Integration
Connect Amo Crm and Xero
When something happens in Amo Crm or Xero, your agent does the next thing in the other. Describe it 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 Amo Crm and Xero to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Amo Crm and Xero can do together
From Amo Crm to Xero
When New contact in Amo Crm
then Create or update contact in Xero
When New lead in Amo Crm
then Add account in Xero
From Xero to Amo Crm
When New bill in Xero
then Add company in Amo Crm
When New or updated contact in Xero
then Add contact in Amo Crm
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 Amo Crm and Xero
Triggers and actions 6 triggers · 42 actions
Trigger
New contactPolling trigger for new contacts.
Trigger
New leadPolling trigger for new leads.
Action
Add companyCreate a company.
Action
Add contactCreate a contact.
Action
Add leadCreate a lead.
Action
Add noteAdd a note to a lead/contact/company.
Action
Add taskCreate a task.
Action
Get companyGet a company by ID.
Action
Get contactGet a contact by ID.
Action
Get leadGet a lead by ID.
Action
Get noteReturns one note (type, params/text, entity_id) attached to a lead, contact or company, by entity type and note id.
Action
List contactsList contacts.
Action
List leadsList leads.
Action
List pipelinesList lead pipelines.
Action
List tasksList tasks.
Action
Update companyUpdate a company.
Action
Update contactUpdate a contact.
Action
Update leadUpdate a lead.
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
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Questions
Amo Crm and Xero, answered
What can start an automation from Amo Crm?
Any of Amo Crm's 2 triggers in the catalog, including New contact and New lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Xero when something happens in Amo Crm?
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 Amo Crm?
Yes. When something happens in Xero, your agent can act in Amo Crm too. This page covers both directions: Xero's triggers and Amo Crm's actions are listed here as well.
Do I have to build a connector for Amo Crm 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.
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.