Xero

What It Does

Through the Maton gateway, you can manage contacts, create and list invoices, record payments, inspect bank transactions, and pull financial reports like Profit & Loss, Balance Sheet, and Trial Balance — all authenticated with a single `MATON_API_KEY`.

The Xero skill provides a managed OAuth gateway to the Xero Accounting API, letting AI agents read and write Xero data without handling token refresh or tenant ID headers directly.

Key Features

• Managed OAuth Authentication — The Maton gateway automatically injects the OAuth token and `Xero-Tenant-Id` header on every request. You only need a single `MATON_API_KEY` — no need to implement OAuth 2.0 flows or token refresh logic yourself.
• Contacts, Invoices & Payments Management — List, retrieve, and create contacts, invoices (accounts receivable and payable), payments, and bank transactions using standard REST calls proxied through the gateway to `api.xero.com`.
• Financial Reports — Run Profit & Loss, Balance Sheet, and Trial Balance reports for any date range directly from your agent. Reports are returned as structured JSON for further processing.
• Multi-Connection Support — If you have more than one Xero organisation connected, specify which account to use via the `Maton-Connection` header. Omitting it defaults to your oldest active connection.
• Connection Lifecycle Management — Create, list, retrieve, and delete Xero OAuth connections via the Maton control plane at `ctrl.maton.ai`. A browser URL is returned to complete the OAuth authorization flow.

Requirements

- **Maton API Key** *(required)* — Authenticates all requests through the Maton gateway. Obtain yours at [maton.ai/settings](https://maton.ai/settings).
- **Xero OAuth Connection** *(required)* — At least one active Xero connection must be created via `ctrl.maton.ai` to authorise access to your Xero organisation.

Use Cases

• Automated Invoice Generation — When a deal closes in your CRM, trigger an agent to create an accounts receivable invoice in Xero with the correct contact, line items, and account codes — no manual data entry required.
• Monthly Financial Reporting — Schedule an agent to pull Profit & Loss and Balance Sheet reports at month-end, format the data, and deliver a summary to stakeholders via email or Slack.
• Contact Sync and Lookup — Before sending a quote, have an agent check whether a contact already exists in Xero and create them if not, keeping your accounting records consistent with your sales pipeline.
• Bank Transaction Reconciliation Assist — List recent bank transactions and payments from Xero so an agent can flag unmatched items or answer questions about cash flow without requiring manual log-in to the Xero dashboard.