Does this skill support bank account configuration?

Yes, it includes specific fields and workflows for bank-type accounts, including bank account numbers, currency codes, and payment settings.

Can this skill delete Xero accounts with existing transactions?

No, Xero API restrictions prevent deleting accounts with transaction history. This skill provides patterns to archive those accounts instead to maintain financial integrity.

Is the account structure limited to MSP businesses?

While the skill includes specialized templates for Managed Service Providers, its core capabilities for managing account types, classes, and tax settings apply to any Xero organization.

How does the skill handle system-protected accounts?

The skill identifies read-only system accounts like DEBTORS (Accounts Receivable) and CREDITORS (Accounts Payable) to ensure they are not incorrectly modified or deleted.

Xero Chart of Accounts Manager

Name: Xero Chart of Accounts Manager
Author: wyre-technology

bywyre-technology

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E-commerce Solutions

Manages and optimizes the Xero Chart of Accounts to ensure accurate financial reporting and general ledger mapping for MSP businesses.

This skill provides specialized guidance for navigating and managing the Xero Chart of Accounts (COA), specifically tailored for Managed Service Providers (MSPs). It enables developers to programmatically create, update, and archive account codes while ensuring correct mapping of revenue and expense categories to the general ledger. By automating the COA structure—including specialized tracks for managed services, project revenue, and hardware sales—this skill ensures that financial data is organized according to industry best practices, facilitating better financial visibility and reporting accuracy.

Key Features

01Logic for handling system-protected accounts and archival workflows

023 GitHub stars

03Comprehensive mapping of Xero account classes and types

04Support for bank account management including currency and payment settings

05Automated setup of standardized MSP revenue and expense account structures

06Validation of account codes for invoice line-item accuracy

Use Cases

01Performing financial health checks by breaking down revenue and costs by specific account codes

02Validating and mapping service categories to the correct revenue accounts during invoice generation

03Provisioning a new Xero organization with a standardized general ledger for an MSP

What are Skills?·How to Install

Install with 🐟 Skill.Fish

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

For use in Claude.ai and ChatGPT

Download Skill