGet AssetRetrieve a specific asset by ID from Xero.
- ReadGet Balance Sheet ReportRetrieve Balance Sheet report from Xero.
- ReadGet Bank TransactionRetrieve a specific spent or received money transaction from Xero by its unique bank transaction ID.
- ReadGet BudgetRetrieve a budget from Xero.
- ReadGet ConnectionsList active Xero connections.
- ReadGet ContactsRetrieve a list of contacts.
- ReadGet Credit NoteRetrieve a specific credit note by ID from Xero.
- ReadGet InvoiceRetrieve a specific invoice by ID from Xero.
- ReadGet ItemRetrieve a specific item by ID from Xero.
- ReadGet Manual JournalRetrieve a specific manual journal by ID from Xero.
- ReadGet OrganisationRetrieve organisation details from Xero.
- ReadGet PaymentRetrieve a specific payment by ID from Xero.
- ReadGet Profit & Loss ReportRetrieve Profit & Loss report from Xero.
- ReadGet ProjectRetrieve a specific project by ID from Xero.
- ReadGet Purchase OrderRetrieve a specific purchase order by ID from Xero.
- ReadGet QuotesRetrieve a list of quotes.
- ReadGet Trial Balance ReportRetrieve Trial Balance report from Xero.
- ReadList AccountsRetrieve chart of accounts from Xero.
- ReadList AssetsRetrieve fixed assets from Xero.
- ReadList AttachmentsList all attachments for a specific entity in Xero (invoice, contact, etc.).
- ReadList Bank TransactionsRetrieve bank transactions from Xero.
- ReadList Credit NotesRetrieve list of credit notes from Xero.
- ReadList FilesRetrieve files from Xero Files.
- ReadList FoldersRetrieve folders from Xero Files.
- ReadList InvoicesRetrieve a list of invoices from Xero.
- ReadList ItemsRetrieve items (inventory/products) from Xero.
- ReadList JournalsRetrieve journals from Xero.
- ReadList Manual JournalsRetrieve manual journals from Xero.
- ReadList PaymentsRetrieve list of payments from Xero.
- ReadList ProjectsRetrieve projects from Xero.
- ReadList Purchase OrdersRetrieve list of purchase orders from Xero.
- ReadList QuotesRetrieve a list of sales quotes from Xero with optional filtering and pagination.
- ReadList Tax RatesRetrieve tax rates from Xero.
- ReadList Tracking CategoriesRetrieve tracking categories from Xero.
- ReadValidate CredentialValidate Xero API credentials by testing access to connected organisations.
- WriteCreate Bank TransactionCreate a bank transaction in Xero. Approval by default
- WriteCreate ContactCreate a new contact in Xero. Approval by default
- WriteCreate Credit NoteCreate a new credit note in Xero. Approval by default
- WriteCreate InvoiceCreate a new invoice in Xero. Approval by default
- WriteCreate ItemCreate an inventory item in Xero. Approval by default
- WriteCreate Manual JournalCreate one or more manual journals (journal entries) in Xero with journal lines. Approval by default
- WriteCreate PaymentCreate a payment in Xero to link an invoice with a bank account transaction. Approval by default
- WriteCreate Purchase OrderCreate a purchase order in Xero to order goods/services from suppliers. Approval by default
- WriteCreate QuoteCreate a new sales quote in Xero for a customer or prospect. Approval by default
- WriteUpdate InvoiceUpdate an existing invoice. Approval by default
- WriteUpdate Bank TransactionUpdate an existing bank transaction in Xero. Approval by default
- WriteUpdate ContactUpdate an existing contact in Xero. Approval by default
- WriteUpdate Credit NoteUpdates a specific credit note in Xero by its unique identifier. Approval by default
- WriteUpdate Manual JournalUpdate an existing manual journal (journal entry) in Xero by its ID. Approval by default
- WriteUpdate Purchase OrderUpdates a specific purchase order in Xero by its unique identifier. Approval by default
- WriteUpdate QuoteUpdates a specific quote in Xero by its QuoteID. Approval by default
- WriteUpload AttachmentUpload a file attachment to a Xero entity (invoice, contact, etc.). Approval by default
Questions
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create bank transaction, create contact, create credit note, create invoice, and more — is shown as a plan and requires approval by default. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Xero — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Xero to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.