# Your Xero books. In your agent. Source: https://corespeed.io/integrations/xero Connect Xero to Claude Code, Codex, Cursor or any MCP agent through CoreSpeed. Your agent lists the invoices, payments, quotes and contacts in your Xero organisation and tells you who still owes what. It uses your own Xero login. Creating a draft invoice or recording a payment is a separate call that approvals can hold for a person. ## Set up an agent Give your agent this line: `set up https://corespeed.io/SKILL.md (read it raw, e.g. with curl)` It fetches the skill at https://corespeed.io/SKILL.md, adds the CoreSpeed MCP server, signs you in (or up), and keeps the skill for next time. Connect Xero after setup. Access follows the connected account and its permissions. Create an account: https://app.corespeed.io/sign-up ## Know who owes you. Before you send a reminder Let your agent read your Xero invoices and the payments against them, then hand back a short list of what is still open. You ask your agent: "In Xero, list the sales invoices still awaiting payment and the payments recorded this month. Tell me which customers to follow up with. Do not change anything." It calls CoreSpeed: - `xero__list_invoices`: ok, 512 ms - `xero__list_payments`: ok, 388 ms It reads from: Xero. ### Receivables: Three invoices still open. $9,150 is awaiting payment. One invoice is past due; the other two fall due this month. **Follow up now** - Fernhill Studio: INV-0187, $2,400, 21 days past due. **Due soon** - Saltmarsh Labs: INV-0193, $4,950, due Friday. - Oakline Co: INV-0196, $1,800. _Illustrative organisation and figures · Nothing changed in Xero_ All connectors: https://corespeed.io/docs/connectors ## Ask about the money. Keep the books in Xero Requests you can make once Xero is connected. The data is fictional. ### See what is still owed Sales invoices · awaiting payment · Receivables - Awaiting payment: 3 invoices, $9,150 - Oldest: INV-0187, 21 days past due - From the organisation you connected ### Record a payment, with a check A write, held for you · Approval before the change - Invoice: INV-0187 · Fernhill Studio - Payment: $2,400 to the business account - Held for approval ### Turn a quote into an invoice Accepted quote · Saltmarsh Labs · Draft invoice - From quote: QU-0042, accepted - Created as: A draft invoice - Draft only · Not approved in Xero ## Keep your agent. Bring your work One CoreSpeed account, across compatible agents. 1. **Set up CoreSpeed**: Give your agent the setup line. It adds CoreSpeed and signs you in. 2. **Connect Xero**: Authorize the account and the content you need. 3. **Start with one task**: Ask for a summary, a brief, or a draft. Review the answer. Setup guides: Claude Code https://corespeed.io/docs/mcp#claude-code · Codex https://corespeed.io/docs/mcp#codex · Cursor https://corespeed.io/docs/mcp#cursor ## Questions ### Can my agent create invoices in Xero? Yes, as drafts. Creating an invoice, a quote or a payment is a separate tool call that approvals can hold for a person. How approvals work: https://corespeed.io/docs/approvals ### Does it email invoices to customers? No. CoreSpeed's Xero tools create and update invoices but do not email them. You send them from Xero. ### Can I connect more than one Xero organisation? Yes. Each connection is one organisation. Connect each one you need, and your agent picks the account for each request. ### Do I have to switch agents? No. CoreSpeed adds tools to the agent you already use: Claude Code, Codex, Cursor, or another MCP client. Each one signs in once. ### Can my agent access every account in our organization? No. Access follows your CoreSpeed identity, each connection's visibility, and the app's own permissions. Personal connections stay private. ### Does this work without connecting an account? No. Connect the app's account first; your CoreSpeed workspace shows what each app needs. The examples on this page use fictional data. All connectors: https://corespeed.io/docs/connectors Every tool and price: https://corespeed.io/catalog/xero ## Related pages - [Approval gates for AI agent tool actions](https://corespeed.io/solutions/agent-approvals): Set approval policies for writes through CoreSpeed. Review held tool actions while your team keeps using its preferred agents. - [FreeAgent for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/freeagent): Bring FreeAgent invoices, bills, timeslips and bank balances into your agent. See what is overdue and what you hold. - [FreshBooks for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/freshbooks): Bring FreshBooks invoices, expenses and tracked time into your agent. Find unbilled hours before you write the invoice. - [Moneybird for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/moneybird): Bring Moneybird invoices and bank transactions into your agent. Match incoming payments to open invoices. - [YNAB for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/ynab): Bring your YNAB budget into your agent. See overspent categories and upcoming bills, and ask before anything moves. - [Zoho Books for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/zoho-books): Bring Zoho Books invoices, bills and payments into your agent. See money owed to you and by you in one answer. ## Sources - Connectors: https://corespeed.io/docs/connectors - Xero Accounting API overview: https://developer.xero.com/documentation/api/accounting/overview - Xero Accounting API: Invoices: https://developer.xero.com/documentation/api/accounting/invoices Reviewed 2026-11-10. ## Links - Product overview: https://corespeed.io/ (Markdown: https://corespeed.io/index.md) - All integrations: https://corespeed.io/integrations (Markdown: https://corespeed.io/integrations.md) - Documentation: https://corespeed.io/docs - Pricing: https://corespeed.io/pricing (Markdown: https://corespeed.io/pricing.md)