Integration
Connect Otter.ai and Xero
When New Conversation fires in Otter.ai, your agent runs Add purchase order in Xero, or New bill in Xero to Create Conversation From File in Otter.ai. 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 Otter.ai 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 Otter.ai and Xero can do together
From Otter.ai to Xero
When New Conversation in Otter.ai
then Add purchase order in Xero
From Xero to Otter.ai
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 Otter.ai and Xero
Triggers and actions 5 triggers · 31 actions
- New Conversation
Triggers when a new conversation appears in your Otter account, optionally limited to one channel.
- Create Conversation From File
Creates an Otter conversation from an audio or video file at a URL, such as a call recording from a dialer.
- Get Conversation
Returns a conversation's details and summary, with optional action items, insights, outline and transcript.
- Get Conversation Audio
Returns the MP3 download link for a conversation's audio.
- Get Workspace
Returns your Otter workspace's details, including its ID, name, owner and member count.
- Get Workspace Analytics
Returns workspace usage for a date range: transcribed minutes, conversation counts, seats and per-member usage.
- New bill
Triggered when a new bill (ACCPAY) is added.
- New or updated contact
Triggered when a contact is created or updated.
- New payment
Triggered when a new payment is received.
- New sales invoice
Triggered when a new sales invoice (ACCREC) is added.
- Add account
Create a chart of accounts entry.
- Add credit note
Create a credit note.
- Add item
Create an inventory/sales item.
- Add purchase order
Create a purchase order.
- Add quote
Create a quote.
- Create bank transaction
Create a spend or receive money bank transaction.
- Create bill
Create a new bill (Accounts Payable, Type=ACCPAY).
- Create or update contact
Create a new contact or update an existing one.
- Create payment
Create a payment against an approved invoice.
- Create sales invoice
Create a new sales invoice (Accounts Receivable, Type=ACCREC).
- Find contact by email
Find a contact by email address.
- Get contact
Retrieve a single contact by ContactID.
- Get invoice
Retrieve a single invoice by InvoiceID.
- Get quote
Returns one quote by its id, with its contact, status, line items and totals.
- List accounts
Retrieve the chart of accounts.
- List bank transactions
List bank transactions.
- List contacts
Retrieve contacts from Xero.
- List credit notes
List credit notes.
- List invoices
Retrieve sales invoices and bills.
- List items
List items.
- List organisations
Retrieve organisation details for the connected Xero tenant.
- List payments
Retrieve payments.
- List purchase orders
List purchase orders.
- List tax rates
List tax rates.
- Update contact
Update a contact by id.
- Update invoice
Update 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
Otter.ai and Xero, answered
What can start an automation from Otter.ai?
Any of Otter.ai's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Xero when something happens in Otter.ai?
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 Otter.ai?
Yes. When something happens in Xero, your agent can act in Otter.ai too. This page covers both directions: Xero's triggers and Otter.ai's actions are listed here as well.
Do I have to build a connector for Otter.ai 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 Otter.ai 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.