--- title: "Connect Quotient to Xero - APIANT.ai" description: "When \"Quote Completed\" fires in Quotient, your agent runs \"Add quote\" in Xero." canonical: "https://apiant.ai/connect/quotient-to-xero" --- # Connect Quotient to Xero When **Quote Completed** fires in [Quotient](https://apiant.ai/connections/quotient), your agent runs **Add quote** in [Xero](https://apiant.ai/connections/xero). Describe the whole flow and it is built, tested on every scenario and kept running. Quotient **6** triggers Xero **4** triggers Xero **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Quotient and Xero to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Quotient can start in Xero - When **Quote Completed** in Quotient then **Add quote** in Xero - When **Customer Asked Question** in Quotient then **Add purchase order** in Xero 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 Quotient and Xero ## Triggers and actions 10 triggers · 26 actions - Trigger **Customer Asked Question** Fires instantly when a customer asks a new question on a Quotient quote. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Asked Question event. - Trigger **Customer Viewed Quote** Fires instantly when a customer views a Quotient quote; repeat views within 6 hours fire only once. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Viewed Quote event. - Trigger **Quote Accepted** Fires instantly when a customer accepts a quote in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Accepted event. - Trigger **Quote Completed** Fires instantly when a quote is marked completed in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Completed event. - Trigger **Quote Declined** Fires instantly when a quote is declined in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Declined event. - Trigger **Quote Sent** Fires instantly when a new quote is first sent from Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Sent event. - Trigger **New bill** Triggered when a new bill (ACCPAY) is added. - Trigger **New or updated contact** Triggered when a contact is created or updated. - Trigger **New payment** Triggered when a new payment is received. - Trigger **New sales invoice** Triggered when a new sales invoice (ACCREC) is added. - Action **Add account** Create a chart of accounts entry. - Action **Add credit note** Create a credit note. - Action **Add item** Create an inventory/sales item. - Action **Add purchase order** Create a purchase order. - Action **Add quote** Create a quote. - Action **Create bank transaction** Create a spend or receive money bank transaction. - Action **Create bill** Create a new bill (Accounts Payable, Type=ACCPAY). - Action **Create or update contact** Create a new contact or update an existing one. - Action **Create payment** Create a payment against an approved invoice. - Action **Create sales invoice** Create a new sales invoice (Accounts Receivable, Type=ACCREC). - Action **Find contact by email** Find a contact by email address. - Action **Get contact** Retrieve a single contact by ContactID. - Action **Get invoice** Retrieve a single invoice by InvoiceID. - Action **Get quote** Returns one quote by its id, with its contact, status, line items and totals. - Action **List accounts** Retrieve the chart of accounts. - Action **List bank transactions** List bank transactions. - Action **List contacts** Retrieve contacts from Xero. - Action **List credit notes** List credit notes. - Action **List invoices** Retrieve sales invoices and bills. - Action **List items** List items. - Action **List organisations** Retrieve organisation details for the connected Xero tenant. - Action **List payments** Retrieve payments. - Action **List purchase orders** List purchase orders. - Action **List tax rates** List tax rates. - Action **Update contact** Update a contact by id. - Action **Update invoice** Update a draft/submitted invoice. ## Each app on its own - [ **Quotient** Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately...](https://apiant.ai/connections/quotient) - [ **Xero** Xero online accounting — manage contacts, invoices, bills, payments, accounts, and bank transactions via the...](https://apiant.ai/connections/xero) Reviews ## What our customers say ## More from Quotient - [ **Quotient to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/quotient-to-hubspot) - [ **Quotient to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quotient-to-salesforce) - [ **Quotient to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quotient-to-slack) - [ **Quotient to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/quotient-to-google-sheets) - [ **Quotient to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/quotient-to-gmail) - [ **Quotient to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/quotient-to-google-calendar) ## More into Xero - [ **Gallabox to Xero** Gallabox is no-code conversation workspace for business to grow sales](https://apiant.ai/connect/gallabox-to-xero) - [ **HubSpot to Xero** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-xero) - [ **Salesforce to Xero** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-xero) - [ **Slack to Xero** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-xero) - [ **Google Sheets to Xero** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-xero) - [ **Gmail to Xero** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-xero) Questions ## Quotient and Xero, answered ### ### What can start an automation from Quotient? Any of Quotient's 6 triggers in the catalog, including Quote Completed, Customer Asked Question, Customer Viewed Quote and Quote Accepted. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xero when something happens in Quotient? 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 Quotient? Xero has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Xero's API documentation and adds it. ### ### Do I have to build a connector for Quotient 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 Quotient and Xero without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Xero 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.