Xero

Xero - Claude Code Skill

Prerequisites: Install the CLI

This skill drives the xero-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:

1. macOS / Linux:

   bashCopy code
   bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/xero/install.sh)
   

2. Windows (PowerShell):

   powershellCopy code
   iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/xero/install.ps1 | iex
   

3. Verify: xero-cli --version
4. Ensure ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows) is on $PATH.

The installer downloads the xero-cli and xero-mcp binaries into ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows). It does not register the skill with your agent and writes no MCP client config - see mcp-install.md for that wire-up.

If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds.

A Go CLI for the Xero Accounting API across invoices, contacts, accounts, payments, bank transactions, items, and the immutable journals feed. It syncs the org into a queryable local store, then answers the questions the web UI, SDKs, and endpoint-mirroring MCP servers cannot in a single call: AR/AP aging (aging), payment and bank reconciliation gaps (reconcile, bank-recon), general-ledger-to-invoice tie-out (tie-out), and a running-balance ledger walk (ledger).

When to Use This CLI

Use this CLI when an agent or operator needs to read and analyze a Xero organisation's accounting state from the terminal: pulling invoices/contacts/accounts/payments/bank-transactions/items/journals, or answering portfolio questions like AR aging, payment reconciliation gaps, and general-ledger tie-out. It is the right tool when the question spans more than one entity or should run offline against a synced store rather than re-hitting the rate-limited API.

Unique Capabilities

These capabilities aren't available in any other tool for this API.

Receivables & exposure

• aging - Bucket outstanding invoices into current / 1-30 / 31-60 / 61-90 / 90+ days overdue with totals per bucket, computed locally from your synced ledger.

  Reach for this to answer 'who owes us and how overdue' in one offline call instead of paging the web UI per org.

  bashCopy code
  xero-cli aging --json
  

• exposure - Rank contacts by total outstanding amount due across their authorised invoices, with an overdue split and invoice count; drill into one contact for a running-balance statement.

  Use to find concentration of receivable risk - who owes the most and how overdue - before a collections push.

  bashCopy code
  xero-cli exposure --json
  

Reconciliation

• reconcile - Cross-join invoices and payments locally to surface AUTHORISED invoices with an amount still due and no (or partial) applied payment, plus payments not fully applied.

  Pick this when you need the gap between the ledger and applied cash, not a raw list of either.

  bashCopy code
  xero-cli reconcile --json
  

• bank-recon - List bank transactions still flagged unreconciled and match them to invoices and payments by contact and exact amount to suggest likely reconciliation matches.

  Use before a reconciliation session to see unreconciled spend and its probable invoice/payment matches up front.

  bashCopy code
  xero-cli bank-recon --json
  

Ledger audit & tie-out

• tie-out - Sum the immutable journal lines by account code and compare the receivable/payable control-account totals against the sum of outstanding invoice amounts, reporting the variance.

  Reach for this at period close to prove the books tie before signing off - variance of zero is the closure signal.

  bashCopy code
  xero-cli tie-out --json
  

• ledger - Replay the immutable journals feed for one account code as an ordered running-balance statement (date, journal number, debit, credit, running balance), entirely offline.

  Use to audit exactly what posted to a single account without paging the read-only Journals view in the web UI.

  bashCopy code
  xero-cli ledger 200 --json
  

Agent-native plumbing

• since - List records across every synced entity whose last-modified timestamp is newer than a given time, read entirely from the local store's sync cursor with zero API calls.

  Pick this when an agent needs the org delta cheaply instead of re-pulling everything against the rate limit.

  bashCopy code
  xero-cli since 2026-05-01 --json
  

• snapshot - One offline call returning total receivable and payable outstanding, overdue count, unreconciled bank-transaction count, and per-table sync staleness as a single structured object.

  Reach for this as an agent's single state-of-the-org call instead of fanning out across multiple list endpoints.

  bashCopy code
  xero-cli snapshot --json
  

Command Reference

accounts - Manage accounts

• xero-cli accounts create - Creates a new chart of accounts
• xero-cli accounts delete - Deletes a chart of accounts
• xero-cli accounts get - Retrieves the full chart of accounts
• xero-cli accounts get-accountid - Retrieves a single chart of accounts by using a unique account Id
• xero-cli accounts update - Updates a chart of accounts

bank-transactions - Manage bank transactions

• xero-cli bank-transactions create - Creates one or more spent or received money transaction
• xero-cli bank-transactions get - Retrieves any spent or received money transactions
• xero-cli bank-transactions get-banktransactions - Retrieves a single spent or received money transaction by using a unique bank transaction Id
• xero-cli bank-transactions update - Updates a single spent or received money transaction
• xero-cli bank-transactions update-or-create - Updates or creates one or more spent or received money transaction

contacts - Manage contacts

• xero-cli contacts create - Creates multiple contacts (bulk) in a Xero organisation
• xero-cli contacts get - Retrieves all contacts in a Xero organisation
• xero-cli contacts get-by-number - Retrieves a specific contact by contact number in a Xero organisation
• xero-cli contacts get-contactid - Retrieves a specific contacts in a Xero organisation using a unique contact Id
• xero-cli contacts update - Updates a specific contact in a Xero organisation
• xero-cli contacts update-or-create - Updates or creates one or more contacts in a Xero organisation

invoices - Manage invoices

• xero-cli invoices create - Creates one or more sales invoices or purchase bills
• xero-cli invoices get - Retrieves sales invoices or purchase bills
• xero-cli invoices get-invoiceid - Retrieves a specific sales invoice or purchase bill using a unique invoice Id
• xero-cli invoices update - Updates a specific sales invoices or purchase bills
• xero-cli invoices update-or-create - Updates or creates one or more sales invoices or purchase bills

items - Manage items

• xero-cli items create - Creates one or more items
• xero-cli items delete - Deletes a specific item
• xero-cli items get - Retrieves items
• xero-cli items get-itemid - Retrieves a specific item using a unique item Id
• xero-cli items update - Updates a specific item
• xero-cli items update-or-create - Updates or creates one or more items

journals - Manage journals

• xero-cli journals get - Retrieves journals
• xero-cli journals get-by-number - Retrieves a specific journal using a unique journal number.
• xero-cli journals get-journalid - Retrieves a specific journal using a unique journal Id.

payments - Manage payments

• xero-cli payments create - Creates a single payment for invoice or credit notes
• xero-cli payments create-endpoint - Creates multiple payments for invoices or credit notes
• xero-cli payments delete - Updates a specific payment for invoices and credit notes
• xero-cli payments get - Retrieves payments for invoices and credit notes
• xero-cli payments get-paymentid - Retrieves a specific payment for invoices and credit notes using a unique payment Id

Finding the right command

When you know what you want to do but not which command does it, ask the CLI directly:

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xero-cli which "<capability in your own words>"

which resolves a natural-language capability query to the best matching command from this CLI's curated feature index. Exit code 0 means at least one match; exit code 2 means no confident match - fall back to --help or use a narrower query.

Recipes

Monday AR sweep

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xero-cli aging --json

Buckets every outstanding invoice by days overdue so you can build a chase list without exporting and pivoting in a spreadsheet.

Narrow a verbose invoice list for an agent

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xero-cli invoices get --agent --select Invoices.InvoiceNumber,Invoices.Contact.Name,Invoices.AmountDue,Invoices.Status

Xero invoice payloads are large and deeply nested; dotted-path --select returns only the fields an agent needs, keeping context small.

Find the cash-application gap

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xero-cli reconcile --json

Cross-joins invoices and payments locally to show authorised invoices with an amount still due and no applied payment.

Prove the books tie at close

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xero-cli tie-out --json

Compares the immutable general-ledger control accounts against the outstanding invoice totals and reports the variance.

Audit one account's postings

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xero-cli ledger 200 --json

Replays the journal feed for account code 200 as a running-balance statement from the local store.

Auth Setup

Xero requires two credentials on every call: an OAuth2 Bearer access token and a required Xero-Tenant-Id header. Set XERO_ACCESS_TOKEN (obtained via the OAuth2 authorization-code flow or a Xero Custom Connection client-credentials grant) and XERO_TENANT_ID (the target organisation's tenant id from GET /connections). Run doctor to confirm both are present before syncing.

Run xero-cli doctor to verify setup.

Agent Mode

Add --agent to any command. Expands to: --json --compact --no-input --no-color --yes.

• Pipeable - JSON on stdout, errors on stderr

• Filterable - --select keeps a subset of fields. Dotted paths descend into nested structures; arrays traverse element-wise. Critical for keeping context small on verbose APIs:

  bashCopy code
  xero-cli accounts get --agent --select id,name,status
  

• Previewable - --dry-run shows the request without sending

• Offline-friendly - sync/search commands can use the local SQLite store when available

• Non-interactive - never prompts, every input is a flag

• Explicit retries - use --idempotent only when an already-existing create should count as success, and --ignore-missing only when a missing delete target should count as success

Response envelope

Commands that read from the local store or the API wrap output in a provenance envelope:

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{
  "meta": {"source": "live" | "local", "synced_at": "...", "reason": "..."},
  "results": <data>
}

Parse .results for data and .meta.source to know whether it's live or local. A human-readable N results (live) summary is printed to stderr only when stdout is a terminal AND no machine-format flag (--json, --csv, --compact, --quiet, --plain, --select) is set - piped/agent consumers and explicit-format runs get pure JSON on stdout.

Agent Feedback

When you (or the agent) notice something off about this CLI, record it:

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xero-cli feedback "the --since flag is inclusive but docs say exclusive"
xero-cli feedback --stdin < notes.txt
xero-cli feedback list --json --limit 10

Entries are stored locally at ~/.local/share/xero-cli/feedback.jsonl. They are never POSTed unless XERO_FEEDBACK_ENDPOINT is set AND either --send is passed or XERO_FEEDBACK_AUTO_SEND=true. Default behavior is local-only.

Write what surprised you, not a bug report. Short, specific, one line: that is the part that compounds.

Output Delivery

Every command accepts --deliver <sink>. The output goes to the named sink in addition to (or instead of) stdout, so agents can route command results without hand-piping. Three sinks are supported:

Unknown schemes are refused with a structured error naming the supported set. Webhook failures return non-zero and log the URL + HTTP status on stderr.

Named Profiles

A profile is a saved set of flag values, reused across invocations. Use it when a scheduled agent calls the same command every run with the same configuration - HeyGen's "Beacon" pattern.

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xero-cli profile save briefing --json
xero-cli --profile briefing accounts get
xero-cli profile list --json
xero-cli profile show briefing
xero-cli profile delete briefing --yes

Explicit flags always win over profile values; profile values win over defaults. agent-context lists all available profiles under available_profiles so introspecting agents discover them at runtime.

Exit Codes

Argument Parsing

Parse $ARGUMENTS:

1. Empty, help, or --help → show xero-cli --help output
2. Starts with install → ends with mcp → MCP installation; otherwise → see Prerequisites above
3. Anything else → Direct Use (execute as CLI command with --agent)

MCP Server Installation

1. Install the MCP binary (run the install script from the Prerequisites section, or see mcp-install.md for per-agent wire-up).
2. Register with Claude Code:

   bashCopy code
   claude mcp add xero-mcp -- xero-mcp
   

3. Verify: claude mcp list

Direct Use

1. Check if installed: which xero-cli If not found, offer to install (see Prerequisites at the top of this skill).
2. Match the user query to the best command from the Unique Capabilities and Command Reference above.
3. Execute with the --agent flag:

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   xero-cli <command> [subcommand] [args] --agent
   

4. If ambiguous, drill into subcommand help: xero-cli <command> --help.