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XeroAPI/xero-agent-toolkit: A collection of examples demonstrating how to build AI agents that integrate with the Xero API using various agentic frameworks and the Xero MCP (Model Context Protocol) Server.
A comprehensive collection of examples demonstrating how to build AI agents that integrate with the Xero API using various agentic frameworks and the Xero MCP (Model Context Protocol) Server.
This repository provides practical examples of building intelligent agents that can interact with Xero accounting data using different AI frameworks. Each example demonstrates how to leverage the Xero MCP Server to provide agents with structured access to Xero's comprehensive accounting functionality.
The examples in this repository show how to create AI agents that can:
- 📝 Manage Invoices: Create, update, and track invoices with natural language
- 👥 Handle Contacts: Create and manage customers and suppliers
- 💰 Process Payments: Record and track payments against invoices
- 👨💼 Payroll Operations: Manage employees, timesheets, and leave (where applicable)
- 💬 Natural Language Interface: Process conversational queries about accounting data
Demonstrates integration with Google's Agent Development Kit (ADK), featuring:
- Real-time Xero integration via MCP
- Natural language processing for accounting queries
- Interactive demo modes and batch operations
- Comprehensive error handling
Advanced LangChain integration showcasing:
- Specialized agents (Invoice Specialist, Contact Manager)
- Multi-step business workflows
- Intelligent invoice analysis and recommendations
- Async/await support for optimal performance
OpenAI Agents SDK implementation featuring:
- Multiple specialized agent types
- Multi-agent collaboration workflows
- Interactive chat interfaces
- Comprehensive example scenarios
TypeScript Implementations
TypeScript implementation of OpenAI Agents SDK with:
- Type-safe Xero operations
- Modern async/await patterns
- Interactive demo modes
- Comprehensive agent workflows
TypeScript LangChain integration featuring:
- Specialized agents (Invoice Specialist, Contact Manager)
- Multi-step business workflows and invoice analysis
- Interactive chat interface with real-time Xero operations
- Organization insights and comprehensive reporting
- Type-safe operations with @langchain/mcp-adapters
Required for All Examples
- Xero Developer Account: Get your credentials from Xero Developer Portal
- Client ID
- Client Secret Make sure you are create a Custom Connection type of app - Web app and PKCE apps will not work with these examples
- Node.js and npm: Required for the Xero MCP Server
Framework-Specific Requirements
- Google ADK: Google AI Studio API key or Vertex AI setup
- LangChain: OpenAI API key
- OpenAI Agents: OpenAI API key
-
Clone the repository:
git clone https://github.com/xeroapi/xero-agent-toolkit.git
cd xero-agent-toolkit
-
Choose your preferred framework and navigate to its directory
-
Follow the specific README in each subdirectory for detailed setup instructions
-
Set up your environment variables as specified in each example
-
Run the examples to see AI agents in action with Xero
All examples in this repository use the Xero MCP Server as the bridge between AI frameworks and the Xero API. This architecture provides:
- Standardized Interface: Consistent tool definitions across all frameworks
- Secure Authentication: OAuth2 flow handled by the MCP server
- Type Safety: Structured schemas for all Xero operations
- Error Handling: Robust error management and retry logic
┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐
│ AI Framework │ ←→ │ Xero MCP │ ←→ │ Xero API │
│ (LangChain, │ │ Server │ │ │
│ OpenAI, etc.) │ │ │ │ │
└─────────────────┘ └─────────────────┘ └─────────────────┘
- Automated monthly invoicing workflows
- Customer onboarding with contact creation
- Payment processing and reconciliation
- Financial reporting and analysis
Conversational Accounting
- "Create an invoice for ABC Corp for $1,500 consulting services"
- "Show me all overdue invoices"
- "What's my profit and loss for this quarter?"
- "Create a new customer named XYZ Ltd with email contact@xyz.com"
- Contact Manager → Invoice Specialist collaboration
- Automated end-to-end business processes
- Intelligent data analysis and recommendations
We welcome contributions! Whether you want to:
- Add support for new AI frameworks
- Improve existing examples
- Add new use cases or workflows
- Fix bugs or improve documentation
Please feel free to open an issue or submit a pull request.
This project is licensed under the MIT License - see the LICENSE file for details.
Ready to build intelligent accounting agents? Choose your preferred framework from the examples above and start building! 🚀
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