xero

Create a sales invoice for a managed services client in Xero

Check payment status and outstanding balances for a client in Xero

Verify all MSP clients have been billed for the current period and summarize reconciliation status

Find a contact in Xero by name, email, or account number

Use this skill when working with Xero chart of accounts - navigating account codes, creating accounts, understanding account types and classes, tax settings, and mapping MSP revenue and expense categories to the general ledger.

Use this skill when working with the Xero API - OAuth2 authentication, REST structure, filtering, pagination, rate limiting, error handling, and best practices. Covers Custom Connection OAuth2 flow, tenant ID headers, date formats, and batch operation patterns.

Use this skill when working with Xero contacts (customers/suppliers) - creating, searching, updating, and managing client organizations. Covers contact fields, contact groups, MSP client management, billing address handling, and cross-referencing with PSA systems.

Use this skill when working with Xero invoices - creating, searching, updating, voiding, and managing sales invoices (ACCREC) and supplier bills (ACCPAY). Covers invoice lifecycle, line items, tax handling, recurring managed services billing, and MSP invoice workflows.

Use this skill when working with Xero payments - recording payments, tracking outstanding balances, payment allocation, overpayments, prepayments, and batch payment operations. Covers payment workflows for MSP client billing, vendor payments, and reconciliation.