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AI agent integrationXero

Xero integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Xero never means pasting credentials into a prompt.

Use Xero from Claude Code

Bring Xero context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Xero with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Finance & Accounting

What the Xero integration exposes

Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time

One connection, many teammates

Connect Xero once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Create Bank Transaction

    Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.

  • Create Contact

    Create a new contact in Xero. Contacts can be customers, suppliers, or both.

  • Create Invoice

    Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).

  • Create Item

    Create an inventory item in Xero. Items can be tracked for sales and/or purchases.

  • Create Manual Journal

    Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).

Connection

API and auth details

Xero provides accounting and business APIs for invoices, contacts, bank transactions, payments, accounts, tracking categories, payroll, projects, files, assets, bank feeds, reports, and OAuth-connected accounting workflows.

FAQ

Questions people ask before connecting Xero

Can Claude Code use Xero?

Yes. Type lets an AI teammate use connected Xero actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Xero through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Xero catalog entry includes public integration details and example capabilities where available.

Is this the same as a Xero MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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