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What you can ask — Xero

The connector is read-only, so you can ask for anything that reads or reports on your accounts. Examples:

Reports​

  • "Show me the profit and loss for this quarter."
  • "What's on the balance sheet right now?"
  • "Give me the trial balance for last month."
  • "What are my aged receivables?"

Contacts, invoices & payments​

  • "List my contacts."
  • "Which invoices are outstanding?"
  • "Show me recent payments."
  • "List credit notes for this customer."

Banking & accounts​

  • "List my bank transactions."
  • "Show me my chart of accounts."
  • "What tax rates are set up?"

Payroll (where available)​

  • "List payroll employees."
  • "Show me leave balances for an employee."
Read-only

The connector cannot create, edit, approve, or delete anything in Xero — including payroll actions. If you ask it to make a change, it will explain that it has read-only access. See Read-only access.