Accounting & Finance 🧪 Community ✓ Claude Code ✓ Claude Desktop Standalone • Xero

Xero

Xero accounting - contacts, invoices, payments, accounts, and financial reports

Installation

Install this plugin individually:

/plugin marketplace add wyre-technology/msp-claude-plugins --plugin xero

Or install all MSP plugins at once:

/plugin marketplace add wyre-technology/msp-claude-plugins

Features

Account Hierarchy
Contact Management
Invoice Management
Payment Tracking
Financial Reporting

Skills

This plugin provides 6 skills that teach Claude about Xero:

Skill	Description
`accounts`	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.
`contacts`	Use this skill when working with Xero contacts (customers/suppliers) - creating, searching, updating, and managing client organizations.
`invoices`	Use this skill when working with Xero invoices - creating, searching, updating, voiding, and managing sales invoices (ACCREC) and supplier bills (ACCPAY).
`payments`	Use this skill when working with Xero payments - recording payments, tracking outstanding balances, payment allocation, overpayments, prepayments, and batch payment operations.
`reports`	Use this skill when working with Xero financial reports - Profit and Loss, Balance Sheet, Aged Receivables, Aged Payables, Trial Balance, and other management reports.
`api-patterns`	Use this skill when working with the Xero API - OAuth2 authentication, REST structure, filtering, pagination, rate limiting, error handling, and best practices.

Agents

This plugin provides 2 agents for autonomous task execution:

Agent	Description
`billing-reconciler`	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.
`cash-flow-analyzer`	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.

Commands

Available slash commands:

Command	Description
`/create-invoice`	Create a sales invoice for a managed services client in Xero
`/payment-status`	Check payment status and outstanding balances for a client in Xero
`/reconciliation-summary`	Verify all MSP clients have been billed for the current period and summarize reconciliation status
`/search-contacts`	Find a contact in Xero by name, email, or account number

API Reference

Base URL
Authentication
Rate Limit
Documentation

Example Usage

Create a sales invoice for a managed services client in Xero

/create-invoice

Check payment status and outstanding balances for a client in Xero

/payment-status

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

/reconciliation-summary

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

/search-contacts

Using Skills

/skill xero:accounts

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.