What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Retrieve client appointments or task data in Xero Practice Manager.
Example
Pull a client’s last interaction record and notes before a meeting.
Memory Recall
Retrieve client record updates, workflow logs, and billing history in Xero Practice Manager.
Example
"List client invoicing events and practice tasks from Xero Practice Manager."
Instant Reaction
Notify finance if Xero Practice Manager invoice fails.
Example
"Alert when invoice sync to Xero PM errors out."
Autonomous Routine
Monitor client billing, WIP balances, and payments.
Example
"Weekly billing report with unbilled time."
Agent-Initiated Action
Auto-generate invoice from approved timesheets.
Example
"Create invoice if timesheet marked approved."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Xero
Pull billing data for client reviews
Slack
Notify on overdue invoices
Google Sheets
Log time entries for audits
Try It with Your Agent
Example Prompt:
"Alert finance when Xero Practice Manager invoice is 7 days overdue."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Xero Practice Manager in Fastn UCL: Navigate to Connectors, select Xero Practice Manager, and click Connect.
2
Authenticate using your Xero account credentials and approve API access.
3
Enable actions like “get_clients” and “create_invoice” in the Actions tab.
4
Use the AI agent to retrieve or create client invoices using natural prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
