--- title: "Connect Xero to Pachca - APIANT.ai" description: "When \"New bill\" fires in Xero, your agent runs \"Get task\" in Pachca. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/xero-to-pachca" --- # Connect Xero to Pachca When **New bill** fires in [Xero](https://apiant.ai/connections/xero), your agent runs **Get task** in [Pachca](https://apiant.ai/connections/pachca). Describe the whole flow and it is built, tested on every scenario and kept running. Xero **4** triggers Xero **26** actions Pachca **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Xero and Pachca 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 Xero can start in Pachca - When **New bill** in Xero then **Get task** in Pachca - When **New or updated contact** in Xero then **Add user** in Pachca 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 Pachca ## Triggers and actions 4 triggers · 36 actions - 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. - Action **Add chat** Creates a group conversation or channel in Pachca. The token owner becomes the chat owner. - Action **Add chat member** Adds employees and bots to a conversation, channel or thread chat. Members already in the chat are skipped silently. - Action **Add group tag** Attaches one or more group tags to a Pachca conversation or channel; the tags' members are added to the chat and kept in sync. - Action **Add user** Creates a new employee in the Pachca workspace and emails them an invitation. Available to the workspace owner and administrators only. - Action **Delete chat member** Removes an employee or bot from a chat, channel or thread in Pachca. - Action **Delete task** Permanently deletes a Pachca task (reminder). It is also removed for its assignees and from any connected calendar. It cannot be restored. - Action **Delete user** Permanently removes an employee from the Pachca workspace. This cannot be undone; the workspace owner cannot be deleted. - Action **Get chat** Returns a chat's details, including its current members and attached tags. - Action **Get task** Returns a Pachca task (reminder) with its author, assignees, linked chat and custom properties. - Action **Get user** Retrieve a user by id. ## Each app on its own - [ **Xero** Xero online accounting — manage contacts, invoices, bills, payments, accounts, and bank transactions via the...](https://apiant.ai/connections/xero) - [ **Pachca** Team messaging platform with channels, direct messages, video calls, and task management for organizations.](https://apiant.ai/connections/pachca) Reviews ## What our customers say ## More from Xero - [ **Xero to Eventzilla** Eventzilla is a do-it-yourself event ticketing and marketing platform that helps event organizers to sell...](https://apiant.ai/connect/xero-to-eventzilla) - [ **Xero to FormAPI** DocSpring is a service that helps you fill out and sign PDF templates.](https://apiant.ai/connect/xero-to-formapi) - [ **Xero to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/xero-to-zoom) - [ **Xero to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/xero-to-linkedin) - [ **Xero to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/xero-to-facebook) - [ **Xero to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/xero-to-anthropic) ## More into Pachca - [ **HubSpot to Pachca** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pachca) - [ **Salesforce to Pachca** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pachca) - [ **Slack to Pachca** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pachca) - [ **Google Sheets to Pachca** Google Sheets](https://apiant.ai/connect/google-sheets-to-pachca) - [ **Gmail to Pachca** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pachca) - [ **Google Calendar to Pachca** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pachca) Questions ## Xero and Pachca, 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 Pachca when something happens in Xero? Any of Pachca's 10 actions, including Add chat, Add chat member, Add group tag and Add user. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pachca to Xero? Pachca has no triggers in the catalog today, so automations start in Xero. If you need the other direction, ask: your agent reads Pachca's API documentation and adds it. ### ### Do I have to build a connector for Xero or Pachca? 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 Pachca 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.