xero.get_bank_account_transactions high conf mediumhuman approval
Returns line-level bank account transaction history, exposing counterparties, amounts and cash movement patterns for every connected bank feed.
xero.get_contacts high conf mediumhuman approval
Pulls the full customer and supplier contact book including names, email addresses, phone numbers, postal addresses and tax identifiers.
All other tools (17)
xero.get_1099_report_summary medium conf mediumaudit
Surfaces contractor 1099 totals with payee identities and tax-reporting figures filed with the IRS.
xero.get_aged_payables medium conf mediumaudit
Lists unpaid supplier balances by ageing bucket, revealing vendor relationships and near-term cash obligations.
xero.get_aged_receivables medium conf mediumaudit
Lists outstanding customer balances by ageing bucket, revealing collections exposure and which customers are behind on payment.
xero.get_bills medium conf mediumaudit
Bulk-reads supplier bills, exposing the accounts payable subledger, vendor names and amounts due.
xero.get_cash_position medium conf mediumaudit
Reveals current cash and bank balances across accounts, a materially sensitive liquidity figure.
xero.get_chart_of_accounts low conf mediumallow
Reads the general ledger account structure, revealing how the organisation classifies and reports its finances.
xero.get_financial_position medium conf mediumaudit
Reads the organisation's balance sheet position, exposing material non-public assets, liabilities and equity balances.
xero.get_invoices medium conf mediumaudit
Bulk-reads accounts receivable invoices including customer identities, line items and amounts owed.
xero.get_organisation_financial_year low conf mediumallow
Reports the configured financial year end and period settings used to bound every other report.
xero.get_organisation_info low conf mediumallow
Returns organisation profile details such as legal name, registration number, base currency and country of incorporation.
xero.get_profit_and_loss medium conf mediumaudit
Produces the income statement for a chosen period, exposing revenue, cost and margin before any public reporting.
xero.get_purchase_orders low conf mediumallow
Reads purchase orders raised against suppliers, showing committed but not yet invoiced spend.
xero.get_repeating_bills low conf mediumallow
Lists recurring supplier bill templates, disclosing standing vendor commitments and their schedule.
xero.get_repeating_invoices low conf mediumallow
Lists recurring invoice templates, disclosing contracted customers and their billing cadence.
xero.get_top_customers_by_revenue medium conf mediumaudit
Ranks named customers by revenue contribution, exposing revenue concentration and commercially sensitive account values.
xero.get_tracking_categories low conf mediumallow
Lists the tracking dimensions used to segment reporting, such as department, region or cost centre.
xero.show_invoices_summary low conf mediumallow
Returns an aggregated view of invoice status and totals without drilling into individual line detail.