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Connect Xero Accounting to Anthropic (Claude)

Build an AI agent that works across Xero Accounting and Anthropic (Claude), on a schedule or when you click Run.

24 source actions
2 target actions

Why Connect Xero Accounting & Anthropic (Claude)?

Read what you need from Xero Accounting

Your agent uses Xero Accounting's documented actions to pull the records it needs, each time it runs.

Run a Anthropic (Claude) action

Then it uses one of 2 documented actions, such as Chat, List Model Options.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Xero Accounting logo

Xero Accounting

Triggers (4)

New or Updated Contact

Emit new notifications when you create a new or update existing contact

polling
New or updated invoice

Emit new notifications when you create a new or update existing invoice

polling
New or Updated Quote

Emit new event each time a quote is added or updated. See the documentation

polling
Webhook Event Received (Instant)

Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.

webhook

Actions (24)

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice. See the docs here

Bank Statements Report

Gets bank statements for the specified bank account.

Create Bank Transaction

Create a new bank transaction See the documentation

Create Bill

Creates a new bill (Accounts Payable)See the docs here

Create Credit Note

Creates a new credit note.

Create Employee

Creates a new employee.

Create History Note

Creates a new note adding it to a document.

Create Item

Creates a new item.

Create or update contact

Creates a new contact or updates a contact if a contact already exists. See the docs here

Create or Update Contact

Creates a new contact or updates if the contact exists.

Create Payment

Creates a new payment

Create Purchase Bill

Creates a new purchase bill.

Create Sales Invoice

Creates a new sales invoice. See the documentation

Create tracking category

Create a new tracking category See the documentation.

Delete tracking category

Delete a tracking category by ID See the documentation.

Delete tracking category option

Delete a tracking category option by ID See the documentation.

Download Invoice

Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.

Email an Invoice

Triggers the email of a sales invoice out of Xero.

Find contact. Optionally, create one if none are found

Finds a contact by name or account number. Optionally, create one if none are found. See the docs here

Find Invoice

Finds an invoice by number or reference.See the docs here

Find or Create Contact

Finds a contact by name or email address. Optionally, create one if none are found. See the docs here

Get Bank Summary

Gets the balances and cash movements for each bank account.

Get Contact

Gets details of a contact.

Get History of Changes

Gets the history of changes to a single existing document.

Anthropic (Claude) logo

Anthropic (Claude)

Actions (2)

Chat

The Chat API. See the documentation

List Model Options

Retrieves available options for the Model field.

Integration Features

24 documented Xero Accounting actions
2 documented Anthropic (Claude) actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring

Capability Examples

Xero Accounting trigger → Anthropic (Claude) action

Catalog example
Xero AccountingXero Accounting

New or Updated Contact

Anthropic (Claude)Anthropic (Claude)

Chat

How It Works

1

Connect Apps

Authenticate your Xero Accounting and Anthropic (Claude) accounts

2

Describe the Job

Say what to read from Xero Accounting and what to do in Anthropic (Claude)

3

Choose an Action

Select the documented Anthropic (Claude) operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Xero Accounting events yet.

Automated Actions

Use 2 documented Anthropic (Claude) actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theXero Accounting and Anthropic (Claude) actions it needs.

Your Own Accounts

You connect your own Xero Accounting and Anthropic (Claude) accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Xero Accounting logo

All Xero Accounting Integrations

Explore all available Xero Accounting connections

View All Integrations
Anthropic (Claude) logo

All Anthropic (Claude) Integrations

Explore all available Anthropic (Claude) connections

View All Integrations

Ready to Connect Xero Accounting & Anthropic (Claude)?

Build this agent in Mazaal AI and test it on your ownXero Accounting and Anthropic (Claude) data.

Start building

Rather not build it yourself? We set up one Xero Accounting to Anthropic (Claude) agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod