Integration
Connect Xero to The Official Board
When New bill fires in Xero, your agent runs Create Orgchart PDF File in The Official Board. 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 The Official Board 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)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 The Official Board
When New bill in Xero
then Create Orgchart PDF File in The Official Board
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 The Official Board
Triggers and actions 4 triggers · 33 actions
- New bill
Triggered when a new bill (ACCPAY) is added.
- New or updated contact
Triggered when a contact is created or updated.
- New payment
Triggered when a new payment is received.
- New sales invoice
Triggered when a new sales invoice (ACCREC) is added.
- Add account
Create a chart of accounts entry.
- Add credit note
Create a credit note.
- Add item
Create an inventory/sales item.
- Add purchase order
Create a purchase order.
- Add quote
Create a quote.
- Create bank transaction
Create a spend or receive money bank transaction.
- Create bill
Create a new bill (Accounts Payable, Type=ACCPAY).
- Create or update contact
Create a new contact or update an existing one.
- Create payment
Create a payment against an approved invoice.
- Create sales invoice
Create a new sales invoice (Accounts Receivable, Type=ACCREC).
- Find contact by email
Find a contact by email address.
- Get contact
Retrieve a single contact by ContactID.
- Get invoice
Retrieve a single invoice by InvoiceID.
- Get quote
Returns one quote by its id, with its contact, status, line items and totals.
- List accounts
Retrieve the chart of accounts.
- List bank transactions
List bank transactions.
- List contacts
Retrieve contacts from Xero.
- List credit notes
List credit notes.
- List invoices
Retrieve sales invoices and bills.
- List items
List items.
- List organisations
Retrieve organisation details for the connected Xero tenant.
- List payments
Retrieve payments.
- List purchase orders
List purchase orders.
- List tax rates
List tax rates.
- Update contact
Update a contact by id.
- Update invoice
Update a draft/submitted invoice.
- Create Orgchart PDF File
Generates a PDF file of the org chart for a company on The Official Board.
- Create Orgchart XSLX File
Generates an Excel (.xlsx) file containing the org chart of the specified company.
- Find companies by name
Finds companies on The Official Board whose name matches the text you give, returning each company's org chart id, industry, country and other details.
- Find executives by name
Searches The Official Board for executives by first and/or last name and returns matching executives with their titles and companies.
- Get Executive Info
Returns an executive's biography: current roles, education, career history and links.
- Get Orgchart Info
Returns a company's org chart: the company details and its list of executives with titles, levels and reporting lines.
- List executive direct colleagues
Returns an executive's direct environment: their boss, direct reports and board members.
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
What our customers say
More from Xero
Xero to EventzillaEventzilla is a do-it-yourself event ticketing and marketing platform that helps event organizers to sell...
Xero to FormAPIDocSpring is a service that helps you fill out and sign PDF templates.
Xero to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Xero to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Xero to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
Xero to AnthropicAnthropic builds Claude, a family of large language models.
More into The Official Board
HubSpot to The Official BoardHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to The Official BoardSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to The Official BoardSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to The Official BoardGoogle Sheets
Gmail to The Official BoardGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to The Official BoardGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Xero and The Official Board, 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 The Official Board when something happens in Xero?
Any of The Official Board's 7 actions, including Create Orgchart PDF File, Create Orgchart XSLX File, Find companies by name and Find executives by name. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from The Official Board to Xero?
The Official Board has no triggers in the catalog today, so automations start in Xero. If you need the other direction, ask: your agent reads The Official Board's API documentation and adds it.
Do I have to build a connector for Xero or The Official Board?
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 The Official Board 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.