Xero

Beautiful accounting software

Finance & accounting

Connect it

In Keystile Automations → Connections → New connection, choose Xero and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Xero: archive contact (Archives a contact so it no longer appears in contact lists).

What it can do (53 actions)

Action	What it does	Changes data
Add Items to Existing Sales Invoice	Adds line items to an existing sales invoice (ACCREC).	Yes
Allocate Credit Note to Invoice	Allocates a credit note to a specific invoice.	Yes
Archive Contact	Archives a contact so it no longer appears in contact lists.
Create Bank Transaction	Creates a new Spend/Receive Money bank transaction.	Yes
Create Bank Transfer	Transfers money between two bank accounts in Xero.	Yes
Create Bill	Creates a new bill (Accounts Payable).	Yes
Create Credit Note	Creates a new credit note for a contact.	Yes
Create Inventory Item	Creates a new inventory item in Xero.	Yes
Create Invoice or Bill	Creates a sales invoice or a supplier bill for a contact ID with line items.	Yes
Create Manual Journal	Creates a manual journal with balanced debit and credit lines.	Yes
Create New Quote Draft	Creates a new draft quote.	Yes
Create or Update Contact	Create Xero Contact	Yes
Create or Update Invoice	Create Xero Invoice
Create or Update Item	Creates a product or service item, or updates the item that already has this code.	Yes
Create Payment	Applies a payment to an invoice.	Yes
Create Project	Creates a new project for a contact.	Yes
Create Purchase Order	Creates a new purchase order for a contact.	Yes
Create Quote	Creates a quote for a contact ID with line items.	Yes
Create Repeating Sales Invoice	Creates a repeating sales invoice (Accounts Receivable).	Yes
Custom API Call	Make a custom API call to a specific endpoint	Yes
Delete Payment	Deletes (reverses) a payment so the invoice or bill is unpaid again.
Download Invoice PDF	Downloads the PDF of an invoice or bill so you can attach or send it in later steps.
Email Invoice	Emails a sales invoice to its contact through Xero.	Yes
Find Contact	Finds a contact by name or account number (or SearchTerm).
Find Invoice	Finds an invoice by number or reference.
Find Item	Finds an item by name or code.
Find or Create Contact	Finds or creates a specific contact.	Yes
Find Purchase Order	Finds a purchase order by given parameters.
Get Aged Payables for Contact	Runs the Aged Payables report for one supplier: what you owe them, by bill and age.
Get Aged Receivables for Contact	Runs the Aged Receivables report for one customer: what they owe, by invoice and age.
Get Balance Sheet	Runs the Balance Sheet report as at a date, with optional comparison periods.
Get Bank Summary	Runs the Bank Summary report: opening balance, cash in, cash out and closing balance per bank account.
Get Contact	Gets one contact by ID, with addresses and phone numbers.
Get Executive Summary	Runs the Executive Summary report: cash, profitability, balance sheet and performance ratios for a month.
Get Invoice	Gets one invoice or bill by its ID or invoice number, including line items.
Get Invoice History	Returns a list of history records for a given invoice ID.
Get Organisation Details	Gets the settings of a Xero organisation, such as base currency, tax settings and financial year end.
Get Profit and Loss	Runs the Profit and Loss report for a date range, with optional comparison periods.
Get Trial Balance	Runs the Trial Balance report as at a date.
List Accounts	Lists the chart of accounts, optionally filtered by type, class or status.
List Organisations	Lists the Xero organisations this connection can access.
List Tax Rates	Lists the tax rates of the organisation and the TaxType codes to use on line items.
List Tracking Categories	Lists tracking categories (such as Region or Department) and their options.
Record Payment	Records a payment against an approved invoice or bill from a bank account.	Yes
Search Bank Transactions	Searches spend and receive money transactions by type, status, bank account, contact or date range.
Search Invoices	Searches sales invoices and bills by type, status, contact, date range or text, one page at a time.
Search Payments	Searches payments by invoice, status, payment type or date range, one page at a time.
Send Sales Invoice by Email	Sends a sales invoice via email to a contact.	Yes
Update Invoice or Bill	Updates fields or line items of an existing invoice or bill by ID.	Yes
Update Purchase Order	Updates details of an existing purchase order.	Yes
Update Sales Invoice	Updates details of an existing sales invoice (ACCREC).	Yes
Upload Attachment	Uploads an attachment to a specific Xero resource.	Yes
Void or Delete Invoice	Voids an approved invoice or bill, or deletes it while it is still a draft or awaiting approval.

Start a workflow when… (13 triggers)

• New Contact — Fires when a new contact is added to Xero (via Xero webhooks). Configure the webhook in Xero Developer portal to point to this URL.
• New or Updated Contact — Fires when a contact is created or updated (via Xero webhooks).
• New Sales Invoice — Fires when a new sales invoice (Accounts Receivable) is created.
• Updated Sales Invoice — Fires when an existing sales invoice (Accounts Receivable) is updated.
• New Bank Transaction — Fires the first time a bank transaction is created or changed after the trigger is turned on.
• New Payment — Fires the first time a payment is recorded or changed after the trigger is turned on.
• New Purchase Order — Fires the first time a purchase order is created or changed after the trigger is turned on, or enters a chosen status for the first time.
• New Reconciled Payment — Fires when a payment is reconciled for the first time.
• Updated Quote — Fires when a quote is created or updated.
• New Bill — Fires the first time a bill (Accounts Payable) is created or changed after the trigger is turned on.
• New Credit Note — Fires the first time a credit note is created or changed after the trigger is turned on.
• New Project — Fires when a new project is created.
• New Quote — Fires the first time a quote is created or changed after the trigger is turned on.

How Keystile protects it

Every Xero action is checked before it runs, whether it comes from an AI tool or a workflow. 26 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Tip

Write rules about what an action means — for example "Deleting Xero records needs a person's approval" — rather than listing action names. Keystile Intelligence applies them to every action that fits.

Use Xero with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.

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