# Connect Xero to Priority When **New bill** fires in [Xero](https://apiant.ai/connections/xero), your agent runs **Add record** in [Priority](https://apiant.ai/connections/priority). Describe the whole flow and it is built, tested on every scenario and kept running. Xero **4** triggers Xero **26** actions Priority **16** 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 Priority 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 Xero can start in Priority - When **New bill** in Xero then **Add record** in Priority - When **New or updated contact** in Xero then **Add Shipping Charges to an Order** in Priority 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 Priority ## Triggers and actions 4 triggers · 42 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 record** Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record. - Action **Add Shipping Charges to an Order** Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price. - Action **Create a New Sales Order** Creates a sales order for a customer in Priority, optionally with order lines. - Action **Create Exist Customer Sales Order** Creates a sales order in Priority for an existing customer, optionally with order lines. - Action **Create Potential Customer** Creates a potential customer record in Priority. - Action **Delete record** Deletes a record from a Priority form, such as a customer or an order, by its key. - Action **Find Customer by Email** Finds customers in Priority whose email address matches the one you provide. - Action **Find records by filter** Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression. - Action **Find the Country Name by Two Letter Code** Looks up a country in Priority by its two-letter code and returns the country's name. - Action **Get Campaigns** Returns the marketing campaigns defined in Priority, optionally filtered and sorted. - Action **Get Customers** Returns customers from Priority, optionally filtered, sorted and limited to chosen fields. - Action **Get Lead Types** Returns the lead types defined in Priority, optionally filtered and sorted. - Action **Get record** Returns a single record from a Priority form (such as a customer or order) by its key. - Action **List records** Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited. - Action **Update record** Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record. - Action **Update Sales Order Status** Changes the status of an existing sales order in Priority. ## 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) - [ **Priority** Priority is a comprehensive ERP package empowering hundreds of thousands of end users worldwide in their...](https://apiant.ai/connections/priority) 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 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) - [ **Xero to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/xero-to-gohighlevel) ## More into Priority - [ **HubSpot to Priority** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-priority) - [ **Salesforce to Priority** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-priority) - [ **Slack to Priority** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-priority) - [ **Google Sheets to Priority** Google Sheets](https://apiant.ai/connect/google-sheets-to-priority) - [ **Gmail to Priority** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-priority) - [ **Google Calendar to Priority** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-priority) Questions ## Xero and Priority, 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 Priority when something happens in Xero? Any of Priority's 16 actions, including Create a New Sales Order, Create Exist Customer Sales Order, Create Potential Customer and Update record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Priority to Xero? Priority has no triggers in the catalog today, so automations start in Xero. If you need the other direction, ask: your agent reads Priority's API documentation and adds it. ### ### Do I have to build a connector for Xero or Priority? 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.