New or Updated Contact
Polls Xero for contacts that have been created or modified recently.
trigger
MCP
Xero MCP Server
Connect Xero with your AI tools and agents through the MCP - secure, ready-to-use access with no coding needed.
Connect Xero MCP with your AI Tools
New or Updated Bill
Polls Xero for bills that have been created or modified recently.
trigger
New or Updated Bank Transaction
Polls Xero for bank transactions.
trigger
New or Updated Payment
Polls Xero for payments.
trigger
New or Updated Quote
Triggers when a quote is created or updated
trigger
New or Updated Sales Invoice
Triggers when an ACCREC invoice is created or updated
trigger
New or Updated Credit Notes
Triggers when a credit note is created or updated
trigger
Create Bill
Creates a new bill (Accounts Payable Invoice) in Xero.
action
Create Bank Transfer
Creates a new bank transfer transaction between two Xero bank accounts.
action
Connect Xero with your stack
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Purpose-built AI agents for the GTM motions that matter most. Each one connects to your tools and starts working immediately.
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Sales Research
Deep-dives into target accounts — funding, news, hiring signals, tech stack — and prepares call briefs before meetings.
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Takes your campaign list and generates hyper-personalized messaging using company context, news, and intent signals.
Inbound Qualification
Scores and qualifies inbound leads against your ICP, enriches them, and routes hot leads to the right rep instantly.