Finance
P&L for the current month-to-date, with year-over-year comparison by account.
pullsgetProfitAndLoss
Xero · Live
Ask Xero what the books look like right now.
Read Xero invoices, contacts, bank transactions, and reports so the agent can answer cashflow and ledger questions live.
- Auth
- OAuth
- Access
- Read-only
- Plan
- Every plan
- Freshness
- Live — every call hits Xero's API
- Available on
- Every plan
Examples
Questions teams actually ask.
The tools it pulls from are shown inline — every answer in Lumen cites the underlying records it read.
AR / AP
Outstanding receivables aged over 60 days, grouped by contact, with total exposure.
pullslistInvoiceslistContacts
Cashflow
Bank balance trend over the last 90 days across all accounts, with net change.
pullslistBankTransactionslistAccounts
Scope
What Lumen sees. What it can change.
Read is on by default. Every write is a separate toggle, capped per user, and logged.
Read
What Lumen reads
Lumen calls Xero's REST API with the OAuth token you grant at install. Read scope only — no edits to invoices, contacts, or transactions.
- Invoices & contacts
Search by date / status / contact; line items; payment state; aging
- Bank accounts & transactions
Account list, current balance, recent transactions, reconciliation status
- Reports
P&L, balance sheet, cash summary, aged receivables / payables
- Tracking categories
Definitions and current option lists for cost-centre cuts
- Items
Inventory items, tracked stock counts, recent sale price
Write · opt-in
What Lumen can write
Lumen is read-only on Xero. Creating invoices, recording payments, or editing contacts are all out of scope — keep those in Xero.
Every call is logged with user, organisation, operation, resource ID, and date range. Read-only by definition. Exportable as CSV.
Install
Connect in under a minute.
No keys, no call, no app marketplace fine print.
- Authorize01
Connect with Xero OAuth
In Settings → Integrations → Xero, click Connect. Sign in to Xero and approve the accounting.read scopes Lumen requests.
- Pick organisations02
Choose which Xero organisations
If your login covers multiple organisations, pick which ones the agent should query. The token is stored encrypted.
- Ask03
Try a warm-up question
Start with "Aged receivables over 60 days by contact" — the agent will pull invoices and bucket by contact and age.
Connect Xero. Get to the answer without the export.
OAuth. Read-only. Never writes to your books.