Integration
Connect Attio and Xero
When something happens in Attio 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 Attio 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 Attio and Xero can do together
From Attio to Xero
When List Entry Created in Attio
then Add account in Xero
When List Entry Updated in Attio
then Add credit note in Xero
From Xero to Attio
When New bill in Xero
then Create List Entry in Attio
When New or updated contact in Xero
then Create Note in Attio
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 Attio and Xero
Triggers and actions 11 triggers · 39 actions
Trigger
List Entry CreatedTriggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
Trigger
List Entry DeletedTriggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
Trigger
List Entry UpdatedTriggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
Trigger
Record CreatedTriggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
Trigger
Record DeletedTriggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
Trigger
Record UpdatedTriggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
Trigger
Task CreatedTriggers when a new task is created in Attio, giving you the new task's ID and who created it.
Action
Create List EntryAdds a record to an Attio list as a new list entry and returns the entry.
Action
Create NoteCreates a note on an Attio record and returns the new note.
Action
Create or Update List Entry by Parent RecordAdds a record to an Attio list, or updates its existing entry if it is already on the list.
Action
Create or Update RecordCreates a record in Attio, or updates the existing record that matches on the chosen field.
Action
Create RecordCreates a new record on the chosen Attio object and returns it.
Action
Create Storage LocationAttaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
Action
Create TaskCreates a task in Attio, optionally linked to a record and assigned to a workspace member.
Action
Delete List EntryRemoves an entry from an Attio list.
Action
Find List EntriesReturns the entries on an Attio list.
Action
Find RecordsSearches records on the chosen Attio object and returns the matches.
Action
Update List EntryUpdates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
Action
Update RecordUpdates the field values on an existing Attio record. Fields you leave blank are left untouched.
Action
Update TaskUpdates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.
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
Attio and Xero, answered
What can start an automation from Attio?
Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Xero when something happens in Attio?
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 Attio?
Yes. When something happens in Xero, your agent can act in Attio too. This page covers both directions: Xero's triggers and Attio's actions are listed here as well.
Do I have to build a connector for Attio 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.