--- title: "Connect Shade and Xero - APIANT.ai" description: "When \"Asset Updated\" fires in Shade, your agent runs \"Add purchase order\" in Xero, or \"New bill\" in Xero to \"Copy a File\" in Shade." canonical: "https://apiant.ai/connect/shade-to-xero" --- # Connect Shade and Xero When **Asset Updated** fires in [Shade](https://apiant.ai/connections/shade), your agent runs **Add purchase order** in [Xero](https://apiant.ai/connections/xero), or **New bill** in Xero to **Copy a File** in Shade. Describe the whole flow and it is built, tested on every scenario and kept running. Shade **7** triggers Shade **7** actions 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 Shade 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 Shade and Xero can do together ### From Shade to Xero - When **Asset Updated** in Shade then **Add purchase order** in Xero - When **New Asset** in Shade then **Create or update contact** in Xero ### From Xero to Shade - When **New bill** in Xero then **Copy a File** in Shade - When **New or updated contact** in Xero then **Share File or Folder** in Shade 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 Shade and Xero ## Triggers and actions 11 triggers · 33 actions - Trigger **Asset Updated** Triggers when an asset in the Shade drive and folder you select is added or changed. - Trigger **New Asset** Triggers when a new asset appears in the Shade drive and folder you select. - Trigger **New Collection** Triggers when a new collection is created in the Shade drive you select. - Trigger **New Drive** Triggers when a new drive is created in the Shade workspace you select. - Trigger **New Public Share Link** Triggers when a new public share link is created in the Shade drive you select. - Trigger **New Transcription** Triggers when an asset in the Shade drive and folder you select finishes transcription. - Trigger **Public Share Link Updated** Triggers when a public share link in the Shade drive you select is created or changed. - Action **Copy a File** Copies a file or folder to another location within the same Shade drive. - Action **Create Folder** Creates a folder at the path you supply in a Shade drive. - Action **Find an Asset** Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters. - Action **Get Public Links for a File or Folder** Returns the public share links that exist for a file or folder in a Shade drive. - Action **Search Asset Chunks** Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type. - Action **Search for an Asset by Description** Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index. - Action **Share File or Folder** Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation. - 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 - [ **Shade** Shade is an AI-powered cloud NAS for media teams that enables real-time editing, natural language search...](https://apiant.ai/connections/shade) - [ **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 Shade - [ **Shade to Loop & Tie** Loop & Tie is a gifting-at-scale engagement platform, which allows gifters to send a list of curated gifts...](https://apiant.ai/connect/shade-to-loop-tie) - [ **Shade to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/shade-to-stripe) - [ **Shade to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shade-to-shopify) - [ **Shade to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/shade-to-airtable) - [ **Shade to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/shade-to-trello) - [ **Shade to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/shade-to-zoom) ## 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 ## Shade and Xero, answered ### ### What can start an automation from Shade? Any of Shade's 7 triggers in the catalog, including Asset Updated, New Asset, New Collection and New Drive. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xero when something happens in Shade? 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 Shade? Yes. When something happens in Xero, your agent can act in Shade too. This page covers both directions: Xero's triggers and Shade's actions are listed here as well. ### ### Do I have to build a connector for Shade 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 Shade 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.