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 agent when an MSP needs to reconcile billing in Xero — matching invoices to contracts, tracking outstanding receivables, identifying billing discrepancies, or reviewing cash flow. Trigger for: Xero billing reconciliation, overdue invoices, outstanding receivables, billing audit, accounts receivable review, revenue reconciliation, monthly billing check. Examples: "which clients have overdue invoices in Xero", "reconcile this month's managed services billing", "show me our accounts receivable aging summary"

Use this agent when an MSP needs to analyze cash flow position in Xero — tracking accounts receivable aging trends, forecasting upcoming payables vs. expected inflows, identifying months where collections may fall short of committed expenses, or producing a 90-day cash flow projection. Trigger for: cash flow analysis, cash flow forecast, AR aging trends, payables forecast, cash position review, 90-day projection, collections shortfall, credit limit monitoring. Examples: "Project our cash flow for the next 90 days based on current AR and upcoming bills", "Which clients are approaching their credit limits in Xero?", "Show me months where our expected collections don't cover committed payables"

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.