Integration
Connect Xero to Allo
When New bill fires in Xero, your agent runs Add Tag to Conversation Item in Allo. 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 Xero and Allo 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Xero can start in Allo
When New bill in Xero
then Add Tag to Conversation Item in Allo
When New or updated contact in Xero
then Add Thread Comment in Allo
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 Xero and Allo
Triggers and actions 4 triggers · 47 actions
Trigger
New billTriggered when a new bill (ACCPAY) is added.
Trigger
New or updated contactTriggered when a contact is created or updated.
Trigger
New paymentTriggered when a new payment is received.
Trigger
New sales invoiceTriggered when a new sales invoice (ACCREC) is added.
Action
Add accountCreate a chart of accounts entry.
Action
Add credit noteCreate a credit note.
Action
Add itemCreate an inventory/sales item.
Action
Add purchase orderCreate a purchase order.
Action
Add quoteCreate a quote.
Action
Create bank transactionCreate a spend or receive money bank transaction.
Action
Create billCreate a new bill (Accounts Payable, Type=ACCPAY).
Action
Create or update contactCreate a new contact or update an existing one.
Action
Create paymentCreate a payment against an approved invoice.
Action
Create sales invoiceCreate a new sales invoice (Accounts Receivable, Type=ACCREC).
Action
Find contact by emailFind a contact by email address.
Action
Get contactRetrieve a single contact by ContactID.
Action
Get invoiceRetrieve a single invoice by InvoiceID.
Action
Get quoteReturns one quote by its id, with its contact, status, line items and totals.
Action
List accountsRetrieve the chart of accounts.
Action
List bank transactionsList bank transactions.
Action
List contactsRetrieve contacts from Xero.
Action
List credit notesList credit notes.
Action
List invoicesRetrieve sales invoices and bills.
Action
List itemsList items.
Action
List organisationsRetrieve organisation details for the connected Xero tenant.
Action
List paymentsRetrieve payments.
Action
List purchase ordersList purchase orders.
Action
List tax ratesList tax rates.
Action
Update contactUpdate a contact by id.
Action
Update invoiceUpdate a draft/submitted invoice.
Action
Add Tag to Conversation ItemAdds a tag to a call or SMS.
Action
Add Thread CommentAdds a comment to an internal discussion thread.
Action
Get CompanyReturns one company from the Allo CRM.
Action
Get Conversation ItemReturns one call or SMS, including its summary and transcript.
Action
Get DealReturns one deal from the Allo CRM.
Action
Get PersonReturns one person from the Allo CRM.
Action
Get UserReturns one user on your Allo team.
Action
List Conversation NotesReturns the notes on the conversation with a contact number.
Action
List ConversationsReturns conversations grouped by contact number, with their latest activity.
Action
List Phone NumbersReturns the Allo phone numbers on your team.
Action
List TagsReturns the tags in your Allo workspace.
Action
List ThreadsReturns internal discussion threads.
Action
List UsersReturns the users on your Allo team.
Action
Search CompaniesReturns companies in the Allo CRM matching the given filters.
Action
Search Conversation ItemsReturns calls, SMS and other conversation items matching the given filters.
Action
Search DealsReturns deals in the Allo CRM matching the given filters.
Action
Search PeopleReturns people in the Allo CRM matching the given filters.
Action
Send FaxSends a PDF document as a fax from one of your Allo numbers.
Action
Send SMSSends an SMS from one of your Allo numbers.
Action
Update CompanyUpdates a company in the Allo CRM.
Action
Update PersonUpdates a person in the Allo CRM.
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
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Questions
Xero and Allo, answered
What can start an automation from Xero?
Any of Xero's 4 triggers in the catalog, including New bill, New or updated contact, New payment and New sales invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Allo when something happens in Xero?
Any of Allo's 21 actions, including Send Fax, Send SMS, Update Company and Update Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Allo to Xero?
Allo has no triggers in the catalog today, so automations start in Xero. If you need the other direction, ask: your agent reads Allo's API documentation and adds it.
Do I have to build a connector for Xero or Allo?
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 Xero and Allo 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.