Check your profit and loss, see who owes you money, review your cash position, and find your top customers — directly from Claude. Xero surfaces visual financial summaries with flexible date ranges and year-over-year comparisons, so you can stay on top of your numbers without switching apps. Every response links back to Xero for deeper analysis. Make Xero a native part of your AI workflow — a fast, read-only window into your business finances.
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get_cash_positionget_contacts_and_receivablesget_financial_positionget_organisation_financial_yearget_profit_and_lossget_top_customers_by_revenuewho_am_i