Integration
Connect Agiled and Xero
When Invoice Created fires in Agiled, your agent runs Add purchase order in Xero, or New bill in Xero to Add Invoice in Agiled. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Agiled and Xero to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Agiled and Xero can do together
From Agiled to Xero
When Invoice Created in Agiled
then Add purchase order in Xero
When New CRM Stage in Agiled
then Create or update contact in Xero
From Xero to Agiled
When New bill in Xero
then Add Invoice in Agiled
When New or updated contact in Xero
then Create Contact in Agiled
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Agiled and Xero
Triggers and actions 10 triggers · 57 actions
Trigger
Invoice CreatedTriggers when an invoice is created in Agiled.
Trigger
New CRM StageTriggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
Trigger
Product CreatedTriggers when a product is created in Agiled.
Trigger
Project CreatedTriggers when a new project is created in Agiled.
Trigger
Task CreatedTriggers when a new task is created in Agiled.
Trigger
Ticket CreatedTriggers when a ticket is created in Agiled.
Action
Add InvoiceCreates an invoice in Agiled.
Action
Add ProductCreates a product in Agiled's catalog.
Action
Add ProjectCreates a project in Agiled.
Action
Create ContactCreates a contact in Agiled CRM with a name, email and phone number.
Action
Create EstimateCreates a new estimate (quote) in Agiled.
Action
Create ExpenseCreates an expense in Agiled.
Action
Create TaskCreates a task in Agiled.
Action
Create TicketCreates a support ticket in Agiled.
Action
Delete ContactDeletes a contact from Agiled by its id.
Action
Delete ContractDeletes a contract (an Agiled document) by its id.
Action
Delete EstimateDeletes an estimate in Agiled by its id.
Action
Delete ExpenseDeletes an expense from Agiled by its id.
Action
Delete ProductDeletes a product from your Agiled catalog by its id.
Action
Delete ProjectDeletes a project in Agiled by its id.
Action
Delete TaskDeletes a task in Agiled by its id.
Action
Delete TicketDeletes a support ticket in Agiled by its id.
Action
Edit ContactUpdates an existing contact's name, email or phone in Agiled.
Action
Edit ContractUpdates an existing contract document in Agiled, such as renaming it.
Action
Edit EstimateUpdates an existing estimate in Agiled, such as its name.
Action
Edit ExpenseUpdates an existing expense in Agiled.
Action
Edit InvoiceUpdates an existing invoice in Agiled.
Action
Edit ProductUpdates an existing product's name, SKU or price in Agiled.
Action
Edit ProjectUpdates an existing project's name, status or dates in Agiled.
Action
Edit TaskUpdates an existing task's name, status or due date.
Action
Edit TicketUpdates an existing ticket in Agiled. Only the fields you fill in are changed.
Action
Get ContactsReturns contacts from your Agiled CRM, optionally filtered by email or full name.
Action
Get ContractReturns one contract document by its id.
Action
Get EstimateReturns one estimate by its id, with optional related records.
Action
Get ProductReturns one product by its id.
Action
Get ProjectsReturns projects in your Agiled workspace, optionally filtered by name or status.
Action
Get TicketReturns one support ticket by its id, with optional related records.
Trigger
New billTriggered when a new bill (ACCPAY) is added.
Trigger
New or updated contactTriggered when a contact is created or updated.
Trigger
New paymentTriggered when a new payment is received.
Trigger
New sales invoiceTriggered when a new sales invoice (ACCREC) is added.
Action
Add accountCreate a chart of accounts entry.
Action
Add credit noteCreate a credit note.
Action
Add itemCreate an inventory/sales item.
Action
Add purchase orderCreate a purchase order.
Action
Add quoteCreate a quote.
Action
Create bank transactionCreate a spend or receive money bank transaction.
Action
Create billCreate a new bill (Accounts Payable, Type=ACCPAY).
Action
Create or update contactCreate a new contact or update an existing one.
Action
Create paymentCreate a payment against an approved invoice.
Action
Create sales invoiceCreate a new sales invoice (Accounts Receivable, Type=ACCREC).
Action
Find contact by emailFind a contact by email address.
Action
Get contactRetrieve a single contact by ContactID.
Action
Get invoiceRetrieve a single invoice by InvoiceID.
Action
Get quoteReturns one quote by its id, with its contact, status, line items and totals.
Action
List accountsRetrieve the chart of accounts.
Action
List bank transactionsList bank transactions.
Action
List contactsRetrieve contacts from Xero.
Action
List credit notesList credit notes.
Action
List invoicesRetrieve sales invoices and bills.
Action
List itemsList items.
Action
List organisationsRetrieve organisation details for the connected Xero tenant.
Action
List paymentsRetrieve payments.
Action
List purchase ordersList purchase orders.
Action
List tax ratesList tax rates.
Action
Update contactUpdate a contact by id.
Action
Update invoiceUpdate a draft/submitted invoice.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Agiled
Agiled to ProcurementExpress.comProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...
Agiled to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Agiled to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Agiled to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Agiled to Google SheetsGoogle Sheets
Agiled to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Xero
Gallabox to XeroGallabox is no-code conversation workspace for business to grow sales
HubSpot to XeroHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to XeroSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to XeroSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to XeroGoogle Sheets
Gmail to XeroGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Agiled and Xero, answered
What can start an automation from Agiled?
Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Xero when something happens in Agiled?
Any of Xero's 26 actions, including Create bank transaction, Create bill, Create or update contact and Create payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Xero to Agiled?
Yes. When something happens in Xero, your agent can act in Agiled too. This page covers both directions: Xero's triggers and Agiled's actions are listed here as well.
Do I have to build a connector for Agiled or Xero?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Agiled and Xero without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.