+
Connect Square to Xero
Automate Square and Xero with AI
Square settlement batches should reconcile to Xero bank lines without manual CSV juggling. Your Operator agent on OpenClaw matches Square payouts to Xero transactions by date and amount, flags Xero rows that lack a Square deposit, and lists card sales beside Xero revenue accounts for the week you name. Tell it to check last month's deposits and it merges Square payout history with Xero reconciliation status.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Square and Xero
What your agent does in Square
Accept Dispute
Accept a dispute and acknowledge liability, returning funds to the cardholder. When you accept a dispute, Square debits the disputed amount from your account and updates the dispute state to ACCEPTED. This action is irreversible - once a...
Add Group to Customer
Tool to add a customer to a customer group. Use when you need to associate a customer with a specific group for targeted marketing, loyalty programs, or customer segmentation.
Calculate Order
Tool to preview order pricing without creating an order. Use when you need to calculate the total cost, taxes, discounts, and other pricing details for an order before finalizing it. Particularly useful for integrating rewards, discounts...
Cancel Invoice
Cancels a Square invoice, preventing further payments from being collected. Requirements: - Invoice must be in SCHEDULED, UNPAID, or PARTIALLY_PAID state - Cannot cancel invoices in DRAFT state or terminal states (PAID, REFUNDED, CANCELE...
Cancel Payment
Cancels (voids) a payment that is in APPROVED status. This is typically used in delayed capture scenarios where a payment was authorized but not yet captured, allowing you to void the authorization before settlement. Important: Only paym...
Create Bulk Customers
Tool to create multiple customer profiles in a single request. Use when you need to efficiently create up to 100 customers at once. Each customer is identified by a unique idempotency key.
What your agent does in Xero
Create Bank Transaction
Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
Create Contact
Create a new contact in Xero. Contacts can be customers, suppliers, or both.
Create Invoice
Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
Create Item
Create an inventory item in Xero. Items can be tracked for sales and/or purchases.
Create Manual Journal
Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).
Create Payment
Create a payment in Xero to link an invoice with a bank account transaction.
How it works
Tell the agent what you want to happen between Square and Xero, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Square, works out what to do, and runs the matching action in Xero without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Square and Xero
- How do I connect Square and Xero to Operator?
- You authorize Square and Xero once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Square and Xero?
- Tell it the job and it moves between Square and Xero as one task, choosing which actions to run on each side. There is nothing to map and no trigger to configure; you give instructions the way you would to a person.
- Can my agent keep Square and Xero in sync?
- Yes. It can watch Square and act in Xero, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Square and Xero integrations
Put your agent on Square and Xero
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
Try for free