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Integrations and tools

Link external accounts used by the firm — Microsoft 365 for Mail, QuickBooks Online so Xena can read the books, and Xena execution for agent workflow steps.

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Xena execution

Lets Xena create folders, write to QBO, run browser exports, and use connected tools in agent workflows.

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QB

QuickBooks Online

Connect a client company file so Xena can read P&L, balance sheet, accounts, and open AR/AP.

The QBO API does not expose the bank-feed For Review queue, the Reconcile tool, Exceptions to Closing Date, or Admin-saved custom reports. Those four gaps route to supervised browser execution with a human fallback (4 capabilities).
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Microsoft 365

Server-managed mailbox sync. Xena stores thread metadata, links, and triage — not tokens in the browser.

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Entra app setup

Register a web app in Microsoft Entra ID. Redirect URI must be a Web platform (not SPA). Delegated permissions: openid, profile, email, offline_access, User.Read, Mail.Read. Do not add Mail.Send or Mail.ReadWrite yet.

  • Redirect URI: http://localhost:8080/api/mail/callback
  • Env: AZURE_CLIENT_ID, AZURE_CLIENT_SECRET, MAIL_TOKEN_SECRET
  • Local mock: MAIL_GRAPH_PROVIDER=mock
  • Status: Add Azure credentials or enable the mock provider
Open Entra app registrations

API applications

Apps and keys that talk to XENA AI. Keys stay on this workspace.

No API applications yet.