Create Xero Draft Invoice

What the model is told

Create a draft sales invoice in Xero for an existing contact. Get a Xero access token first if you do not already have one. You need the ContactID from Get Xero Contact by Email or Create Xero Contact. Confirm the description, quantity and unit price with the customer first. The invoice is left as a draft for staff to review and approve, and nothing is sent. Tell the customer it will be reviewed.

Request

Headers

• Content-Typeapplication/json
• AuthorizationBearer {{accessToken}}
• xero-tenant-idYOUR_XERO_TENANT_ID
• Acceptapplication/json

Body

{
  "Type": "ACCREC",
  "Status": "DRAFT",
  "Contact": {
    "ContactID": "{{contactId}}"
  },
  "LineItems": [
    {
      "Description": "{{description}}",
      "Quantity": "{{quantity}}",
      "UnitAmount": "{{unitAmount}}",
      "AccountCode": "{{accountCode}}"
    }
  ]
}

Parameters

• contactId stringThe Xero ContactID.
• description stringWhat the line is for.
• quantity numberHow many units, as a number.
• unitAmount numberThe price of one unit as a number, without a currency symbol.
• accountCode stringThe sales account code from your chart of accounts.
• accessToken stringThe access_token value returned by Get Xero Access Token. Reuse it for the rest of the conversation.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "f544411a-eb60-4d6f-a5fb-a6133f846b23",
    "type": "HTTP_REQUEST",
    "label": "Create Xero Draft Invoice",
    "name": "create_xero_draft_invoice",
    "customName": false,
    "description": "Create a draft sales invoice in Xero for an existing contact. Get a Xero access token first if you do not already have one. You need the ContactID from Get Xero Contact by Email or Create Xero Contact. Confirm the description, quantity and unit price with the customer first. The invoice is left as a draft for staff to review and approve, and nothing is sent. Tell the customer it will be reviewed.",
    "parameters": [
      {
        "name": "contactId",
        "type": "string",
        "description": "The Xero ContactID."
      },
      {
        "name": "description",
        "type": "string",
        "description": "What the line is for."
      },
      {
        "name": "quantity",
        "type": "number",
        "description": "How many units, as a number."
      },
      {
        "name": "unitAmount",
        "type": "number",
        "description": "The price of one unit as a number, without a currency symbol."
      },
      {
        "name": "accountCode",
        "type": "string",
        "description": "The sales account code from your chart of accounts."
      },
      {
        "name": "accessToken",
        "type": "string",
        "description": "The access_token value returned by Get Xero Access Token. Reuse it for the rest of the conversation."
      }
    ],
    "config": {
      "endpoint": {
        "method": "PUT",
        "url": "https://api.xero.com/api.xro/2.0/Invoices"
      },
      "headers": [
        {
          "name": "Content-Type",
          "value": "application/json"
        },
        {
          "name": "Authorization",
          "value": "Bearer {{accessToken}}"
        },
        {
          "name": "xero-tenant-id",
          "value": "YOUR_XERO_TENANT_ID"
        },
        {
          "name": "Accept",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"Type\": \"ACCREC\",\n  \"Status\": \"DRAFT\",\n  \"Contact\": {\n    \"ContactID\": \"{{contactId}}\"\n  },\n  \"LineItems\": [\n    {\n      \"Description\": \"{{description}}\",\n      \"Quantity\": \"{{quantity}}\",\n      \"UnitAmount\": \"{{unitAmount}}\",\n      \"AccountCode\": \"{{accountCode}}\"\n    }\n  ]\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.