MCP Server for Xero

Build 25.0.9440

BudgetLines

Queries the budget line items for a Xero organization. It allows users to track and manage detailed budget items within a larger financial plan.

Columns

Name Type Description
Id [KEY] String A unique identifier for the line item, which is a combination of the line item index and the account ID. This identifier helps to reference specific budget line items.
BudgetId String The unique identifier assigned by Xero to the budget. This ID links the budget line item to the overall budget record in the system.
AccountId String The ID of the account associated with this budget line item. This links the budget line to a specific account in the chart of accounts.
AccountCode String The code of the account associated with the budget line item. This is used for identification and to link the budget item to its corresponding account in financial records.
Period String The year and month that the budget applies to, representing the time period for which the budget amount is set. This typically follows the format 'YYYY-MM'.
Amount Decimal The amount allocated to the account for the specified period. This is the budgeted amount for the account during the given period.
Notes String Any additional notes or comments related to the budget line item. This field allows users to provide context or explanations for the budget entry.
TenantId String The unique identifier for the tenant, allowing the query to access data specific to a particular tenant rather than using the default connection tenant.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
DateFrom Datetime The start date for the budget period, indicating when the budget applies. This filters budget periods that begin from this date onward.
DateTo Datetime The end date for the budget period, indicating when the budget applies. This filters budget periods that end on or before this date.

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Build 25.0.9440