Xero Integration
OAuth2 Client CredentialsConnect your AI agent to Xero. Create invoices, reconcile bank transactions, pull financial reports, and manage contacts directly from conversations.
What your agent can do
With Xero credentials, your agent gets full access to your accounting data, invoices, and financial reports through the Xero API.
Invoice management
Create, send, and track invoices. Manage line items, due dates, tax rates, and payment terms for any contact.
Bank reconciliation
Match bank transactions to invoices, create bank rules, and keep your accounts reconciled automatically.
Financial reporting
Pull profit and loss statements, balance sheets, aged receivables, and other standard accounting reports.
Contact management
Create and update customers, suppliers, and contacts. Manage addresses, tax numbers, and payment details.
Payment tracking
Record payments against invoices, track overdue accounts, and monitor cash flow across your organization.
Prerequisites
- ✓A Xero account (Starter, Standard, or Premium)
- ✓An app created at developer.xero.com with OAuth 2.0 credentials
- ✓A ClawTrust agent on any plan (Starter, Pro, or Enterprise)
Step-by-step setup
Create an OAuth 2.0 app in Xero and add the credentials to your agent.
Open Xero Developer Portal
Go to developer.xero.com and sign in with your Xero account. Navigate to My Apps to manage your API applications.
Create a new app
Click "New app". Choose a name (e.g., "ClawTrust Agent"), set the company URL, and select the OAuth 2.0 grant type. Note your Client ID from the app dashboard.
Generate a client secret
Under your app settings, generate a Client Secret. Copy both the Client ID and Client Secret. The secret is only shown once.
Add to ClawTrust
In your agent's dashboard, go to Credentials > Add Credential. Select "OAuth2 Client Credentials", enter your Client ID, Client Secret, Token URL, and scopes.
Credential details
Type
Token URL
https://identity.xero.com/connect/tokenScope
accounting.transactions accounting.contacts accounting.settingsFields
Client ID, Client Secret, Token URL, ScopeExample actions
Once connected, you can ask your agent to perform actions like these.
"Create an invoice for Acme Corp for $2,500"
Creates a new draft invoice for the specified contact with the given amount.
"Show me all unpaid invoices over 30 days"
Queries the aged receivables and returns invoices past their due date by more than 30 days.
"Add a new contact for Smith Plumbing"
Creates a new contact record with the business name and any additional details you provide.
"Pull this month's profit and loss report"
Retrieves the P&L report for the current month with income, expenses, and net profit.
Ready to connect your agent to Xero?
Add your OAuth2 credentials and your agent starts managing invoices and finances immediately.