xero

What This Skill Does

The Xero skill for OpenClaw provides a robust interface for interacting with the Xero cloud accounting platform. It empowers your AI agent to bridge the gap between your operational workflows and your financial data. By utilizing the Xero API, this skill allows the agent to retrieve contact lists, generate new invoices, fetch bank transaction history, and extract financial intelligence through Profit & Loss reports. It acts as an automated assistant for your accounting department, reducing manual data entry and ensuring that your financial records are always synced with your business activities.

Installation

To integrate the Xero skill into your OpenClaw environment, ensure you have the required credentials (XERO_ACCESS_TOKEN and XERO_TENANT_ID) obtained from your Xero developer account. Execute the following command in your terminal:

clawhub install openclaw/skills/skills/mrgoodb/xero

After installation, configure your environment variables to grant the skill access to your specific tenant:

export XERO_ACCESS_TOKEN="your_access_token"
export XERO_TENANT_ID="your_tenant_id"

Use Cases

This skill is designed for businesses looking to automate their accounts receivable and reporting processes. Common use cases include:

• Automated Billing: Automatically generating and sending invoices to contacts once a project is marked as complete in another project management skill.
• Expense Monitoring: Periodically pulling bank transaction data to reconcile business spending.
• Financial Reporting: Generating on-demand Profit & Loss summaries to quickly assess company health without logging into the Xero dashboard.
• Contact Management: Syncing customer lists between your CRM and Xero for consistent financial documentation.

Example Prompts

1. "Create an invoice for client with ID 55432 for $500 for consulting services, due next month."
2. "Show me all bank transactions from the last week so I can check for missing receipts."
3. "Generate a Profit and Loss report for the 2024 fiscal year and summarize the net profit."

Tips & Limitations

• Security: Always rotate your access tokens periodically and ensure your environment variables are stored securely. Never hardcode credentials in your agent scripts.
• Data Integrity: The Xero API is strictly typed. When creating invoices, ensure your date formats (YYYY-MM-DD) and contact identifiers match the existing data in your Xero organization to avoid validation errors.
• API Limits: Be mindful of Xero API rate limits, especially when running heavy reporting queries or large bulk import tasks. Design your automated workflows to be idempotent to prevent duplicate invoice generation.