# Xero AI connector guide

Connect Xero data to AI agents with Combined. Explore bank transactions, contacts, credit notes, source setup, MCP access and read-only business queries.

Combined offers 1,125 connectors across catalog sources and connectors generated through desktop automation.

## Connect

1. Open Combined Connected Apps and select Xero.
2. Authorize the source and choose the relevant datasets.
3. Complete a first sync, then grant your agent access through the Set up or Access workspace.
4. Discover the actual source schemas before querying.

## Setup reference

- Authentication Method: required in the upstream source schema; OAuth Custom Connection or Bearer Access Token
- Client ID: depends on the selected authentication/setup option
- Client Secret: depends on the selected authentication/setup option
- Access Token: depends on the selected authentication/setup option
- Start Date: required in the upstream source schema
- Tenant ID: required in the upstream source schema

## Dataset reference

- bank_transactions; key: BankTransactionID
- contacts; key: ContactID
- credit_notes; key: CreditNoteID
- invoices; key: InvoiceID
- manual_journals; key: ManualJournalID
- overpayments; key: OverpaymentID
- prepayments; key: PrepaymentID
- purchase_orders; key: PurchaseOrderID
- accounts; key: AccountID
- bank_transfers; key: BankTransferID
- employees; key: EmployeeID
- items; key: ItemID
- payments; key: PaymentID
- users; key: UserID
- branding_themes; key: BrandingThemeID
- contact_groups; key: ContactGroupID
- currencies; key: Code
- organisations; key: OrganisationID
- repeating_invoices; key: RepeatingInvoiceID
- tax_rates; key: Name
- tracking_categories; key: TrackingCategoryID

This is the upstream connector reference, version 2.1.6. Account permissions and sync configuration determine the datasets available in your workspace.

## Agent prompt

Use Combined to analyze my Xero data.
List my granted sources, discover the datasets and describe their fields.
Look for datasets corresponding to bank_transactions, contacts, credit_notes, invoices, manual_journals, overpayments.
Check the last successful sync and report the available date coverage.
Propose three useful questions based on the fields actually available.
For the question I choose, run read-only SQL over the complete matching dataset.
Use a bounded result; include source names, time window and query receipt.
Ask for a missing join key or metric definition instead of inventing one.

## Links

- Combined: https://www.trycombined.com/
- Setup: https://www.trycombined.com/docs/getting-started/onboarding
- MCP: https://www.trycombined.com/docs/integrations/mcp
- Pricing: https://www.trycombined.com/pricing
- Upstream source reference: https://docs.airbyte.com/integrations/sources/xero
- Full guide: https://www.trycombined.com/connectors/xero