Xero
Manage accounting records and read organization settings and financial reports
Connect Xero for contacts, invoices, bills, payments, bank transactions, items, accounts, purchase orders, quotes, and standard reports.
Connect Xero
An administrator must configure and enable the Xero OAuth application. In Settings > Integrations, select Xero, choose the required read or write permissions, then authorize the intended Xero organization.
Example prompt:
Use Xero to show unpaid sales invoices due this month. Draft a payment for the selected invoice and ask before creating it.
Writes require approval in chat. Report and date inputs are bounded to supported Xero resources.
Verify and recover
Read organization settings, list a known contact, and run a small financial report. Use a Xero demo company for a create/update check and clean up the test record.
If the wrong organization is selected, disconnect and authorize again. Removing the connection does not reverse entries already posted to Xero.