Xero

Xero MCP integration

Opens invoices with line items and status, records payments and bank transactions, pulls P&L and Balance Sheet reports, and maintains contacts.

Connect XeroSee all integrations

41actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create payment

    Lyro records a payment in Xero to link received funds with their invoice immediately. Accounting stays current when Lyro posts payments during support instead of waiting for batch processing.

  • Update invoice

    Lyro modifies an existing invoice to fix errors, add notes, or adjust amounts during customer conversations. Corrections apply instantly instead of customers waiting for manual admin updates.

  • Upload attachment

    Lyro attaches receipts, contracts, and proof documents directly to Xero records from chat. Support teams keep all relevant files together without asking customers to email attachments.

See all 41 actions

How businesses use Xero + Lyro

Each card is one request a support team gets, and the Xero actions Lyro runs to close it.

  • Answer an invoice question from the ledger

    Lyro lists sales invoices and bills with filters, opens the one in question down to its line items and status, and checks the payments recorded against it, including partial and split ones.

    List InvoicesGet InvoiceList Payments

  • Record money moving

    Lyro raises a sales invoice or a bill, records the SPEND or RECEIVE bank transaction behind it, and creates the payment that links the invoice to that transaction so the two reconcile.

    Create InvoiceCreate Bank TransactionCreate Payment

  • Keep contacts and the item catalog current

    Lyro adds a customer or supplier contact, updates only the fields that changed on an existing one, and creates the inventory item that invoices and purchase orders will reference.

    Create ContactUpdate ContactCreate Item

  • Pull the numbers behind a finance question

    Lyro retrieves the Profit and Loss for a period, the Balance Sheet at a date, and the Trial Balance that confirms debits and credits agree, so a board question gets a report rather than an estimate.

    Get Profit & Loss ReportGet Balance Sheet ReportGet Trial Balance Report

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Xero actions it has and picks the ones a request needs.

  1. 01

    Connect Xero

    Authorize the Xero account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Xero actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free
Xero · Lyro

Everything else about Xero

Setup, permissions, and the limits of what Lyro can do inside Xero.

  • Through the tenant connection. Get Connections lists the active Xero connections for the authenticated user and resolves which tenant a call applies to, and Get Organisation returns that entity's base currency, timezone, financial year settings, and sales tax basis before any figure is quoted back.

Every action available in Xero

All 41 actions your agent can call on Xero, straight from the live MCP connection.

  • Create bank transaction

    Create a bank transaction in Xero.

  • Create contact

    Create a new contact in Xero.

  • Create invoice

    Create a new invoice in Xero.

  • Create item

    Create an inventory item in Xero.

  • Create manual journal

    Create one or more manual journals (journal entries) in Xero with journal lines.

  • Create payment

    Create a payment in Xero to link an invoice with a bank account transaction.

  • Create purchase order

    Create a purchase order in Xero to order goods/services from suppliers.

  • Get account

    Retrieve a specific account from Xero's chart of accounts by its unique ID.

  • Get asset

    Retrieve a specific asset by ID from Xero.

  • Get balance sheet report

    Retrieve Balance Sheet report from Xero.

  • Get budget

    Retrieve a budget from Xero.

  • Get connections

    List active Xero connections.

  • Get contacts

    Retrieve a list of contacts.

  • Get invoice

    Retrieve a specific invoice by ID from Xero.

  • Get item

    Retrieve a specific item by ID from Xero.

  • Get manual journal

    Retrieve a specific manual journal by ID from Xero.

  • Get organisation

    Retrieve organisation details from Xero.

  • Get profit & loss report

    Retrieve Profit & Loss report from Xero.

  • Get project

    Retrieve a specific project by ID from Xero.

  • Get purchase order

    Retrieve a specific purchase order by ID from Xero.

  • Get quotes

    Retrieve a list of quotes.

  • Get trial balance report

    Retrieve Trial Balance report from Xero.

  • List accounts

    Retrieve chart of accounts from Xero.

  • List assets

    Retrieve fixed assets from Xero.

  • List attachments

    List all attachments for a specific entity in Xero (invoice, contact, etc.).

  • List bank transactions

    Retrieve bank transactions from Xero.

  • List credit notes

    Retrieve list of credit notes from Xero.

  • List files

    Retrieve files from Xero Files.

  • List folders

    Retrieve folders from Xero Files.

  • List invoices

    Retrieve a list of invoices from Xero.

The tools Xero sits next to

Same connection, same setup. Pick the next one your team already uses.

Browse every integration

Ready to connect Xero?

Authorize the account and your agent has all 41 actions from the first conversation.

Connect XeroTalk to sales
Support agent working at a laptop next to the Lyro mascot