Xero

list_bank_transactions

Retrieve bank transactions for reconciliation. Supports filtering by date, account, status, and contact.

create_bank_transaction

Create a new bank transaction. Use for manual entry of transactions for reconciliation.

list_payments

Retrieve payments made to suppliers/vendors. Useful for tracking payment history and reconciliation.

create_payment

Create a payment to a supplier/vendor for a specific invoice. Used for paying bills and managing vendor payments.

list_invoices

Retrieve invoices for sending reminders or checking payment status. Supports filtering by status, contact, and date.

email_invoice

Send an invoice via email to the customer. Use for payment reminders and invoice delivery.

list_contacts

List contacts/suppliers/customers. Use for finding contact IDs and managing vendor relationships.

list_accounts

List chart of accounts including bank accounts. Use for getting account IDs for transactions and payments.