Xero is a cloud-based accounting platform designed for small and medium businesses, handling invoicing, bank reconciliation, payroll, and financial reporting. The Xero MCP integration in Weldable lets your AI agents query financial data, manage invoices, and pull reports through natural language. Get answers about your business finances without opening the Xero dashboard or waiting for your accountant.
Use cases
Pull financial summaries on demand
Ask your AI agent to retrieve your profit and loss statement, outstanding invoices, or cash position from Xero. The agent queries the data and presents a clear summary. Push the results into Slack for your leadership team or into Google Sheets for further analysis.
Monitor overdue invoices
Your agent can check Xero for invoices that are past their due date and alert you via Slack with the customer name, amount, and days overdue. Set this up as a recurring Weldable workflow to catch overdue payments before they become a collections problem.
Create and send invoices
Tell your agent to create an invoice in Xero for a specific customer with line items, amounts, and a due date. The agent creates the invoice and can send it directly through Xero's email system. This is useful for teams that need to issue invoices as part of a larger workflow without switching to the accounting tool.
How it works
Connect your Xero account to Weldable through the integrations page via OAuth. Your AI agent can then interact with your Xero data using natural language. Ask "show me all outstanding invoices over $1,000" or "what was last month's total revenue" and Weldable translates your request into Xero API calls and returns the results.
Tips
Specify the organization. If your Xero account is connected to multiple organizations, include the organization name in your request so the agent queries the right set of books.
Use contact names for invoice operations. When creating or looking up invoices, reference the customer by their Xero contact name. This helps the agent match the correct record without ambiguity.
Pair with Google Sheets for financial tracking. Set up a Weldable workflow that pulls key Xero metrics weekly and logs them in a Google Sheet. Over time, this builds a financial history you can use for trend analysis and planning.
Works well with
Connect your agent to Xero
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