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Documentation Index

Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt

Use this file to discover all available pages before exploring further.

The Xero connector gives DeskMate access to:
  • Invoices — read, create, send
  • Contacts — read, create, update
  • Bank transactions — read, propose reconciliations (with approval)
  • Chart of accounts — read
  • Tracking categories, tax rates, items — read
Setup is one-click OAuth — no Xero developer console work required.

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Prerequisites

  • You must be a user on the Xero organisation you want to connect, with at least Standard permissions. Read-only Xero users can connect but only read primitives will work.
  • Each DeskMate workspace can connect to one Xero organisation. If you have multiple Xero organisations (a separate file per legal entity, for example), connect each as its own DeskMate workspace.

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Connect

  1. In DeskMate, open Workspace → Connectors
  2. Click Connect on the Xero tile
  3. Sign in to Xero
  4. Pick the organisation you want to grant access to
  5. Click Allow access
  6. You’re redirected back to DeskMate — the tile turns green

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Verify it’s working

Try this in DeskMate chat: 
show me the last 5 unpaid invoices
You should see them within a few seconds, with amounts, due dates, and contact names.

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Scopes requested

offline_access accounting.transactions accounting.contacts accounting.settings
accounting.reports.read accounting.attachments accounting.journals.read
These cover everything DeskMate’s accounting skills do. We never request accounting.transactions.write for primitives that go directly against the GL — anything that posts to your books goes through the approval rail first.

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The approval rail (important)

Skills that write to Xero — creating invoices, reconciling bank lines, paying bills — never act silently. Instead, DeskMate generates an Adaptive Card with each proposed action and a confidence score, and posts it to Teams or Slack for an authorised approver. The approver clicks Approve or Reject on each card; only approved actions get written to Xero. Rejected actions are dropped. You can adjust confidence thresholds and who counts as an approver in Workspace → Skills → Settings.

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Troubleshooting

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”Xero not connected” when you can see the connector is green

Most often this means the refresh token expired (Xero rotates refresh tokens every 60 days of inactivity). Click Disconnect then Connect again.

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”Forbidden” on invoice creation

The connected Xero user doesn’t have invoice-creation permission. Either:
  • Upgrade that user’s role in Xero (Settings → Users), or
  • Reconnect using a Xero account that has at least Standard or Adviser role

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Multiple Xero organisations — wrong one is connected

Click Disconnect, then Connect again and choose the correct organisation at the Xero consent screen.

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”TenantId not found” in logs

The Xero tenant ID (different from Azure tenant ID — Xero uses the term too) wasn’t saved during OAuth. Disconnect and reconnect. If it happens repeatedly, email support.

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Disconnecting

In Workspace → Connectors, click Disconnect. To revoke at the Xero side too, go to https://my.xero.com → Connected apps and remove DeskMate.