--- title: "Connect Xero to Yeeflow - APIANT.ai" description: "When \"New bill\" fires in Xero, your agent runs \"Upload File\" in Yeeflow. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/xero-to-yeeflow" --- # Connect Xero to Yeeflow When **New bill** fires in [Xero](https://apiant.ai/connections/xero), your agent runs **Upload File** in [Yeeflow](https://apiant.ai/connections/yeeflow). Describe the whole flow and it is built, tested on every scenario and kept running. Xero **4** triggers Xero **26** actions Yeeflow **5** 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 Yeeflow 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 Yeeflow - When **New bill** in Xero then **Upload File** in Yeeflow - When **New or updated contact** in Xero then **Get File Content** in Yeeflow 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 Yeeflow ## Triggers and actions 4 triggers · 31 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 **Create webhook** Subscribes a callback URL to a Yeeflow resource event. Returns the new webhook's ID and unsubscribe address. - Action **Delete webhook** Deletes a Yeeflow webhook subscription by its ID. - Action **Get File Content** Downloads the content of a Yeeflow file (for example an attachment stored in a list item's Attachment field) by its file ID. - Action **Get webhook** Fetches a webhook subscription by ID: the resource and event type it listens for, its channel label, callback address and whether it is enabled. An error occurs if the webhook is not found. - Action **Upload File** Uploads a temporary file to Yeeflow. The returned file object can be used to create a list item, start a workflow, or run an agent. Unreferenced temporary files are removed after a period of time. ## 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) - [ **Yeeflow** No-code application development platform that lets you build custom applications in minutes.](https://apiant.ai/connections/yeeflow) 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 NASA FIRMS** Satellite fire-detection API providing near-real-time active fire and thermal anomaly data from MODIS and...](https://apiant.ai/connect/xero-to-nasa-firms) - [ **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) ## More into Yeeflow - [ **HubSpot to Yeeflow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-yeeflow) - [ **Salesforce to Yeeflow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-yeeflow) - [ **Slack to Yeeflow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-yeeflow) - [ **Google Sheets to Yeeflow** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-yeeflow) - [ **Gmail to Yeeflow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-yeeflow) - [ **Google Calendar to Yeeflow** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-yeeflow) Questions ## Xero and Yeeflow, 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 Yeeflow when something happens in Xero? Any of Yeeflow's 5 actions, including Create webhook, Upload File, Get File Content and Get webhook. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Yeeflow to Xero? Yeeflow has no triggers in the catalog today, so automations start in Xero. If you need the other direction, ask: your agent reads Yeeflow's API documentation and adds it. ### ### Do I have to build a connector for Xero or Yeeflow? 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 Yeeflow 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.