What the agent can do
Read invoices
See invoices and bills.
Read contacts
Pull customers and suppliers.
Create records
Add invoices and bills.
See reports
Read financial summaries.
Example agent tasks
What you share
During the connect flow you authorize what the agent can reach. It works only within what you grant. As with every connection, the underlying token is handled securely and never exposed to the model. See Permissioning.Connecting
1
Authorize Xero for the agent
From the agent’s connections, choose Xero and sign in.
2
Approve the access
Confirm what the agent can reach. You can change this later.
3
The agent gets to work
It works through the secure proxy, within what you granted.
Learn more
Xero API docs
The full reference for what’s possible.
How credentials stay safe
The proxy model that keeps tokens out of the agent’s reach.