Xero MCP Server

This API endpoint allows the creation of a payment in the accounting system. It supports various applications such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The request requires headers specifying 'accept' and 'content-type' as 'application/json'. The body must include 'accountId', 'contactId', 'amount', 'invoiceId', 'paymentLinkedTo', and 'linkedInvoices'. Optional fields include 'date', 'description', 'currency', 'exchangeRate', and 'metaData'. The response returns a success status and the 'paymentId' if successful, or an error message if failed.

The Create Accounting Expense API allows users to create a new expense record in the accounting system. The request requires a transaction date, total amount, and line items as mandatory fields. Optional fields include employee ID, contact ID, company ID, description, currency, and metadata. The response returns a success status and the ID of the created expense if successful, or an error message if the request fails.

This API endpoint allows the creation of an accounting account. It supports various applications like Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The request requires a JSON body with 'name' and 'category' as mandatory fields. The 'category' can be either 'BANK_ACCOUNT' or 'LEDGER_ACCOUNT'. Additional optional fields include 'type', 'subType', 'accountCode', 'accountNumber', 'description', and 'metaData'. The response returns a success status and the unique 'accountId' of the created account. In case of an error, a descriptive error message is provided.

This API endpoint allows the creation of a journal entry with specified details. The request must include headers specifying 'accept' and 'content-type' as 'application/json'. The body of the request requires 'date', 'lineItems', and 'description' as mandatory fields. 'lineItems' is an array of objects, each containing 'accountId', 'amount', 'notes', 'transactionType', 'contactType', and 'contactId'. Optional fields include 'currency', 'referenceNumber', and 'metaData'. The response returns a success status and a 'journalId' if successful, or an error message if unsuccessful.

This API endpoint retrieves tracking categories used for financial reporting purposes. It supports various applications such as Xero, Microsoft Dynamics 365, Quickbooks, Netsuite, and Freshbooks. The request requires an 'accept' header with 'application/json' and optionally a 'categoryId' query parameter to specify a particular tracking category. The response includes a success flag and data containing an array of tracking categories with details such as id, name, creation and update timestamps, category type, status, description, and parent category information.

This API endpoint retrieves tax rates from an accounting application. It supports various apps such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The API method is GET, and it requires an 'accept' header with 'application/json'. Optionally, a 'taxRateId' can be provided as a query parameter to fetch details of a specific tax rate. The response includes a success flag, and if successful, a list of tax rates with details such as id, name, code, type, creation and update timestamps, status, description, effective and total tax rates, and components. In case of an error, an error message is returned.

The Update Accounting Invoice API allows users to update an existing invoice in various supported applications such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The API requires a POST request with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include 'type', 'invoiceId', 'contactId', and 'lineItems'. Additional optional fields include 'invoiceNumber', 'status', 'issueDate', 'dueDate', 'paidOnDate', 'currency', 'exchangeRate', 'description', 'totalAmount', 'totalTax', 'totalDiscount', and 'metaData'. The response will indicate success or failure, with a success response containing a 'success' boolean and a failure response containing an 'error' object with a descriptive message.

This API endpoint allows the creation of a new accounting contact. The request requires a POST method to the specified URL with headers indicating 'accept' and 'content-type' as 'application/json'. The request body must include 'name' and 'contactType' as required fields, with optional fields such as 'contactPersonFirstName', 'contactPersonLastName', 'email', 'phoneNumber', 'taxNumber', 'addresses', and 'metaData'. The response will return a success status with a 'contactId' if successful, or an error message if unsuccessful.

This API endpoint allows you to retrieve basic information about companies related to your accounting app. It supports various apps such as Xero, Zohobooks, Microsoft Dynamics 365, Quickbooks, Freshbooks, and Netsuite. The request is made using the GET method and requires an 'accept' header with 'application/json'. You can optionally provide a 'companyId' as a query parameter to fetch details for a specific company. The response includes a success flag and data containing an array of company details such as id, name, legal name, tax number, fiscal year start month and day, creation date, active status, currency, URLs, addresses, phone numbers, and contact information.

The Update Payment Details API allows updating payment information linked to invoices or bills. It requires parameters such as paymentId, accountId, contactId, amount, invoiceId, and paymentLinkedTo. Optional fields include date, description, currency, exchangeRate, linkedInvoices, and metaData. The response indicates success or failure with an optional error message.

The Create Accounting Invoice API allows users to create an invoice or bill in the accounting system. The request requires a JSON body with the type of document (INVOICE or BILL), a contact ID, and at least one line item. Additional optional fields include status, invoice number, issue date, due date, paid on date, currency, exchange rate, description, total amount, total tax, total discount, and metadata. The response returns a success status and the created invoice ID if successful, or an error message if the request fails.

The Get Accounting Items API allows customers to retrieve records of products and services they buy and sell. It supports various applications such as Xero, Zohobooks, Microsoft Dynamics 365, Quickbooks, Netsuite, and Freshbooks. The API accepts a query parameter 'itemId' to fetch details of a specific item. The response includes details such as item ID, name, code, type, creation and update timestamps, status, description, total quantity, unit price, sales details, and purchase details. In case of an error, a descriptive error message is returned.

The Update Accounting Account API allows users to update details of an existing accounting account. The API requires the accountId and category as mandatory fields in the request body. The category can be either BANK_ACCOUNT or LEDGER_ACCOUNT. The API supports various accounting applications such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The response indicates whether the update was successful or not, and in case of an error, a descriptive message is provided.

The Update Accounting Contact API allows users to update contact information in supported accounting applications such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The API requires a POST request with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include 'name', 'contactType', and 'contactId' as required fields, along with optional fields such as 'contactPersonFirstName', 'contactPersonLastName', 'email', 'phoneNumber', 'taxNumber', 'addresses', and 'metaData'. The response will indicate success with a boolean and may include additional data or an error message if applicable.