A Gleap custom agent can read Xero contacts, invoices, payments and reports through Composio and create records when you allow it. It helps businesses that bill customers from Xero and handle billing questions in Gleap.
What a Gleap agent can do in Xero
- Find the customer’s invoices: Get Contacts finds the customer, and List Invoices and Get Invoice return invoices with line items and status.
- Confirm a payment: List Payments shows which payments were applied to an invoice and when.
- Check credits: List Credit Notes shows credits already issued to the customer.
- Attach a document: Upload Attachment adds a file, such as a purchase order the customer sent to support, to the right record.
Example: A payment the customer already made
A customer writes in Gleap that they received a reminder for an invoice they already paid. The teammate asks the agent to check. The agent finds the invoice in Xero, sees no payment applied and finds a matching bank transaction with List Bank Transactions. It reports both in the ticket, and the finance lead decides whether to apply the payment.
How to connect Xero
- In Gleap, open AI & Automation > Agents and select a custom agent, or create one.
- In its Tools section, click Add tool and search for “Xero”.
- Pick Xero under More integrations and click Connect Xero.
- Sign in to Xero in the popup, choose the organization and approve access.
- Open the new Xero tool and switch off every action the agent does not need, such as Create Payment or Create Manual Journal.
- Tell the agent in its instructions when to use Xero, then test it in chat.
Custom agents are included in the Team, Pro and Enterprise plans. Kai Support can use connected apps as tools on Team, Pro and Enterprise. Kai Code, also on those plans, can use Xero in coding sessions once you add it under Settings > MCP in Kai Code.
FAQ
Does Gleap integrate with Xero?
Yes, through Composio. A Gleap custom agent can read contacts, invoices, payments, credit notes, bank transactions and reports and create or update records if you allow it. Nothing changes in Xero outside an agent run.
What can a Gleap AI agent do in Xero?
It brings the customer’s billing facts into the ticket so support answers accurately, and it can file documents in Xero. Payments and journals stay with your finance team.
Which Gleap plan includes the Xero integration?
Kai Support and Kai Code can use the Xero toolkit on Team, Pro and Enterprise; custom agents that use it are on Team, Pro and Enterprise. Kai Support answers customers, so switch on only actions that are safe in a customer conversation. Connect a Xero user with the access your finance team is comfortable giving an agent. AI usage is billed separately; see pricing.
Can the agent change amounts in Xero?
Update Invoice and Create Payment can change what a customer owes. Keep them off unless finance wants the agent to make those changes, and use an Ask for a decision card when it does.
