--- title: "Connect SimplyBook.me and Xero - APIANT.ai" description: "When \"Updated Client \" fires in SimplyBook.me, your agent runs \"Add purchase order\" in Xero." canonical: "https://apiant.ai/connect/simplybook-me-to-xero" --- # Connect SimplyBook.me and Xero When **Updated Client **fires in [SimplyBook.me](https://apiant.ai/connections/simplybook-me), your agent runs **Add purchase order** in [Xero](https://apiant.ai/connections/xero), or **New bill** in Xero to **Accept Invoice Payment** in SimplyBook.me. Describe the whole flow and it is built, tested on every scenario and kept running. SimplyBook.me **1** trigger SimplyBook.me **34** 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 SimplyBook.me 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 SimplyBook.me and Xero can do together ### From SimplyBook.me to Xero - When **Updated Client **in SimplyBook.me then **Add purchase order** in Xero - When **Updated Client **in SimplyBook.me then **Create or update contact** in Xero ### From Xero to SimplyBook.me - When **New bill** in Xero then **Accept Invoice Payment** in SimplyBook.me - When **New or updated contact** in Xero then **Create Calendar Note** in SimplyBook.me 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 SimplyBook.me and Xero ## Triggers and actions 5 triggers · 60 actions - Trigger **Updated Client** Triggers when a client is added or any of a client's details (name, email, phone, address, subscription flags) change. - Action **Accept Invoice Payment** Marks an invoice as paid. - Action **Approve Booking** Approves a booking waiting for approval. - Action **Block Client** Blocks a client from booking. - Action **Cancel Booking** Cancels a booking. - Action **Create Booking** Books an appointment for a client with a service and provider at a given time. - Action **Create Booking Changed Webhook** Subscribes a URL to SimplyBook.me's booking-changed event, so it is called whenever a booking is edited. - Action **Create Calendar Note** Adds a note to the calendar, optionally blocking that time from bookings. - Action **Create Client** Adds a new client. - Action **Decline Booking** Declines a booking waiting for approval. - Action **Delete Calendar Note** Deletes a calendar note. - Action **Delete Client** Deletes a client. - Action **Find Bookings** Finds bookings by status, date, client, service, provider or text. - Action **Find Clients** Finds clients by name, email or phone. - Action **Find Invoices** Finds invoices by client, status, booking or date. - Action **Get Available Slots** Returns the open time slots for a service and provider on a day. - Action **Get Booking** Returns one booking by its ID, with its client, service, provider and status. - Action **Get Booking Links** Returns the links for a booking, such as the pages a client uses to view or cancel it. - Action **Get Calendar Note** Returns one calendar note by ID. - Action **Get Client** Returns one client by ID. - Action **Get First Available Slot** Returns the first open time slot for a service and provider, starting from a day. - Action **Get Invoice** Returns one invoice by ID, with its lines. - Action **Get Provider** Returns one provider by ID. - Action **Get Service** Returns one service by ID. - Action **List Booking Statuses** Returns the custom booking statuses set up for the company. - Action **List Locations** Returns the company's locations. - Action **List Providers** Returns the company's providers (staff members or resources). - Action **List Service Categories** Returns the company's service categories. - Action **List Services** Returns the company's services. - Action **Set Booking Comment** Saves a comment on a booking. - Action **Set Booking Status** Applies one of the company's custom statuses to a booking. - Action **Unblock Client** Lets a blocked client book again. - Action **Update Booking** Changes a booking's time, service, provider or client. - Action **Update Calendar Note** Changes a calendar note. - Action **Update Client** Changes a client's name, contact details or address. - 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 - [ **SimplyBook.me** SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers...](https://apiant.ai/connections/simplybook-me) - [ **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 SimplyBook.me - [ **SimplyBook.me to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/simplybook-me-to-slack) - [ **SimplyBook.me to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/simplybook-me-to-stripe) - [ **SimplyBook.me to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/simplybook-me-to-trello) - [ **SimplyBook.me to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/simplybook-me-to-zoom) - [ **SimplyBook.me to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/simplybook-me-to-twilio) - [ **SimplyBook.me to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/simplybook-me-to-typeform) ## 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 ## SimplyBook.me and Xero, answered ### ### What can start an automation from SimplyBook.me? Any of SimplyBook.me's 1 trigger in the catalog, including Updated Client. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xero when something happens in SimplyBook.me? 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 SimplyBook.me? Yes. When something happens in Xero, your agent can act in SimplyBook.me too. This page covers both directions: Xero's triggers and SimplyBook.me's actions are listed here as well. ### ### Do I have to build a connector for SimplyBook.me 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 SimplyBook.me 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.