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What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Fetch invoices, payments, or accounts data from Xero
Example
Get unpaid invoices over $10,000
Memory Recall
Summarize financial history or transaction patterns
Example
Summarize monthly expenses by category
Instant Reaction
Create invoices, update contacts, or record payments
Example
Create an invoice for client ABC with $5000 due
Autonomous Routine
Schedule reconciliations or expense checks
Example
Run bank reconciliation every Friday
Agent-Initiated Action
Alert finance team on payment delays
Example
Notify CFO if payment overdue by 30+ days
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Google Sheets
Export and analyze financial data
Slack
Receive real-time financial alerts and notifications
Zapier
Automate workflows between Xero and other apps
Try It with Your Agent
Create and send an invoice to the client for the completed project and notify me if the payment is overdue after 30 days.
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Xero in Fastn UCL: Open the Connectors section in your Fastn UCL dashboard. Search for Xero and click Connect.
2
OAuth Authorization: Authenticate with your Xero account credentials and grant the necessary permissions for accounting data access.
3
Enable required actions in the Actions tab to allow the AI agent to create invoices, track payments, and access financial reports.
4
Use the AI Agent: Ask prompts like “Create and send invoice for completed project and notify if overdue after 30 days.”
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
