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At a glance

Credentials

Set these per environment. See Connect an integration.
VariableRequiredDescription
XENTRAL_API_TOKENYesXentral Personal Access Token (PAT), sent as Authorization: Bearer header Docs.

Setup

  1. Get a Xentral instance: Sign up for a Xentral trial at https://xentral.com. Your instance gets its own host like mycompany.xentral.biz - all API calls go to that host.
  2. Create a Personal Access Token: In your Xentral instance, create a Personal Access Token (PAT) via the API token settings (see https://help.xentral.com/hc/en-us/articles/22627542067740). Grant read scopes for sales orders, products, and customers, plus create scope for sales orders if you want to import orders.
  3. Store the token: Add XENTRAL_API_TOKEN to your .env file. It is sent as an Authorization: Bearer header on every request.
  4. Verify access: Run the List Sales Orders tool with your instance host (e.g. mycompany.xentral.biz) as instanceHost.
  • Every tool takes an instanceHost parameter - your instance subdomain such as mycompany.xentral.biz (custom domains are also supported)
  • PAT scopes are granted per resource group (CRM, products, accounting, …) with separate read/create/update/delete permissions
  • Sales orders use the v1 API; products and customers use the newer v2 API endpoints
  • List responses wrap results in a data array with pagination info in extra
Provider API reference: https://developer.xentral.com

Tools

ToolAccessDescription
List Sales OrdersReadList sales orders in the Xentral instance with optional filtering and pagination
Get Sales OrderReadGet a single sales order with its positions and financial details
List ProductsReadList products in the Xentral instance (v2 API) with optional filtering and pagination
List CustomersReadList customers in the Xentral instance (v2 API) with optional filtering and pagination
Create Sales OrderWriteImport a new sales order into Xentral with customer, financials, delivery, and order positions
Get ProductReadGet a single product with full details (v2 API) after finding it via List Products
Get CustomerReadGet a single customer record with full details including addresses (v2 API) - useful before creating a sales order

Example prompts

  • List my Xentral sales orders with status created or released and summarize them by customer and value.
  • Find a product in Xentral by name or number and show its details.
  • Create a new sales order in Xentral for a customer and products I specify.