ChatGPT Plugin

Xero Connector by Meridian

Read and update Xero

Brand: Meridian

Category: Finance
Primary Subcategory: Accounting & Bookkeeping

Integration details

Description

This connector lets ChatGPT and Codex securely read from and write to Xero. Some things you can do: • Connect multiple Xero companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Inspect full native invoice and bill line items, contact details, and paginated Xero results • Create accounts, arbitrary Xero transactions, and draft fixed assets • Bulk-create invoices or import credit card transactions • Upload, list, and download supporting attachments • Automatically fill in your firm-specific reporting template

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Accounting & Bookkeeping
Secondary Subcategories: None listed
Brand: Meridian
Access: Account required
First tracked: 2026-08-23
Tool count: 57
Geography: US

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Primary Subcategory

Competing in ChatGPT Accounting & Bookkeeping

View Category

Listed in alphabetical order

Primary Subcategory

AccountableComing soonGet notified

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Tools

57 tools agents can invoke

Approves a DRAFT or SUBMITTED sales invoice or bill, changing it to AUTHORISED and posting accounting journals. Requires explicit confirmation. Does not email the invoice or create a payment; an already AUTHORISED invoice is unchanged.
approve-invoice
Creates one account in a Xero organisation's chart of accounts. Non-bank accounts need a unique code; bank accounts need a bank-account number. Existing accounts can be checked with list-accounts.
create-account
Creates a Xero bank transaction with reviewed line items and accounting details.
create-bank-transaction
Creates a Xero contact with the supplied identity, address, and communication details.
create-contact
Creates a Xero credit note with the supplied contact, dates, status, and line items.
create-credit-note
Creates a draft fixed asset for later review and registration in Xero.
create-fixed-asset
Creates a Xero fixed-asset type with its account mappings and depreciation settings.
create-fixed-asset-type
Creates a Xero sales invoice or bill with the supplied contact, dates, status, and line items.
create-invoice
Creates a Xero inventory item with the supplied sales and purchase details.
create-item
Creates a Xero manual journal; the hosted connector defaults the status to draft when omitted.
create-manual-journal
Records a confirmed payment against an authorised, unpaid Xero invoice. The payment account must be active and either a bank account or enabled for payments; list-accounts shows eligibility.
create-payment
Creates a DRAFT Xero quote. Exact itemCode values use catalogue description, price, sales account and tax defaults unless explicitly overridden; incomplete defaults require explicit values. Supports dates, expiry, lineAmountTypes and brandingThemeId.
create-quote
Creates a Xero tracking category.
create-tracking-category
Creates options within an existing Xero tracking category.
create-tracking-options
Create a 15-minute browser or raw-byte upload session for a file up to 1 MiB. Then call upload-attachment with payload_resource_id.
create-attachment-upload
Deletes a draft Xero manual journal or voids a posted manual journal after confirmation.
delete-manual-journal
Returns a self-contained 15-minute URL for an attachment on a supported Xero record. Fetch the URL exactly as returned; it needs no headers, cookies, or MCP authorization.
download-attachment
Returns a self-contained 15-minute download URL for the native Xero quote PDF. Fetch it exactly as returned without headers, cookies or MCP authorization. Does not change quote status or send email.
download-quote-pdf
Returns one fixed asset from a Xero organisation by its asset ID.
get-fixed-asset
Returns the fixed-asset register settings for a Xero organisation.
get-fixed-asset-settings
Returns a detailed Xero quote, including its status, item codes, line items, tax and totals.
get-quote
Returns the Xero chart of accounts with status and payment eligibility. For payments, an active BANK account qualifies even if its Payments enabled flag is No; other accounts need Payments enabled: Yes.
list-accounts
Returns the aged payables report grouped by contact for a Xero organisation.
list-aged-payables-by-contact
Returns the aged receivables report grouped by contact for a Xero organisation.
list-aged-receivables-by-contact
Returns attachment metadata for an existing supported Xero record.
list-attachments
Returns Xero bank transactions. Start with pageSize=5 for detailed records, then advance page until complete; narrow date or bank-account filters if the result is large. Oversized results include a result_id for read-result.
list-bank-transactions
Returns contact groups and their membership details from Xero.
list-contact-groups
Returns Xero contacts matching the supplied filters and pagination.
list-contacts
Returns Xero credit notes matching the supplied filters and pagination.
list-credit-notes
Returns Xero fixed-asset types and their account mappings.
list-fixed-asset-types
Returns fixed assets from a Xero organisation for the selected register status and page.
list-fixed-assets
Returns Xero sales invoices and bills matching the supplied filters and pagination.
list-invoices
Returns Xero inventory items, including sales and purchase price, account code and tax type defaults.
list-items
Returns Xero manual journals matching the supplied filters and pagination.
list-manual-journals
Returns profile and configuration details for a Xero organisation.
list-organisation-details
Returns the Xero organisations available to the authenticated connector user.
list-organisations
Returns Xero payments matching the supplied filters and pagination.
list-payments
Returns Xero’s native profit and loss report, optionally filtered by up to two tracking categories/options. Use a category ID without its option ID for region columns, Unassigned and historical archived columns returned by Xero. Discover archived names/IDs with list-tracking-categories(includeArchived=true). Xero may ignore archived option filters; verify report titles and headers rather than assuming a requested filter was applied.
list-profit-and-loss
Returns Xero quotes matching the supplied filters and pagination.
list-quotes
Returns a Xero balance sheet report for the supplied reporting date and options.
list-report-balance-sheet
Returns tax rates configured for a Xero organisation.
list-tax-rates
Returns Xero tracking categories and their options.
list-tracking-categories
Returns a Xero trial balance report for the supplied reporting date.
list-trial-balance
Read a bounded chunk of an oversized Xero result through MCP. Use result_id and next_offset until complete; results expire after 15 minutes.
read-result
Changes a quote to SENT, ACCEPTED or DECLINED through valid Xero transitions after explicit confirmation. SENT records the status without sending email. ACCEPTED or DECLINED records the customer decision confirmed by the user; amounts stay unchanged.
set-quote-status
Updates an unreconciled Xero bank transaction with the supplied replacement values. Reconciled transactions must be edited in Xero's interface; this connector will not change reconciliation state.
update-bank-transaction
Updates an existing Xero contact with the supplied replacement values.
update-contact
Updates an existing Xero credit note with the supplied replacement values.
update-credit-note
Updates an existing Xero sales invoice or bill. Optional lineAmountTypes lets Xero recalculate unit amounts, tax, and totals; it cannot change on paid or partially settled records. Omit lineItems for header-only updates; if supplied, the complete list replaces the existing lines.
update-invoice
Updates an existing Xero inventory item with the supplied replacement values.
update-item

FAQs

Xero Connector by Meridian ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve Xero Connector by Meridian's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Xero Connector by Meridian alternatives on ChatGPT?

As of 2026-10-07, Xero Connector by Meridian competes with Accountable, AgentCollect, Akaunting, AuntBird Practice Management, B2B.nu, Briefcase, Campfire, Caribooks and 40 more in ChatGPT Accounting & Bookkeeping, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.