# Connect Trigger and Xero

When **New Company** fires in [Trigger](https://apiant.ai/connections/trigger), your agent runs **Add purchase order** in [Xero](https://apiant.ai/connections/xero), or **New bill** in Xero to **Add task activity** in Trigger. Describe the whole flow and it is built, tested on every scenario and kept running.

Trigger **1** trigger Trigger **12** 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 Trigger and Xero to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Trigger and Xero can do together

### From Trigger to Xero

- When **New Company** in Trigger then **Add purchase order** in Xero
- When **New Company** in Trigger then **Create or update contact** in Xero

### From Xero to Trigger

- When **New bill** in Xero then **Add task activity** in Trigger
- When **New or updated contact** in Xero then **Create New Task** in Trigger

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 Trigger and Xero

## Triggers and actions 5 triggers · 38 actions

- Trigger

**New Company**

Triggers when a new company is added to your Trigger account.

- Action

**Add task activity**

Adds an activity (a note or a time log) to a task in Trigger.

- Action

**Create New Company**

Creates a new company (client) in your Trigger account.

- Action

**Create New Project**

Creates a new project under a company in Trigger.

- Action

**Create New Task**

Creates a new task in a Trigger project.

- Action

**Delete task**

Deletes a task in Trigger.

- Action

**Get company**

Returns a single company by its ID.

- Action

**Get project**

Returns a single project of a company by its ID.

- Action

**Get task**

Returns a single task by its ID.

- Action

**List users**

Returns all users of the connected Trigger account.

- Action

**Update company**

Updates an existing company in Trigger. Only the fields you fill in are changed.

- Action

**Update project**

Updates an existing project's name, description, status, due date, billing and visibility settings. Fields left blank are not changed.

- Action

**Update task**

Updates an existing task in a Trigger project.

- 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

- [ **Trigger** Trigger is cloud software for project management, collaboration, and time tracking.](https://apiant.ai/connections/trigger)
- [ **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 Trigger

- [ **Trigger to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/trigger-to-zoom)
- [ **Trigger to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/trigger-to-twilio)
- [ **Trigger to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/trigger-to-typeform)
- [ **Trigger to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/trigger-to-webflow)
- [ **Trigger to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/trigger-to-wix)
- [ **Trigger to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/trigger-to-linkedin)

## More into 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](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)
- [ **Google Calendar to Xero** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-xero)

Questions

## Trigger and Xero, answered

###

### What can start an automation from Trigger?

Any of Trigger's 1 trigger in the catalog, including New Company. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Xero when something happens in Trigger?

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 Trigger?

Yes. When something happens in Xero, your agent can act in Trigger too. This page covers both directions: Xero's triggers and Trigger's actions are listed here as well.

###

### Do I have to build a connector for Trigger 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.
