--- title: "Connect Xero to SightMill - APIANT.ai" description: "When \"New bill\" fires in Xero, your agent runs \"List contact groups\" in SightMill." canonical: "https://apiant.ai/connect/xero-to-sightmill" --- # Connect Xero to SightMill When **New bill** fires in [Xero](https://apiant.ai/connections/xero), your agent runs **List contact groups** in [SightMill](https://apiant.ai/connections/sightmill). Describe the whole flow and it is built, tested on every scenario and kept running. Xero **4** triggers Xero **26** actions SightMill **4** 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 SightMill 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 SightMill - When **New bill** in Xero then **List contact groups** in SightMill - When **New or updated contact** in Xero then **List email contacts** in SightMill 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 SightMill ## Triggers and actions 4 triggers · 30 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 **List contact groups** Returns the contact groups in a SightMill project for the chosen contact category, email or phone. - Action **List email contacts** Returns the email contacts in a SightMill project, optionally limited to one contact group. - Action **List phone contacts** Returns the phone contacts in a SightMill project, optionally limited to one contact group. - Action **List projects** Returns all active SightMill projects in the account, with each project's name, website and which survey channels are active. ## 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) - [ **SightMill** Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with...](https://apiant.ai/connections/sightmill) 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 Inboxroad** Inboxroad is an email marketing platform that helps businesses create newsletters, automate campaigns, and...](https://apiant.ai/connect/xero-to-inboxroad) - [ **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) ## More into SightMill - [ **HubSpot to SightMill** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sightmill) - [ **Salesforce to SightMill** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sightmill) - [ **Slack to SightMill** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sightmill) - [ **Google Sheets to SightMill** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sightmill) - [ **Gmail to SightMill** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sightmill) - [ **Google Calendar to SightMill** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sightmill) Questions ## Xero and SightMill, 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 SightMill when something happens in Xero? Any of SightMill's 4 actions, including List contact groups, List email contacts, List phone contacts and List projects. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SightMill to Xero? SightMill has no triggers in the catalog today, so automations start in Xero. If you need the other direction, ask: your agent reads SightMill's API documentation and adds it. ### ### Do I have to build a connector for Xero or SightMill? 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 SightMill 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.