＋ Add to collection

Install (CLI)

npx skillmds add composiohq/xero-automation

Or Copy and Paste in Your Agent chat

Please install the Agent Skill "composiohq/xero-automation" for me from skillmd.com. A SkillMD skill is a SKILL.md file — plain markdown — that you save into my skills directory. Use whichever fetch route fits your setup: (1) if you have a terminal, run npx -y skillmds add composiohq/xero-automation; (2) otherwise fetch https://api.skillmd.com/api/skills/composiohq/xero-automation/raw (served as text/markdown) and save it as xero-automation/SKILL.md in your skills directory; (3) if the SkillMD MCP tools are connected, call skillmd_download with slug "composiohq/xero-automation" and save the returned files under xero-automation/. Show me the SKILL.md before saving if you'd like me to review it. If your skills directory is read-only (e.g. the Claude desktop app), save the files to a working folder instead and tell me — I'll add them through my app's skills settings.

README badge

Show this skill's registry status in your repo:

[![SkillMD](https://skillmd.com/badge/composiohq/xero-automation.svg)](https://skillmd.com/skills/composiohq/xero-automation)

Xero Automation

Name: Xero Automation
Rating: 4.2 (5 reviews)
Author: Composio HQ

composiohq/xero-automation · Agent Skill

by Composio HQ · single

Published Jul 5, 2026 · Last updated Jul 6, 2026

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

SKILL.md

Xero Automation

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

Toolkit docs: composio.dev/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

Powered by Composio

---
name: xero-automation
description: Automate Xero accounting operations including managing invoices, contacts, payments, bank transactions, and chart of accounts for small business bookkeeping.
---

# Xero Automation

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

**Toolkit docs:** [composio.dev/toolkits/xero](https://composio.dev/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 |

---

*Powered by [Composio](https://composio.dev)*

ComposioHQ/awesome-claude-skills/tree/master/composio-skills/xero-automation commit · 92568c1eda

▌
zoho-books-automation · composiohq
Automate Zoho Books accounting tasks including invoices, expenses, contacts, and payments via Composio's Zoho Books toolkit through Rube MCP.

66.9k
repo stars
▌
xero · kbarbel640-del bundle
Manage Xero accounting tasks such as invoices, contacts, bank transactions, and reports through the Xero API using curl commands.

1
repo stars
▌
xero · dvcrn bundle
Manage Xero accounting data through the Maton gateway: contacts, invoices, payments, accounts, bank transactions, and financial reports with managed OAuth.

32
repo stars
▌
wave-accounting-automation · composiohq
Automate Wave Accounting tasks including invoices, customers, payments, and small business accounting via Composio's Wave Accounting toolkit and Rube MCP.

66.9k
repo stars
▌
accounting · galyarderlabs
Sets up bookkeeping, tracks revenue and expenses, prepares for taxes, and manages financial operations for a bootstrapped SaaS business, including revenue recognition and accounting software selection.

20
repo stars
▌
brex-automation · composiohq
Automate Brex financial operations through Composio's Brex toolkit via Rube MCP, including tool discovery, connection management, and execution.

66.9k
repo stars

Frequently asked questions

How do I install the Xero Automation skill?

Run npx skillmds add composiohq/xero-automation in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

What does the Xero Automation skill do?

Automate Xero accounting operations including managing invoices, contacts, payments, bank transactions, and chart of accounts for small business bookkeeping. It is listed under Finance & Business, DevOps & Infra, Integrations & APIs, Accounting & Invoicing, SaaS Connectors on SkillMD.

Is Xero Automation safe to use?

SkillMD's automated safety review verdict for this skill is CAUTION. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. Capability flags: makes network calls. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Xero Automation?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Xero Automation free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Xero Automation?

Composio HQ (@composiohq) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Xero Automation

Xero Automation

Setup

Core Workflows

1. List and Filter Invoices

2. Manage Contacts

3. Create Payments

4. Create Bank Transactions

5. List Payments and Bank Transactions

6. View Chart of Accounts and Connections

Known Pitfalls

Quick Reference

Related

Frequently asked questions