xero-agent-toolkit 0.0.4

A Xero toolkit for AI agents

Xero Python Agent Toolkit

• The Xero Agent Toolkit library enables agent frameworks to integrate with Xero APIs through function calling.
• The current version showcases one scenario where a user would like to create a payment received by a contact.
• The current version works with langchain agents, but can be used or can be adjusted to work with other agent frameworks.
• The framework currently supports Xero custom connections.

Installation

pip install xero-agent-toolkit

Requirements

• Python 3.8+

Usage

1. Authentication

The library needs to be configured with your Xero client id and client secret.

See more info here on Xero custom connections.

from xero-agent-toolkit import XeroAgentToolkit

xero_agent_toolkit = XeroAgentToolkit(client_id, client_secret)

2. Getting the tools

Once you have create the XeroAgentToolkit, and passed the authentication info, you can grab the Xero tools to pass to the langchain agent

model = ...
tools = xero_agent_toolkit.get_tools()
agent_executor = create_react_agent(model, tools, ...)

3. Initialization

The last thing before using the agent is calling the "system_init" method that allows the agent toolkit to update the agent's system prompt if needed

xero_agent_toolkit.system_init(agent_executor, config)

Example Scenario

Agent: How can I help you?

User: I received a 20$ payment from Ridgeway

Agent: I found two contacts with the nickname "Ridgeway":

1. Ridgeway Bank
2. Ridgeway University

Please confirm which one you would like to associate the payment with.

User: The University

Agent: I found the following invoice for Ridgeway University:

• Invoice Number: INV-0025
• Amount Due: $6187.50
• Status: AUTHORIZED

please confirm you would like to link the payment to this invoice

User: Yes

Agent: I need a numeric account code to create the payment. Please provide the account code to proceed.

User: 091

Agent: The payment of $20 has been successfully created and linked to invoice INV-0025 for Ridgeway University. If you need any further assistance, feel free to ask!

User: What is the new amount due?

Agent: The new amount due for invoice INV-0025 is now 6167.50 after the payment of 20 was applied.