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`	Xero chart of accounts: account classes and types, account codes, tax settings, system accounts, and how MSP revenue, cost-of-sales, and expense categories map to the general ledger.
`contacts`	Xero contacts (customers and suppliers): contact fields, addresses and phones, contact groups, status values and read-only balances, plus MSP client onboarding, offboarding, and PSA cross-referencing patterns.
`invoices`	Xero sales invoices (ACCREC) and supplier bills (ACCPAY): status lifecycle, invoice numbering, line items and tracking categories, tax handling, credit notes, batch creation, validation-error shapes, and recurring managed-services billing for MSPs.
`payments`	Xero payments: recording AR and AP payments, partial payments, payment allocation, overpayments and prepayments, batch payment creation, and outstanding-balance and aging tracking for MSP billing and reconciliation.
`reports`	Xero Reports API: Profit and Loss, Balance Sheet, Aged Receivables and Payables, Trial Balance, Bank Summary and other management reports.
`api-patterns`	Xero Accounting API fundamentals: OAuth2 Custom Connection (client credentials) auth and scopes, the xero-tenant-id header, where-clause filter syntax, page-based pagination, rate limits, the two date formats, validation-error shape, and batch operations.

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

Xero chart of accounts: account classes and types, account codes, tax settings, system accounts, and how MSP revenue, cost-of-sales, and expense categories map to the general ledger.