What it does
Working calls against the Xero Accounting API: sign in with OAuth2, find the tenant, then read or create invoices, contacts, bank transactions and payments, and pull the standard reports.
Who uses it
finance operatorbookkeeperdeveloperin Finance
What you need
Tools and access: Xero OAuth2 app
You bring:
- a Xero OAuth2 app with its client credentials
- the organisation to work in
How it works5
The steps, in order. The method itself is served whole through the connector, current on every use.
- 1
Authenticate and persist the rotated refresh token
- 2
Pick the tenant and set the headers
- 3
Call the endpoint you need
- 4
Page and filter the results
- 5
Honour rate limits and read the error fields
What it doesn't do
- A replacement for the live Xero documentation
- Authorising invoices or recording payments without a human approving that action
When your AI reaches for it
Reference for the Xero Accounting API (api.xro/2.0) — OAuth2 authentication, invoices, contacts, bank transactions, payments, chart of accounts, and reports. Use for any Xero accounting or finance operation: reading invoices or balances, creating draft invoices or bills, reconciling bank transactions, or pulling P&L / balance sheet / trial balance.