Can I archive contacts instead of deleting them?

Yes, the skill includes specific patterns for archiving contacts to maintain a financial audit trail while removing them from active organizational views.

Does it provide financial insights into contact records?

Absolutely. It can retrieve read-only financial summary fields, including total outstanding and overdue amounts for both Accounts Receivable and Accounts Payable.

Can this skill distinguish between customers and suppliers?

Yes, Xero contacts are categorized based on their transaction history (sales invoices vs. bills), and this skill allows you to filter and manage both roles effectively.

How does it handle MSP-specific data synchronization?

The skill utilizes the Xero ContactNumber field to store and cross-reference unique IDs from PSA systems, ensuring consistent data across your management stack.

Xero Contacts Manager

Name: Xero Contacts Manager
Author: wyre-technology

bywyre-technology

•

Productividad y Flujo de Trabajo

Manages Xero contacts, customers, and suppliers with specialized workflows for MSP client onboarding and PSA synchronization.

This skill empowers Claude to interact seamlessly with the Xero Contacts API, facilitating the creation, retrieval, and management of customer and supplier records. Specifically optimized for Managed Service Providers (MSPs), it includes specialized patterns for syncing client data with PSA systems, managing complex billing addresses, and handling contact groups. Whether you are onboarding a new managed services client or auditing outstanding balances before offboarding, this skill provides the domain-specific logic to automate accounting workflows and maintain data integrity within Xero.

Características Principales

01MSP-specific workflows for client onboarding and PSA cross-referencing

023 GitHub stars

03Detailed management of multi-type addresses (POBOX/STREET) and phone records

04Advanced search and filtering by name, email, account number, or status

05Full CRUD operations for Xero customers, suppliers, and vendors

06Real-time access to outstanding and overdue financial balance summaries

Casos de Uso

01Automating MSP client onboarding by syncing PSA data to Xero contact records

02Generating overdue balance reports for active managed services clients

03Safely offboarding clients by verifying zero balances before archiving records

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins contacts

For use in Claude.ai and ChatGPT

Download Skill