Can Metorial connect Xero to AI agents?

Yes. Metorial connects AI agents to Xero through a governed integration layer, so teams can use the provider while keeping access controlled and observable.

Does the Xero integration work with MCP?

Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.

How does Metorial control access to Xero?

Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.

Can teams trace Xero activity from agents?

Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.

Connect Xero to AI agents

create_credit_note

Create Credit Note

Creates a new credit note in Xero. Use ACCRECCREDIT for customer credit notes (reducing what they owe) or ACCPAYCREDIT for supplier credit notes (reducing what you owe).

list_payments

List Payments

Lists payments recorded in Xero. Filter by modification date or use a where filter to narrow results. Useful for reconciliation and payment tracking.

list_accounts

List Accounts

Lists all accounts in the chart of accounts. Supports filtering by account type, class, or status using the where parameter. Useful for finding account codes to use in invoices, payments, and journal entries.

create_quote

Create Quote

Creates a new quote (estimate) in Xero. Quotes can be sent to contacts for approval, then converted to invoices once accepted.

get_settings

Get Settings

Retrieves key organisation settings from Xero including tax rates, tracking categories, currencies, and branding themes. Returns all settings in a single call for convenience.

create_account

Create Account

Creates a new account in the chart of accounts. Requires a code, name, and type. Bank accounts also require a bank account number.

create_manual_journal

Create Manual Journal

Creates a manual journal entry in Xero. Journal lines must balance (total debits must equal total credits). Use positive amounts for debits and negative amounts for credits.

create_payment

Create Payment

Records a payment against an invoice or credit note in Xero. Specify the invoice, account (bank account), amount, and date. Partial payments are supported.

create_invoice

Create Invoice

Creates a new sales invoice (ACCREC) or purchase bill (ACCPAY) in Xero. Specify the contact, line items, dates, and other details. The invoice is created in DRAFT status by default unless a different status is provided.

list_bank_transactions

List Bank Transactions

Lists spend and receive money transactions from Xero. Supports filtering by date, type, and modification time.

get_contact

Get Contact

Retrieves a single contact by ID with full details including addresses, phone numbers, and financial information.

create_contact

Create Contact

Creates a new contact (customer or supplier) in Xero. A contact name is required, and you can optionally include address, phone, email, tax information, and payment terms.

update_credit_note

Update Credit Note

Updates a credit note in Xero. Can change the status to authorise or void the credit note, or modify line items on draft credit notes.

update_account

Update Account

Updates an existing account in the chart of accounts. Can modify name, description, tax type, and other settings. Can also archive an account by setting status to ARCHIVED.

list_quotes

List Quotes

Lists quotes from Xero with filtering options. Filter by status, contact, date range, or expiry date.

list_invoices

List Invoices

Lists invoices and bills from Xero with filtering options. Supports filtering by status, contact, date range, and modification time. Results are paginated with up to 100 records per page.

list_purchase_orders

List Purchase Orders

Lists purchase orders from Xero with filtering options. Filter by status, date range, or modification time.

create_item

Create Item

Creates a new inventory item in Xero. Items can be used on invoices, quotes, and purchase orders by referencing their item code. Configure sales and purchase pricing separately.

update_quote

Update Quote

Updates an existing quote in Xero. Can modify status, line items, dates, and other details.

update_invoice

Update Invoice

Updates an existing invoice or bill in Xero. Can modify status (e.g. approve, void), update line items, dates, reference, and other fields. Can also email an invoice to the contact.

update_contact

Update Contact

Updates an existing contact in Xero. Modify name, email, addresses, phone numbers, and other contact details. Can also archive or restore a contact.

list_items

List Items

Lists inventory items from Xero. Items represent products or services that can be added to invoices, quotes, and purchase orders using item codes.

create_purchase_order

Create Purchase Order

Creates a new purchase order for a supplier in Xero. Specify the supplier contact, line items, delivery details, and dates. Created in DRAFT status by default.

list_manual_journals

List Manual Journals

Lists manual journal entries from Xero with optional filtering by status, date, or modification time.

get_invoice

Get Invoice

Retrieves a single invoice or bill by its ID, returning full details including line items, payment status, and contact information.

create_bank_transaction

Create Bank Transaction

Creates a spend or receive money transaction in Xero. Use RECEIVE for money coming in and SPEND for money going out. Links to a bank account and contact.

update_item

Update Item

Updates an existing inventory item in Xero. Can modify name, description, pricing, and other details.

get_organisation

Get Organisation

Retrieves details about the connected Xero organisation, including name, legal name, country, currency, tax settings, financial year dates, and timezone. Useful for understanding the organisation's configuration.

list_contacts

List Contacts

Lists contacts from Xero with filtering and search. Supports searching by name, filtering by status, and retrieving contacts modified after a certain date.

get_report

Get Financial Report

Generates a financial report from Xero. Supports Balance Sheet, Profit and Loss, Trial Balance, Budget Summary, Executive Summary, Bank Summary, Aged Receivables, Aged Payables, and more. Reports are generated in real-time from your Xero data.

update_purchase_order

Update Purchase Order

Updates an existing purchase order. Can modify line items, dates, delivery details, and status (e.g. approve or delete).

delete_payment

Delete Payment

Deletes (removes) a payment from Xero. The associated invoice will have its payment status recalculated. Only non-reconciled payments can be deleted.

list_credit_notes

List Credit Notes

Lists credit notes from Xero with optional filtering. Filter by modification date, status, or use the where parameter for advanced queries.

create_bank_transfer

Create Bank Transfer

Creates a transfer between two Xero bank accounts. Provide each bank account by ID or account code, plus the transfer amount and optional date/reference.

remove_contact_from_contact_group

Remove Contact From Contact Group

Removes a single contact from a Xero contact group.

list_bank_transfers

List Bank Transfers

Lists bank transfers between bank accounts in Xero. Supports Xero where filters, ordering, and If-Modified-Since filtering for incremental syncs.

get_bank_transfer

Get Bank Transfer

Retrieves a single Xero bank transfer by ID, including source and destination bank accounts, linked bank transaction IDs, amount, reconciliation state, and attachment state.

get_contact_group

Get Contact Group

Retrieves a single Xero contact group by ID, including the contacts returned by Xero for that group.

add_contacts_to_contact_group

Add Contacts To Contact Group

Adds one or more existing Xero contacts to a contact group.

create_contact_group

Create Contact Group

Creates a new Xero contact group for segmenting contacts.

update_contact_group

Update Contact Group

Updates a Xero contact group name or status. Set status to DELETED to delete a group.

list_contact_groups

List Contact Groups

Lists active Xero contact groups. Contact groups let users segment customers and suppliers for invoicing, reporting, and communication workflows.