Connecting Xero Beginner
Connect Xero so your bot can work in it for you. This guide explains what that means, how to connect it in a few clicks, and practical things to try.
What you'll learn
- What connecting Xero lets your bot do
- How to connect it step by step
- How to stay in control and disconnect
Before you start
- The Grok Bot app, installed and signed in. New? See where to download it and installing and signing in.
- A Xero account you can sign in to.
1. What Xero is and why connect it
Xero is accounting software for small businesses. A connector is a link that lets your bot work inside an app for you, instead of you clicking around yourself. Once Xero is connected, you can just ask in plain words and your bot does the work in Xero. New to connectors? Read What is a connector first.
2. Connect Xero
- Open Grok Bot and click Connect apps in the sidebar. (Or just type "Connect Xero" to your bot; it can show a Connect card right in the chat.)
- Find Xero in the list. If you can't find it, ask your bot; which connectors appear can depend on your account.
- Click to connect. Your web browser opens Xero's own sign-in page.
- Sign in there and read what access it asks for, then approve. Your password goes to Xero, never into the chat.
- Come back to Grok Bot and test it with a simple request, like one of the ideas below.
3. What your bot can do with it
- You can ask it to work with invoices and contacts.
- You can ask it to pull reports.
- You can ask it to work with payroll.
Exactly which actions are available depends on the connector's current tools. If you're not sure, ask: "What can you do with Xero?"
4. Staying in control
A connected app is available to every bot on your account. Bots draft messages and changes for your approval, and risky actions are checked by Auto-review (see Safety and approvals). To cut access later, remove the connection on the Xero side (Xero Central) or ask your bot how to disconnect it.
Ideas to try
- Cash flow.
List invoices that are overdue and who owes what.
- New invoice.
Draft an invoice for Rivera Design: 5 hours consulting. Don't send it.
- Monthly view.
Summarize last month's profit and loss report.
- Contacts.
Add a new contact: Bloom Bakery, billing email [email protected].
Tips
- Start with read-only requests (search, list, summarize) before asking for changes.
- If you have more than one account, tell the bot which one to use.
- If Xero stops responding, ask your bot to check the connection. You may just need to sign in again.
Facts about the Grok Bot app come from Cursor's official Grok Bot documentation. Xero details: Xero Central. Menus and services change; if something looks different, check the official docs or ask your bot.