A-Curated-List-of-Awesome-Claude-Skills Xero Automation

Xero Automation: manage invoices, contacts, payments, bank transactions, and accounts in Xero for cloud-based bookkeeping

install

source · Clone the upstream repo

git clone https://github.com/Engineer1999/A-Curated-List-of-Awesome-Claude-Skills

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/Engineer1999/A-Curated-List-of-Awesome-Claude-Skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/app-automations/xero-automation" ~/.claude/skills/engineer1999-a-curated-list-of-awesome-claude-skills-xero-automation && rm -rf "$T"

manifest: app-automations/xero-automation/SKILL.md

source content

Xero Automation

Automate Xero accounting operations including managing invoices, contacts, payments, bank transactions, and chart of accounts for small business bookkeeping.

Toolkit docs: claude-skills.ai/toolkits/xero

Setup

This skill requires the Rube MCP server connected at

https://rube.app/mcp

Before executing any tools, ensure an active connection exists for the

xero

toolkit. If no connection is active, initiate one via

RUBE_MANAGE_CONNECTIONS

Multi-tenant: If you manage multiple Xero organizations, first call

XERO_GET_CONNECTIONS

to list active tenants and obtain the correct

tenant_id

for subsequent calls.

Core Workflows

1. List and Filter Invoices

Retrieve invoices with filtering by status, contact, date range, and pagination.

Tool:

XERO_LIST_INVOICES

Key Parameters:

Statuses

-- Comma-separated status filter:

"DRAFT"

"SUBMITTED"

"AUTHORISED"

"PAID"

```
ContactIDs
```
-- Comma-separated Contact IDs to filter by
```
InvoiceIDs
```
-- Comma-separated Invoice IDs to filter by

where

-- OData-style filter, e.g.,

"Status==\"AUTHORISED\" AND Total>100"

```
order
```
-- Sort expression, e.g.,
```
"Date DESC"
```
,
```
"InvoiceNumber ASC"
```
```
page
```
-- Page number for pagination
```
If-Modified-Since
```
-- UTC timestamp; returns only invoices modified since this date
```
tenant_id
```
-- Xero organization ID (uses first tenant if omitted)

Example:

Tool: XERO_LIST_INVOICES
Arguments:
  Statuses: "AUTHORISED,PAID"
  order: "Date DESC"
  page: 1

2. Manage Contacts

Retrieve and search contacts for use in invoices and transactions.

Tool:

XERO_GET_CONTACTS

Key Parameters:

```
searchTerm
```
-- Case-insensitive search across Name, FirstName, LastName, Email, ContactNumber
```
ContactID
```
-- Fetch a single contact by ID
```
where
```
-- OData filter, e.g.,
```
"ContactStatus==\"ACTIVE\""
```
```
page
```
,
```
pageSize
```
-- Pagination controls
```
order
```
-- Sort, e.g.,
```
"UpdatedDateUTC DESC"
```
```
includeArchived
```
-- Include archived contacts when
```
true
```
```
summaryOnly
```
-- Lightweight response when
```
true
```

Example:

Tool: XERO_GET_CONTACTS
Arguments:
  searchTerm: "acme"
  page: 1
  pageSize: 25

Note: On high-volume accounts, some
where
filters (e.g.,
IsCustomer
,
IsSupplier
) may be rejected by Xero. Fall back to
searchTerm
or pagination.

3. Create Payments

Link an invoice to a bank account by creating a payment record.

Tool:

XERO_CREATE_PAYMENT

Key Parameters:

```
InvoiceID
```
(required) -- Xero Invoice ID the payment applies to
```
AccountID
```
(required) -- Bank account ID for the payment
```
Amount
```
(required) -- Payment amount (number)
```
Date
```
-- Payment date in
```
YYYY-MM-DD
```
format
```
Reference
```
-- Payment reference or description
```
CurrencyRate
```
-- Exchange rate for foreign currency payments

Example:

Tool: XERO_CREATE_PAYMENT
Arguments:
  InvoiceID: "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
  AccountID: "b2c3d4e5-f6a7-8901-bcde-f12345678901"
  Amount: 1500.00
  Date: "2026-02-11"
  Reference: "Payment for INV-0042"

4. Create Bank Transactions

Record spend (payments out) or receive (money in) bank transactions.

Tool:

XERO_CREATE_BANK_TRANSACTION

Key Parameters:

```
Type
```
(required) --
```
"SPEND"
```
(payment out) or
```
"RECEIVE"
```
(money in)
```
ContactID
```
(required) -- Xero Contact ID
```
BankAccountCode
```
(required) -- Bank account code from chart of accounts
```
LineItems
```
(required) -- Array of line items, each with:
- ```
Description
```
  (required) -- Line item description
- ```
UnitAmount
```
  (required) -- Unit price
- ```
AccountCode
```
  (required) -- Account code for categorization
- ```
Quantity
```
  -- Quantity (default 1)
- ```
TaxType
```
  -- Tax type:
```
"OUTPUT"
```
  ,
```
"INPUT"
```
  ,
```
"NONE"
```
```
Date
```
-- Transaction date in
```
YYYY-MM-DD
```
format
```
Reference
```
-- Transaction reference
```
Status
```
--
```
"AUTHORISED"
```
or
```
"DELETED"
```
```
CurrencyCode
```
-- e.g.,
```
"USD"
```
,
```
"EUR"
```

Example:

Tool: XERO_CREATE_BANK_TRANSACTION
Arguments:
  Type: "SPEND"
  ContactID: "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
  BankAccountCode: "090"
  LineItems: [
    {
      "Description": "Office supplies",
      "UnitAmount": 75.00,
      "AccountCode": "429",
      "Quantity": 1,
      "TaxType": "INPUT"
    }
  ]
  Date: "2026-02-11"
  Reference: "Feb office supplies"

5. List Payments and Bank Transactions

Review existing payments and bank transaction history.

Tools:

```
XERO_LIST_PAYMENTS
```
-- List payments linking invoices to bank transactions
```
XERO_LIST_BANK_TRANSACTIONS
```
-- List spend/receive bank transactions

Common Parameters:

```
where
```
-- OData filter, e.g.,
```
"Status==\"AUTHORISED\""
```
```
order
```
-- Sort expression, e.g.,
```
"Date DESC"
```
```
page
```
-- Page number for pagination
```
If-Modified-Since
```
-- Incremental updates since timestamp
```
tenant_id
```
-- Organization ID

6. View Chart of Accounts and Connections

Tools:

```
XERO_LIST_ACCOUNTS
```
-- Retrieve all account codes for categorizing transactions
```
XERO_GET_CONNECTIONS
```
-- List active Xero tenant connections
```
XERO_LIST_ATTACHMENTS
```
-- List attachments on an entity (invoice, contact, etc.)

Known Pitfalls

Pitfall	Detail
Multi-tenant routing	If `tenant_id` is omitted, the first connected tenant is used. Always verify the correct tenant with `XERO_GET_CONNECTIONS` when managing multiple organizations.
High-volume filter rejection	On large accounts, some `where` filters like `IsCustomer` / `IsSupplier` may be rejected. Fall back to `searchTerm` with pagination.
OData filter syntax	Use double-equals ( `==` ) in OData filters, e.g., `Status==\"AUTHORISED\"` . Single `=` causes errors.
Pagination required	Most list endpoints paginate results. Always check for additional pages and continue fetching until complete.
Date format	All dates must be in `YYYY-MM-DD` format. Timestamps for `If-Modified-Since` must be full ISO 8601 UTC datetime.
Bank account codes	`BankAccountCode` in bank transactions must match a valid code from the chart of accounts. Use `XERO_LIST_ACCOUNTS` to discover valid codes.

Quick Reference

Tool Slug	Description
`XERO_LIST_INVOICES`	List invoices with filtering and pagination
`XERO_GET_CONTACTS`	Retrieve and search contacts
`XERO_CREATE_PAYMENT`	Create a payment linking invoice to bank account
`XERO_CREATE_BANK_TRANSACTION`	Record a spend or receive bank transaction
`XERO_LIST_PAYMENTS`	List payment records
`XERO_LIST_BANK_TRANSACTIONS`	List bank transactions
`XERO_LIST_ACCOUNTS`	Retrieve chart of accounts
`XERO_GET_CONNECTIONS`	List active Xero tenant connections
`XERO_LIST_ATTACHMENTS`	List attachments on an entity

Part of the Claude Skills Hub