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Xero Automation

Automate accounting operations including invoices, contacts, payments, and bank transactions within Xero.

74.2k|8.5k|Updated Oct 17, 2025
Search Tags:#bookkeeping#invoices#finance#accounting#Automation#Xero
One-click install
npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill xero-automation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Xero Automation
Source: https://github.com/ComposioHQ/awesome-claude-skills/tree/main/composio-skills/xero-automation
Command: npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill xero-automation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates manual data entry and reconciliation tasks in Xero, allowing for automated management of financial records and accounting workflows.

Core Features & Use Cases

  • Invoice Management: List, filter, and process invoices based on status or date ranges.
  • Transaction Automation: Create payments and record bank transactions (spend or receive) directly via API.
  • Use Case: Automatically reconcile a batch of approved invoices by creating corresponding payment records linked to specific bank accounts.

Quick Start

Use the xero skill to list all authorized invoices from the current month.

Frequently Asked Questions about Xero Automation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I list invoices in Xero using this skill?▼

Use the XERO_LIST_INVOICES tool to retrieve invoices. You can filter by status, contact, or date range using OData-style parameters to narrow down the results.

Can I manage multiple Xero organizations?▼

Yes, the skill supports multi-tenant environments. Call XERO_GET_CONNECTIONS to list your active tenants and use the specific tenant_id in your tool calls to target the correct organization.

What should I do if my OData filter is rejected?▼

High-volume accounts may reject specific OData filters like IsCustomer or IsSupplier. Fall back to using the searchTerm parameter or implement pagination to retrieve and filter data manually.

How are bank transactions recorded?▼

Use XERO_CREATE_BANK_TRANSACTION to record spend or receive transactions. Ensure you provide a valid BankAccountCode from your chart of accounts and correctly categorize line items with the appropriate AccountCode.

Are there limitations on date formats?▼

Yes, all dates must be provided in YYYY-MM-DD format. Timestamps for incremental updates using If-Modified-Since must be formatted as full ISO 8601 UTC datetime strings.

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