Loading ToolBench
Tools that enable LLMs to interact directly with the Xero API.
Create a new history record for a contact in Xero. This tool allows you to add a new history entry for a specific contact in Xero. Use it to log interactions, notes, or any relevant information about the contact.
Creates a history record for an expense claim. Use this tool to add a record to the history of a specific expense claim. It should be called when there is a need to document a change or update related to an expense claim in the system.
Creates a history record for a specific quote. Use this tool to add a history record to a specific quote in the Xero application. This is useful for tracking changes or updates made to a quote over time.
Creates a record in the bank transaction history. Use this tool to create a history record for a specific bank transaction in Xero. It's useful for logging changes or updates to bank transactions.
Create a history record for a bank transfer. This tool creates a history record for a specified bank transfer within the Xero service. It is useful for tracking changes and updates to bank transfers.
Creates a history record for a batch payment. This tool is used to create a historical record for a specified batch payment in Xero. Call this tool when you want to log information or updates about a batch payment's history.
| Scored | Grade | Overall | Spec posture | Rubric |
|---|---|---|---|---|
| 2026-03-17 | B | 72 | - | v1 |
Create a history record for a specific invoice. Use this tool to log a history record for a particular invoice in Xero. Ideal for tracking changes or adding comments to an invoice's history.
Creates a history record for a specific item in Xero. This tool is used to create a history record for a specific item in Xero, allowing users to keep track of changes or updates made to an item.
Creates a history record for a specific manual journal. Use this tool to log a new history entry for a specific manual journal in Xero.
Create a history record for a specific payment. This tool is used to create a history record for a particular payment in Xero. It should be called when you want to document the history or add notes for a payment by its PaymentID.
Creates a history record for a specific prepayment. Call this tool to create a history entry for a given prepayment in Xero, specifying the prepayment ID.
Create a history record for a purchase order. Use this tool to add a historical record to a specific purchase order when tracking changes or updates is necessary.
Creates a history record for a repeating invoice. Use this tool to create a history record for a specific repeating invoice in the Xero system. This is useful for maintaining a log of actions or updates associated with the invoice.
Delete a chart of accounts in Xero. Use this tool to delete a specified chart of accounts by providing the AccountID in Xero. This tool should be called when an account needs to be permanently removed.
Remove an allocation from a specific credit note. This tool is used to delete an allocation from a specified credit note in the Xero system. It should be called when you need to remove a particular allocation detail from an existing credit note.
Delete a specific item from inventory. Use this tool to remove an item from the inventory based on its ItemID. Call this tool to manage inventory by deleting items that are no longer needed or available.
Delete a specific linked transaction. Use this tool to delete a specified linked transaction (billable expense) by providing the LinkedTransactionID. It should be called when there's a need to remove an existing linked expense from Xero.
Delete an allocation from an overpayment in Xero. This tool deletes a specific allocation from an overpayment in the Xero system. Use this when you need to remove allocations linked to overpayments.
Delete an allocation from a prepayment in Xero. Use this tool to delete a specific allocation from a prepayment in Xero. This action is irreversible and should be used when a specific allocation needs to be removed.
Deletes a specific tracking category option in Xero. Use this tool to delete a specific tracking option from a selected tracking category in Xero. Useful for managing and updating your tracking categories when certain options are no longer needed.
Retrieve all contacts from a Xero organization. Use this tool to obtain a list of all contacts within a specified Xero organization. It should be called when there's a need to access or manage contact information in Xero.
Fetch a specific bank transfer attachment by ID. Use this tool to retrieve a specific attachment related to a bank transfer using the unique attachment ID.
Retrieve the history of a specific credit note. Use this tool to access and retrieve history records of a specific credit note by providing the CreditNoteID. This can be helpful for auditing or tracking changes made to a credit note over time.
Retrieve payments for invoices and credit notes in Xero. Use this tool to fetch a list of payments associated with invoices and credit notes from Xero. It is useful for obtaining payment records for financial analysis or reconciliation purposes.
Retrieve a specific attachment from a purchase order. Use this tool to obtain a specific attachment from a purchase order using the attachment's unique ID within the Xero platform.
Retrieve aged payables report by contact. Use this tool to get a report on aged payables categorized by contact. It provides insights into outstanding payables over time.
Retrieve aged receivables report by contact. Use this tool to get a detailed report of aged receivables, organized by contact, which helps in assessing outstanding debts for each contact.
Retrieve the balance sheet report from Xero. Fetches the balance sheet report, detailing financial positions. Useful for obtaining up-to-date financial summaries.
Retrieve bank summary reports from Xero. This tool fetches a bank summary report, providing a detailed overview of bank transactions and balances. Use it when you need to review financial summaries from Xero.
Retrieve an attachment from a bank transaction by filename. Use this tool to get a specific attachment from a bank transaction using the filename. Ideal for cases where attachments need to be reviewed or downloaded based on their association with bank transactions.
Retrieve history of a specific bank transaction by ID. This tool fetches the historical details of a particular bank transaction using its unique ID. It should be called when users need to view past records or changes related to a specific transaction.
Retrieve specific bank transfer history by ID. This tool is used to get the history of a specific bank transfer using its unique ID. It should be called when detailed transaction records or changes related to a particular bank transfer are needed.
Retrieve details of a specific batch payment by ID. Use this tool to get information about a specific batch payment by providing its unique ID.
Retrieve all branding themes from Xero. This tool calls the Xero API to fetch all available branding themes. It should be used when needing a comprehensive list of branding themes for the account.
Retrieves the budget summary report from Xero. This tool calls the Xero endpoint to obtain a detailed budget summary report. Use this when a financial summary of budget allocations is required.
Retrieve CIS settings for a Xero organisation. Use this tool to get the Construction Industry Scheme (CIS) settings for a specific organisation in Xero. Useful for managing or reviewing CIS compliance within the organisation.
Retrieve a contact's attachment by file name. Fetches a specific attachment associated with a contact using the file name in Xero. Use when you need to access a particular contact's attachment.
Retrieve attachments for a Xero contact. This tool retrieves all attachments associated with a specific contact within a Xero organisation. Call this tool when you need to access files linked to a contact in Xero.
Retrieve CIS settings for a Xero contact. Use this tool to obtain the CIS (Construction Industry Scheme) settings for a specific contact within a Xero organization. This is useful for businesses managing construction-related compliance and financial data.
Retrieve history records for a specific contact. Use this tool to obtain historical interaction records for a specific contact, which can provide insights into past communications and actions.
Retrieve specific attachment from a credit note by ID. Use this tool to get an attachment from a credit note using the unique attachment ID.
Fetch attachments for a specific credit note from Xero. Use this tool to retrieve attachments associated with a specific credit note in Xero. Call this tool when you need details or files attached to a credit note.
Retrieve history records of a specific credit note. Use this tool to obtain detailed history records for a specific credit note by providing its ID. It helps in tracking changes and updates made to the credit note over time.
Retrieve a credit note as a PDF file. Use this tool to fetch a specific credit note in PDF format using its ID.
Retrieve credit notes from the Xero service. Use this tool to obtain credit notes from Xero. Ideal for financial checks or reconciliations requiring credit note information.
Retrieve draft expense claim receipts from Xero. This tool retrieves draft expense receipts for any user from Xero. It should be called when you need to access draft expense claims.
Retrieve an attachment from a receipt by file name. This tool retrieves a specific attachment from an expense claim receipt using the file name. It should be called when you need to access a specific attachment associated with a receipt in the Xero platform.
Retrieve financial journal entries from Xero. Use this tool to access financial journal entries recorded in Xero. It should be called when detailed accounting journal information is needed for financial analysis or record-keeping.
Retrieve an attachment from an invoice by filename. Use this tool to obtain a specific attachment from an invoice or purchase bill by specifying the filename.
Retrieve a specific invoice using its unique ID. Use this tool to get detailed information about a specific sales invoice or purchase bill by providing its unique invoice ID. This can be helpful when checking invoice details in the Xero accounting system.
Retrieve invoice reminder settings from Xero. This tool retrieves the current settings for invoice reminders from Xero. It should be called when you need to check or manage how invoice reminders are configured.
Retrieve history for a specific item from Xero. This tool retrieves the historical details of a specific item using its ItemID. Use it to access the change history or modifications made to an item within the Xero platform.
Retrieve items from Xero. This tool fetches a list of items from the Xero service, typically used for inventory or sales purposes.
Retrieve a manual journal attachment by file name. Use this tool to get a specific attachment from a manual journal using its file name. It requires the manual journal ID and the file name to retrieve the attachment data.
Retrieve specific linked transaction details by ID. Use this tool to get detailed information about a specific linked transaction, such as billable expenses, using a unique transaction ID.
Retrieve history for a specific manual journal. This tool fetches the historical details related to a specific manual journal by its ID from Xero, providing insights into past changes and actions.
Retrieve history records for a specific overpayment in Xero. Use this tool to obtain detailed history records related to a specific overpayment, identified by the Overpayment ID, within the Xero platform.
Retrieve payment services for a specific branding theme. This tool retrieves the payment services linked to a given branding theme by its ID. Call this tool when you need to access payment service information tied to particular branding configurations.
Retrieve details of a specified prepayment from Xero. Use this tool to obtain information on a specific prepayment by providing the PrepaymentID. Ideal for checking prepayment details within the Xero accounting system.
Retrieve history for a specific prepayment. Use this tool to obtain the historical records associated with a specific prepayment in Xero.
Retrieve profit and loss report from Xero. Call this tool to obtain detailed profit and loss reports for financial analysis.
Retrieve a purchase order as a PDF using its ID. Use this tool to obtain a specific purchase order in PDF format by providing its unique ID. Useful for accessing purchase order details in a document format.
Retrieve a specific attachment from a quote by ID. Use this tool to retrieve a specific attachment from a quote by providing the unique Quote ID and Attachment ID.
Retrieve attachments for a specific expense claim receipt. Use this tool to obtain all attachments related to a specific expense claim receipt by providing the receipt ID.
Retrieve a specific repeating invoice using its unique ID. Use this tool to retrieve detailed information about a specific repeating invoice by providing its unique ID.
Retrieve history record for a specific repeating invoice. Use this tool to access the historical details of a specified repeating invoice. Ideal for understanding past changes, updates, or notes associated with the invoice in Xero.
Retrieve repeating invoices from Xero. Use this tool to get a list of repeating invoices from the Xero platform. It is helpful for managing and reviewing recurring billing information.
Retrieve a specific tax rate using a TaxType code. Use this tool to obtain a particular tax rate by providing a specific TaxType code. It is useful for retrieving tax rates in financial calculations or reports.
Retrieve tracking categories and options from Xero. Use this tool to get tracking categories and their options from Xero. Useful for financial tracking and categorization tasks.
Retrieve tracking category details using its unique ID. Use this tool to obtain specific details about a tracking category and its options by providing a unique tracking category ID.
Fetches the trial balance report from Xero. Use this tool to retrieve the trial balance report, which provides detailed financial information.
Retrieve a contact from Xero by contact number. This tool retrieves details of a specific contact in a Xero organization using their contact number. It should be called when you need to access contact information by specifying the unique contact number.
Retrieve currencies from your Xero organization. Use this tool to get a list of all currencies associated with your Xero organization. It is useful for financial tasks, reporting, or currency conversion needs.
Retrieves Xero organisation details. Use this tool to obtain detailed information about organisations in Xero. Ideal for accessing organisation data when required.
Creates a history record for a specific overpayment. Use this tool to add a history record to an existing overpayment in Xero. It helps in tracking changes or notes related to overpayments.
Creates a history record for a specific receipt.
Delete a specific contact from a contact group. This tool removes a specified contact from a contact group using unique identifiers for both the contact and the group. It should be called when there is a need to manage and update contact groups by removing contacts.
Removes all contacts from a specified contact group in Xero. Use this tool to delete all contacts from a specific contact group in Xero. Ideal for cleaning or reorganizing contact groups.
Deletes a specific tracking category from Xero. Use this tool to delete a particular tracking category identified by its ID in the Xero accounting system.
Retrieves 1099 tax reports. Use this tool to obtain 1099 tax reports from the Xero accounting service. It provides necessary financial data related to 1099 forms.
Retrieve a specific account attachment by ID. Use this tool to retrieve an attachment from a specific account by providing the unique attachment ID. It is useful when you need to access detailed information or content of an attachment associated with a particular account in Xero.
Retrieve an attachment for a specific account by filename. This tool retrieves an attachment file from a specific account in Xero using the filename. It should be called when a user needs to access a specific account's attachment by providing the account ID and filename.
Retrieve attachments for a specified account. This tool is used to get attachments associated with a specific account by providing the account's unique ID. Useful for accessing documents or files linked to financial accounts in the Xero platform.
Retrieve chart of accounts using a unique account ID. Use this tool to fetch details of a specific account from the chart of accounts by providing a unique account ID.
Retrieve bank transaction details by ID. Use this tool to get details of a specific spent or received bank transaction by providing its unique ID.
Retrieve a specific attachment from a bank transaction. Use this tool to obtain specific attachments from a bank transaction by providing the unique BankTransaction ID and Attachment ID.
Retrieve attachments from a specific bank transaction. Use this tool to obtain any attachments linked to a specific bank transaction. It accesses the attachments related to a given transaction ID within the Xero platform.
Retrieve spent or received money transactions from Xero. Use this tool to get a list of transactions where money was spent or received. This is useful for financial tracking and reporting.
Retrieve details of a specific bank transfer using its ID. This tool retrieves information about a specific bank transfer by using its unique bank transfer ID. It should be called when you need detailed information about a particular bank transfer within the Xero service.
Retrieve a bank transfer attachment by file name. Use this tool to obtain a specific attachment related to a bank transfer by providing the file name.
Retrieve attachments from a specific bank transfer in Xero. Use this tool to get a list of attachments related to a particular bank transfer in Xero by providing the BankTransferID. Ideal for when you need access to documents associated with bank transactions.
Retrieve all bank transfers from Xero. Use this tool to access all bank transfer records from Xero. It helps in obtaining comprehensive transfer data for financial review or auditing purposes.
Retrieve the history of a specific batch payment. Use this tool to access detailed history for a specific batch payment in Xero. Call this tool when needing to understand past actions, updates, or changes made to a batch payment.
Retrieve batch payments for invoices. Use this tool to retrieve information about one or many batch payments associated with invoices. Useful for accessing payment details and histories.
Retrieve details of a specific branding theme. This tool retrieves information about a specific branding theme by using its unique ID. It is useful for accessing and displaying branding theme details in accounting or financial software.
Retrieve detailed information about a budget including lines. Use this tool to get information about a specified budget by its ID, including all associated budget lines.
Retrieve a list of budgets from Xero. Use this tool to obtain detailed budgeting information from the Xero platform, helping manage and analyze budget data.
Retrieve a specific contact attachment by ID. Use this tool to get a specific attachment from a contact by providing the unique attachment ID. Useful for accessing detailed attachment data linked to a contact in Xero.
Retrieve a specific contact group by ID. Call this tool to get details of a particular contact group using its unique ID on Xero.
Retrieve contact group IDs and names from Xero. Use this tool to get a list of contact groups from Xero, including each group's ID and name. Ideal for identifying specific contact groups and managing contacts effectively.
Retrieve a credit note using its unique ID. Use this tool to get detailed information about a specific credit note by providing its unique ID. Ideal for obtaining precise credit note data from your Xero account.
Retrieve a specific credit note attachment by file name. Use this tool to get a particular attachment from a specific credit note using the file name as a reference. It is helpful when you need to access or verify document details associated with a credit note.
Retrieve a draft expense claim receipt using its ID. Use this tool to retrieve detailed information about a specific draft expense claim receipt by providing its unique receipt ID. Useful for reviewing or processing draft receipts.
Retrieve an executive summary report for financial insights. Use this tool to get an executive summary report, which provides financial insights and key metrics for business decision-making.
Retrieve details of a specific expense claim by ID. Use this tool to obtain details about a specific expense claim using its unique ID. This is useful for reviewing or verifying expense claims in your records.
Retrieve the history of a specific expense claim. Use this tool to obtain history records for a specific expense claim using its ID.
Fetches expense claims from Xero. This tool should be called to retrieve detailed expense claims data from Xero. It can be used to review or analyze expenses.
Retrieves the full chart of accounts from Xero. Use this tool to obtain the complete chart of accounts from Xero, which includes all accounting categories and their details. It is useful for analyzing financial structures within the Xero platform.
Retrieve a specific invoice attachment by ID. Use this tool to obtain a specific attachment from an invoice or purchase bill using its unique attachment ID in Xero. Call this tool when you need to access or review an attachment related to an invoice.
Retrieve attachments for a specific invoice or bill. This tool is used to obtain attachments related to a particular invoice or purchase bill from Xero. Call this tool when you need to access documents or files attached to a specific invoice.
Retrieve history of a specific invoice. Retrieves history records for a specific invoice using its Invoice ID. This tool is useful for tracking changes and updates made to an invoice over time.
Retrieve specific payment details using a payment ID. This tool retrieves details of a specific payment associated with invoices and credit notes using a unique payment ID. It should be called when there is a need to access information about a particular payment in Xero.
Retrieve an invoice or purchase bill as a PDF. This tool retrieves an invoice or purchase bill in PDF format using the invoice ID. It is useful when you need a downloadable version of an invoice from Xero.
Retrieve sales invoices or purchase bills from Xero. Use this tool to retrieve detailed information about sales invoices or purchase bills from Xero.
Retrieve a specific attachment from a manual journal using its ID. Use this tool to obtain a particular attachment linked to a specific manual journal by providing the unique attachment ID. Ideal for accessing relevant documents or files associated with journal entries.
Retrieve attachments for a specific manual journal. Use this tool to retrieve attachments associated with a given manual journal in Xero. Ideal for accessing or reviewing documents linked to journal entries.
Retrieve a specific journal by its unique number. Use this tool to obtain detailed information about a particular journal entry using its unique journal number.
Retrieve linked transactions from Xero. Use this tool to get linked transactions, such as billable expenses, from the Xero platform. Call it when you need details about expenses that are linked or billable in Xero.
Retrieve details of a specific manual journal. Use this tool to obtain information about a particular manual journal by its ID. Ideal for users needing specific journal entry details from Xero.
Retrieve manual journals from Xero. Use this tool to get a list of manual journals from Xero, typically when needing insights into financial entries or audits.
Retrieve a URL for viewing an online invoice. Use this tool to obtain a direct URL for accessing a specific online invoice based on its InvoiceID. The tool helps retrieve online invoice links for quick viewing and sharing.
Retrieve overpayments from the accounting system. Use this tool to access and retrieve a list of overpayments recorded in the Xero accounting system. This is useful for financial analysis and reconciliation.
Retrieve the history records of a specific payment. Use this tool to obtain historical records related to a specific payment, including updates and changes made over time.
Retrieve available payment services from Xero. Use this tool to obtain a list of payment services available in Xero. It should be called when you need to access or display payment service options.
Retrieve a purchase order attachment by filename. Use this tool to get a specific attachment from a purchase order in Xero by providing the filename. It's useful for accessing documents linked to purchase orders.
Retrieve prepayment details from Xero. Use this tool to fetch prepayment information from the Xero API, providing insights into prepayment transactions.
Retrieve details of a specific purchase order by ID. Use this tool to obtain information about a particular purchase order by specifying its unique ID. Ideal for retrieving order details when managing inventory or processing transactions.
Retrieve attachments for a specific purchase order. This tool retrieves all attachments associated with a given purchase order in Xero. It should be called when you need to access or review files linked to a specific purchase order.
Fetches a purchase order using its unique number. Use this tool to retrieve detailed information about a specific purchase order by providing its unique order number.
Retrieve the history of a specific purchase order. Use this tool to obtain historical details for a specified purchase order by its ID. It provides insights into changes and updates made to the order over time.
Retrieve purchase orders from Xero. Use this tool to obtain purchase orders from Xero. Call when you need a list of purchase orders with details such as order status, dates, and amounts.
Retrieve details of a specific quote by ID. Call this tool to obtain detailed information about a specific quote using its unique QuoteID.
Retrieve an attachment from a quote using filename. Call this tool to obtain a specific attachment from a quote by specifying the filename. Ideal for accessing quote-related documents stored in the Xero system.
Retrieve attachments for a specific quote in Xero. This tool retrieves all attachments related to a specified quote in Xero. It should be called when you need to access or view the files linked to a given quote ID.
Retrieves history records of a specific quote. Use this tool to get the history records for a specific quote using its ID. Ideal for tracking changes and updates to the quote over time.
Retrieve a specific quote as a PDF file using the quote ID. This tool fetches a specific quote as a PDF using its unique ID. Call this when you need to obtain the PDF version of a quote for viewing, sharing, or archiving.
Retrieve a specific attachment from an expense receipt. Use this tool to obtain a specific attachment from an expense claim receipt by providing the unique attachment ID.
Retrieve detailed history for a specific receipt. This tool retrieves the history record of a specific receipt from the Xero service. It should be called when users want to review or analyze the history or changes associated with a receipt.
Retrieve a repeating invoice attachment by file name. Use this tool to obtain a specific attachment from a repeating invoice using the file name. Ideal for accessing invoice-related files directly from the system.
Retrieve a specific attachment from a repeating invoice. Use this tool to get a particular attachment from a specific repeating invoice in Xero.
Retrieve attachments from a specified repeating invoice. This tool retrieves attachments from a specific repeating invoice in Xero. Use it to access files associated with recurring invoices.
Retrieve sales quotes from Xero. This tool fetches sales quotes from Xero, providing details of quotes issued. Use it to obtain current sales quotations.
Retrieve a specific journal using its unique ID. Call this tool to get detailed information about a particular journal by specifying its unique identifier. Useful for accessing specific journal entries in the Xero system.
Retrieve details of a specific overpayment by ID. Use this tool to obtain information about a specific overpayment using its unique identifier. Ideal for accessing precise overpayment records within Xero.
Retrieve a specific report using a ReportID. This tool fetches a specific report from Xero using a unique ReportID. It should be called when detailed information about a particular report is needed.
Retrieve details of a specific user from Xero. Use this tool to obtain information about a specific user by providing their UserID. It is called when user details from Xero are needed.
Retrieve tax rates from Xero. Use this tool to obtain the current tax rates available in Xero. It should be called when you need up-to-date tax rate information for financial calculations or reporting.
Retrieve a list of unique reports from Xero. Use this tool to obtain a list of an organization's unique reports from Xero, each requiring a UUID for fetching.
Retrieve specific contact information from Xero. Use this tool to retrieve details of a specific contact in a Xero organization by providing a unique contact ID.
Retrieve a specific item from Xero using its ID. Call this tool when you need to fetch details about a particular item from Xero by providing its unique item ID.
Retrieve key actions allowed in Xero organisation. Use this tool to get a list of the key actions your application is allowed to perform within a connected Xero organisation. This helps in understanding the permissions available.
Retrieve users from the Xero platform. Call this tool to fetch a list of users from the Xero platform when user information or management is required.
Set up chart of accounts and conversion details in Xero. Call this tool to configure the chart of accounts, conversion date, and balances in Xero. Useful for initializing financial data during setup. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. If you need the schema, call with mode='get_request_schema' ONCE, then execute.