Xero Tasks with an AI Assistant

Use AI with Xero to inspect connected organisations and research customer contact records.

What to Ask Leina to Do with Xero

Copy a prompt, add your details, and send it to Leina in your connected team chat.

List connected organisations and read a selected organisation profile.

List organisations, then get organisation for tenant_id [ID].

Search by name fragment and retrieve a known contact.

Search contacts tenant_id [ID], search [name fragment], then get contact [ID].

Get Started with Xero

  1. Connect Your Account

    Configure your own Xero OAuth app, then authorize the account.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Xero Capabilities

Use AI with Xero to inspect connected organisations and research customer contact records.

Select an Organisation

List connected organisations and read a selected organisation profile.

Research Customer Contacts

Search by name fragment and retrieve a known contact.

View All 15 Actions
  • List Organisations
  • Get Organisation
  • Search Contacts
  • Get Contact
  • Create Contact
  • Search Invoices
  • Get Invoice
  • Create Invoice
  • Update Invoice Status
  • List Accounts
  • Get Account
  • Search Bank Transactions
  • Get Bank Transaction
  • Get Profit And Loss
  • Get Balance Sheet

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Frequently Asked Questions

Do I need my own OAuth app?

Yes. This provider requires user-supplied Xero OAuth app configuration.

How do I select one organisation?

Supply its tenant_id in organisation-scoped actions.

What should I specify in my request?

Choose tenant_id when multiple organisations are connected. Contact search uses a name fragment rather than arbitrary full-text queries.

Your AI employee for Xero

Tell Leina what you need in your team chat. Include the source, destination, and expected result.