How does Claude authenticate with my Xero account?

The skill uses the Rube MCP server via Composio. You must initiate a connection using the RUBE_MANAGE_CONNECTIONS tool and follow the authentication flow before performing Xero operations.

What format should I use for dates when creating transactions?

Most tools require dates in YYYY-MM-DD format. However, when using the If-Modified-Since filter, you must provide a full ISO 8601 UTC timestamp.

Can I manage multiple Xero organizations with this skill?

Yes, the skill supports multi-tenant routing. Use the XERO_GET_CONNECTIONS tool to list active tenants and obtain the correct tenant_id for your specific organization.

How do I filter for specific invoice types or amounts?

You can use the 'where' parameter in XERO_LIST_INVOICES with OData-style syntax, such as 'Status=="AUTHORISED"' or 'Total > 100'. Always use double equals (==) for comparisons.

Xero Accounting Automation

Name: Xero Accounting Automation
Author: EricGrill

byEricGrill

•

生産性とワークフロー

Automates Xero accounting operations including invoice management, contact synchronization, and bank transaction processing.

This skill enables Claude to interface directly with Xero's cloud-based bookkeeping platform via the Rube MCP server and Composio. It streamlines financial workflows by allowing users to programmatically list and filter invoices, manage customer and supplier contacts, record payments, and create bank transactions directly from their development environment. Ideal for small businesses and developers looking to integrate AI-driven financial management, the skill supports multi-tenant configurations and complex OData-style filtering for precise data retrieval and reporting.

主な機能

01Seamless contact synchronization and case-insensitive search capabilities

0211 GitHub stars

03Automated payment creation and bank transaction recording for spend/receive tasks

04Full access to Chart of Accounts for accurate transaction categorization and mapping

05Comprehensive invoice management with OData-style filtering and status tracking

06Multi-tenant support for managing multiple Xero organizations through a single interface

ユースケース

01Generating custom financial summaries by querying bank transactions and account codes via AI

02Syncing CRM contact data with Xero to ensure billing information is always current

03Automating monthly invoice reconciliation and payment tracking for small businesses

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add ericgrill/agents-skills-plugins xero-automation

For use in Claude.ai and ChatGPT

主な機能

01Seamless contact synchronization and case-insensitive search capabilities

0211 GitHub stars

03Automated payment creation and bank transaction recording for spend/receive tasks

04Full access to Chart of Accounts for accurate transaction categorization and mapping

05Comprehensive invoice management with OData-style filtering and status tracking

06Multi-tenant support for managing multiple Xero organizations through a single interface

ユースケース

01Generating custom financial summaries by querying bank transactions and account codes via AI

02Syncing CRM contact data with Xero to ensure billing information is always current

03Automating monthly invoice reconciliation and payment tracking for small businesses