mcpengine/servers/xero/TOOLS_SUMMARY.md

Xero MCP Server - Tool Summary

Total Tools: 84

All tool files successfully created and TypeScript compilation passes with no errors.

Tool Categories (13 files)

1. src/tools/invoices.ts (9 tools)

• xero_list_invoices
• xero_get_invoice
• xero_create_invoice
• xero_update_invoice
• xero_void_invoice
• xero_delete_invoice
• xero_email_invoice
• xero_add_invoice_attachment
• xero_get_invoice_attachments

2. src/tools/contacts.ts (8 tools)

• xero_list_contacts
• xero_get_contact
• xero_create_contact
• xero_update_contact
• xero_archive_contact
• xero_list_contact_groups
• xero_create_contact_group
• xero_add_contact_to_group

3. src/tools/accounts.ts (6 tools)

• xero_list_accounts
• xero_get_account
• xero_create_account
• xero_update_account
• xero_archive_account
• xero_delete_account

4. src/tools/bank-transactions.ts (5 tools)

• xero_list_bank_transactions
• xero_get_bank_transaction
• xero_create_bank_transaction
• xero_update_bank_transaction
• xero_void_bank_transaction

5. src/tools/payments.ts (10 tools)

• xero_list_payments
• xero_get_payment
• xero_create_payment
• xero_delete_payment
• xero_list_prepayments
• xero_get_prepayment
• xero_allocate_prepayment
• xero_list_overpayments
• xero_get_overpayment
• xero_allocate_overpayment

6. src/tools/bills.ts (6 tools)

• xero_list_bills
• xero_get_bill
• xero_create_bill
• xero_update_bill
• xero_void_bill
• xero_delete_bill

7. src/tools/credit-notes.ts (6 tools)

• xero_list_credit_notes
• xero_get_credit_note
• xero_create_credit_note
• xero_update_credit_note
• xero_void_credit_note
• xero_allocate_credit_note

8. src/tools/purchase-orders.ts (5 tools)

• xero_list_purchase_orders
• xero_get_purchase_order
• xero_create_purchase_order
• xero_update_purchase_order
• xero_delete_purchase_order

9. src/tools/quotes.ts (5 tools)

• xero_list_quotes
• xero_get_quote
• xero_create_quote
• xero_update_quote
• xero_convert_quote_to_invoice

10. src/tools/reports.ts (8 tools)

• xero_get_profit_and_loss
• xero_get_balance_sheet
• xero_get_trial_balance
• xero_get_bank_summary
• xero_get_aged_receivables
• xero_get_aged_payables
• xero_get_executive_summary
• xero_get_budget_summary

11. src/tools/employees.ts (4 tools)

• xero_list_employees
• xero_get_employee
• xero_create_employee
• xero_update_employee

12. src/tools/payroll.ts (8 tools)

• xero_list_pay_runs
• xero_get_pay_run
• xero_list_pay_slips
• xero_get_pay_slip
• xero_list_leave_applications
• xero_create_leave_application
• xero_list_timesheets
• xero_create_timesheet

Note: Payroll tools are placeholder implementations pending full Xero Payroll API integration (requires separate authentication).

13. src/tools/tax-rates.ts (4 tools)

• xero_list_tax_rates
• xero_get_tax_rate
• xero_create_tax_rate
• xero_update_tax_rate

Key Features

Modular Architecture

• Each category in its own file for maintainability
• Central index (src/tools/index.ts) aggregates all tools
• Unified handler routing based on tool name patterns

Zod Validation

• All tool inputs validated with Zod schemas
• Type-safe parameter parsing
• Clear error messages for invalid inputs

Xero API Compliance

• PUT for updates (Xero uses PUT, not PATCH)
• GUID-based IDs throughout
• Support for batch operations via arrays
• If-Modified-Since for efficient polling
• Page-based pagination (max 100 records)
• xero-tenant-id header handling (in client)

Tool Naming Convention

All tools follow the pattern: xero_verb_noun

Examples:

• xero_list_invoices
• xero_create_contact
• xero_get_balance_sheet
• xero_allocate_prepayment

Compilation Status

✅ TypeScript compilation successful (npx tsc --noEmit) ✅ No type errors ✅ All imports resolved ✅ All handlers implemented

Next Steps

1. Test with real Xero API credentials
2. Add integration tests
3. Implement full Xero Payroll API support
4. Add more advanced filtering/search capabilities
5. Consider adding webhook support for real-time updates