Can I filter reports by specific departments or service lines?

Yes, the skill includes patterns for using Xero Tracking Categories and Option IDs to filter financial data by specific business segments or departments.

How does this skill help with parsing Xero's complex JSON responses?

It provides standardized logic for traversing Xero's nested report structure, specifically handling Header, Section, and SummaryRow types to extract usable numeric data.

Does it support both cash and accrual basis reporting?

Yes, you can toggle between cash and accrual basis by using the 'paymentsOnly' parameter in the supported API request patterns.

What Xero reports are supported by this skill?

It supports Profit and Loss, Balance Sheet, Aged Receivables, Aged Payables, Trial Balance, Bank Summary, Budget Summary, and Executive Summary reports.

Xero Financial Reporting

Name: Xero Financial Reporting
Author: wyre-technology

bywyre-technology

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分析与监控

Generates and analyzes Xero financial reports including Profit and Loss, Balance Sheets, and Aged Receivables for MSP operations.

This skill empowers Claude to interact with the Xero Reports API, specifically tailored for Managed Service Providers (MSPs). It provides detailed guidance on fetching structured financial data, interpreting complex row-based JSON responses, and calculating critical business metrics like gross margin and revenue breakdowns. Whether you need to monitor client payment behavior via Aged Receivables or perform a comprehensive monthly financial review, this skill provides the necessary patterns and API parameters to automate and streamline your accounting workflows.

主要功能

01Templates for MSP-specific financial KPIs like Gross Margin

023 GitHub stars

03Advanced filtering using tracking categories and date ranges

04Automated aging analysis for receivables and payables

05Standardized access to Profit & Loss and Balance Sheet reports

06Programmatic parsing of Xero's nested report row structure

使用场景

01Calculating service-line profitability using tracking category filters

02Identifying overdue clients through programmatic Aged Receivables parsing

03Automating monthly MSP financial health reviews and P&L analysis

What are Skills?·How to Install

Install with 🐟 Skill.Fish

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

For use in Claude.ai and ChatGPT

Download Skill