Xero connector for civil contractors

Stable Connected tier

Xero is a cloud accounting platform. Demiton reads financial data from Xero and can post invoices and contacts back via governed workflows.

Authentication: OAuth 2.0 (authorisation code flow)
System type: XERO
API reference: Xero Accounting API

See your Xero data in Claude — book a 30-minute call.

Supported resources

Supported resources
Resource	FETCH	PUSH
`Invoice`	✓ Yes	✓ Yes
`Contact`	✓ Yes	✓ Yes
`Payment`	✓ Yes	— No
`Account`	✓ Yes	— No
`BankTransaction`	✓ Yes	— No
`PurchaseOrder`	✓ Yes	— No
`Item`	✓ Yes	— No
`CreditNote`	✓ Yes	— No
`TrackingCategory`	✓ Yes	— No
`Journal`	✓ Yes	— No
`TaxRate`	✓ Yes	— No
`Organisation`	✓ Yes	— No
`Reports/ProfitAndLoss`	✓ Yes	— No
`Reports/BalanceSheet`	✓ Yes	— No
`Reports/CashSummary`	✓ Yes	— No
`Reports/TrialBalance`	✓ Yes	— No
`Reports/BudgetSummary`	✓ Yes	— No
`Reports/AgedReceivablesByContact`	✓ Yes	— No
`Reports/AgedPayablesByContact`	✓ Yes	— No
`Budget`	✓ Yes	— No

Registers this connector fills

Xero keeps 11 registers current in Civil Memory. Each name is the record you ask for, not the system it came from - ask for it in Studio or from your own AI client.

Register	What it holds	Fields from Xero
Budget vs actual `budget_vs_actual`	Budget against actual spend for the organisation, by expense category.	Fills all of 10
Cash position `cash_position`	Current cash balances across bank accounts.	Fills all of 12
Gl journal entry `gl_journal_entry`	General ledger journal entries: payroll, payables, receivables and manual postings.	Fills all of 13
Invoice issued `invoice_issued`	Invoices your organisation has issued to customers.	Fills all of 25
Payable entry `payable_entry`	Outstanding supplier bills and the aged payables balance.	Fills all of 18
Profit and loss `profit_and_loss`	Profit and loss for a period.	Fills all of 14
Progress claim `progress_claim`	Progress claims issued per project: claimed, certified, paid and retention held.	Fills all of 13
Purchase order `purchase_order`	Purchase orders raised against suppliers: committed spend not yet posted.	Fills all of 15
Receivable entry `receivable_entry`	Outstanding customer invoices and the aged receivables balance.	Fills all of 15
Retention position `retention_position`	Retention currently withheld on a job, and its status.	Fills all of 8
Trial balance `trial_balance`	Debit and credit balance per general ledger account.	Fills all of 13

The full field list, requiredness and an example record for any register are on its published contract. Where more than one system fills a register, the register is the same shape either way.

Integration model

Authentication uses Xero’s standard OAuth 2.0 authorisation code flow - during connection setup you’ll be redirected to Xero to authorise access. Tokens are rotated automatically by the adapter.

Writes are limited to Invoice and Contact resources. All other resources are read-only.

Connection setup

Xero uses OAuth 2.0 - no API key is needed. During connection setup:

Enter your Xero app’s Client ID and Client Secret (from developer.xero.com)
Click Create Connector - you’ll be redirected to Xero to authorise
After authorising, Demiton stores the token and begins discovery

Security

Access type: Read and governed write (Invoices and Contacts only)

Demiton reads the full range of Xero accounting data. Writes are limited to Invoice and Contact creation/updates through governed workflows with approval gates.

Permissions required: Xero OAuth app with the minimum scopes your workflows need - typically accounting.transactions, accounting.contacts, and accounting.reports.read.

What Demiton does not touch: Xero user accounts and access control remain owned by Xero. Demiton never modifies Xero user permissions.

Data sensitivity: Xero financial data is classified as financial domain - restricted to users with appropriate ERP access or project-level allocation.

Next steps

Connecting a System - step-by-step wizard for setting up the connector
Business Central - for organisations on Dynamics 365 rather than Xero
MCP Server - query Xero financial data through Claude once connected
Connect your operation - talk to us about scoping a Connected deployment

Talk to the team

Tell us what you run - your ERP, field, payroll and document systems - and we will show you the registers Demiton would fill from them, on your data, in a 30-minute call.

Book a 30-minute call Start free